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
ORI
Old Republic International Corp

Financial Services
3
+ 0.03%
$33.46 - $39.22 $100 - $118
8.7K $341K
Advisors Inner Circle Fd Ii
219
+ 1.29%
N/A
17.2K $451K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.3K
+ 5.19%
N/A
26.3K $532K
FTHI
First Trust Exchange Traded Fd

ETFs
1.85K
+ 17.57%
$21.62 - $23.74 $40K - $43.9K
12.4K $270K
ANDE
Andersons, Inc.

Consumer Defensive
189
+ 2.82%
$40.06 - $47.81 $7.57K - $9.04K
6.9K $296K
AMD
Advanced Micro Devices Inc

Technology
1.28K
+ 21.49%
$96.63 - $129.55 $124K - $166K
7.26K $746K
TDVG
T Rowe Price Exchange Traded F

Technology
330
+ 3.17%
$39.23 - $42.13 $12.9K - $13.9K
10.7K $434K
MCO
Moodys Corp

Financial Services
142
+ 2.64%
$437.8 - $527.48 $62.2K - $74.9K
5.51K $2.57M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.73K
+ 1.2%
$169.43 - $182.84 $293K - $316K
146K $25.3M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
118
+ 2.57%
$45.62 - $51.12 $5.38K - $6.03K
4.71K $240K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
326
+ 10.45%
$96.88 - $111.25 $31.6K - $36.3K
3.45K $344K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
119
+ 6.58%
$196.12 - $229.48 $23.3K - $27.3K
1.93K $390K
INTU
Intuit Inc

Technology
47
+ 5.03%
$555.63 - $630.23 $26.1K - $29.6K
981 $602K
VLUE
Ishares Msci Usa Value Factor

ETFs
100
+ 2.35%
$104.89 - $113.56 $10.5K - $11.4K
4.36K $465K
FTQI
First Trust ETF Vi First Trust

ETFs
2.65K
+ 14.99%
$18.72 - $21.32 $49.7K - $56.6K
20.4K $384K
LSCC
Lattice Semiconductor Corp

Technology
510
+ 13.88%
$52.45 - $68.78 $26.7K - $35.1K
4.19K $220K
DD
Du Pont De Nemours, Inc.

Basic Materials
279
+ 4.46%
$72.7 - $84.32 $20.3K - $23.5K
6.53K $488K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
104
+ 3.03%
$69.87 - $75.62 $7.27K - $7.86K
3.53K $256K
POCT
Innovator U.S. Equity Power Bu

ETFs
500
+ 3.87%
$38.53 - $40.49 $19.3K - $20.2K
13.4K $522K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.1K
+ 7.87%
$39.02 - $42.89 $42.9K - $47.2K
15.1K $596K
PJAN
Innovator U.S. Equity Power Bu

ETFs
354
+ 5.67%
$41.09 - $43.24 $14.5K - $15.3K
6.6K $274K
ECC
Eagle Point Credit CO Inc.

Financial Services
2.5K
+ 15.87%
$7.7 - $9.14 $19.2K - $22.8K
18.2K $150K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
258
+ 2.45%
$19.7 - $20.61 $5.08K - $5.32K
10.8K $218K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
2.66K
+ 19.71%
$2.88 - $2.99 $7.67K - $7.97K
16.2K $47K
IDXX
Idexx Laboratories Inc

Healthcare
10
+ 1.79%
$406.29 - $469.04 $4.06K - $4.69K
568 $239K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.62K
+ 9.6%
$5.87 - $6.26 $9.52K - $10.1K
18.5K $109K
Advisors Inner Circle Fd Ii
68
+ 0.28%
N/A
24.2K $612K
GBIL
Goldman Sachs Access Treasury

ETFs
48
+ 1.07%
$99.85 - $100.19 $4.79K - $4.81K
4.53K $454K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
699
+ 1.78%
$10.68 - $11.3 $7.47K - $7.9K
39.9K $433K
DSL
Double Line Income Solutions Fund

Financial Services
372
+ 1.63%
$12.53 - $12.88 $4.66K - $4.79K
23.2K $293K
SAIC
Science Applications International Corp

Technology
17
+ 0.22%
$95.77 - $119.82 $1.63K - $2.04K
7.68K $862K
PL
Planet Labs Pbc

Industrials
26.6K
+ 20.99%
$3.38 - $6.49 $90K - $173K
153K $519K
IWB
Ishares Tr Russell 1000 ETF

ETFs
82
+ 6.46%
$302.31 - $337.54 $24.8K - $27.7K
1.35K $415K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
1.31K
+ 2.8%
$5.75 - $6.1 $7.55K - $8.01K
48.2K $278K
Ultimus Managers Tr
531
+ 6.61%
N/A
8.57K $208K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
1.31K
+ 8.78%
$3.71 - $3.96 $4.86K - $5.18K
16.2K $61K
PEP
Pepsico Inc

Consumer Defensive
213
+ 1.32%
$142.64 - $156.42 $30.4K - $33.3K
16.3K $2.45M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
2.25K
+ 12.53%
$3.27 - $3.68 $7.36K - $8.28K
20.2K $67K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
57
+ 0.26%
$12.03 - $12.69 $686 - $723
21.6K $265K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
980
+ 2.71%
$4.18 - $4.41 $4.1K - $4.32K
37.2K $155K
DY
Dycom Industries Inc

Industrials
195
+ 16.18%
$136.75 - $200.56 $26.7K - $39.1K
1.4K $213K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
289
+ 12.73%
$203.38 - $274.79 $58.8K - $79.4K
2.56K $526K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
290
+ 2.6%
$32.13 - $33.82 $9.32K - $9.81K
11.4K $371K
NEE
Nextera Energy Inc

Utilities
58
+ 1.14%
$66.96 - $76.16 $3.88K - $4.42K
5.14K $365K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
207
+ 1.0%
$6.57 - $6.89 $1.36K - $1.43K
20.9K $138K
IBB
Ishares Biotechnology ETF

ETFs
62
+ 3.12%
$127.9 - $140.56 $7.93K - $8.71K
2.05K $262K
HEPS
D Market Electronic Services & Trading
484
+ 3.84%
$2.8 - $3.75 $1.36K - $1.82K
13.1K $37K
FTSL
First Trust Senior Ln Fund

ETFs
488
+ 1.16%
$45.65 - $46.48 $22.3K - $22.7K
42.4K $1.94M
First Tr Exchng Traded Fd Vi
400
+ 1.25%
N/A
32.4K $1.19M
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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