Arete Wealth Advisors, LLC New Holdings in Q1 2025

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
670K
New
N/A
670K $16M
OVV
Ovintiv Inc.

Energy
915K
New
$37.84 - $45.91 $34.6M - $42M
915K $4.79M
IDU
Ishares Tr U S Utils ETF

ETFs
37.5K
New
$95.33 - $102.77 $3.57M - $3.85M
37.5K $3.8M
OLN
Olin Corp

Basic Materials
78.2K
New
$23.36 - $34.41 $1.83M - $2.69M
78.2K $3.59M
World Gold Tr
37K
New
N/A
37K $2.29M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
73.7K
New
$27.64 - $28.58 $2.04M - $2.11M
73.7K $2.11M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
704K
New
$49.86 - $50.73 $35.1M - $35.7M
704K $1.77M
Innovator Etfs Trust
49.4K
New
N/A
49.4K $1.44M
IQLT
Ishares Msci Intl Quality Fact

ETFs
26.2K
New
$36.91 - $41.03 $969K - $1.08M
26.2K $1.04M
NDAQ
Nasdaq, Inc.

Financial Services
11.4K
New
$72.17 - $83.76 $821K - $953K
11.4K $863K
CTVA
Corteva, Inc.

Basic Materials
12.4K
New
$55.94 - $66.15 $696K - $823K
12.4K $783K
ALL
Allstate Corp

Financial Services
4.17K
New
$180.99 - $210.18 $755K - $877K
4.17K $769K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.3K
New
$50.82 - $52.7 $727K - $754K
14.3K $751K
WBD
Warner Bros. Discovery, Inc.

Communication Services
69.2K
New
$9.47 - $11.46 $655K - $792K
69.2K $742K
AIZ
Assurant, Inc.

Financial Services
3.24K
New
$198.92 - $218.67 $644K - $708K
3.24K $679K
SLGN
Silgan Holdings Inc

Consumer Cyclical
12.2K
New
$48.82 - $56.15 $598K - $687K
12.2K $626K
PAR
Par Technology Corp

Technology
9.9K
New
$58.73 - $76.0 $581K - $752K
9.9K $607K
OC
Owens Corning

Industrials
4.2K
New
$137.83 - $191.19 $579K - $803K
4.2K $600K
Brookfield Corp
10.8K
New
N/A
10.8K $568K
RKT
Rocket Companies, Inc.

Financial Services
46.7K
New
$10.28 - $15.77 $480K - $737K
46.7K $564K
CSL
Carlisle Companies Inc

Industrials
1.6K
New
$326.43 - $408.24 $523K - $654K
1.6K $546K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.96K
New
$97.25 - $104.79 $482K - $519K
4.96K $514K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
21.6K
New
$23.28 - $23.95 $503K - $517K
21.6K $513K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.43K
New
$110.75 - $119.78 $491K - $531K
4.43K $512K
EXP
Eagle Materials Inc

Basic Materials
2.22K
New
$207.49 - $262.13 $460K - $581K
2.22K $492K
Birkenstock Holding PLC
10.2K
New
N/A
10.2K $466K
Pimco ETF Tr
15.7K
New
N/A
15.7K $421K
Rbb Fd Inc
8.08K
New
N/A
8.08K $407K
KGC
Kinross Gold Corp

Basic Materials
31.2K
New
$9.69 - $12.61 $302K - $393K
31.2K $393K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.14K
New
$62.72 - $71.92 $385K - $441K
6.14K $387K
VONV
Vanguard Russell 1000 Value Et

ETFs
4.64K
New
$80.21 - $86.14 $372K - $400K
4.64K $383K
OKTA
Okta, Inc.

Technology
3.5K
New
$78.83 - $116.72 $276K - $409K
3.5K $368K
FDHY
Fidelity Covington Trust High

ETFs
7.63K
New
$47.92 - $49.1 $366K - $375K
7.63K $367K
CMI
Cummins Inc

Industrials
1.12K
New
$312.92 - $386.07 $349K - $431K
1.12K $350K
ENR
Energizer Holdings, Inc.

Industrials
11K
New
$29.28 - $35.79 $322K - $394K
11K $329K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.26K
New
$73.78 - $76.59 $315K - $327K
4.26K $326K
Pimco ETF Tr
12.1K
New
N/A
12.1K $320K
Tempus Ai Inc
6.5K
New
N/A
6.5K $314K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.2K
New
$25.2 - $68.74 $257K - $700K
10.2K $300K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.36K
New
$34.14 - $37.91 $285K - $317K
8.36K $298K
Edwards Lifesciences Corp
4.06K
New
N/A
4.06K $294K
XLI
Industrial Sector Spdr

ETFs
2.24K
New
$128.78 - $141.67 $288K - $317K
2.24K $293K
EXR
Extra Space Storage Inc.

Real Estate
1.95K
New
$143.8 - $161.28 $280K - $314K
1.95K $290K
SIL
Global X Silver Miners ETF

ETFs
7.34K
New
$31.91 - $40.68 $234K - $298K
7.34K $289K
KIE
Spdr S&P Insurance ETF

ETFs
4.6K
New
$54.24 - $60.81 $250K - $280K
4.6K $279K
SCCO
Southern Copper Corp

Basic Materials
2.97K
New
$85.92 - $101.48 $255K - $301K
2.97K $277K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.51K
New
$47.59 - $48.35 $262K - $266K
5.51K $266K
IYH
Ishares Tr

ETFs
4.37K
New
$58.32 - $62.76 $255K - $274K
4.37K $266K
Tidal ETF Tr
13.7K
New
N/A
13.7K $258K
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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