Arete Wealth Advisors

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

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Positions held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arete Wealth Advisors

Arete Wealth Advisors holds 664 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Arete Wealth Advisors has 664 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abbvie (ABBV) 4.5 $50M 374k 134.73
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Apple (AAPL) 3.2 $36M -12% 184k 193.97
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Abbott Laboratories (ABT) 2.5 $28M 257k 109.02
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $26M +4% 64k 407.27
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $25M -69% 165k 149.64
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Fs Kkr Capital Corp (FSK) 1.7 $19M +2% 1.0M 19.18
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Disney Walt Com Disney (DIS) 1.7 $19M +37% 212k 89.25
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $18M +33% 48k 369.40
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Ishares Tr Shrt Trs Bd Etf (SHV) 1.6 $18M +251% 160k 110.45
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $17M -35% 39k 443.29
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Etfis Ser Tr I Infrac Act Mlp (AMZA) 1.4 $16M NEW 122k 129.10
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Vanguard Specialized Portfol Div App Etf (VIG) 1.4 $16M -62% 96k 162.43
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Microsoft Corporation (MSFT) 1.4 $16M -13% 45k 340.54
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $14M 35k 400.35
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Ishares Core Totusbd Etf (AGG) 1.2 $14M 138k 97.95
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Pgim Etf Tr Ultra Short (PULS) 1.2 $13M NEW 271k 49.41
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Vanguard Index Fds Growth Etf (VUG) 1.2 $13M 46k 282.97
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Ishares Eafe Value Etf (EFV) 1.0 $12M 238k 48.94
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Ishares Tr Core S&p500 Etf (IVV) 0.9 $11M +2% 24k 445.70
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Ishares Tr Barclays 7 10 Yr (IEF) 0.9 $9.8M -57% 102k 96.60
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McDonald's Corporation (MCD) 0.9 $9.8M -3% 33k 298.41
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NVIDIA Corporation (NVDA) 0.8 $9.3M -15% 22k 423.00
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J P Morgan Exchange-traded F Equity Premium (JEPI) 0.8 $9.1M -50% 165k 55.33
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Spdr Gold Trust Gold Shs (GLD) 0.8 $8.7M +35% 49k 178.27
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Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $8.6M +14% 186k 46.18
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Spdr Series Trust Portfolio Tl Stk (SPTM) 0.7 $7.8M -17% 144k 54.44
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Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) 0.7 $7.5M 22k 343.85
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Exxon Mobil Corporation (XOM) 0.6 $7.2M 67k 107.25
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First Tr High Yield Opprt 20 (FTHY) 0.6 $7.2M 523k 13.72
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Apollo Commercial Real Est. Finance (ARI) 0.6 $7.1M +5% 625k 11.32
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Ishares Core S&p Mcp Etf (IJH) 0.6 $6.7M -4% 26k 261.49
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Eaton Vance Limited Duration Income Fund (EVV) 0.6 $6.7M +8% 711k 9.36
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Home Depot (HD) 0.6 $6.5M -6% 21k 310.62
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Ares Coml Real Estate (ACRE) 0.6 $6.3M +10% 619k 10.15
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Nfj Dividend Interest (NFJ) 0.6 $6.2M +3% 510k 12.21
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Ishares Core S&p Scp Etf (IJR) 0.5 $6.0M 61k 99.65
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $6.0M -59% 27k 220.28
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Tesla Motors (TSLA) 0.5 $6.0M +5% 23k 261.79
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Johnson & Johnson (JNJ) 0.5 $5.8M 35k 165.56
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Wal-Mart Stores (WMT) 0.5 $5.7M +18% 36k 157.17
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $5.7M +34% 21k 275.19
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Apollo Invt Corp Com New (MFIC) 0.5 $5.7M 450k 12.56
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Visa Com Cl A (V) 0.5 $5.6M -7% 24k 237.46
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TriCo Bancshares (TCBK) 0.5 $5.6M 169k 33.20
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $5.5M +18% 135k 40.68
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $5.3M -4% 17k 308.56
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Spdr Series Trust Portfolio Agrgte (SPAB) 0.5 $5.1M 201k 25.37
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $5.1M -34% 42k 119.69
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $5.0M -14% 155k 32.54
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $5.0M +34% 74k 67.50
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Chevron Corporation (CVX) 0.4 $4.7M 30k 157.34
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JPMorgan Chase & Co. (JPM) 0.4 $4.7M -15% 32k 145.45
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Invesco Exch Traded Fd Tr Ii Treas Colaterl (CLTL) 0.4 $4.7M NEW 44k 105.48
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Bain Cap Specialty Fin (BCSF) 0.4 $4.6M -4% 344k 13.51
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Merck & Co (MRK) 0.4 $4.5M -9% 39k 115.40
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Spdr Series Trust Portfolio Lr Etf (SPLG) 0.4 $4.5M -27% 86k 52.11
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.4 $4.3M NEW 173k 24.89
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.4 $4.2M -5% 98k 43.20
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IDEXX Laboratories (IDXX) 0.4 $4.2M +356% 8.4k 502.19
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $4.2M +7% 387k 10.93
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Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR) 0.4 $4.2M -4% 166k 25.25
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Procter & Gamble Company (PG) 0.4 $4.2M -3% 28k 151.71
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Tortoise Energy Infrastructure closed end funds (TYG) 0.4 $4.2M +3% 143k 29.05
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $4.1M +14% 22k 187.26
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Spdr Ser Tr Spdr Bloomberg (BIL) 0.3 $3.9M -49% 43k 91.82
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Alphabet Cap Stk Cl C (GOOG) 0.3 $3.9M -17% 32k 120.97
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $3.9M 64k 61.01
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Global Net Lease Com New (GNL) 0.3 $3.7M +69% 276k 13.40
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Blackrock Muniyield Quality Fund (MQY) 0.3 $3.7M +3% 319k 11.57
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Ishares Tr Core Total Usd (IUSB) 0.3 $3.6M 79k 45.47
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Vanguard Index Fds Value Etf (VTV) 0.3 $3.6M 25k 142.10
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Meta Platforms Cl A (META) 0.3 $3.6M +24% 13k 286.98
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Ishares Tr Core Div Grwth (DGRO) 0.3 $3.5M -5% 69k 51.53
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Costco Wholesale Corporation (COST) 0.3 $3.5M -19% 6.6k 538.31
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $3.5M +347% 61k 57.57
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Coca-Cola Company (KO) 0.3 $3.5M +29% 57k 60.23
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Blackrock Intl Grwth & Inc T Com Bene Inter (BGY) 0.3 $3.4M +3% 624k 5.44
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Spdr Series Trust Blombrg Brc Intr (SPIB) 0.3 $3.4M -26% 105k 32.11
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Granite Pt Mtg Tr Com Stk (GPMT) 0.3 $3.3M +2% 625k 5.30
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Advent Claymore Convertible Sec & Inc (AVK) 0.3 $3.3M +4% 279k 11.72
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New Residential Invt Corp Com New (RITM) 0.3 $3.2M +4% 344k 9.35
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Phillips Edison & Co Common Stock (PECO) 0.3 $3.2M NEW 93k 34.08
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Select Sector Spdr Tr Energy (XLE) 0.3 $3.1M +46% 38k 81.17
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Eaton Vance Municipal Bond Fund (EIM) 0.3 $3.1M +5% 309k 9.95
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Ishares Core Msci Emkt (IEMG) 0.3 $3.0M +6% 61k 49.29
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Vanguard Bd Index Total Bnd Mrkt (BND) 0.3 $3.0M +13% 41k 72.69
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Spdr Ser Tr Portfolio Sm Etf (SPSM) 0.3 $3.0M -60% 76k 38.84
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Bank of America Corporation (BAC) 0.3 $2.9M -3% 101k 28.69
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $2.8M -3% 30k 95.42
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United Parcel Service CL B (UPS) 0.2 $2.8M -3% 16k 179.26
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Ishares Global Tech Etf (IXN) 0.2 $2.8M +16% 45k 62.20
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Pfizer (PFE) 0.2 $2.8M -13% 76k 36.68
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.8M -11% 37k 75.65
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.7M -14% 17k 157.82
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Blackstone Mtg Tr Com Cl A (BXMT) 0.2 $2.7M +15% 129k 20.81
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Pepsi (PEP) 0.2 $2.7M -5% 14k 185.24
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First Tr Exchange Traded Fst Low Oppt Eft (LMBS) 0.2 $2.6M 54k 47.66
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Ishares Tr Esg Msci Usa Etf (ESGU) 0.2 $2.6M -9% 26k 97.44
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Verizon Communications (VZ) 0.2 $2.5M +13% 69k 37.20
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Kinder Morgan (KMI) 0.2 $2.5M +5% 147k 17.22
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Lowe's Companies (LOW) 0.2 $2.5M +106% 11k 225.74
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $2.5M 34k 72.49
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Ishares Global Finls Etf (IXG) 0.2 $2.4M +24% 34k 71.53
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Eli Lilly & Co. (LLY) 0.2 $2.4M +15% 5.1k 468.89
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Palantir Technologies Cl A (PLTR) 0.2 $2.4M +8% 155k 15.33
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Ford Mtr Co Del Com Par $0.01 (F) 0.2 $2.3M +23% 155k 15.13
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Casey's General Stores (CASY) 0.2 $2.3M 9.5k 243.84
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Spdr Series Trust Portfolio Short (SPSB) 0.2 $2.3M +3% 78k 29.44
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Ishares Glob Hlthcre Etf (IXJ) 0.2 $2.3M +7% 27k 85.00
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Vaneck Vectors Etf Tr morningstar wide (MOAT) 0.2 $2.3M +36% 29k 79.78
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Franklin Bsp Rlty Tr Common Stock (FBRT) 0.2 $2.2M +605% 159k 14.16
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International Business Machines (IBM) 0.2 $2.2M -23% 17k 133.80
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Vanguard Index Fds Reit Etf (VNQ) 0.2 $2.2M +4% 26k 83.57
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Ishares Tr Global Reit Etf (REET) 0.2 $2.2M +21% 95k 22.97
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First Tr Exchange Traded Senior Ln Fd (FTSL) 0.2 $2.2M -3% 48k 45.30
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $2.2M +243% 29k 75.63
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Boeing Company (BA) 0.2 $2.2M +4% 10k 211.15
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Nextera Energy (NEE) 0.2 $2.1M +62% 29k 74.21
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Fidelity Low Durtin Etf (FLDR) 0.2 $2.1M 43k 49.80
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Ishares Tr 20+ Yr Tr Bd Etf (TLT) 0.2 $2.1M +137% 21k 102.92
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Norfolk Southern (NSC) 0.2 $2.1M NEW 9.2k 226.73
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $2.1M -2% 14k 148.84
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $2.0M NEW 53k 38.08
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.0M -73% 19k 106.07
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Starbucks Corporation (SBUX) 0.2 $2.0M +8% 20k 99.08
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First Tr Exchange Traded First Tr Enh New (FTSM) 0.2 $2.0M +62% 33k 59.42
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UnitedHealth (UNH) 0.2 $1.9M -24% 4.1k 480.64
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Mastercard Incorporated Cl A (MA) 0.2 $1.9M -11% 4.9k 393.24
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Blackstone Group Com Cl A (BX) 0.2 $1.9M +22% 21k 92.96
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Ishares U.s. Pfd Stk Etf (PFF) 0.2 $1.9M +3% 62k 30.92
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Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $1.9M -40% 108k 17.75
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Invesco Actively Managed Etf Total Return (GTO) 0.2 $1.9M NEW 41k 46.45
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.9M -31% 8.5k 220.19
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Broadcom (AVGO) 0.2 $1.9M 2.2k 867.44
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Gartner (IT) 0.2 $1.9M 5.3k 350.23
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J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.2 $1.9M NEW 37k 50.66
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Caterpillar (CAT) 0.2 $1.8M +30% 7.5k 246.11
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Deere & Company (DE) 0.2 $1.8M +31% 4.5k 405.21
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Lockheed Martin Corporation (LMT) 0.2 $1.8M +8% 3.9k 460.41
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $1.8M +80% 29k 61.70
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Global X Fds Glbl X Mlp Etf (MLPA) 0.2 $1.8M +4% 41k 42.92
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Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.2 $1.8M 50k 35.66
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Select Sector Spdr Tr Technology (XLK) 0.2 $1.8M +7% 10k 173.89
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Cisco Systems (CSCO) 0.2 $1.8M -4% 34k 51.73
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BlackRock Ltd. Duration Income Trust (BLW) 0.2 $1.7M +9% 136k 12.88
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $1.7M NEW 38k 45.98
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General Mills (GIS) 0.2 $1.7M +100% 22k 76.78
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Ishares Tips Bd Etf (TIP) 0.1 $1.7M +44% 16k 107.61
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Ishares Interm Cr Bd Etf (IGIB) 0.1 $1.7M -26% 33k 50.56
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Southern Company (SO) 0.1 $1.6M +73% 23k 70.24
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T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $1.6M -80% 58k 27.88
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Moody's Corporation (MCO) 0.1 $1.6M -7% 4.6k 347.68
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.6M -4% 68k 22.90
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.6M 16k 97.01
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Wp Carey (WPC) 0.1 $1.5M +8% 23k 67.55
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ConocoPhillips (COP) 0.1 $1.5M -3% 15k 103.59
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At&t (T) 0.1 $1.5M +10% 94k 15.95
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Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $1.5M +3% 133k 11.27
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Spdr Series Trust S&p Regl Bkg (KRE) 0.1 $1.5M NEW 37k 40.84
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.5M +3% 11k 138.41
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Ishares Mbs Etf (MBB) 0.1 $1.5M 16k 93.27
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $1.5M 24k 60.93
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Bristol Myers Squibb (BMY) 0.1 $1.5M -22% 23k 63.95
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Invesco Exch Traded Fd Tr Ii 1 30 Lader Tre (PLW) 0.1 $1.4M NEW 50k 29.17
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Ishares Silver Trust Ishares (SLV) 0.1 $1.4M +6% 69k 20.90
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Waste Management (WM) 0.1 $1.4M 8.2k 173.44
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Ishares Tr Usa Quality Fctr (QUAL) 0.1 $1.4M +2% 10k 134.85
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Innovator Etfs Tr S&p 500 Ultra (USEP) 0.1 $1.4M -6% 48k 29.32
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Oracle Corporation (ORCL) 0.1 $1.4M -2% 12k 119.14
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Automatic Data Processing (ADP) 0.1 $1.4M -27% 6.3k 219.75
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $1.4M 45k 30.52
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.4M -2% 33k 41.45
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3M Company (MMM) 0.1 $1.4M +45% 14k 100.10
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.3M +15% 12k 115.26
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Global X Fds Russell 2000 (RYLD) 0.1 $1.3M +10% 71k 18.09
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Generac Holdings (GNRC) 0.1 $1.3M NEW 8.5k 149.08
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Danaher Corporation (DHR) 0.1 $1.2M +4% 5.1k 239.98
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BlackRock (BLK) 0.1 $1.2M 1.8k 691.31
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Intel Corporation (INTC) 0.1 $1.2M 36k 33.44
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Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.1 $1.2M +104% 41k 29.91
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Altria (MO) 0.1 $1.2M +28% 27k 45.29
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $1.2M +44% 25k 48.36
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Nano Dimension Sponsord Ads New (NNDM) 0.1 $1.2M +28% 414k 2.89
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.2M +2% 30k 39.22
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Dow (DOW) 0.1 $1.2M +14% 22k 53.27
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $1.2M -14% 29k 41.36
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Apollo Global Mgmt (APO) 0.1 $1.2M 15k 76.80
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Nike CL B (NKE) 0.1 $1.2M -7% 11k 110.39
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Medtronic SHS (MDT) 0.1 $1.2M 13k 88.10
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Amgen (AMGN) 0.1 $1.2M -31% 5.3k 222.07
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.2M -5% 34k 34.39
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Goldman Sachs (GS) 0.1 $1.2M -7% 3.6k 322.51
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Crown Castle Intl (CCI) 0.1 $1.2M -32% 10k 113.97
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GFEB) 0.1 $1.1M 37k 31.19
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American Express Company (AXP) 0.1 $1.1M -24% 6.6k 174.41
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.1M +96% 46k 24.62
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $1.1M +32% 240k 4.75
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Global X Fds S&p 500 Covered (XYLD) 0.1 $1.1M +2% 28k 41.06
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Prudential Financial (PRU) 0.1 $1.1M +16% 13k 88.24
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BP Sponsored Adr (BP) 0.1 $1.1M +18% 31k 35.27
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Philip Morris International (PM) 0.1 $1.1M -10% 11k 97.65
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Duke Energy Corp Com New (DUK) 0.1 $1.1M +9% 12k 89.73
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salesforce (CRM) 0.1 $1.1M -10% 5.1k 211.17
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TJX Companies (TJX) 0.1 $1.1M +97% 13k 84.77
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Peakstone Realty Trust Common Shares (PKST) 0.1 $1.1M NEW 39k 27.92
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Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) 0.1 $1.1M 73k 14.75
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Innovator Etfs Tr S&p 500 Ultra (UJAN) 0.1 $1.1M -6% 33k 32.72
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $1.1M NEW 37k 28.78
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Clorox Company (CLX) 0.1 $1.1M +32% 6.7k 159.11
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.1M -7% 5.2k 202.71
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CVS Caremark Corporation (CVS) 0.1 $1.1M -36% 15k 69.11
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Northrop Grumman Corporation (NOC) 0.1 $1.1M +31% 2.3k 455.61
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Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $1.0M -16% 22k 48.90
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Netflix (NFLX) 0.1 $1.0M -7% 2.4k 440.57
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New York Community Ban (NYCB) 0.1 $1.0M +9% 36k 29.03
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Ishares Tr Core Msci Total (IXUS) 0.1 $1.0M -2% 16k 62.61
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J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $1.0M +9% 20k 50.14
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General Electric Com New (GE) 0.1 $1.0M -13% 9.2k 109.80
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.0M +18% 6.1k 165.44
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.0M -11% 13k 79.04
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Raytheon Technologies Corp (RTX) 0.1 $985k -42% 10k 97.94
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Spdr Series Trust Blmbrg Brc Intrm (SPTI) 0.1 $977k -44% 35k 28.30
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American Fin Tr Com Class A (RTL) 0.1 $973k +1060% 144k 6.76
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $966k -10% 20k 47.42
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $958k -3% 8.9k 108.15
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Innovator Etfs Tr S&p 500 Ultra (UDEC) 0.1 $952k -7% 32k 30.19
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Spdr Series Trust S&p Divid Etf (SDY) 0.1 $947k -10% 7.7k 122.53
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Charles Schwab Corporation (SCHW) 0.1 $929k NEW 16k 56.66
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $927k +4% 6.3k 146.79
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $922k +22% 29k 32.30
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $900k +2% 6.8k 132.78
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Kayne Anderson Mdstm Energy (KMF) 0.1 $899k 127k 7.10
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Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $895k NEW 31k 28.88
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Ishares S&p 500 Grwt Etf (IVW) 0.1 $894k -6% 13k 70.45
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Ishares Us Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $891k NEW 18k 49.73
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Comcast Corp Cl A (CMCSA) 0.1 $871k -24% 21k 41.57
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $857k NEW 44k 19.63
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Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.1 $855k +34% 35k 24.71
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MetLife (MET) 0.1 $852k -7% 15k 56.54
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Ishares Gold Tr Ishares New (IAU) 0.1 $852k -66% 23k 36.38
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $845k NEW 8.5k 99.73
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Cabot Oil & Gas Corporation (CTRA) 0.1 $844k +118% 33k 25.31
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Vanguard Star Vg Tl Intl Stk F (VXUS) 0.1 $842k 15k 56.05
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $839k -50% 12k 70.77
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Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.1 $832k +85% 13k 62.83
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Gilead Sciences (GILD) 0.1 $824k +54% 16k 52.73
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $823k +15% 3.6k 229.63
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Vanguard Bd Index Short Trm Bond (BSV) 0.1 $820k +46% 11k 75.56
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Ishares Tr Core Msci Intl (IDEV) 0.1 $817k +102% 15k 54.22
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Mondelez Intl Cl A (MDLZ) 0.1 $815k -2% 11k 72.98
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Past Filings by Arete Wealth Advisors

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

View all past filings