Arete Wealth Advisors, LLC Incresed Positions in Q2 2025

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
2.96K
+ 29.96%
$120.07 - $151.11 $355K - $447K
12.8K $1.92M
MMM
3 M CO

Industrials
3.12K
+ 32.73%
$126.09 - $154.15 $393K - $481K
12.7K $1.93M
FISV
Fiserv Inc

Technology
3.41K
+ 190.44%
N/A
5.19K $895K
SLV
I Shares Silver Trust

ETFs
11K
+ 15.57%
$27.08 - $33.74 $298K - $372K
81.8K $2.68M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.37K
+ 5.18%
$45.11 - $52.34 $287K - $334K
129K $6.77M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
16.3K
+ 84.83%
$27.29 - $29.28 $446K - $478K
35.6K $1.04M
AXON
Axon Enterprise, Inc.

Industrials
264
+ 30.28%
$497.13 - $827.94 $131K - $219K
1.14K $941K
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.2K
+ 50.84%
$57.41 - $74.81 $299K - $389K
15.4K $1.15M
ACN
Accenture PLC

Technology
1.64K
+ 112.25%
$279.23 - $323.21 $458K - $530K
3.1K $927K
SYK
Stryker Corp

Healthcare
1.13K
+ 121.75%
$337.37 - $395.63 $380K - $445K
2.05K $810K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.5K
+ 109.9%
$24.38 - $30.18 $330K - $408K
25.8K $778K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
3.26K
+ 2.68%
$20.94 - $26.47 $68.3K - $86.4K
125K $3.31M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.04K
+ 145.84%
$47.89 - $48.65 $385K - $391K
13.5K $659K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
77.7K
+ 606.93%
$3.97 - $5.84 $308K - $453K
90.4K $458K
CSCO
Cisco Systems, Inc.

Technology
1.79K
+ 5.22%
$53.19 - $69.38 $95K - $124K
36K $2.5M
GE
General Electric CO

Industrials
35
+ 0.53%
$166.81 - $257.39 $5.84K - $9.01K
6.61K $1.7M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.56K
+ 4.86%
$28.98 - $37.18 $74.2K - $95.2K
55.2K $2.05M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
294
+ 11.48%
$177.93 - $313.14 $52.3K - $92.1K
2.85K $894K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.63K
+ 73.33%
$97.29 - $105.63 $354K - $384K
8.59K $873K
ADBE
Adobe Inc.

Technology
863
+ 23.07%
$340.0 - $420.68 $293K - $363K
4.6K $1.78M
COST
Costco Wholesale Corp

Consumer Defensive
168
+ 4.25%
$908.13 - $1056.85 $153K - $178K
4.12K $4.08M
Innovator Etfs Trust
6.73K
+ 13.67%
N/A
56K $1.67M
Elevation Series Trust
10.4K
+ 41.38%
N/A
35.4K $1.07M
Northern Lts Fd Tr Iv
1.29K
+ 117.52%
N/A
2.38K $547K
OEF
Ishares S&P 100 ETF

ETFs
426
+ 7.46%
N/A
6.14K $1.87M
EFA
Ishares Tr Msci Eafe ETF

ETFs
939
+ 3.12%
$72.96 - $90.39 $68.5K - $84.9K
31K $2.77M
Bitwise Bitcoin ETF Tr
943
+ 5.0%
N/A
19.8K $1.16M
PFHC
Pro Frac Holding Corp.

Energy
36.5K
+ 28.16%
N/A
166K $1.29M
XLY
Select Sector Spdr Consumer Di

ETFs
966
+ 24.72%
$176.34 - $218.59 $170K - $211K
4.87K $1.06M
KO
Coca Cola CO

Consumer Defensive
4.5K
+ 12.71%
$68.37 - $73.9 $307K - $332K
39.8K $2.82M
MAIN
Main Street Capital Corp

Financial Services
4.04K
+ 24.72%
$49.15 - $59.32 $198K - $239K
20.4K $1.2M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
4.85K
+ 7.35%
$29.44 - $33.91 $143K - $164K
70.9K $2.32M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
462
+ 97.88%
$468.22 - $566.51 $216K - $262K
934 $529K
PM
Philip Morris International Inc.

Consumer Defensive
153
+ 1.48%
$149.23 - $184.95 $22.8K - $28.3K
10.5K $1.91M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.69K
+ 13.83%
$102.02 - $103.5 $275K - $279K
22.2K $2.28M
VIS
Vanguard Industrial ETF

ETFs
737
+ 40.94%
$220.04 - $280.07 $162K - $206K
2.54K $711K
LVHI
Franklin International Low Vol

ETFs
7.68K
+ 96.05%
$28.91 - $33.28 $222K - $255K
15.7K $510K
FNDF
Schwab Fundamental Intl Large

ETFs
5.12K
+ 43.27%
$32.25 - $40.02 $165K - $205K
16.9K $678K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.8K
+ 6.83%
$43.53 - $54.46 $78.4K - $98.1K
28.2K $1.54M
XLF
Financial Sector Spdr

ETFs
3.85K
+ 21.23%
$43.92 - $52.37 $169K - $201K
22K $1.15M
REIT
Alps ETF Tr

ETFs
10.2K
+ 34.91%
$24.01 - $27.44 $244K - $279K
39.3K $1.03M
Managed Portfolio Series
3.6K
+ 3.28%
N/A
114K $2.87M
DY
Dycom Industries Inc

Industrials
377
+ 26.93%
$138.96 - $245.71 $52.4K - $92.6K
1.78K $434K
American Healthcare Reit Inc
4.26K
+ 46.2%
N/A
13.5K $495K
CRS
Carpenter Technology Corp

Industrials
13
+ 0.59%
$151.3 - $276.38 $1.97K - $3.59K
2.22K $614K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.15K
+ 60.89%
$65.04 - $82.18 $140K - $177K
5.69K $467K
XAR
Spdr S&P Aerospace & Defense E

ETFs
641
+ 45.95%
$144.94 - $210.94 $92.9K - $135K
2.04K $429K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.97K
+ 80.44%
$50.36 - $50.68 $200K - $201K
8.91K $452K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.84K
+ 23.03%
$62.73 - $78.42 $116K - $144K
9.84K $763K
Activity Summary
Buys All Purchases 372 New Holdings 106 Increased Positions 266 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 0 Puts 0
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