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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -46.57%
0.88%
$10.258M
22,288 shares@ $460.25 avg price
7434⤦Proshares Tr
Recent Activity
New Position
0.86%
$10.007M
922,285 shares@ $10.86 avg price
IWFIshares Tr
Recent Activity
Increased 33.14%
0.83%
$9.637M
25,818 shares@ $373.27 avg price
SHVIshares Tr
Recent Activity
Decreased -18.16%
0.81%
$9.397M
84,940 shares@ $110.64 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 32.91%
0.73%
$8.414M
117,697 shares@ $71.49 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -22.97%
0.72%
$8.391M
22,866 shares@ $366.97 avg price
ZECPZacks Trust
Recent Activity
Decreased -38.51%
0.69%
$7.941M
258,662 shares@ $30.71 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -3.9%
0.68%
$7.844M
95,218 shares@ $82.38 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -14.64%
0.67%
$7.731M
146,684 shares@ $52.71 avg price
METAMeta Platforms Inc
Recent Activity
New Position
0.65%
$7.578M
13,289 shares@ $570.25 avg price