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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
AVGOBroadcom Inc
Recent Activity
Increased 731.06%
0.44%
$5.115M
29,785 shares@ $171.74 avg price
DGROIshares Tr
Recent Activity
Increased 24.11%
0.43%
$4.907M
78,600 shares@ $62.44 avg price
FSKFs Kkr Cap Corp
Recent Activity
Decreased -85.68%
0.42%
$4.894M
247,788 shares@ $19.76 avg price
ABBVAbbvie Inc
Recent Activity
New Position
0.42%
$4.888M
24,786 shares@ $197.21 avg price
IJHIshares Tr
Recent Activity
Decreased -9.69%
0.42%
$4.817M
77,337 shares@ $62.29 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -25.83%
0.42%
$4.804M
5,438 shares@ $883.42 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -30.67%
0.41%
$4.709M
98,526 shares@ $47.8 avg price
SHYIshares Tr
Recent Activity
Increased 786.61%
0.41%
$4.672M
56,193 shares@ $83.15 avg price
VXFVanguard Index Fds
Recent Activity
Increased 54.46%
0.4%
$4.579M
25,282 shares@ $181.12 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -25.11%
0.39%
$4.542M
16,112 shares@ $281.91 avg price