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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
ABBVAbbvie Inc
Recent Activity
New Position
0.42%
$4.888M
24,786 shares@ $197.21 avg price
TSLATesla Inc
Recent Activity
New Position
0.36%
$4.084M
15,705 shares@ $260.05 avg price
AAAUGoldman Sachs Physical Gold
Recent Activity
New Position
0.22%
$2.497M
96,124 shares@ $25.98 avg price
CVXChevron Corp New
Recent Activity
New Position
0.21%
$2.37M
16,112 shares@ $147.1 avg price
BACBank America Corp
Recent Activity
New Position
0.18%
$2.011M
50,772 shares@ $39.61 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
0.18%
$2.008M
8,945 shares@ $224.49 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.17%
$1.948M
3,946 shares@ $493.67 avg price
PFEPfizer Inc
Recent Activity
New Position
0.17%
$1.871M
64,759 shares@ $28.9 avg price
LMTLockheed Martin Corp
Recent Activity
New Position
0.16%
$1.84M
3,154 shares@ $583.39 avg price
MAMastercard Incorporated
Recent Activity
New Position
0.15%
$1.734M
3,513 shares@ $493.6 avg price