Christian Bulla

@Arete Wealth Advisors, Llc

Latest period2024 - Q3

Reported2mo ago

Managed Assets$1.166B

Total holdings704

Assets growth rate-4.23%

Assets growth rate (2-Q avg)4.17%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Arete Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 704 positions.

Assets under management

The assets under management (AUM) of Arete Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.166B in assets, with a quarterly growth rate of -4.23% and a 2-quarter average growth rate of 4.17%. The portfolio is managed by Christian Bulla, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corporation Recent Activity New Position	2.02%	$23.514M 194,968 shares@ $120.61 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	1.44%	$16.787M 39,170 shares@ $428.57 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	1.26%	$14.648M 78,698 shares@ $186.13 avg price	New Position
7434⤦Proshares Tr Recent Activity New Position	0.86%	$10.007M 922,285 shares@ $10.86 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	0.65%	$7.578M 13,289 shares@ $570.25 avg price	New Position
HDHome Depot Inc Recent Activity New Position	0.57%	$6.544M 16,218 shares@ $403.51 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.5%	$5.805M 54,024 shares@ $107.46 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.48%	$5.58M 26,544 shares@ $210.22 avg price	New Position
IWMIshares Tr Recent Activity New Position	0.48%	$5.507M 25,015 shares@ $220.15 avg price	New Position
VVisa Inc Recent Activity New Position	0.45%	$5.156M 18,764 shares@ $274.79 avg price	New Position