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Arete Wealth Advisors, LLC Buys iShares Short Maturity Bond, SPDR S&P 500, Vanguard Small-Cap Value, Sells Highland Floating Rate Opportunities Fund, Bank of America Corp, iShares 20+ Year Treasury Bond ETF

Schaumburg, IL, based Investment company Arete Wealth Advisors, LLC (Current Portfolio) buys iShares Short Maturity Bond, SPDR S&P 500, Vanguard Small-Cap Value, Allianzgi NFJ Dividend, Interest & Premium Strateg, 3M Co, sells Highland Floating Rate Opportunities Fund, Bank of America Corp, iShares 20+ Year Treasury Bond ETF, iShares 1-3 Year Treasury Bond ETF, BlackRock 2022 Global Income Opportunity during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Arete Wealth Advisors, LLC. As of 2019Q4, Arete Wealth Advisors, LLC owns 374 stocks with a total value of $559 million. These are the details of the buys and sells.

For the details of Arete Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/arete+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Arete Wealth Advisors, LLC
  1. SPDR S&P 500 (SPY) - 101,494 shares, 5.85% of the total portfolio. Shares added by 30.75%
  2. Vanguard Div Appreciation (VIG) - 234,305 shares, 5.23% of the total portfolio. Shares added by 2.00%
  3. Vanguard Total Stock Market (VTI) - 88,223 shares, 2.58% of the total portfolio. Shares added by 0.65%
  4. Vanguard S&P 500 (VOO) - 44,133 shares, 2.34% of the total portfolio. Shares added by 21.33%
  5. iShares Short Maturity Bond (NEAR) - 220,952 shares, 1.99% of the total portfolio. New Position
New Purchase: iShares Short Maturity Bond (NEAR)

Arete Wealth Advisors, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $50.21 and $50.36, with an estimated average price of $50.29. The stock is now traded at around $50.33. The impact to a portfolio due to this purchase was 1.99%. The holding were 220,952 shares as of .

New Purchase: SPDR Portfolio Long Term Treasury (SPTL)

Arete Wealth Advisors, LLC initiated holding in SPDR Portfolio Long Term Treasury. The purchase prices were between $38.76 and $41.87, with an estimated average price of $39.95. The stock is now traded at around $41.44. The impact to a portfolio due to this purchase was 0.35%. The holding were 50,384 shares as of .

New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Arete Wealth Advisors, LLC initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $101.57 and $101.77, with an estimated average price of $101.66. The stock is now traded at around $101.85. The impact to a portfolio due to this purchase was 0.33%. The holding were 18,196 shares as of .

New Purchase: ServiceMaster Global Holdings Inc (SERV)

Arete Wealth Advisors, LLC initiated holding in ServiceMaster Global Holdings Inc. The purchase prices were between $33.98 and $56.9, with an estimated average price of $42.22. The stock is now traded at around $37.66. The impact to a portfolio due to this purchase was 0.17%. The holding were 23,973 shares as of .

New Purchase: Fidelity Total Bond (FBND)

Arete Wealth Advisors, LLC initiated holding in Fidelity Total Bond. The purchase prices were between $50.93 and $51.7, with an estimated average price of $51.35. The stock is now traded at around $52.55. The impact to a portfolio due to this purchase was 0.17%. The holding were 18,004 shares as of .

New Purchase: Truist Financial Corp (TFC)

Arete Wealth Advisors, LLC initiated holding in Truist Financial Corp. The purchase prices were between $50.81 and $56.72, with an estimated average price of $54.22. The stock is now traded at around $54.94. The impact to a portfolio due to this purchase was 0.14%. The holding were 13,665 shares as of .

Added: SPDR S&P 500 (SPY)

Arete Wealth Advisors, LLC added to a holding in SPDR S&P 500 by 30.75%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $337.60. The impact to a portfolio due to this purchase was 1.38%. The holding were 101,494 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Arete Wealth Advisors, LLC added to a holding in Vanguard Small-Cap Value by 522.95%. The purchase prices were between $123.74 and $138.15, with an estimated average price of $132.66. The stock is now traded at around $137.54. The impact to a portfolio due to this purchase was 1%. The holding were 48,553 shares as of .

Added: Allianzgi NFJ Dividend, Interest & Premium Strateg (NFJ)

Arete Wealth Advisors, LLC added to a holding in Allianzgi NFJ Dividend, Interest & Premium Strateg by 97.92%. The purchase prices were between $11.98 and $13.26, with an estimated average price of $12.64. The stock is now traded at around $13.61. The impact to a portfolio due to this purchase was 0.76%. The holding were 657,562 shares as of .

Added: 3M Co (MMM)

Arete Wealth Advisors, LLC added to a holding in 3M Co by 126.12%. The purchase prices were between $150.74 and $178.47, with an estimated average price of $167.84. The stock is now traded at around $161.01. The impact to a portfolio due to this purchase was 0.67%. The holding were 37,859 shares as of .

Added: Barrick Gold Corp (GOLD)

Arete Wealth Advisors, LLC added to a holding in Barrick Gold Corp by 96.51%. The purchase prices were between $16.36 and $18.61, with an estimated average price of $17.18. The stock is now traded at around $19.72. The impact to a portfolio due to this purchase was 0.66%. The holding were 401,504 shares as of .

Added: Vanguard Value (VTV)

Arete Wealth Advisors, LLC added to a holding in Vanguard Value by 309.14%. The purchase prices were between $107.9 and $120.77, with an estimated average price of $115.63. The stock is now traded at around $120.92. The impact to a portfolio due to this purchase was 0.63%. The holding were 38,889 shares as of .

Sold Out: Bank of America Corp (BAC)

Arete Wealth Advisors, LLC sold out a holding in Bank of America Corp. The sale prices were between $27.63 and $35.52, with an estimated average price of $32.44.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Arete Wealth Advisors, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $84.51 and $85.05, with an estimated average price of $84.72.

Sold Out: BlackRock 2022 Global Income Opportunity (BGIO)

Arete Wealth Advisors, LLC sold out a holding in BlackRock 2022 Global Income Opportunity. The sale prices were between $9.47 and $9.86, with an estimated average price of $9.62.

Sold Out: Vanguard Utilities (VPU)

Arete Wealth Advisors, LLC sold out a holding in Vanguard Utilities. The sale prices were between $136.01 and $143.77, with an estimated average price of $140.6.

Sold Out: Nuveen AMT-Free Municipal Income Fund (NEA)

Arete Wealth Advisors, LLC sold out a holding in Nuveen AMT-Free Municipal Income Fund. The sale prices were between $14 and $14.38, with an estimated average price of $14.2.

Sold Out: Nuveen Municipal Credit Income Fund (NZF)

Arete Wealth Advisors, LLC sold out a holding in Nuveen Municipal Credit Income Fund. The sale prices were between $15.59 and $16.4, with an estimated average price of $16.12.



Here is the complete portfolio of Arete Wealth Advisors, LLC. Also check out:

1. Arete Wealth Advisors, LLC's Undervalued Stocks
2. Arete Wealth Advisors, LLC's Top Growth Companies, and
3. Arete Wealth Advisors, LLC's High Yield stocks
4. Stocks that Arete Wealth Advisors, LLC keeps buying

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