Arete Wealth Advisors, LLC Reduced Holdings in Q2 2025

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
-73
- 3.14%
$200.21 - $256.99 $14.6K - $18.8K
2.25K $565K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-293
- 1.12%
$35.9 - $43.76 $10.5K - $12.8K
26K $1.12M
PLTR
Palantir Technologies Inc.

Technology
-18.6K
- 36.88%
$74.01 - $144.25 $1.38M - $2.68M
31.8K $4.34M
PWR
Quanta Services, Inc.

Industrials
-50
- 5.86%
$239.47 - $381.26 $12K - $19.1K
803 $304K
Ge Vernova Inc
-1.82K
- 38.52%
N/A
2.91K $1.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-168
- 1.57%
$152.42 - $182.82 $25.6K - $30.7K
10.5K $1.92M
EMR
Emerson Electric CO

Industrials
-189
- 3.67%
$94.15 - $133.33 $17.8K - $25.2K
4.96K $661K
KMPH
Kempharm, Inc

Healthcare
-65
- 0.09%
N/A
74.8K $659K
APH
Amphenol Corp

Technology
-36
- 1.03%
$59.09 - $98.75 $2.13K - $3.56K
3.47K $343K
XLC
Select Sector Spdr Tr Communic

ETFs
-263
- 2.24%
$86.13 - $108.53 $22.7K - $28.5K
11.5K $1.24M
ITA
Ishares Tr

ETFs
-98
- 2.64%
$135.31 - $188.64 $13.3K - $18.5K
3.61K $682K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.47K
- 4.71%
$55.54 - $69.09 $81.4K - $101K
29.7K $2.05M
CG
Carlyle Group Inc.

Financial Services
-98
- 0.62%
$34.78 - $51.4 $3.41K - $5.04K
15.7K $805K
NRG
Nrg Energy, Inc.

Utilities
-461
- 14.98%
$83.61 - $162.67 $38.5K - $75K
2.62K $417K
TXN
Texas Instruments Inc

Technology
-316
- 4.53%
N/A
6.66K $1.38M
VO
Vanguard Mid Cap ETF

ETFs
-808
- 4.78%
$228.54 - $279.83 $185K - $226K
16.1K $4.51M
CTVA
Corteva, Inc.

Basic Materials
-33
- 0.27%
$55.52 - $74.53 $1.83K - $2.46K
12.4K $925K
Astera Labs Inc
-800
- 11.35%
N/A
6.25K $565K
VTWO
Vanguard Russell 2000 ETF

ETFs
-56
- 0.25%
$70.56 - $87.22 $3.95K - $4.88K
22.6K $1.97M
AMAT
Applied Materials Inc

Technology
-1.47K
- 13.52%
$126.95 - $183.52 $187K - $270K
9.42K $1.72M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
-200
- 0.95%
$10.8 - $19.72 $2.16K - $3.94K
21K $413K
GOOG
Alphabet Inc.

Communication Services
-2.68K
- 8.9%
$146.58 - $180.01 $392K - $482K
27.4K $4.86M
BA
Boeing CO

Industrials
-989
- 10.62%
$136.59 - $217.51 $135K - $215K
8.33K $1.75M
C
Citigroup Inc

Financial Services
-1.01K
- 7.4%
$58.13 - $85.12 $58.8K - $86.1K
12.6K $1.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.94K
- 14.06%
$416.06 - $551.64 $2.06M - $2.73M
30.2K $16.7M
HON
Honeywell International Inc

Industrials
-15
- 0.17%
$182.86 - $232.88 $2.74K - $3.49K
8.72K $2.03M
CASY
Caseys General Stores Inc

Consumer Cyclical
-1.01K
- 10.61%
$415.82 - $510.91 $419K - $515K
8.49K $4.33M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-40
- 0.15%
$63.36 - $80.23 $2.53K - $3.21K
26K $2.09M
Fidelity Wise Origin Bitcoin
-1.5K
- 8.86%
N/A
15.4K $1.45M
Invesco Galaxy Bitcoin ETF
-4.47K
- 15.73%
N/A
23.9K $2.57M
VRT
Vertiv Holdings CO

Industrials
-470
- 8.6%
N/A
4.99K $641K
VIG
Vanguard Dividend Appreciation

ETFs
-261
- 0.9%
N/A
28.8K $5.9M
VTI
Vanguard Total Stock Market Et

ETFs
-645
- 3.9%
$243.75 - $303.93 $157K - $196K
15.9K $4.83M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.25K
- 2.15%
$40.94 - $52.1 $51.1K - $65K
56.7K $2.96M
VONE
Vanguard Russell 1000 ETF

ETFs
-868
- 4.39%
$225.48 - $280.86 $196K - $244K
18.9K $5.3M
PL
Planet Labs Pbc

Industrials
-8.17K
- 5.32%
$2.96 - $6.1 $24.2K - $49.8K
145K $886K
Invesco Galaxy Ethereum ETF
-678
- 1.21%
N/A
55.5K $1.4M
NOW
Service Now, Inc.

Technology
-38
- 2.12%
$721.65 - $1040.18 $27.4K - $39.5K
1.76K $1.81M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.7K
- 11.31%
$167.32 - $223.3 $1.79M - $2.39M
83.8K $18.4M
OVV
Ovintiv Inc.

Energy
-822K
- 89.86%
$31.18 - $44.14 $25.6M - $36.3M
92.7K $5.29M
CRWD
Crowd Strike Holdings, Inc.

Technology
-43
- 1.1%
$321.63 - $509.31 $13.8K - $21.9K
3.88K $1.97M
COIN
Coinbase Global, Inc.

Technology
-2.24K
- 25.85%
$151.47 - $375.07 $339K - $841K
6.43K $2.25M
META
Meta Platforms, Inc.

Communication Services
-3.04K
- 15.39%
$484.66 - $738.09 $1.47M - $2.24M
16.7K $12.3M
GS
Goldman Sachs Group Inc

Financial Services
-5.84K
- 56.06%
$462.22 - $707.75 $2.7M - $4.13M
4.58K $3.23M
JPM
Jpmorgan Chase & CO

Financial Services
-31.1K
- 45.89%
$210.28 - $289.91 $6.55M - $9.03M
36.7K $10.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-604
- 2.31%
$221.86 - $362.89 $134K - $219K
25.5K $8.1M
OLN
Olin Corp

Basic Materials
-72.6K
- 92.78%
$17.96 - $24.7 $1.3M - $1.79M
5.65K $5.47M
VUG
Vanguard Growth ETF

ETFs
-436
- 1.22%
$329.49 - $438.4 $144K - $191K
35.4K $15.5M
AVGO
Broadcom Inc.

Technology
-165
- 0.43%
$146.29 - $275.65 $24.1K - $45.5K
38.5K $10.6M
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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