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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
VIGVanguard Specialized Funds
Recent Activity
Increased 20.1%
0.64%
$7.456M
37,785 shares@ $197.33 avg price
IVVIshares Tr
Recent Activity
Decreased -39.91%
0.61%
$7.084M
12,327 shares@ $574.68 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -17.79%
0.6%
$6.941M
16,409 shares@ $423.0 avg price
FTHYFirst Tr High Yield Opprt 20
Recent Activity
Decreased -1.19%
0.6%
$6.902M
457,077 shares@ $15.11 avg price
NFJVirtus Dividend Interest & P
Recent Activity
Increased 0.44%
0.58%
$6.688M
517,830 shares@ $12.92 avg price
HDHome Depot Inc
Recent Activity
New Position
0.57%
$6.544M
16,218 shares@ $403.51 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -9.22%
0.56%
$6.5M
55,552 shares@ $117.01 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -5.19%
0.55%
$6.309M
121,124 shares@ $52.09 avg price
IJRIshares Tr
Recent Activity
Decreased -5.76%
0.53%
$6.155M
52,694 shares@ $116.81 avg price
AGGIshares Tr
Recent Activity
Decreased -15.22%
0.53%
$6.09M
60,201 shares@ $101.17 avg price