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
LAMR
Lamar Advertising CO

Real Estate
206
+ 5.63%
$110.65 - $132.9 $22.8K - $27.4K
3.87K $440K
ITW
Illinois Tool Works Inc

Industrials
11
+ 1.02%
$244.9 - $274.48 $2.69K - $3.02K
1.09K $271K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
23
+ 5.12%
$522.96 - $601.18 $12K - $13.8K
472 $252K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4
+ 0.15%
$72.01 - $79.94 $288 - $320
2.7K $200K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
85
+ 8.1%
$333.37 - $384.99 $28.3K - $32.7K
1.13K $379K
PEG
Public Service Enterprise Group Inc

Utilities
101
+ 1.34%
$78.2 - $90.39 $7.9K - $9.13K
7.62K $627K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
699
+ 2.64%
$14.21 - $15.67 $9.93K - $11K
27.2K $388K
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.17%
$82.81 - $92.93 $414 - $465
3.01K $256K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.14K
+ 9.76%
$5.29 - $10.87 $6.02K - $12.4K
12.8K $68K
ITOT
Ishares Core S&P Total U.S. St

ETFs
195
+ 3.81%
$120.29 - $134.6 $23.5K - $26.2K
5.32K $649K
CMA
Comerica Inc

Financial Services
1
+ 0.02%
$56.11 - $68.38 $56.1 - $68.4
4.79K $283K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.94%
$472.29 - $575.13 $4.25K - $5.18K
472 $229K
Richtech Robotics Inc
500
+ 1.96%
N/A
26K $51K
LOW
Lowes Companies Inc

Consumer Cyclical
130
+ 3.55%
$222.66 - $268.42 $28.9K - $34.9K
3.79K $885K
Innovator Etfs Trust
398
+ 2.07%
N/A
19.6K $702K
TWLO
Twilio Inc

Communication Services
22
+ 0.96%
$94.9 - $148.35 $2.09K - $3.26K
2.32K $227K
SSSS
Suro Capital Corp.

Financial Services
8
+ 0.04%
$4.97 - $6.66 $39.8 - $53.3
22.8K $113K
AVPT
Ave Point, Inc.

Technology
70
+ 0.6%
$13.5 - $19.8 $945 - $1.39K
11.7K $169K
OKE
Oneok Inc

Energy
3
+ 0.02%
$89.57 - $109.85 $269 - $330
19.3K $1.92M
SQ
Block, Inc.

Technology
3.29K
+ 49.13%
$54.04 - $92.95 $178K - $306K
9.99K $543K
Tidal Tr Ii
1.28K
+ 13.25%
N/A
10.9K $222K
CSX
Csx Corp

Industrials
1.02K
+ 4.72%
$29.11 - $33.67 $29.6K - $34.2K
22.5K $663K
NTLA
Intellia Therapeutics, Inc.

Healthcare
2.24K
+ 21.81%
$7.11 - $12.8 $15.9K - $28.7K
12.5K $89K
Neos ETF Trust
422
+ 3.94%
N/A
11.1K $529K
DOW
Dow Inc.

Basic Materials
2K
+ 9.93%
$34.36 - $41.92 $68.9K - $84K
22.2K $775K
EMR
Emerson Electric CO

Industrials
269
+ 5.51%
$108.64 - $131.17 $29.2K - $35.3K
5.15K $564K
VBK
Vanguard Small Cap Growth ETF

ETFs
92
+ 3.82%
$247.97 - $296.33 $22.8K - $27.3K
2.5K $629K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
596
+ 4.65%
$80.73 - $94.96 $48.1K - $56.6K
13.4K $1.11M
AVK
Advent Convertible & Income Fund

Financial Services
855
+ 0.27%
$11.44 - $12.34 $9.78K - $10.6K
323K $3.73M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1.09K
+ 5.42%
$11.76 - $15.2 $12.8K - $16.5K
21.1K $248K
DHR
Danaher Corp

Healthcare
292
+ 6.24%
$201.62 - $250.59 $58.9K - $73.2K
4.97K $1.02M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
2.74K
+ 18.37%
$10.75 - $16.2 $29.4K - $44.3K
17.6K $193K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
893
+ 4.16%
$51.45 - $58.51 $45.9K - $52.2K
22.4K $1.16M
Tidal Tr Ii
243
+ 2.34%
N/A
10.6K $88K
COIN
Coinbase Global, Inc.

Technology
2.42K
+ 38.79%
$172.23 - $301.3 $417K - $730K
8.67K $1.49M
Ark 21 Shares Bitcoin ETF
17
+ 0.28%
N/A
6.16K $507K
Core Scientific Inc New
6.45K
+ 39.14%
N/A
22.9K $166K
JHG
Janus Henderson Group PLC

Financial Services
309
+ 2.44%
$35.98 - $45.94 $11.1K - $14.2K
13K $468K
DDOG
Datadog, Inc.

Technology
328
+ 16.58%
$98.68 - $151.89 $32.4K - $49.8K
2.31K $229K
PRU
Prudential Financial Inc

Financial Services
92
+ 0.74%
$105.04 - $122.33 $9.66K - $11.3K
12.5K $1.39M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.77K
+ 10.42%
$47.25 - $67.02 $83.7K - $119K
18.8K $893K
TGT
Target Corp

Consumer Defensive
72
+ 2.58%
$103.65 - $142.5 $7.46K - $10.3K
2.87K $299K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
318
+ 1.24%
$69.69 - $79.99 $22.2K - $25.4K
26K $1.86M
SVOL
Simplify ETF Simplify Volatili

ETFs
8.31K
+ 9.24%
$17.92 - $21.7 $149K - $180K
98.2K $1.79M
Ge Vernova Inc
86
+ 1.85%
N/A
4.73K $1.45M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.16K
+ 5.37%
$80.08 - $92.93 $92.5K - $107K
22.7K $1.83M
VXF
Vanguard Extended Market ETF

ETFs
2.03K
+ 7.98%
$170.36 - $201.04 $346K - $409K
27.5K $4.74M
Invesco Galaxy Bitcoin ETF
2.06K
+ 7.84%
N/A
28.4K $2.33M
VET
Vermilion Energy Inc.

Energy
611
+ 0.57%
$7.33 - $10.29 $4.48K - $6.29K
109K $880K
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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