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
BOH
Bank Of Hawaii Corp

Financial Services
3.89K
New
$61.29 - $80.51 $238K - $313K
3.89K $277K
SPOT
Spotify Technology S.A.

Communication Services
615
New
$362.95 - $502.38 $223K - $309K
615 $277K
BITO
Proshares Tr Bitcoin Strategy

ETFs
12.1K
New
$16.99 - $27.42 $205K - $331K
12.1K $275K
ITW
Illinois Tool Works Inc

Industrials
1.08K
New
$253.56 - $278.5 $274K - $301K
1.08K $274K
HOOD
Robinhood Markets, Inc.

Technology
7.2K
New
$22.33 - $43.2 $161K - $311K
7.2K $272K
Tidal Tr Ii
9.63K
New
N/A
9.63K $253K
DIV
Global X Superdividend Us ETF

ETFs
14.1K
New
N/A
14.1K $253K
SCI
Service Corp International

Consumer Cyclical
3.13K
New
$73.36 - $88.6 $229K - $277K
3.13K $250K
TWLO
Twilio Inc

Communication Services
2.29K
New
$63.73 - $114.96 $146K - $264K
2.29K $248K
AMP
Ameriprise Financial Inc

Financial Services
463
New
$473.15 - $574.01 $219K - $266K
463 $247K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.88K
New
$49.87 - $52.46 $243K - $256K
4.88K $243K
PAM
Pampa Energy Inc.

Utilities
2.74K
New
$59.98 - $91.79 $165K - $252K
2.74K $240K
VICI
Vici Properties Inc.

Real Estate
8.15K
New
$28.27 - $33.19 $230K - $270K
8.15K $238K
PSTG
Pure Storage, Inc.

Technology
3.82K
New
$48.19 - $66.6 $184K - $254K
3.82K $235K
Bitwise Ethereum ETF
9.74K
New
N/A
9.74K $233K
Core Scientific Inc New
16.5K
New
N/A
16.5K $233K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.87K
New
$54.6 - $68.9 $211K - $266K
3.87K $233K
Lam Research Corp
3.19K
New
N/A
3.19K $230K
COOP
Mr. Cooper Group Inc.

Financial Services
2.33K
New
$87.37 - $101.43 $203K - $236K
2.33K $224K
CDNS
Cadence Design Systems Inc

Technology
738
New
$249.1 - $324.54 $184K - $240K
738 $222K
ENB
Enbridge Inc

Energy
5.2K
New
$40.4 - $43.92 $210K - $228K
5.2K $221K
Cava Group Inc
1.94K
New
N/A
1.94K $220K
VIST
Vista Energy, S.A.B. De C.V.

Energy
4.03K
New
$45.39 - $58.41 $183K - $235K
4.03K $218K
HYG
Ishares Tr

ETFs
2.73K
New
$78.09 - $80.04 $213K - $219K
2.73K $215K
KOCT
Innovator Laddered Fund Of U.S
6.98K
New
N/A
6.98K $214K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
4.94K
New
$42.7 - $46.33 $211K - $229K
4.94K $212K
FOUR
Shift4 Payments, Inc.

Technology
2.03K
New
$88.26 - $114.95 $179K - $233K
2.03K $212K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.21K
New
$49.79 - $51.14 $210K - $215K
4.21K $211K
DY
Dycom Industries Inc

Industrials
1.21K
New
$168.3 - $202.91 $203K - $245K
1.21K $211K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
177
New
$1146.59 - $1270.6 $203K - $225K
177 $210K
Tidal Tr Ii
8.96K
New
N/A
8.96K $209K
BIBL
Northern Lts Fd Tr Iv

ETFs
5.38K
New
$38.73 - $42.41 $208K - $228K
5.38K $209K
CTAS
Cintas Corp

Industrials
1.14K
New
$182.7 - $226.47 $208K - $258K
1.14K $208K
LSCC
Lattice Semiconductor Corp

Technology
3.68K
New
$48.58 - $63.46 $179K - $233K
3.68K $207K
Pacer Fds Tr
6.42K
New
N/A
6.42K $206K
IWS
Ishares Russell Midcap Value E

ETFs
1.59K
New
$128.08 - $140.32 $204K - $224K
1.59K $206K
MELI
Mercadolibre Inc

Consumer Cyclical
121
New
$1666.0 - $2117.3 $202K - $256K
121 $206K
ROKU
Roku, Inc

Communication Services
2.79K
New
$64.08 - $84.12 $178K - $234K
2.79K $206K
UHALB
Amerco Com Ser N
3.24K
New
N/A
3.24K $206K
GWW
W.W. Grainger, Inc.

Industrials
194
New
$1023.06 - $1220.93 $198K - $237K
194 $204K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.92K
New
$63.19 - $73.31 $184K - $214K
2.92K $200K
Tidal Tr Ii
10.4K
New
N/A
10.4K $148K
ECC
Eagle Point Credit CO Inc.

Financial Services
15.7K
New
$8.7 - $9.98 $137K - $157K
15.7K $140K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
20.7K
New
$6.56 - $6.95 $136K - $144K
20.7K $138K
Tidal Tr Ii
10.1K
New
N/A
10.1K $131K
NTLA
Intellia Therapeutics, Inc.

Healthcare
10.3K
New
$11.41 - $21.09 $117K - $217K
10.3K $121K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
16.9K
New
$5.83 - $6.64 $98.5K - $112K
16.9K $101K
Richtech Robotics Inc
25.5K
New
N/A
25.5K $69K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
14.9K
New
$3.66 - $4.12 $54.6K - $61.5K
14.9K $57K
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email