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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
MUSAMurphy Usa Inc
Recent Activity
New Position
0.04%
$439,000
892 shares@ $492.16 avg price
NSEPInnovator Etfs Trust
Recent Activity
New Position
0.04%
$430,000
17,309 shares@ $24.85 avg price
IAIIshares Tr
Recent Activity
New Position
0.04%
$428,000
3,333 shares@ $128.42 avg price
DDOGDatadog Inc
Recent Activity
New Position
0.04%
$403,000
3,528 shares@ $114.23 avg price
PJPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.04%
$402,000
4,622 shares@ $86.98 avg price
JMEEJ P Morgan Exchange Traded F
Recent Activity
New Position
0.04%
$394,000
6,493 shares@ $60.69 avg price
ORealty Income Corp
Recent Activity
New Position
0.04%
$393,000
6,231 shares@ $63.08 avg price
CWCurtiss Wright Corp
Recent Activity
New Position
0.04%
$387,000
1,181 shares@ $327.69 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$375,000
14,932 shares@ $25.12 avg price
THCTenet Healthcare Corp
Recent Activity
New Position
0.04%
$363,000
2,208 shares@ $164.41 avg price