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Christian Bulla

@Arete Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.166BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
New Position
1.44%
$16.787M
39,170 shares@ $428.57 avg price
EFVIshares Tr
Recent Activity
Increased 7.17%
1.38%
$16.053M
279,392 shares@ $57.46 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -28.32%
1.36%
$15.833M
65,156 shares@ $243.01 avg price
BILSpdr Ser Tr
Recent Activity
Increased 73.38%
1.31%
$15.185M
165,397 shares@ $91.81 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
1.26%
$14.648M
78,698 shares@ $186.13 avg price
PULSPgim Etf Tr
Recent Activity
Increased 3.97%
1.15%
$13.326M
267,634 shares@ $49.8 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.93%
1.12%
$13.045M
34,169 shares@ $381.78 avg price
PVALPutnam Etf Trust
Recent Activity
Decreased -2.67%
0.91%
$10.526M
278,395 shares@ $37.81 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -7.33%
0.9%
$10.46M
34,466 shares@ $303.49 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 1.55%
0.89%
$10.361M
148,589 shares@ $69.73 avg price