Arete Wealth Advisors
Latest statistics and disclosures from Arete Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, ABBV, VIG, AAPL, ABT, and represent 20.78% of Arete Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: ABT (+$28B), RYT (+$19B), BIPC (+$16B), RSP (+$13B), PUK (+$9.5B), SPY (+$7.4B), JMIA (+$7.1B), ARI (+$5.9B), SPLB (+$5.2B), DGRW (+$5.2B).
- Started 150 new stock positions in IJT, EPI, VLUE, DD, BXMT, DBC, LILM, PUK, PRTK, IPAY.
- Reduced shares in these 10 stocks: EMNT (-$22B), FTSL (-$13B), VIG (-$4.6B), SRLN (-$2.3B), FNDX (-$2.0B), EFV (-$1.6B), ISTB (-$1.3B), SPTI (-$1.2B), QQQ (-$1.1B), FTHY (-$1.0B).
- Sold out of its positions in JULT, JULW, WTER, AQB, ABUS, ACRE, ANET, BRK.A, BLW, MQY.
- Arete Wealth Advisors was a net buyer of stock by $178B.
- Arete Wealth Advisors has $1143B in assets under management (AUM), dropping by 111744.60%.
- Central Index Key (CIK): 0001600151
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Portfolio Holdings for Arete Wealth Advisors
Arete Wealth Advisors holds 633 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Arete Wealth Advisors has 633 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Arete Wealth Advisors Dec. 31, 2022 positions
- Download the Arete Wealth Advisors December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 7.8 | $89B | +17% | 633k | 141250.08 | |
| Abbvie (ABBV) | 5.0 | $57B | +4% | 353k | 161610.20 | |
| Vanguard Specialized Portfol Div App Etf (VIG) | 3.1 | $36B | -11% | 235k | 151849.94 | |
| Apple (AAPL) | 2.4 | $28B | 214k | 129929.77 | ||
| Abbott Laboratories (ABT) | 2.4 | $28B | NEW | 253k | 109789.81 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 2.2 | $25B | +6% | 264k | 95780.04 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $23B | +48% | 59k | 382428.13 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $22B | +6% | 64k | 351337.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 1.7 | $19B | NEW | 217k | 88380.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $18B | 36k | 493227.32 | ||
| Fs Kkr Capital Corp (FSK) | 1.5 | $17B | 948k | 17500.00 | ||
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 1.4 | $16B | NEW | 2.4M | 6960.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $14B | 73k | 191191.03 | ||
| Disney Walt Com Disney (DIS) | 1.2 | $13B | 153k | 86880.11 | ||
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| Ishares Core Totusbd Etf (AGG) | 1.1 | $13B | +32% | 132k | 96989.95 | |
| Microsoft Corporation (MSFT) | 1.1 | $12B | -2% | 51k | 239818.59 | |
| Spdr Series Trust Portfolio Tl Stk (SPTM) | 1.0 | $11B | 239k | 47289.98 | ||
| Ishares Eafe Value Etf (EFV) | 0.9 | $11B | -12% | 236k | 45879.97 | |
| Amazon (AMZN) | 0.8 | $9.5B | -3% | 113k | 84000.00 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $9.5B | +5% | 44k | 213110.57 | |
| Prudential Adr (PUK) | 0.8 | $9.5B | NEW | 193k | 49100.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $9.3B | +17% | 24k | 384212.52 | |
| McDonald's Corporation (MCD) | 0.8 | $9.0B | +2% | 34k | 263526.93 | |
| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.8 | $8.9B | +10% | 164k | 54489.84 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $8.9B | +20% | 82k | 108209.68 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $7.4B | +13% | 67k | 110299.59 | |
| Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) | 0.6 | $7.3B | +10% | 22k | 331329.43 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.6 | $7.1B | NEW | 141k | 50535.04 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $6.8B | -13% | 26k | 266284.37 | |
| Home Depot (HD) | 0.6 | $6.6B | +2% | 21k | 315859.29 | |
| Spdr Ser Tr Portfolio Sm Etf (SPSM) | 0.6 | $6.4B | +4% | 174k | 36969.98 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.5 | $6.1B | -2% | 649k | 9389.99 | |
| Spdr Gold Trust Gold Shs (GLD) | 0.5 | $6.0B | 35k | 169640.00 | ||
| Apollo Commercial Real Est. Finance (ARI) | 0.5 | $5.9B | NEW | 549k | 10760.00 | |
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $5.9B | 141k | 41970.00 | ||
| Johnson & Johnson (JNJ) | 0.5 | $5.8B | +5% | 33k | 176649.10 | |
| Wisdomtree Tr Us Qtlr Div Grt (DGRW) | 0.5 | $5.6B | +1116% | 93k | 60360.04 | |
| Ishares Core S&p Mcp Etf (IJH) | 0.5 | $5.6B | +97% | 23k | 241887.25 | |
| First Tr High Yield Opprt 20 (FTHY) | 0.5 | $5.5B | -15% | 411k | 13479.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.3B | +5% | 60k | 88230.20 | |
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.5 | $5.2B | NEW | 117k | 44979.86 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $5.1B | +3% | 38k | 134099.19 | |
| Visa Com Cl A (V) | 0.4 | $5.0B | +3% | 24k | 207761.51 | |
| Apollo Invt Corp Com New (MFIC) | 0.4 | $5.0B | +5% | 439k | 11400.00 | |
| Ishares Core S&p Scp Etf (IJR) | 0.4 | $4.9B | +41% | 52k | 94640.03 | |
| Chevron Corporation (CVX) | 0.4 | $4.9B | +13% | 27k | 179490.43 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $4.9B | 18k | 266837.22 | ||
| Merck & Co (MRK) | 0.4 | $4.9B | +4% | 44k | 110950.93 | |
| Nfj Dividend Interest (NFJ) | 0.4 | $4.8B | -10% | 428k | 11280.00 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $4.7B | -12% | 149k | 31770.05 | |
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.4 | $4.7B | NEW | 159k | 29689.92 | |
| Pimco Etf Tr Enhancd Short (EMNT) | 0.4 | $4.6B | -82% | 47k | 96899.70 | |
| Pfizer (PFE) | 0.4 | $4.3B | +9% | 85k | 51239.95 | |
| Procter & Gamble Company (PG) | 0.4 | $4.3B | +7% | 29k | 151561.48 | |
| Ishares Tr Esg Msci Usa Etf (ESGU) | 0.4 | $4.3B | +2% | 50k | 84749.75 | |
| Bain Cap Specialty Fin (BCSF) | 0.4 | $4.2B | +8% | 354k | 11900.00 | |
| Spdr Series Trust Blombrg Brc Intr (SPIB) | 0.4 | $4.2B | +65% | 131k | 31829.92 | |
| Wal-Mart Stores (WMT) | 0.4 | $4.1B | +2% | 29k | 141790.60 | |
| Ishares Tr Shrt Trs Bd Etf (SHV) | 0.4 | $4.1B | -14% | 37k | 109919.66 | |
| Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR) | 0.3 | $3.9B | +14% | 156k | 24880.02 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $3.8B | -11% | 27k | 140368.64 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $3.7B | NEW | 75k | 49689.72 | |
| Global Net Lease Com New (GNL) | 0.3 | $3.7B | +50% | 243k | 15326.85 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $3.7B | -3% | 74k | 50000.19 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.3 | $3.7B | +21% | 94k | 38889.99 | |
| Costco Wholesale Corporation (COST) | 0.3 | $3.6B | -2% | 7.9k | 456496.63 | |
| Noble Corp Ord Shs A (NE) | 0.3 | $3.6B | NEW | 313k | 11370.00 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $3.6B | 91k | 38980.16 | ||
| NVIDIA Corporation (NVDA) | 0.3 | $3.5B | +22% | 24k | 146138.90 | |
| Marqeta Class A Com (MQ) | 0.3 | $3.5B | NEW | 301k | 11600.00 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $3.4B | +129% | 56k | 61639.61 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $3.4B | +45% | 52k | 65639.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.4B | +6% | 38k | 88729.58 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.3B | -2% | 16k | 214244.24 | |
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.3 | $3.3B | +14% | 132k | 25130.00 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.3B | 22k | 151653.48 | ||
| Vanguard Bd Index Total Bnd Mrkt (BND) | 0.3 | $3.2B | +96% | 45k | 71839.31 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $3.2B | -4% | 63k | 50669.66 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $3.1B | +2% | 197k | 15909.99 | |
| International Business Machines (IBM) | 0.3 | $3.1B | +2% | 22k | 140890.87 | |
| Eagle Point Income Company I (EIC) | 0.3 | $3.1B | NEW | 294k | 10390.00 | |
| Bank of America Corporation (BAC) | 0.3 | $3.0B | 91k | 33119.96 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $3.0B | +47% | 40k | 75190.78 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.9B | +6% | 17k | 174361.85 | |
| Blackrock Intl Grwth & Inc T Com Bene Inter (BGY) | 0.3 | $2.9B | -9% | 571k | 5020.00 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $2.7B | +3% | 33k | 83760.79 | |
| UnitedHealth (UNH) | 0.2 | $2.7B | -3% | 5.2k | 530177.83 | |
| Coca-Cola Company (KO) | 0.2 | $2.7B | +7% | 42k | 63609.30 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $2.7B | +431% | 27k | 98651.39 | |
| Vanguard Index Fds Reit Etf (VNQ) | 0.2 | $2.7B | +30% | 31k | 86188.56 | |
| Pepsi (PEP) | 0.2 | $2.6B | +6% | 15k | 180654.81 | |
| Kinder Morgan (KMI) | 0.2 | $2.5B | +3% | 139k | 18079.99 | |
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $2.5B | +70% | 56k | 44930.35 | |
| United Parcel Service CL B (UPS) | 0.2 | $2.5B | +22% | 14k | 173845.41 | |
| New Residential Invt Corp Com New (RITM) | 0.2 | $2.5B | +11% | 303k | 8170.01 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.4B | 12k | 203811.51 | ||
| Verizon Communications (VZ) | 0.2 | $2.4B | 60k | 39400.24 | ||
| Tesla Motors (TSLA) | 0.2 | $2.3B | -9% | 19k | 123180.00 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $2.3B | NEW | 43k | 54010.00 | |
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $2.3B | -2% | 94k | 24490.02 | |
| Amgen (AMGN) | 0.2 | $2.3B | +20% | 8.7k | 262630.95 | |
| Ishares Mbs Etf (MBB) | 0.2 | $2.3B | +304% | 25k | 92750.24 | |
| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $2.3B | -10% | 208k | 10900.02 | |
| Ishares Glob Hlthcre Etf (IXJ) | 0.2 | $2.2B | 26k | 84880.46 | ||
| Cisco Systems (CSCO) | 0.2 | $2.2B | -9% | 45k | 47640.11 | |
| Casey's General Stores (CASY) | 0.2 | $2.2B | 9.6k | 224348.71 | ||
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $2.1B | -2% | 46k | 46710.27 | |
| Fidelity Low Durtin Etf (FLDR) | 0.2 | $2.1B | -2% | 43k | 49480.39 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.1B | +3% | 45k | 46700.18 | |
| Automatic Data Processing (ADP) | 0.2 | $2.1B | 8.7k | 238855.57 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.1B | +2% | 24k | 87468.85 | |
| Ishares Interm Cr Bd Etf (IGIB) | 0.2 | $2.0B | +344% | 41k | 49509.48 | |
| First Tr Exchange Traded Senior Ln Fd (FTSL) | 0.2 | $2.0B | -86% | 46k | 44589.89 | |
| Crown Castle Intl (CCI) | 0.2 | $2.0B | +464% | 15k | 135640.39 | |
| Bristol Myers Squibb (BMY) | 0.2 | $2.0B | +16% | 28k | 71949.96 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.8B | -5% | 20k | 93188.20 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8B | -4% | 5.3k | 347749.07 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.8B | -8% | 19k | 99198.45 | |
| Spdr Series Trust Portfolio Md Etf (SPMD) | 0.2 | $1.8B | -4% | 43k | 42500.04 | |
| Gartner (IT) | 0.2 | $1.8B | 5.4k | 336140.00 | ||
| Toll Brothers (TOL) | 0.2 | $1.8B | NEW | 666k | 2710.00 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $1.8B | 14k | 132857.11 | ||
| Ishares U.s. Pfd Stk Etf (PFF) | 0.2 | $1.8B | 58k | 30529.81 | ||
| Lockheed Martin Corporation (LMT) | 0.2 | $1.8B | +5% | 3.6k | 486528.85 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $1.7B | +13% | 77k | 22719.88 | |
| Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) | 0.2 | $1.7B | -7% | 48k | 35649.75 | |
| First Tr Exchange Traded Fst Low Oppt Eft (LMBS) | 0.1 | $1.7B | +15% | 36k | 47410.59 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $1.7B | +50% | 41k | 40890.41 | |
| Vanguard Bd Index Long Term Bond (BLV) | 0.1 | $1.6B | NEW | 124k | 13070.05 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.6B | -31% | 47k | 34590.00 | |
| Wp Carey (WPC) | 0.1 | $1.6B | +35% | 21k | 78150.45 | |
| At&t (T) | 0.1 | $1.6B | +7% | 86k | 18410.05 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.6B | +9% | 16k | 100918.63 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $1.6B | +4% | 38k | 41290.06 | |
| Ishares Nat Amt Free Bd (MUB) | 0.1 | $1.6B | +127% | 15k | 105522.41 | |
| ConocoPhillips (COP) | 0.1 | $1.6B | +17% | 13k | 118001.09 | |
| Ishares Silver Trust Ishares (SLV) | 0.1 | $1.5B | +3% | 70k | 22020.00 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $1.5B | +4% | 128k | 11799.95 | |
| Trustmark Corporation (TRMK) | 0.1 | $1.5B | NEW | 30k | 50500.00 | |
| Ishares Global Finls Etf (IXG) | 0.1 | $1.5B | -2% | 21k | 70280.32 | |
| Gitlab Class A Com (GTLB) | 0.1 | $1.5B | NEW | 32k | 46469.44 | |
| Boeing Company (BA) | 0.1 | $1.5B | +29% | 7.8k | 190501.16 | |
| Spdr Series Trust Bloomberg Brclys (JNK) | 0.1 | $1.5B | +198% | 17k | 89997.57 | |
| Deere & Company (DE) | 0.1 | $1.5B | +6% | 3.4k | 428761.86 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $1.5B | +10% | 50k | 29380.07 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.1 | $1.4B | +20% | 124k | 11629.98 | |
| Moody's Corporation (MCO) | 0.1 | $1.4B | -6% | 5.1k | 278611.52 | |
| Nextera Energy (NEE) | 0.1 | $1.4B | 17k | 83601.98 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $1.4B | +25% | 3.8k | 365832.08 | |
| Fidelity Total Bd Etf (FBND) | 0.1 | $1.4B | NEW | 31k | 45019.65 | |
| Danaher Corporation (DHR) | 0.1 | $1.4B | 5.2k | 265431.73 | ||
| American Express Company (AXP) | 0.1 | $1.4B | -4% | 9.2k | 147754.11 | |
| Nike CL B (NKE) | 0.1 | $1.4B | +5% | 12k | 117013.37 | |
| Caterpillar (CAT) | 0.1 | $1.3B | +22% | 5.6k | 239570.30 | |
| Innovator Etfs Tr S&p 500 Ultra (USEP) | 0.1 | $1.3B | -7% | 50k | 26400.00 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.3B | -4% | 9.8k | 135246.27 | |
| Gilead Sciences (GILD) | 0.1 | $1.3B | +32% | 15k | 85851.45 | |
| Vaneck Vectors Etf Tr Oil Svcs Etf (OIH) | 0.1 | $1.3B | -20% | 4.3k | 304050.00 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.3B | +439% | 24k | 55119.93 | |
| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.3B | -14% | 57k | 22710.11 | |
| Blackstone Group Com Cl A (BX) | 0.1 | $1.3B | 18k | 74189.01 | ||
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $1.3B | -3% | 24k | 53880.17 | |
| Devon Energy Corporation (DVN) | 0.1 | $1.3B | +37% | 21k | 61509.55 | |
| Ishares Global Tech Etf (IXN) | 0.1 | $1.3B | 29k | 44830.19 | ||
| Philip Morris International (PM) | 0.1 | $1.3B | +15% | 13k | 101213.75 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.3B | +2% | 10k | 124439.59 | |
| Spdr Series Trust Blmbrg Brc Intrm (SPTI) | 0.1 | $1.3B | -47% | 45k | 28240.20 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $1.3B | 29k | 43830.00 | ||
| Ishares Tips Bd Etf (TIP) | 0.1 | $1.2B | -15% | 12k | 106438.70 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.2B | -29% | 7.8k | 158807.60 | |
| Waste Management (WM) | 0.1 | $1.2B | 7.9k | 156881.25 | ||
| Goldman Sachs (GS) | 0.1 | $1.2B | -17% | 3.6k | 343392.11 | |
| BlackRock (BLK) | 0.1 | $1.2B | +12% | 1.7k | 708497.11 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.2B | +21% | 16k | 77511.32 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.2B | -3% | 31k | 38070.10 | |
| Broadcom (AVGO) | 0.1 | $1.2B | +11% | 2.1k | 559003.38 | |
| stock (SPLK) | 0.1 | $1.2B | 14k | 86090.00 | ||
| 3M Company (MMM) | 0.1 | $1.2B | 9.8k | 119923.82 | ||
| Vanguard Star Vg Tl Intl Stk F (VXUS) | 0.1 | $1.2B | -8% | 22k | 51719.80 | |
| Global X Fds Russell 2000 (RYLD) | 0.1 | $1.2B | +8% | 62k | 18809.91 | |
| Micron Technology (MU) | 0.1 | $1.1B | +43% | 23k | 49980.37 | |
| Lowe's Companies (LOW) | 0.1 | $1.1B | 5.7k | 199239.15 | ||
| Meta Platforms Cl A (META) | 0.1 | $1.1B | -32% | 9.4k | 120341.35 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.1B | -6% | 28k | 40510.29 | |
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.1 | $1.1B | NEW | 25k | 44039.77 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.1B | -31% | 10k | 105430.91 | |
| Intel Corporation (INTC) | 0.1 | $1.1B | 40k | 26430.01 | ||
| MetLife (MET) | 0.1 | $1.1B | +24% | 15k | 72371.27 | |
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.1 | $1.1B | NEW | 21k | 50130.53 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $1.1B | -11% | 22k | 47429.21 | |
| BP Sponsored Adr (BP) | 0.1 | $1.0B | +10% | 30k | 34929.55 | |
| Pulte (PHM) | 0.1 | $1.0B | +81% | 23k | 45530.22 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $1.0B | +49% | 8.3k | 125115.55 | |
| Innovator Etfs Tr S&p 500 Ultra (UJAN) | 0.1 | $1.0B | -8% | 35k | 29710.00 | |
| General Electric Com New (GE) | 0.1 | $1.0B | +11% | 12k | 83786.81 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.0B | -5% | 5.9k | 174204.07 | |
| Polestar Automotive Hldg Uk Ads A (PSNY) | 0.1 | $1.0B | NEW | 70k | 14720.00 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.1 | $1.0B | -2% | 16k | 64909.50 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.0B | 31k | 32960.00 | ||
| Prudential Financial (PRU) | 0.1 | $1.0B | +19% | 10k | 99455.70 | |
| Trane Technologies SHS (TT) | 0.1 | $1.0B | +2% | 6.0k | 168104.05 | |
| TJX Companies (TJX) | 0.1 | $999M | 13k | 79600.40 | ||
| Barrick Gold Corp (GOLD) | 0.1 | $992M | -7% | 58k | 17180.09 | |
| Medtronic SHS (MDT) | 0.1 | $989M | +5% | 13k | 77718.38 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $983M | -3% | 28k | 34970.44 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.1 | $982M | +149% | 22k | 45740.00 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $979M | 9.5k | 102986.16 | ||
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $976M | +303% | 17k | 58479.91 | |
| Apollo Global Mgmt (APO) | 0.1 | $965M | 15k | 63790.56 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $959M | -4% | 1.8k | 545613.39 | |
| New York Community Ban (NYCB) | 0.1 | $957M | -11% | 22k | 43380.00 | |
| General Mills (GIS) | 0.1 | $951M | +10% | 11k | 83847.27 | |
| Kamada SHS (KMDA) | 0.1 | $950M | NEW | 127k | 7510.00 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $944M | +53% | 100k | 9480.03 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $941M | -7% | 5.1k | 183545.85 | |
| Advanced Energy Industries (AEIS) | 0.1 | $933M | NEW | 18k | 51990.00 | |
| Nano Dimension Sponsord Ads New (NNDM) | 0.1 | $922M | +17% | 401k | 2300.00 | |
| Highland Floatng Rate Opprt Shs Ben Int (HFRO) | 0.1 | $920M | +2% | 89k | 10299.96 | |
| Guidewire Software (GWRE) | 0.1 | $917M | NEW | 31k | 29410.32 | |
| Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) | 0.1 | $908M | 68k | 13420.09 | ||
| Palantir Technologies Cl A (PLTR) | 0.1 | $907M | 141k | 6420.00 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $900M | -12% | 11k | 81172.62 | |
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $898M | +204% | 12k | 74217.67 | |
| Genuine Parts Company (GPC) | 0.1 | $892M | -4% | 5.1k | 173510.00 | |
| Altria (MO) | 0.1 | $891M | +9% | 20k | 45710.22 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $887M | -20% | 16k | 55441.27 | |
| Innovator Etfs Tr S&p 500 Ultra (UAUG) | 0.1 | $881M | -9% | 34k | 26115.10 | |
| Qualcomm (QCOM) | 0.1 | $878M | -15% | 8.0k | 109939.33 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $877M | +29% | 3.5k | 248063.61 | |
| Southern Company (SO) | 0.1 | $875M | +39% | 12k | 71408.74 | |
| Innovator Etfs Tr S&p 500 Ultra (UDEC) | 0.1 | $874M | -9% | 32k | 27430.00 | |
| Assurant (AIZ) | 0.1 | $871M | NEW | 4.6k | 188521.55 | |
| Square Cl A (SQ) | 0.1 | $838M | 13k | 62840.00 | ||
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $829M | +11% | 12k | 67801.99 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $826M | +9% | 6.1k | 135860.14 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $811M | -2% | 4.9k | 165235.62 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $808M | NEW | 38k | 21170.00 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $805M | -14% | 14k | 57878.48 | |
| Realty Income (O) | 0.1 | $802M | NEW | 13k | 63431.14 | |
| Invesco Exchng Traded Fd Tr Pfd Etf (PGX) | 0.1 | $799M | -5% | 71k | 11180.05 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.1 | $787M | +2% | 115k | 6869.99 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.1 | $781M | -2% | 45k | 17470.00 | |
| Nordic American Tanker Shippin (NAT) | 0.1 | $780M | +646% | 75k | 10420.00 | |
| Ishares S&p 500 Grwt Etf (IVW) | 0.1 | $780M | +41% | 13k | 58498.44 | |
| Dow (DOW) | 0.1 | $779M | +10% | 16k | 50390.63 | |
| Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.1 | $775M | 32k | 24239.66 | ||
| Air Products & Chemicals (APD) | 0.1 | $774M | NEW | 2.5k | 308223.43 | |
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $772M | 27k | 28659.81 | ||
| Doubleline Etf Trust Shiller Cape U S (CAPE) | 0.1 | $759M | +60% | 36k | 21009.71 | |
| Ishares Tr Msci Min Vol Etf (USMV) | 0.1 | $757M | 11k | 72101.67 | ||
Past Filings by Arete Wealth Advisors
SEC 13F filings are viewable for Arete Wealth Advisors going back to 2013
- 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
- Arete Wealth Advisors 2021 Q4 filed Feb. 7, 2022
- Arete Wealth Advisors 2021 Q3 filed Nov. 15, 2021
- Arete Wealth Advisors 2021 Q2 filed Aug. 9, 2021
- Arete Wealth Advisors 2021 Q1 filed May 10, 2021
- Arete Wealth Advisors 2020 Q4 filed Feb. 8, 2021
- Arete Wealth Advisors 2020 Q3 filed Nov. 9, 2020
- Arete Wealth Advisors 2020 Q2 filed Aug. 11, 2020
- Arete Wealth Management 2020 Q1 filed May 14, 2020
- Arete Wealth Advisors 2019 Q4 filed Feb. 14, 2020
- Arete Wealth Advisors 2019 Q3 filed Nov. 13, 2019
- Arete Wealth Advisors 2019 Q2 filed Aug. 14, 2019
- Arete Wealth Advisors 2019 Q1 filed May 15, 2019