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
MO
Altria Group, Inc.

Consumer Defensive
602
+ 2.89%
$50.81 - $60.02 $30.6K - $36.1K
21.4K $1.29M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.12K
+ 89.9%
$28.22 - $30.06 $201K - $214K
15K $430K
PAYX
Paychex Inc

Industrials
1.07K
+ 47.06%
$136.06 - $154.52 $145K - $165K
3.33K $513K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.66K
+ 11.04%
$42.38 - $43.28 $197K - $202K
46.8K $1.99M
WPC
W. P. Carey Inc.

Real Estate
554
+ 3.18%
$53.5 - $65.05 $29.6K - $36K
18K $1.14M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.46K
+ 33.22%
$20.7 - $21.15 $196K - $200K
37.9K $785K
SPOT
Spotify Technology S.A.

Communication Services
225
+ 36.59%
$457.79 - $648.32 $103K - $146K
840 $462K
CMCSA
Comcast Corp

Communication Services
5.82K
+ 11.59%
$33.19 - $38.23 $193K - $223K
56K $2.07M
UNH
Unitedhealth Group Inc

Healthcare
115
+ 1.72%
$461.52 - $548.18 $53.1K - $63K
6.8K $3.56M
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 6.52%
$251.87 - $277.95 $261K - $288K
16.9K $4.38M
MA
Mastercard Inc

Financial Services
157
+ 3.87%
$504.67 - $576.31 $79.2K - $90.5K
4.22K $2.31M
XLE
Energy Sector Spdr

ETFs
845
+ 7.06%
$85.7 - $93.96 $72.4K - $79.4K
12.8K $1.2M
MKL
Markel Corp

Financial Services
47
+ 8.33%
$1660.14 - $2059.83 $78K - $96.8K
611 $1.14M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
619
+ 0.93%
$47.08 - $50.67 $29.1K - $31.4K
67.5K $3.39M
WM
Waste Management Inc

Industrials
162
+ 4.04%
$200.54 - $233.78 $32.5K - $37.9K
4.17K $965K
ACHR
Archer Aviation Inc.

Industrials
40.9K
+ 81.37%
$6.8 - $11.51 $278K - $470K
91.1K $648K
WMB
Williams Companies, Inc.

Energy
531
+ 2.51%
$54.02 - $61.09 $28.7K - $32.4K
21.7K $1.3M
XLU
Utilities Sector Spdr

ETFs
1.24K
+ 7.81%
$74.7 - $80.27 $92.9K - $99.8K
17.2K $1.35M
Advisors Inner Circle Fd Ii
6.15K
+ 32.59%
N/A
25K $617K
BMY
Bristol Myers Squibb CO

Healthcare
1.72K
+ 22.22%
$53.9 - $63.11 $92.8K - $109K
9.47K $577K
VRIG
Invesco Actively Managed ETF F

ETFs
5.65K
+ 6.97%
$25.06 - $25.19 $142K - $142K
86.7K $2.17M
AUSF
Global X Fds Adaptive U S Fact

ETFs
2K
+ 7.13%
$41.68 - $43.97 $83.2K - $87.7K
30K $1.31M
FDL
First Tr Morningstar Dividend

ETFs
200
+ 0.54%
$39.69 - $43.83 $7.94K - $8.77K
37.3K $1.62M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.09K
+ 12.12%
$48.43 - $49.9 $101K - $104K
19.3K $965K
XLV
Select Sector Spdr Fund Health

ETFs
585
+ 11.77%
$137.61 - $149.68 $80.5K - $87.6K
5.56K $811K
SCHW
Schwab Charles Corp

Financial Services
1.34K
+ 23.98%
$71.24 - $83.64 $95.5K - $112K
6.93K $542K
RE
Everest Re Group LTD

Financial Services
345
+ 39.07%
N/A
1.23K $446K
REIT
Alps ETF Tr

ETFs
4.55K
+ 18.52%
$26.36 - $28.44 $120K - $129K
29.1K $795K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
1.71K
+ 0.9%
$10.35 - $11.79 $17.7K - $20.2K
191K $2.14M
Direxion Shs ETF Tr
14.8K
+ 27.89%
N/A
67.9K $2.05M
AEP
American Electric Power CO Inc

Utilities
176
+ 3.01%
$90.32 - $109.27 $15.9K - $19.2K
6.02K $658K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.17K
+ 51.59%
$49.25 - $50.66 $107K - $110K
6.38K $317K
VTI
Vanguard Total Stock Market Et

ETFs
1.24K
+ 8.11%
$271.18 - $303.12 $336K - $376K
16.5K $4.54M
Blackrock ETF Trust Ii
1.53K
+ 2.52%
N/A
62.4K $3.27M
CSCO
Cisco Systems, Inc.

Technology
156
+ 0.46%
$58.74 - $64.87 $9.16K - $10.1K
34.2K $2.11M
C
Citigroup Inc

Financial Services
2.25K
+ 19.71%
$67.23 - $84.63 $151K - $190K
13.7K $904K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.29K
+ 6.58%
$22.46 - $23.26 $73.8K - $76.5K
53.3K $1.23M
ISRG
Intuitive Surgical Inc

Healthcare
283
+ 14.83%
$476.63 - $610.45 $135K - $173K
2.19K $1.09M
Pacer Fds Tr
3.16K
+ 49.18%
N/A
9.57K $295K
SPYI
Shp ETF Tr Neos S&P 500 High I
2.68K
+ 18.74%
N/A
17K $813K
VOT
Vanguard Mid Cap Growth Index

ETFs
424
+ 19.61%
$237.72 - $276.98 $101K - $117K
2.59K $633K
PLD
Prologis, Inc.

Real Estate
390
+ 6.09%
$103.59 - $124.04 $40.4K - $48.4K
6.79K $759K
BND
Vanguard Bd Index Fd Inc Total

ETFs
883
+ 7.64%
$71.17 - $73.66 $62.8K - $65K
12.4K $913K
SCI
Service Corp International

Consumer Cyclical
993
+ 31.77%
$75.99 - $84.16 $75.5K - $83.6K
4.12K $330K
Series Portfolios Tr
3.05K
+ 37.82%
N/A
11.1K $295K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.7K
+ 37.37%
$47.03 - $47.8 $79.9K - $81.2K
6.24K $294K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.6K
+ 12.48%
$92.45 - $106.69 $333K - $384K
32.5K $3.01M
SJNK
Spdr Bloomberg Short Term High

ETFs
3.05K
+ 17.7%
$25.08 - $25.64 $76.5K - $78.2K
20.3K $510K
QCOM
Qualcomm Inc

Technology
512
+ 4.43%
$151.94 - $175.86 $77.8K - $90K
12.1K $1.85M
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email