Arete Wealth Advisors, LLC New Holdings in Q4 2024

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Proshares Tr
226K
New
N/A
226K $9.56M
VONE
Vanguard Russell 1000 ETF

ETFs
15.5K
New
$257.18 - $277.76 $3.98M - $4.3M
15.5K $4.13M
APLD
Applied Blockchain, Inc.

Financial Services
491K
New
$5.97 - $10.68 $2.93M - $5.24M
491K $3.76M
RUM
Rumble Inc.

Technology
195K
New
$5.18 - $16.27 $1.01M - $3.18M
195K $2.54M
DBO
Invesco Db Oil Fund

ETFs
125K
New
$13.84 - $15.7 $1.72M - $1.96M
125K $1.78M
Tcw ETF Trust
51.9K
New
N/A
51.9K $1.58M
VFC
V F Corp

Consumer Cyclical
72K
New
$16.7 - $22.59 $1.2M - $1.63M
72K $1.55M
Advisors Inner Circle Fd Ii
58.5K
New
N/A
58.5K $1.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.8K
New
$58.88 - $64.8 $1.17M - $1.29M
19.8K $1.17M
Astera Labs Inc
7.95K
New
N/A
7.95K $1.05M
Managed Portfolio Series
33.4K
New
N/A
33.4K $845K
Innovator Etfs Trust
28.7K
New
N/A
28.7K $726K
VIS
Vanguard Industrial ETF

ETFs
2.63K
New
$254.39 - $279.7 $670K - $737K
2.63K $670K
Advisors Inner Circle Fd Ii
25K
New
N/A
25K $627K
Advisors Inner Circle Fd Ii
24.1K
New
N/A
24.1K $604K
DBE
Invesco Db Energy Fund

ETFs
31.5K
New
$17.97 - $20.59 $566K - $649K
31.5K $585K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
21.1K
New
$26.57 - $28.65 $560K - $603K
21.1K $584K
AXON
Axon Enterprise, Inc.

Industrials
981
New
$399.22 - $689.78 $392K - $677K
981 $583K
Flagstar Financial Inc
14.3K
New
N/A
14.3K $546K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
10.4K
New
$47.66 - $51.97 $496K - $541K
10.4K $508K
Advisors Inner Circle Fd Ii
18.9K
New
N/A
18.9K $476K
SHW
Sherwin Williams CO

Basic Materials
1.39K
New
$338.75 - $399.71 $472K - $557K
1.39K $473K
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.28K
New
$83.09 - $89.28 $439K - $471K
5.28K $449K
Advisors Inner Circle Fd Ii
17K
New
N/A
17K $425K
Hut 8 Corp
19.7K
New
N/A
19.7K $411K
ASML
Asml Holding Nv

Technology
586
New
$658.43 - $872.27 $386K - $511K
586 $407K
ITB
Ishares Tr

ETFs
3.85K
New
$103.31 - $129.34 $398K - $498K
3.85K $398K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
5.56K
New
$70.31 - $77.39 $391K - $431K
5.56K $391K
TGT
Target Corp

Consumer Defensive
2.8K
New
$121.59 - $160.69 $340K - $449K
2.8K $378K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.81K
New
$201.32 - $217.44 $364K - $393K
1.81K $374K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.8K
New
$92.58 - $93.71 $352K - $356K
3.8K $352K
FICO
Fair Isaac Corp

Technology
172
New
$1911.01 - $2382.4 $329K - $410K
172 $343K
NSC
Norfolk Southern Corp

Industrials
1.44K
New
$230.6 - $277.0 $333K - $400K
1.44K $339K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.35K
New
$50.67 - $50.9 $322K - $323K
6.35K $322K
RE
Everest Re Group LTD

Financial Services
883
New
N/A
883 $320K
APAM
Artisan Partners Asset Management Inc.

Financial Services
7.25K
New
$41.74 - $49.17 $303K - $356K
7.25K $312K
NTRA
Natera, Inc.

Healthcare
1.98K
New
$117.67 - $174.0 $233K - $345K
1.98K $312K
CCJ
Cameco Corp

Energy
6.04K
New
$48.64 - $61.14 $294K - $369K
6.04K $311K
BSX
Boston Scientific Corp

Healthcare
3.45K
New
$83.62 - $91.5 $288K - $315K
3.45K $308K
CARG
Car Gurus, Inc.

Communication Services
8.33K
New
$29.05 - $38.78 $242K - $323K
8.33K $307K
EPR
Epr Properties

Real Estate
6.99K
New
$43.17 - $49.39 $302K - $345K
6.99K $307K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.72K
New
$176.4 - $231.84 $303K - $398K
1.72K $304K
CF
Cf Industries Holdings, Inc.

Basic Materials
3.56K
New
$81.39 - $94.14 $290K - $335K
3.56K $303K
YMM
Full Truck Alliance Co. Ltd.

Technology
27.8K
New
$8.25 - $12.28 $229K - $342K
27.8K $300K
CMA
Comerica Inc

Financial Services
4.79K
New
$57.88 - $72.73 $277K - $348K
4.79K $296K
RMBS
Rambus Inc

Technology
5.58K
New
$40.13 - $59.14 $224K - $330K
5.58K $295K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.24K
New
$216.72 - $244.71 $270K - $304K
1.24K $293K
AMSWA
American Software Inc

Technology
25.7K
New
$10.24 - $10.96 $263K - $281K
25.7K $286K
SJW
Sjw Group

Utilities
5.72K
New
$49.07 - $60.38 $281K - $345K
5.72K $281K
Activity Summary
Buys All Purchases 538 New Holdings 103 Increased Positions 435 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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