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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
VOOVanguard Index Fds
Recent Activity
Decreased -9.49%
2.86%
$33.243M
63,148 shares@ $526.43 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.98%
2.7%
$31.387M
327,169 shares@ $95.94 avg price
AAPLApple Inc
Recent Activity
Decreased -33.96%
2.5%
$29.094M
125,411 shares@ $231.99 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -18.84%
2.29%
$26.664M
63,538 shares@ $419.66 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -8.21%
2.28%
$26.478M
148,380 shares@ $178.45 avg price
NVDANvidia Corporation
Recent Activity
New Position
2.02%
$23.514M
194,968 shares@ $120.61 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 78.32%
1.8%
$20.923M
448,065 shares@ $46.7 avg price
FLTRVaneck Etf Trust
Recent Activity
Increased 25.95%
1.78%
$20.699M
812,947 shares@ $25.47 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 46.51%
1.76%
$20.434M
782,568 shares@ $26.12 avg price
IEFIshares Tr
Recent Activity
Increased 1.75%
1.66%
$19.31M
197,107 shares@ $97.97 avg price