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
AFRM
Affirm Holdings, Inc.

Technology
5.97K
New
$35.75 - $69.14 $213K - $413K
5.97K $413K
CRDO
Credo Technology Group Holding LTD

Technology
4.34K
New
$33.3 - $95.05 $145K - $413K
4.34K $402K
AEM
Agnico Eagle Mines LTD

Basic Materials
3.34K
New
$99.48 - $124.46 $333K - $416K
3.34K $398K
LEU
Centrus Energy Corp

Energy
2.17K
New
$54.43 - $208.81 $118K - $453K
2.17K $398K
FEIM
Frequency Electronics Inc

Technology
17.1K
New
$15.06 - $23.24 $258K - $398K
17.1K $389K
JOBY
Joby Aviation, Inc.

Industrials
34.8K
New
$5.33 - $10.55 $186K - $367K
34.8K $367K
JGRO
J P Morgan Exchange Traded Fd
4.25K
New
N/A
4.25K $366K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
8.95K
New
$35.4 - $41.9 $317K - $375K
8.95K $365K
JBL
Jabil Inc

Technology
1.66K
New
$116.88 - $218.1 $193K - $361K
1.66K $361K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.88K
New
$32.0 - $39.87 $284K - $354K
8.88K $353K
Dave Inc
1.26K
New
N/A
1.26K $337K
TW
Tradeweb Markets Inc.

Financial Services
2.25K
New
$125.37 - $149.02 $281K - $335K
2.25K $329K
ADMA
Adma Biologics, Inc.

Healthcare
18K
New
$17.6 - $24.51 $316K - $441K
18K $327K
NNOX
Nano X Imaging Ltd.

Healthcare
62.8K
New
$4.1 - $5.71 $257K - $359K
62.8K $325K
COF
Capital One Financial Corp

Financial Services
1.49K
New
$150.57 - $212.76 $224K - $316K
1.49K $316K
XTEN
Bondbloxx ETF Tr Bloomberg 10
6.82K
New
N/A
6.82K $315K
WING
Wingstop Inc.

Consumer Cyclical
923
New
$210.24 - $381.46 $194K - $352K
923 $311K
PSIX
Power Solutions International, Inc.

Industrials
4.75K
New
$18.7 - $68.01 $88.7K - $323K
4.75K $307K
EXC
Exelon Corp

Utilities
6.92K
New
$42.2 - $47.37 $292K - $328K
6.92K $300K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
33K
New
$7.75 - $9.2 $256K - $304K
33K $297K
MCS
Marcus Corp

Communication Services
17.5K
New
$15.19 - $18.71 $266K - $327K
17.5K $295K
FVRR
Fiverr International Ltd.

Communication Services
9.56K
New
$22.2 - $33.78 $212K - $323K
9.56K $280K
CRSP
Crispr Therapeutics Ag

Healthcare
5.73K
New
$31.27 - $48.64 $179K - $279K
5.73K $279K
Primo Brands Corporation
8.95K
New
N/A
8.95K $265K
CWS
Advisorshares Tr Advisorshares

ETFs
3.72K
New
$59.37 - $70.0 $221K - $260K
3.72K $260K
JETS
ETF Ser Solutions U S Global J

ETFs
11K
New
$17.37 - $23.44 $191K - $258K
11K $253K
ROKU
Roku, Inc

Communication Services
2.79K
New
$55.1 - $87.89 $153K - $245K
2.79K $245K
CNQ
Canadian Natural Resources LTD

Energy
7.78K
New
$25.14 - $34.01 $196K - $264K
7.78K $244K
EME
Emcor Group, Inc.

Industrials
453
New
$342.02 - $534.89 $155K - $242K
453 $243K
EEM
Ishares Msci Emerging Markets

ETFs
4.88K
New
$38.52 - $48.28 $188K - $235K
4.88K $235K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.05K
New
$22.27 - $29.21 $179K - $235K
8.05K $235K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.08K
New
$82.32 - $112.47 $171K - $234K
2.08K $234K
CBNK
Capital Bancorp Inc

Financial Services
6.95K
New
$26.11 - $33.58 $181K - $233K
6.95K $233K
LMB
Limbach Holdings, Inc.

Industrials
1.65K
New
$69.3 - $142.14 $114K - $234K
1.65K $231K
FCX
Freeport Mcmoran Inc

Basic Materials
5.32K
New
$29.15 - $44.46 $155K - $237K
5.32K $231K
MGIC
Magic Software Enterprises LTD

Technology
11.9K
New
$12.34 - $19.12 $147K - $228K
11.9K $228K
MAR
Marriott International Inc

Consumer Cyclical
809
New
$211.12 - $274.14 $171K - $222K
809 $221K
UFPT
Ufp Technologies Inc

Healthcare
902
New
$186.83 - $253.3 $169K - $228K
902 $220K
SMR
Nuscale Power Corp

Industrials
5.53K
New
$12.6 - $43.24 $69.7K - $239K
5.53K $219K
FNY
First Trust Mid Cap Growth Alp
2.65K
New
N/A
2.65K $218K
DELL
Dell Technologies Inc.

Technology
1.77K
New
$71.63 - $125.98 $127K - $223K
1.77K $217K
NGG
National Grid PLC

Utilities
2.89K
New
$62.74 - $74.79 $181K - $216K
2.89K $215K
EQT
Eqt Corp

Energy
3.67K
New
$46.11 - $60.44 $169K - $222K
3.67K $214K
PSTG
Pure Storage, Inc.

Technology
3.7K
New
$37.18 - $57.58 $137K - $213K
3.7K $213K
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
New
$4164.15 - $5789.24 $150K - $208K
36 $209K
CL
Colgate Palmolive CO

Consumer Defensive
2.25K
New
$87.57 - $96.0 $197K - $216K
2.25K $204K
UGI
Ugi Corp

Utilities
5.55K
New
$30.18 - $36.59 $168K - $203K
5.55K $203K
EDOW
First Tr Exchange Traded Fd

ETFs
5.23K
New
$32.19 - $38.33 $168K - $201K
5.23K $201K
Bitwise Ethereum ETF
11K
New
N/A
11K $198K
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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