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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -18.44%
0.38%
$4.373M
73,652 shares@ $59.38 avg price
EFGIshares Tr
Recent Activity
Increased 29.47%
0.36%
$4.179M
38,924 shares@ $107.37 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -6.48%
0.36%
$4.149M
23,942 shares@ $173.3 avg price
TSLATesla Inc
Recent Activity
New Position
0.36%
$4.084M
15,705 shares@ $260.05 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Increased 955.74%
0.34%
$3.904M
290,696 shares@ $13.43 avg price
TLTIshares Tr
Recent Activity
Increased 45.65%
0.34%
$3.882M
121,048 shares@ $32.07 avg price
TIPIshares Tr
Recent Activity
Increased 24.53%
0.32%
$3.724M
33,752 shares@ $110.34 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -19.49%
0.32%
$3.669M
4,142 shares@ $885.81 avg price
CASYCaseys Gen Stores Inc
Recent Activity
Decreased -0.16%
0.31%
$3.599M
9,612 shares@ $374.43 avg price
AVKAdvent Conv & Income Fd
Recent Activity
Increased 105.65%
0.31%
$3.594M
600,039 shares@ $5.99 avg price