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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
GOOGLAlphabet Inc
Recent Activity
New Position
0.5%
$5.805M
54,024 shares@ $107.46 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -4.44%
0.5%
$5.74M
34,392 shares@ $166.9 avg price
WMTWalmart Inc
Recent Activity
Decreased -8.36%
0.48%
$5.588M
69,291 shares@ $80.65 avg price
JPMJpmorgan Chase & Co.
Recent Activity
New Position
0.48%
$5.58M
26,544 shares@ $210.22 avg price
IWDIshares Tr
Recent Activity
Increased 36.23%
0.48%
$5.543M
29,312 shares@ $189.11 avg price
IWMIshares Tr
Recent Activity
New Position
0.48%
$5.507M
25,015 shares@ $220.15 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.65%
0.47%
$5.427M
102,995 shares@ $52.7 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -23.47%
0.46%
$5.3M
141,461 shares@ $37.47 avg price
TYGTortoise Energy Infra Corp
Recent Activity
Decreased -0.49%
0.45%
$5.159M
131,324 shares@ $39.29 avg price
VVisa Inc
Recent Activity
New Position
0.45%
$5.156M
18,764 shares@ $274.79 avg price