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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
XLRESelect Sector Spdr Tr
Recent Activity
New Position
0.14%
$1.575M
35,512 shares@ $44.36 avg price
GRIDFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.14%
$1.525M
12,053 shares@ $126.53 avg price
CVSCvs Health Corp
Recent Activity
New Position
0.12%
$1.369M
21,755 shares@ $62.93 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.12%
$1.352M
52,260 shares@ $25.88 avg price
CLFCleveland-cliffs Inc New
Recent Activity
New Position
0.11%
$1.222M
95,698 shares@ $12.77 avg price
PSECProspect Cap Corp
Recent Activity
New Position
0.11%
$1.199M
224,886 shares@ $5.34 avg price
SLYGSpdr Ser Tr
Recent Activity
New Position
0.11%
$1.179M
12,703 shares@ $92.82 avg price
PSCPrincipal Exchange Traded Fd
Recent Activity
New Position
0.1%
$1.151M
22,252 shares@ $51.73 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.1%
$1.144M
4,234 shares@ $270.2 avg price
DBEFDbx Etf Tr
Recent Activity
New Position
0.1%
$1.135M
27,079 shares@ $41.92 avg price