Arete Wealth Advisors, LLC New Holdings in Q2 2025

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
15.6K
New
$154.86 - $239.07 $2.41M - $3.72M
15.6K $3.71M
Zacks Trust
137K
New
N/A
137K $3.62M
GPS
Gap Inc

Consumer Cyclical
156K
New
N/A
156K $3.41M
CARR
Carrier Global Corp

Industrials
41.5K
New
$55.55 - $75.83 $2.31M - $3.15M
41.5K $3.04M
NVTS
Navitas Semiconductor Corp

Technology
461K
New
$1.61 - $8.09 $742K - $3.73M
461K $3.02M
GLDM
World Gold Trust

ETFs
46K
New
$58.96 - $67.97 $2.71M - $3.13M
46K $3.02M
PSI
Invesco Exchange Traded Fd Tr

ETFs
34.7K
New
$39.29 - $60.31 $1.36M - $2.1M
34.7K $2.08M
IGM
Ishares Expanded Tech Sector E

ETFs
18.2K
New
$79.8 - $112.34 $1.45M - $2.04M
18.2K $2.04M
OTIS
Otis Worldwide Corp

Industrials
20.5K
New
$90.88 - $104.3 $1.87M - $2.14M
20.5K $2.03M
USO
United States Oil Fund, LP

ETFs
26.4K
New
$62.37 - $83.12 $1.65M - $2.2M
26.4K $1.93M
IGV
Ishares Expanded Tech Software

ETFs
15K
New
$80.15 - $109.5 $1.2M - $1.64M
15K $1.64M
AVDV
American Centy ETF Tr Avantis

ETFs
19.4K
New
$61.76 - $79.32 $1.2M - $1.54M
19.4K $1.54M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
33.1K
New
$38.18 - $45.52 $1.26M - $1.51M
33.1K $1.45M
IEO
Ishares Tr

ETFs
14.1K
New
$74.87 - $95.92 $1.06M - $1.36M
14.1K $1.25M
EOG
Eog Resources Inc

Energy
8.2K
New
$104.61 - $129.97 $857K - $1.07M
8.2K $980K
CI
Cigna Corp

Healthcare
2.85K
New
$301.89 - $340.04 $860K - $968K
2.85K $941K
Coreweave Inc
5.51K
New
N/A
5.51K $899K
INDA
Ishares Msci India Index Fund

ETFs
16K
New
$49.13 - $55.86 $788K - $896K
16K $893K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
16.8K
New
$50.09 - $51.09 $842K - $858K
16.8K $858K
CCK
Crown Holdings Inc

Consumer Cyclical
7.4K
New
$78.47 - $104.45 $581K - $773K
7.4K $762K
Morgan Stanley ETF Trust
15K
New
N/A
15K $750K
IONQ
Ion Q, Inc.

Technology
17.3K
New
$20.68 - $48.04 $357K - $830K
17.3K $742K
EUFN
Ishares Msci Europe Financials

ETFs
22.8K
New
$24.77 - $32.27 $566K - $737K
22.8K $722K
APP
App Lovin Corp

Technology
2.06K
New
$219.37 - $417.89 $451K - $859K
2.06K $720K
Reddit Inc
4.34K
New
N/A
4.34K $652K
ZS
Zscaler, Inc.

Technology
2.07K
New
$174.67 - $315.32 $361K - $652K
2.07K $647K
BROS
Dutch Bros Inc.

Consumer Cyclical
8.89K
New
$51.37 - $73.72 $456K - $655K
8.89K $608K
VST
Vistra Corp.

Utilities
3.11K
New
$98.07 - $195.04 $305K - $606K
3.11K $602K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
9.4K
New
$50.27 - $62.05 $472K - $583K
9.4K $580K
Labcorp Holdings Inc
2.13K
New
N/A
2.13K $558K
CDNS
Cadence Design Systems Inc

Technology
1.8K
New
$231.64 - $323.08 $417K - $582K
1.8K $555K
UPST
Upstart Holdings, Inc.

Financial Services
7.98K
New
$34.8 - $64.85 $278K - $518K
7.98K $516K
First Tr Exchng Traded Fd Vi
13K
New
N/A
13K $509K
Blackrock ETF Trust
13.9K
New
N/A
13.9K $494K
SJM
J M Smucker CO

Consumer Defensive
4.99K
New
$94.41 - $118.52 $471K - $592K
4.99K $490K
ASTS
Ast Space Mobile, Inc.

Communication Services
10.2K
New
$20.07 - $51.83 $205K - $529K
10.2K $477K
MSCI
Msci Inc.

Financial Services
815
New
$506.56 - $576.74 $413K - $470K
815 $470K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
10.4K
New
$37.78 - $44.9 $392K - $465K
10.4K $465K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
35.6K
New
$12.21 - $13.9 $434K - $495K
35.6K $464K
BIBL
Northern Lts Fd Tr Iv

ETFs
11.2K
New
$33.5 - $41.33 $376K - $463K
11.2K $463K
TOST
Toast, Inc.

Technology
10.2K
New
$30.03 - $45.23 $307K - $462K
10.2K $452K
FN
Fabrinet

Technology
1.51K
New
$171.03 - $298.93 $259K - $452K
1.51K $446K
OSCR
Oscar Health, Inc.

Healthcare
20.4K
New
$11.6 - $21.44 $237K - $438K
20.4K $438K
JBBB
Janus Detroit Str Tr Henderson

ETFs
9.05K
New
$46.79 - $48.56 $423K - $439K
9.05K $436K
IDCC
Inter Digital, Inc.

Communication Services
1.91K
New
$183.37 - $234.7 $351K - $449K
1.91K $429K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.22K
New
$90.85 - $102.31 $383K - $431K
4.22K $424K
DASH
Door Dash, Inc.

Communication Services
1.7K
New
$163.16 - $246.51 $277K - $419K
1.7K $419K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.53K
New
$144.63 - $179.53 $366K - $455K
2.53K $417K
CCJ
Cameco Corp

Energy
5.58K
New
$36.68 - $74.46 $205K - $416K
5.58K $414K
Activity Summary
Buys All Purchases 372 New Holdings 106 Increased Positions 266 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 0 Puts 0
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