Arete Wealth Advisors, LLC Reduced Holdings in Q1 2025

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DKNG
Draft Kings Inc.

Consumer Cyclical
-528
- 6.33%
$33.21 - $53.49 $17.5K - $28.2K
7.81K $259K
AINV
Apollo Investment Corp

Financial Services
-3.04K
- 16.44%
N/A
15.4K $199K
ET
Energy Transfer LP

Energy
-568
- 1.47%
$17.26 - $21.08 $9.8K - $12K
38K $706K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-500
- 6.9%
$38.51 - $45.32 $19.3K - $22.7K
6.75K $264K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-546
- 7.5%
$128.74 - $138.67 $70.3K - $75.7K
6.73K $914K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-151
- 1.4%
$70.83 - $76.62 $10.7K - $11.6K
10.6K $755K
PFHC
Pro Frac Holding Corp.

Energy
-1.14K
- 0.88%
N/A
129K $983K
Jacobs Solutions Inc
-19
- 0.55%
N/A
3.46K $419K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.1K
- 8.89%
$39.61 - $42.65 $43.7K - $47.1K
11.3K $461K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.94K
- 8.91%
$74.85 - $84.89 $220K - $250K
30.1K $2.46M
MAIN
Main Street Capital Corp

Financial Services
-80
- 0.49%
$54.71 - $63.1 $4.38K - $5.05K
16.3K $924K
ENSG
Ensign Group, Inc

Healthcare
-182
- 4.95%
$125.4 - $148.86 $22.8K - $27.1K
3.5K $452K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.31K
- 11.66%
$26.64 - $27.14 $35K - $35.6K
9.95K $266K
NSC
Norfolk Southern Corp

Industrials
-160
- 11.09%
$227.69 - $259.76 $36.4K - $41.6K
1.28K $304K
SGOL
Abrdn Gold ETF Trust

ETFs
-3.86K
- 23.04%
$25.14 - $29.82 $97K - $115K
12.9K $384K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.35K
- 14.46%
$63.07 - $73.5 $85.3K - $99.4K
8K $562K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-114
- 2.21%
N/A
5.06K $215K
EMN
Eastman Chemical CO

Basic Materials
-210
- 5.15%
$87.05 - $103.47 $18.3K - $21.7K
3.87K $341K
DSTL
ETF Ser Solution Distillate Us

ETFs
-288
- 1.47%
$53.28 - $57.28 $15.3K - $16.5K
19.4K $1.05M
TBBK
Bancorp, Inc.

Financial Services
-539
- 5.62%
$49.74 - $62.75 $26.8K - $33.8K
9.05K $478K
SBUX
Starbucks Corp

Consumer Cyclical
-882
- 10.39%
$91.75 - $115.81 $80.9K - $102K
7.61K $746K
SYY
Sysco Corp

Consumer Defensive
-322
- 9.44%
$70.0 - $77.13 $22.5K - $24.8K
3.09K $232K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-1.12K
- 7.43%
$21.64 - $22.08 $24.2K - $24.7K
13.9K $301K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.42K
- 4.97%
$19.42 - $19.54 $27.6K - $27.8K
27.2K $530K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-75
- 0.55%
$16.61 - $20.29 $1.25K - $1.52K
13.6K $226K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.07K
- 7.5%
$23.03 - $23.17 $24.5K - $24.7K
13.1K $303K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-1.05K
- 7.48%
$23.19 - $23.5 $24.4K - $24.7K
13K $302K
BSJR
Invesco Indx Tr

ETFs
-1.09K
- 7.48%
$22.4 - $22.69 $24.5K - $24.8K
13.5K $303K
YMM
Full Truck Alliance Co. Ltd.

Technology
-6.12K
- 22.01%
$10.41 - $13.69 $63.7K - $83.8K
21.7K $277K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-97
- 6.5%
$157.71 - $180.77 $15.3K - $17.5K
1.4K $224K
IXUS
Ishares Tr

ETFs
-742
- 8.91%
$65.06 - $72.31 $48.3K - $53.7K
7.58K $529K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.25K
- 4.42%
$19.43 - $19.62 $24.4K - $24.6K
27.1K $531K
SFBS
Servis First Bancshares, Inc.

Financial Services
-170
- 5.53%
$80.8 - $93.58 $13.7K - $15.9K
2.9K $240K
RELX
Relx PLC

Communication Services
-908
- 17.43%
$45.34 - $51.91 $41.2K - $47.1K
4.3K $217K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1.21K
- 4.36%
$20.05 - $20.4 $24.2K - $24.6K
26.5K $539K
TJX
Tjx Companies Inc

Consumer Cyclical
-250
- 2.42%
$112.81 - $126.16 $28.2K - $31.5K
10.1K $1.23M
SPG
Simon Property Group Inc

Real Estate
-8
- 0.28%
$159.48 - $187.78 $1.28K - $1.5K
2.85K $474K
DIV
Global X Superdividend Us ETF

ETFs
-1.56K
- 11.06%
N/A
12.5K $236K
APH
Amphenol Corp

Technology
-32
- 0.9%
$61.62 - $78.55 $1.97K - $2.51K
3.51K $230K
F
Ford Motor CO

Consumer Cyclical
-2.21K
- 5.63%
$9.12 - $10.43 $20.2K - $23.1K
37K $372K
BNDX
Vanguard Total International B

ETFs
-251
- 2.34%
$48.33 - $49.5 $12.1K - $12.4K
10.5K $512K
CRWD
Crowd Strike Holdings, Inc.

Technology
-150
- 3.69%
$308.86 - $455.36 $46.3K - $68.3K
3.92K $1.38M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-112
- 2.19%
$78.0 - $84.37 $8.74K - $9.45K
5K $399K
BP
Bp PLC

Energy
-1.72K
- 16.34%
$29.93 - $35.31 $51.4K - $60.7K
8.8K $297K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-40
- 0.28%
$29.34 - $31.31 $1.17K - $1.25K
14.3K $424K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.1K
- 3.66%
$27.01 - $28.54 $29.8K - $31.5K
29K $811K
NOCT
Innovator Growth 100 Power Buf

ETFs
-14
- 0.24%
$49.54 - $52.84 $694 - $740
5.78K $286K
XLP
Consumer Staples Sector Spdr

ETFs
-477
- 5.18%
N/A
8.74K $714K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-2.17K
- 27.01%
$43.79 - $57.46 $95K - $125K
5.86K $335K
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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