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Arete Wealth Advisors

Latest statistics and disclosures from Arete Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, DIS, RSP, SPLG, and represent 12.07% of Arete Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BINC (+$30M), SPLG (+$21M), PULS (+$8.9M), BRK.B (+$8.9M), ANET, PG, CLOI, SGOL, VXX, NFLX.
Started 110 new stock positions in NBIS, NUKZ, IJS, RUM, MGK, DXJ, HGER, BLV, PNC, BMNR.
Reduced shares in these 10 stocks: FLTR (-$9.7M), SH (-$9.7M), GLD (-$9.1M), OLN (-$7.6M), BIL (-$6.6M), IEF (-$5.6M), OVV, IDU, SHY, GAP.
Sold out of its positions in ASTS, CWS, BAX, IVVB, CSQ, CL, CTVA, CROX, CCK, DAVE.
Arete Wealth Advisors was a net buyer of stock by $102M.
Arete Wealth Advisors has $1.6B in assets under management (AUM), dropping by 10.26%.
Central Index Key (CIK): 0001600151

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Portfolio Holdings for Arete Wealth Advisors

Arete Wealth Advisors holds 764 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Arete Wealth Advisors has 764 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arete Wealth Advisors Sept. 30, 2025 positions
Download the Arete Wealth Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	2.8	$45M	+4%	238k	186.73	View chart
Apple (AAPL)	2.5	$39M	+5%	155k	254.71	View chart
Walt Disney Company (DIS)	2.4	$38M		329k	114.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.2	$35M		187k	189.70	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.2	$35M	+156%	448k	78.34	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.1	$33M	+1051%	615k	53.24	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.8	$29M	+3%	1.1M	25.85	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$27M	+3%	579k	46.24	View chart
Microsoft Corporation (MSFT)	1.6	$26M		50k	517.82	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.6	$26M	+3%	600k	42.72	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$23M	+4%	334k	67.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$22M	+12%	33k	666.20	View chart
Amazon (AMZN)	1.2	$20M	+5%	89k	219.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$19M		31k	612.61	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$18M	+4%	37k	480.33	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.1	$17M	+104%	347k	49.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$16M	-13%	26k	600.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$16M	+3%	64k	244.14	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.0	$15M	-5%	147k	104.53	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.9	$15M	-39%	588k	25.57	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.9	$14M	-31%	157k	91.75	View chart
Meta Platforms Cl A (META)	0.9	$14M	+17%	20k	732.85	View chart
Broadcom (AVGO)	0.8	$13M	+4%	40k	330.20	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.8	$13M	-3%	164k	80.66	View chart
Johnson & Johnson (JNJ)	0.8	$13M		70k	185.42	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.8	$13M	+5%	111k	113.86	View chart
JPMorgan Chase & Co. (JPM)	0.8	$12M	+5%	39k	315.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$11M	+11%	17k	669.54	View chart
McDonald's Corporation (MCD)	0.7	$11M	+2%	37k	303.89	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$11M	-6%	418k	26.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$11M		22k	468.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$10M	+581%	21k	502.62	View chart
International Business Machines (IBM)	0.6	$10M	+2%	35k	282.25	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$9.8M	+29%	40k	247.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$9.7M	-36%	101k	96.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$9.7M	+5%	162k	59.95	View chart
Tesla Motors (TSLA)	0.6	$9.5M	-16%	21k	444.72	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$9.0M	+4%	82k	110.49	View chart
Home Depot (HD)	0.6	$9.0M	+25%	22k	405.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$8.5M	-51%	24k	355.74	View chart
Raytheon Technologies Corp (RTX)	0.5	$8.5M		51k	167.39	View chart
Exxon Mobil Corporation (XOM)	0.5	$8.5M	+6%	76k	112.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$8.5M		85k	100.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$8.2M	+8%	40k	203.60	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$8.0M	+9%	188k	42.84	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.5	$8.0M	-8%	617k	13.01	View chart
Zacks Trust Earngs Constant (ZECP)	0.5	$7.7M	+2%	229k	33.62	View chart
Visa Com Cl A (V)	0.5	$7.6M	+8%	22k	341.37	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$7.3M		131k	55.33	View chart
Palantir Technologies Cl A (PLTR)	0.5	$7.2M	+23%	39k	182.43	View chart
Abbvie (ABBV)	0.4	$7.1M		31k	231.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$6.9M		28k	242.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$6.8M	+3%	60k	113.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.7M		27k	243.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$6.7M	+2%	123k	54.20	View chart
Wal-Mart Stores (WMT)	0.4	$6.6M	-18%	64k	103.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$6.3M	+3%	30k	209.33	View chart
Applied Digital Corp Com New (APLD)	0.4	$6.3M	-32%	275k	22.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$6.2M		29k	215.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$6.0M	+11%	127k	46.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$6.0M	+13%	18k	328.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$5.8M	+21%	31k	186.28	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.4	$5.6M	+7%	131k	43.09	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	0.3	$5.3M	-3%	913k	5.75	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.3	$5.2M	+257%	98k	53.10	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$5.1M	+21%	19k	271.12	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.3	$5.1M	+4%	136k	37.35	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$5.1M	+9%	101k	50.20	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.3	$5.1M	+66%	135k	37.49	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.0M	+20%	76k	66.17	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$5.0M	+43%	118k	42.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$5.0M	+8%	73k	68.08	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$4.9M	-13%	16k	302.34	View chart
Arista Networks Com Shs (ANET)	0.3	$4.9M	NEW	34k	145.67	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$4.8M	+110%	56k	86.31	View chart
Casey's General Stores (CASY)	0.3	$4.8M		8.5k	565.30	View chart
First Tr High Yield Opprt 20 (FTHY)	0.3	$4.8M	-2%	331k	14.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$4.8M		16k	293.75	View chart
American Express Company (AXP)	0.3	$4.6M	+57%	14k	332.17	View chart
Goldman Sachs (GS)	0.3	$4.6M	+24%	5.7k	796.26	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$4.5M	+38%	16k	279.56	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$4.4M	+23%	57k	76.53	View chart
Eli Lilly & Co. (LLY)	0.3	$4.3M	+15%	5.6k	764.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$4.3M		49k	87.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.2M	+26%	15k	281.86	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$4.1M	+786%	112k	36.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$4.1M	+3%	34k	120.71	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.2	$3.9M		135k	29.21	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.2	$3.8M	-4%	297k	12.79	View chart
Procter & Gamble Company (PG)	0.2	$3.8M	NEW	25k	153.56	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$3.7M	-18%	57k	64.92	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	0.2	$3.6M	NEW	109k	33.19	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$3.5M		71k	49.44	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$3.5M	+427%	72k	48.84	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.2	$3.5M		126k	27.46	View chart
Caterpillar (CAT)	0.2	$3.4M	+3%	7.2k	477.26	View chart
Chevron Corporation (CVX)	0.2	$3.4M	-2%	22k	155.25	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.2	$3.4M		60k	56.97	View chart
Costco Wholesale Corporation (COST)	0.2	$3.3M	-12%	3.6k	925.62	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$3.3M	-7%	70k	46.70	View chart
Fs Kkr Capital Corp (FSK)	0.2	$3.3M	+6%	220k	14.93	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$3.2M	+40%	26k	125.96	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$3.2M	+20%	24k	135.24	View chart
Netflix (NFLX)	0.2	$3.2M	NEW	2.6k	1196.06	View chart
Verizon Communications (VZ)	0.2	$3.1M	+2%	71k	43.89	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$3.1M	-4%	54k	57.52	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.0M		50k	59.90	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.2	$3.0M	+21%	42k	70.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.9M		31k	93.36	View chart
Merck & Co (MRK)	0.2	$2.9M	+4%	35k	83.92	View chart
Coca-Cola Company (KO)	0.2	$2.9M	+8%	43k	66.36	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.2	$2.9M	+18%	16k	176.87	View chart
Bank of America Corporation (BAC)	0.2	$2.8M		55k	51.59	View chart
Southern Company (SO)	0.2	$2.8M	-2%	30k	94.70	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.8M	+16%	28k	100.67	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.8M	+36%	8.4k	332.90	View chart
Pfizer (PFE)	0.2	$2.8M		109k	25.48	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.2	$2.8M	-4%	108k	25.53	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$2.7M	-27%	57k	47.56	View chart
Blackrock (BLK)	0.2	$2.7M	NEW	2.3k	1164.66	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$2.7M	+44%	52k	52.29	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.2	$2.6M	+19%	243k	10.77	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.6M	-2%	51k	50.78	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$2.6M	+241%	17k	150.96	View chart
Parker-Hannifin Corporation (PH)	0.2	$2.6M	NEW	3.4k	758.58	View chart
United Sts Oil Units (USO)	0.2	$2.5M	+30%	34k	73.76	View chart
Palo Alto Networks (PANW)	0.2	$2.5M	NEW	12k	203.64	View chart
Cisco Systems (CSCO)	0.2	$2.5M		37k	68.51	View chart
Carrier Global Corporation (CARR)	0.2	$2.5M		42k	59.69	View chart
Wells Fargo & Company (WFC)	0.2	$2.5M	+5%	30k	83.89	View chart
Pepsi (PEP)	0.2	$2.4M	+3%	17k	140.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.4M	+5%	23k	103.35	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.2	$2.4M	+9%	79k	30.29	View chart
Uber Technologies (UBER)	0.1	$2.4M	+39%	24k	97.93	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.4M	+9%	4.7k	499.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.4M	+4%	20k	118.82	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$2.4M	+447%	62k	38.09	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$2.4M	+44%	43k	54.20	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$2.3M	+5%	24k	97.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.3M	+32%	26k	89.35	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$2.3M	+8%	54k	43.28	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$2.3M	+4%	58k	40.14	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.3M	+56%	3.2k	718.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.3M	+4%	31k	73.45	View chart
Moody's Corporation (MCO)	0.1	$2.3M	-3%	4.8k	476.44	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$2.2M	+260%	34k	66.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.2M	+11%	25k	91.27	View chart
Medtronic SHS (MDT)	0.1	$2.2M		23k	95.24	View chart
Advanced Micro Devices (AMD)	0.1	$2.2M	+32%	14k	161.98	View chart
Ishares Tr Msci China Mltse (TCHI)	0.1	$2.2M	NEW	83k	26.57	View chart
Boeing Company (BA)	0.1	$2.2M	+23%	10k	212.55	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$2.2M	+17%	66k	33.15	View chart
Abbott Laboratories (ABT)	0.1	$2.2M		16k	133.76	View chart
Global Net Lease Com New (GNL)	0.1	$2.1M		259k	8.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.1M	-4%	12k	170.61	View chart
Ies Hldgs (IESC)	0.1	$2.1M	+260%	5.3k	397.60	View chart
Ge Aerospace Com New (GE)	0.1	$2.1M	+4%	6.9k	301.01	View chart
Kinder Morgan (KMI)	0.1	$2.1M		73k	28.31	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.1M	+34%	21k	99.82	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.0M	+3%	45k	45.84	View chart
Qualcomm (QCOM)	0.1	$2.0M		12k	166.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M	+2%	3.6k	568.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.0M	+16%	25k	79.92	View chart
Navitas Semiconductor Corp-a (NVTS)	0.1	$2.0M	-39%	281k	7.22	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	NEW	7.2k	279.04	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.0M	+10%	20k	100.69	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$2.0M	-8%	24k	82.75	View chart
Spdr Series Trust S&p Biotech (XBI)	0.1	$2.0M		20k	100.18	View chart
UnitedHealth (UNH)	0.1	$2.0M	-15%	5.7k	345.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.0M	-4%	10k	194.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.9M	+536%	14k	137.79	View chart
Astera Labs (ALAB)	0.1	$1.9M	+57%	9.8k	195.82	View chart
General Dynamics Corporation (GD)	0.1	$1.9M		5.6k	341.03	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.9M	+138%	5.9k	326.45	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.9M	+3%	44k	43.40	View chart
Planet Labs Pbc Com Cl A (PL)	0.1	$1.9M		146k	12.98	View chart
Otis Worldwide Corp (OTIS)	0.1	$1.9M		21k	91.44	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.9M		3.8k	490.49	View chart
Apollo Global Mgmt (APO)	0.1	$1.9M		14k	133.26	View chart
Deere & Company (DE)	0.1	$1.9M		4.1k	457.25	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.8M	+49%	30k	62.24	View chart
ConocoPhillips (COP)	0.1	$1.8M	+2%	19k	94.58	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.8M	+9%	31k	59.27	View chart
Honeywell International (HON)	0.1	$1.8M		8.6k	210.54	View chart
Ge Vernova (GEV)	0.1	$1.8M		2.9k	614.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.8M	+2%	13k	140.96	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.1	$1.8M	-34%	16k	113.99	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$1.8M	NEW	56k	31.71	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.8M	+2%	20k	89.02	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.8M	-8%	46k	38.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.7M	-9%	16k	111.15	View chart
At&t (T)	0.1	$1.7M		61k	28.09	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.7M	-21%	5.1k	337.40	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$1.7M	NEW	25k	67.08	View chart
Philip Morris International (PM)	0.1	$1.7M		11k	161.86	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$1.7M	+27%	18k	92.57	View chart
TJX Companies (TJX)	0.1	$1.7M	+4%	12k	144.55	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.6M	+6%	35k	46.43	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.1	$1.6M	-2%	45k	36.18	View chart
Micron Technology (MU)	0.1	$1.6M	-25%	9.6k	167.29	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$1.6M	+53%	35k	46.29	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.6M	+12%	17k	95.12	View chart
Altria (MO)	0.1	$1.5M	+4%	23k	65.97	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$1.5M	NEW	16k	91.39	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.5M	+105%	11k	139.27	View chart
Oneok (OKE)	0.1	$1.5M		20k	72.98	View chart
Prudential Financial (PRU)	0.1	$1.5M	+4%	14k	103.74	View chart
3M Company (MMM)	0.1	$1.4M	-26%	9.3k	155.20	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.4M		3.1k	463.78	View chart
Amgen (AMGN)	0.1	$1.4M		5.1k	282.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.4M	+15%	22k	65.25	View chart
MetLife (MET)	0.1	$1.4M	+3%	17k	82.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.4M	+3%	6.8k	206.51	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$1.4M	NEW	93k	15.03	View chart
Constellation Energy (CEG)	0.1	$1.4M	+4%	4.2k	329.71	View chart
Williams Companies (WMB)	0.1	$1.4M		22k	63.16	View chart
Cme (CME)	0.1	$1.4M	+7%	5.1k	270.19	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$1.4M	+7%	49k	27.75	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$1.4M	-2%	29k	46.50	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$1.4M	+213%	19k	73.06	View chart
Gartner (IT)	0.1	$1.4M		5.2k	262.78	View chart
Strategy Cl A New (MSTR)	0.1	$1.4M	-17%	4.2k	322.21	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.4M	+33%	29k	46.97	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.4M		12k	118.31	View chart
Servicenow (NOW)	0.1	$1.3M	-17%	1.5k	920.44	View chart
Automatic Data Processing (ADP)	0.1	$1.3M		4.6k	292.63	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.3M	+18%	58k	23.12	View chart
Main Street Capital Corporation (MAIN)	0.1	$1.3M		21k	63.61	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.3M	-9%	8.9k	148.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.3M	+69%	16k	82.80	View chart
Citigroup Com New (C)	0.1	$1.3M		13k	101.51	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$1.3M	+51%	48k	26.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.3M		55k	23.47	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.3M	+9%	5.4k	239.63	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$1.3M	+15%	38k	33.87	View chart
Mercurity Fintech Holding In Ordinary Shares (MFH)	0.1	$1.3M	NEW	52k	24.58	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$1.3M	+6%	53k	23.93	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.3M	-17%	15k	87.20	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$1.3M	-9%	33k	38.65	View chart
Gilead Sciences (GILD)	0.1	$1.2M	-6%	11k	110.92	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.2M	+4%	23k	53.87	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.2M	NEW	4.5k	273.88	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M	-6%	15k	83.55	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.2M	-24%	17k	73.12	View chart
Advisors Inner Circle Fd Ii Frontier Asset C (FCBD)	0.1	$1.2M	-7%	47k	25.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.2M	+24%	16k	74.31	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M		6.6k	183.69	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$1.2M	NEW	48k	24.99	View chart
Alps Etf Tr Active Reit Etf (REIT)	0.1	$1.2M	+13%	44k	26.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.2M	+44%	20k	58.85	View chart

Past Filings by Arete Wealth Advisors

SEC 13F filings are viewable for Arete Wealth Advisors going back to 2013

Arete Wealth Advisors 2025 Q3 filed Nov. 12, 2025
Arete Wealth Advisors 2025 Q2 filed Aug. 14, 2025
Arete Wealth Advisors 2025 Q1 filed May 16, 2025
Arete Wealth Advisors 2024 Q4 filed Feb. 12, 2025
Arete Wealth Advisors 2024 Q3 restated filed Nov. 18, 2024
Arete Wealth Advisors 2024 Q3 filed Nov. 14, 2024
Arete Wealth Advisors 2024 Q1 filed May 16, 2024
Arete Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Arete Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Arete Wealth Advisors 2023 Q2 filed Aug. 9, 2023
Arete Wealth Advisors 2023 Q1 restated filed May 22, 2023
Arete Wealth Advisors 2023 Q1 filed May 1, 2023
Arete Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Arete Wealth Advisors 2022 Q3 filed Nov. 7, 2022
Arete Wealth Advisors 2022 Q2 filed Aug. 15, 2022
Arete Wealth Advisors 2022 Q1 filed May 6, 2022

View all past filings

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