Arete Wealth Advisors, LLC Incresed Positions in Q1 2025

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GM
General Motors CO

Consumer Cyclical
12.6K
+ 281.13%
$45.22 - $54.92 $570K - $692K
17.1K $804K
WMT
Walmart Inc.

Consumer Defensive
7.73K
+ 12.83%
$84.5 - $105.05 $654K - $812K
68K $5.97M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.28K
+ 7.69%
$182.82 - $196.21 $417K - $448K
32K $6.02M
OEF
Ishares S&P 100 ETF

ETFs
2.11K
+ 58.59%
N/A
5.71K $1.55M
EFG
Msci Eafe Growth ETF

ETFs
3.76K
+ 8.9%
$96.1 - $106.37 $361K - $400K
46K $4.6M
BALT
Innovator Etfs Tr
15.7K
+ 129.41%
$31.31 - $31.89 $492K - $501K
27.9K $875K
ABT
Abbott Laboratories

Healthcare
352
+ 1.57%
$111.1 - $140.22 $39.1K - $49.4K
22.8K $3.03M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.97K
+ 11.23%
$45.56 - $47.23 $363K - $376K
78.9K $3.71M
UPS
United Parcel Service Inc

Industrials
6.13K
+ 39.53%
$109.66 - $136.26 $672K - $835K
21.6K $2.38M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.39K
+ 27.41%
$50.48 - $51.04 $424K - $428K
39K $1.98M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
8.09K
+ 11.71%
$49.92 - $50.3 $404K - $407K
77.2K $3.87M
VZ
Verizon Communications Inc

Communication Services
905
+ 1.34%
$37.81 - $46.49 $34.2K - $42.1K
68.5K $3.11M
SPGI
S&P Global Inc.

Financial Services
792
+ 151.15%
$478.26 - $543.77 $379K - $431K
1.32K $668K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.28K
+ 2.54%
$95.85 - $99.25 $218K - $226K
91.8K $9.08M
XLC
Select Sector Spdr Tr Communic

ETFs
4.12K
+ 54.05%
$94.84 - $105.31 $390K - $433K
11.7K $1.13M
CAT
Caterpillar Inc

Industrials
1.92K
+ 26.81%
$326.75 - $407.63 $626K - $781K
9.06K $2.99M
IVE
Ishares S&P 500 Value ETF

ETFs
2.04K
+ 48.28%
$185.78 - $198.58 $379K - $405K
6.26K $1.19M
Hut 8 Corp
47.7K
+ 241.55%
N/A
67.4K $784K
JNJ
Johnson & Johnson

Healthcare
17
+ 0.1%
$142.06 - $167.7 $2.42K - $2.85K
17K $2.82M
T
At&T Inc.

Communication Services
1.71K
+ 2.91%
$21.56 - $28.28 $37K - $48.5K
60.6K $1.7M
XLF
Financial Sector Spdr

ETFs
6.71K
+ 58.85%
$47.32 - $52.19 $318K - $350K
18.1K $902K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.7K
+ 43.83%
$22.25 - $23.0 $327K - $338K
48.2K $1.11M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.81K
+ 40.41%
$44.68 - $46.49 $304K - $316K
23.6K $1.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.31K
+ 40.6%
$34.58 - $45.97 $149K - $198K
14.9K $686K
TXN
Texas Instruments Inc

Technology
1.97K
+ 39.41%
N/A
6.98K $1.25M
IEMG
Ishares Inc

ETFs
4.13K
+ 7.67%
N/A
57.9K $3.13M
XLY
Select Sector Spdr Consumer Di

ETFs
1.86K
+ 91.14%
$192.6 - $233.2 $359K - $434K
3.91K $771K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
25.4K
+ 36.58%
$16.57 - $18.85 $421K - $479K
94.9K $1.58M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.77K
+ 33.25%
$49.67 - $51.43 $287K - $297K
23.1K $1.18M
PFE
Pfizer Inc

Healthcare
15.4K
+ 17.74%
$25.01 - $27.13 $385K - $418K
102K $2.59M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.45K
+ 7.15%
$56.17 - $59.71 $306K - $325K
81.6K $4.66M
VGSH
Vanguard

ETFs
4.69K
+ 41.32%
$58.07 - $58.69 $272K - $275K
16K $941K
GILD
Gilead Sciences, Inc.

Healthcare
386
+ 3.54%
$89.14 - $117.41 $34.4K - $45.3K
11.3K $1.27M
CVS
Cvs Health Corp

Healthcare
1.84K
+ 31.16%
$44.22 - $68.64 $81.3K - $126K
7.74K $524K
PSC
Principal ETF U.S. Small Cap M

ETFs
6.83K
+ 26.87%
$47.13 - $54.5 $322K - $372K
32.2K $1.56M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.73K
+ 14.65%
$30.35 - $33.16 $204K - $223K
52.7K $1.68M
TMUS
T Mobile Us, Inc.

Communication Services
396
+ 12.68%
$211.3 - $272.83 $83.7K - $108K
3.52K $939K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
3.03K
+ 2.57%
$40.55 - $48.43 $123K - $147K
121K $5.21M
FTNT
Fortinet, Inc.

Technology
2.3K
+ 24.08%
$92.49 - $114.57 $213K - $264K
11.9K $1.14M
AMAT
Applied Materials Inc

Technology
2.66K
+ 32.34%
$145.06 - $195.51 $386K - $520K
10.9K $1.58M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.84K
+ 57.24%
$30.73 - $32.26 $241K - $253K
21.5K $662K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.77K
+ 28.01%
$48.06 - $53.73 $277K - $310K
26.4K $1.29M
BSX
Boston Scientific Corp

Healthcare
1.84K
+ 53.25%
$89.38 - $106.18 $164K - $195K
5.28K $533K
XLK
Technology Sector Spdr

ETFs
2.16K
+ 25.71%
$206.38 - $242.18 $445K - $523K
10.6K $2.18M
RTX
Raytheon Technologies Corp

Industrials
401
+ 4.11%
$114.1 - $135.66 $45.8K - $54.4K
10.2K $1.35M
Ishares Bitcoin Trust ETF
7.61K
+ 32.91%
N/A
30.7K $1.44M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
215
+ 17.47%
$402.49 - $513.76 $86.5K - $110K
1.45K $701K
ZECP
Zacks Tr Earnings Constant Por

ETFs
10.4K
+ 3.45%
$29.24 - $32.07 $303K - $333K
311K $9.36M
ELV
Elevance Health, Inc.

Healthcare
336
+ 40.68%
$365.9 - $436.25 $123K - $147K
1.16K $505K
Activity Summary
Buys All Purchases 397 New Holdings 76 Increased Positions 321 Sells All Sells 267 Reductions 267 Sold out 0 Options Calls 0 Puts 0
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