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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
BABoeing Co
Recent Activity
New Position
0.1%
$1.102M
7,246 shares@ $152.09 avg price
QETHInvesco Galaxy Ethereum Etf
Recent Activity
New Position
0.09%
$1.009M
39,000 shares@ $25.88 avg price
MOAltria Group Inc
Recent Activity
New Position
0.09%
$963,000
18,873 shares@ $51.03 avg price
SHLDGlobal X Fds
Recent Activity
New Position
0.08%
$929,000
25,078 shares@ $37.05 avg price
CLSKCleanspark Inc
Recent Activity
New Position
0.08%
$903,000
96,709 shares@ $9.34 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.08%
$886,000
16,002 shares@ $55.37 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.08%
$875,000
3,224 shares@ $271.41 avg price
APDAir Prods & Chems Inc
Recent Activity
New Position
0.08%
$847,000
2,852 shares@ $296.99 avg price
LUVSouthwest Airls Co
Recent Activity
New Position
0.08%
$826,000
27,861 shares@ $29.65 avg price
BDXBecton Dickinson & Co
Recent Activity
New Position
0.07%
$767,000
3,199 shares@ $239.77 avg price