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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
PSXPhillips 66
Recent Activity
New Position
0.04%
$359,000
2,741 shares@ $130.98 avg price
LVHILegg Mason Etf Invt
Recent Activity
New Position
0.04%
$350,000
11,283 shares@ $31.03 avg price
IESCIes Hldgs Inc
Recent Activity
New Position
0.03%
$335,000
1,697 shares@ $197.41 avg price
COKECoca Cola Cons Inc
Recent Activity
New Position
0.03%
$321,000
245 shares@ $1310.21 avg price
SYMSymbotic Inc
Recent Activity
New Position
0.03%
$311,000
12,750 shares@ $24.4 avg price
PIPRPiper Sandler Companies
Recent Activity
New Position
0.03%
$310,000
1,104 shares@ $280.8 avg price
QCJLFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$306,000
15,015 shares@ $20.38 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
0.03%
$299,000
1,735 shares@ $172.34 avg price
FTAIFtai Aviation Ltd
Recent Activity
New Position
0.03%
$294,000
2,243 shares@ $131.08 avg price
APPNAppian Corp
Recent Activity
New Position
0.03%
$291,000
8,525 shares@ $34.14 avg price