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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
IWSIshares Tr
Recent Activity
Exited
0%
$498,000
4,123 shares@ $120.79 avg price
XHBSpdr Ser Tr
Recent Activity
Exited
0%
$495,000
4,913 shares@ $100.76 avg price
SHWSherwin Williams Co
Recent Activity
Exited
0%
$485,000
1,626 shares@ $298.28 avg price
CMICummins Inc
Recent Activity
Exited
0%
$480,000
1,748 shares@ $274.6 avg price
OCSLOaktree Specialty Lending Co
Recent Activity
Exited
0%
$468,000
24,878 shares@ $18.82 avg price
TDWTidewater Inc New
Recent Activity
Exited
0%
$459,000
4,811 shares@ $95.41 avg price
SCHASchwab Strategic Tr
Recent Activity
Exited
0%
$450,000
9,536 shares@ $47.19 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$434,000
2,933 shares@ $147.98 avg price
BIZDVaneck Etf Trust
Recent Activity
Exited
0%
$426,000
24,890 shares@ $17.12 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$425,000
4,470 shares@ $95.08 avg price