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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
21
+ 11.86%
$1187.71 - $1432.58 $24.9K - $30.1K
198 $284K
ADP
Automatic Data Processing Inc

Industrials
53
+ 1.23%
$286.85 - $318.64 $15.2K - $16.9K
4.36K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
432
+ 3.73%
$126.11 - $135.06 $54.5K - $58.3K
12K $1.55M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.34K
+ 18.81%
$54.25 - $57.64 $72.8K - $77.4K
8.48K $467K
Advisors Inner Circle Fd Ii
3.76K
+ 15.06%
N/A
28.7K $695K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
758
+ 9.53%
$76.94 - $78.28 $58.3K - $59.3K
8.72K $682K
Tidal Tr Ii
15.7K
+ 155.33%
N/A
25.7K $197K
VDE
Vanguard Energy ETF

ETFs
340
+ 13.19%
$119.14 - $132.76 $40.5K - $45.1K
2.92K $378K
ASML
Asml Holding Nv

Technology
126
+ 21.5%
$662.63 - $776.99 $83.5K - $97.9K
712 $472K
FSCO
Fs Cr Opportunities Corp Com
2.3K
+ 1.12%
N/A
207K $1.46M
AON
Aon PLC

Financial Services
10
+ 0.68%
$348.44 - $409.32 $3.48K - $4.09K
1.49K $595K
CB
Chubb LTD

Financial Services
114
+ 10.67%
$257.71 - $301.99 $29.4K - $34.4K
1.18K $357K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
4.41K
+ 31.01%
$21.56 - $25.08 $95.2K - $111K
18.6K $401K
LHX
L3 Harris Technologies, Inc.

Industrials
289
+ 14.18%
$194.65 - $222.86 $56.3K - $64.4K
2.33K $487K
IWY
Ishares Tr Russell 200 Growth

ETFs
422
+ 33.92%
$210.19 - $243.33 $88.7K - $103K
1.67K $351K
GWW
W.W. Grainger, Inc.

Industrials
70
+ 36.08%
$953.54 - $1132.42 $66.7K - $79.3K
264 $261K
EMB
Ishares Tr

ETFs
560
+ 13.35%
$88.64 - $92.03 $49.6K - $51.5K
4.76K $431K
BDX
Becton Dickinson & CO

Healthcare
203
+ 6.02%
$222.79 - $249.08 $45.2K - $50.6K
3.58K $819K
MS
Morgan Stanley

Financial Services
7.25K
+ 148.55%
$111.68 - $141.08 $809K - $1.02M
12.1K $667K
ETF Opportunities Trust
3.9K
+ 29.38%
N/A
17.2K $715K
HGLB
Highland Global Allocation Fund

N/A
988
+ 3.67%
$7.06 - $8.36 $6.98K - $8.26K
27.9K $233K
RIET
ETF Ser Solutions Hoya Capital

ETFs
4.75K
+ 27.5%
$9.79 - $10.5 $46.5K - $49.8K
22K $221K
Innovator Etfs Trust
1.02K
+ 5.43%
N/A
19.7K $596K
IJAN
Innovator Etfs Tr Intl Dev Pwr
990
+ 12.62%
N/A
8.84K $282K
MBB
Ishares Tr

ETFs
162
+ 1.16%
$90.37 - $94.08 $14.6K - $15.2K
14.1K $1.33M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.54K
+ 5.63%
$67.03 - $74.61 $573K - $637K
160K $10.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
126
+ 14.33%
$497.6 - $606.74 $62.7K - $76.4K
1.01K $500K
ECL
Ecolab Inc.

Basic Materials
64
+ 4.93%
$229.72 - $269.82 $14.7K - $17.3K
1.36K $346K
O
Realty Income Corp

Real Estate
110
+ 1.52%
$51.67 - $58.49 $5.68K - $6.43K
7.34K $426K
CAH
Cardinal Health Inc

Healthcare
14
+ 0.72%
$118.02 - $137.77 $1.65K - $1.93K
1.96K $271K
QRMI
Global X Fds Nasdaq 100 Risk M

ETFs
4.03K
+ 11.58%
$16.63 - $17.76 $67.1K - $71.6K
38.9K $647K
HYGV
Flexshares Tr High Yield Value

ETFs
1.02K
+ 19.35%
$40.21 - $41.29 $41.2K - $42.3K
6.32K $255K
MET
Metlife Inc

Financial Services
1.64K
+ 11.12%
$77.7 - $87.0 $128K - $143K
16.4K $1.25M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
3.27K
+ 12.56%
$18.37 - $19.62 $60.1K - $64.2K
29.3K $541K
UNP
Union Pacific Corp

Industrials
17
+ 0.42%
$225.21 - $254.42 $3.83K - $4.33K
4.08K $965K
CLOI
Vaneck ETF Tr

ETFs
665
+ 2.38%
$52.68 - $53.16 $35K - $35.4K
28.6K $1.51M
IYW
Ishares Dj Us Tech ETF

ETFs
852
+ 20.32%
$140.44 - $166.79 $120K - $142K
5.05K $708K
LNG
Cheniere Energy, Inc.

Energy
75
+ 6.01%
$209.32 - $253.66 $15.7K - $19K
1.32K $306K
HSY
Hershey CO

Consumer Defensive
160
+ 3.4%
$144.74 - $186.36 $23.2K - $29.8K
4.86K $832K
SRLN
Ssga Active Trust

ETFs
1.02K
+ 11.41%
$41.02 - $41.99 $41.7K - $42.7K
9.92K $408K
IVT
Inven Trust Properties Corp.

Real Estate
2.12K
+ 5.09%
$28.36 - $30.77 $60.2K - $65.3K
43.9K $1.29M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
703
+ 22.1%
$77.91 - $92.26 $54.8K - $64.9K
3.88K $309K
BAC
Bank Of America Corp

Financial Services
10.3K
+ 13.9%
$39.61 - $47.74 $408K - $491K
84.3K $3.29M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
12
+ 0.09%
$32.66 - $36.43 $392 - $437
13.7K $480K
CTAS
Cintas Corp

Industrials
31
+ 2.72%
$182.09 - $208.14 $5.64K - $6.45K
1.17K $240K
JOE
St Joe CO

Real Estate
420
+ 8.32%
$43.61 - $49.45 $18.3K - $20.8K
5.47K $257K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.06K
+ 12.25%
$40.03 - $46.81 $202K - $237K
46.3K $1.89M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2.22K
+ 0.43%
$14.31 - $14.8 $31.8K - $32.9K
518K $7.49M
MAA
Mid America Apartment Communities Inc.

Real Estate
13
+ 0.73%
$146.9 - $170.92 $1.91K - $2.22K
1.8K $301K
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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