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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 ABBV, RSP, AAPL, DIS, ABT, and represent 14.13% of Arete Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: ABBV (+$59M), RSP (+$34M), AAPL (+$32M), ABT (+$30M), MSFT (+$17M), AMZN (+$16M), SHV (+$15M), PULS (+$14M), VUG (+$12M), IEF (+$12M).
Started 273 new stock positions in SGOL, HIGH, SWKS, LMT, ONEV, BITQ, XHB, XMHQ, USFR, XSVM.
Reduced shares in these 10 stocks: MFIC, General Electric Company, TGT, , NEA, GNL, RITM, HOG, , DKS.
Sold out of its positions in ACAD, AAL, Aquabounty Technologies, BKKT, Catalyst Biosciences, CLSK, DHI, DKS, DLTR, ETW.
Arete Wealth Advisors was a net buyer of stock by $686M.
Arete Wealth Advisors has $1.3B in assets under management (AUM), dropping by 127.05%.
Central Index Key (CIK): 0001600151

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Portfolio Holdings for Arete Wealth Advisors

Arete Wealth Advisors holds 741 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Arete Wealth Advisors has 741 total positions. Only the first 250 positions are shown.

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Download the Arete Wealth Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Abbvie (ABBV)	4.5	$59M	NEW	379k	154.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.7	$35M	+3312%	224k	157.80	View chart
Apple (AAPL)	2.4	$32M	NEW	167k	192.53	View chart
Disney Walt Com Disney (DIS)	2.3	$30M	+50%	330k	90.29	View chart
Abbott Laboratories (ABT)	2.3	$30M	NEW	268k	110.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$28M	+35%	69k	409.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$28M	+59%	63k	436.80	View chart
Fs Kkr Capital Corp (FSK)	1.8	$24M	+17%	1.2M	19.97	View chart
Spdr Gold Trust Gold Shs (GLD)	1.5	$19M	+24%	100k	191.17	View chart
Spdr Ser Tr Spdr Bloomberg (BIL)	1.4	$19M	+82%	206k	91.39	View chart
Microsoft Corporation (MSFT)	1.3	$17M	NEW	46k	376.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$17M	+24%	36k	475.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$16M	+149%	33k	477.63	View chart
Amazon (AMZN)	1.2	$16M	NEW	103k	151.96	View chart
Ishares Tr Shrt Trs Bd Etf (SHV)	1.1	$15M	NEW	134k	110.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$14M	+6%	40k	356.66	View chart
Pgim Etf Tr Ultra Short (PULS)	1.1	$14M	NEW	283k	49.39	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$13M	+1450%	42k	310.88	View chart
Ishares Eafe Value Etf (EFV)	1.0	$13M	+806%	244k	52.10	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	0.9	$12M	+3192%	126k	96.39	View chart
NVIDIA Corporation (NVDA)	0.9	$12M	NEW	24k	494.31	View chart
Ishares Core Totusbd Etf (AGG)	0.9	$12M	+313%	115k	99.25	View chart
McDonald's Corporation (MCD)	0.9	$11M		38k	296.51	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.9	$11M	+24%	860k	12.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$9.4M	+205%	197k	47.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$8.5M	NEW	61k	139.69	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.6	$8.2M	NEW	141k	58.45	View chart
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)	0.6	$7.8M	+2%	21k	376.88	View chart
Exxon Mobil Corporation (XOM)	0.6	$7.5M		76k	99.98	View chart
Apollo Commercial Real Est. Finance (ARI)	0.6	$7.4M		629k	11.74	View chart
Ishares Tr 20+ Yr Tr Bd Etf (TLT)	0.6	$7.4M	+80%	74k	98.88	View chart
First Tr High Yield Opprt 20 (FTHY)	0.6	$7.3M	-3%	521k	13.93	View chart
TriCo Bancshares (TCBK)	0.5	$7.2M		167k	42.97	View chart
Nfj Dividend Interest (NFJ)	0.5	$7.0M	+5%	558k	12.60	View chart
Home Depot (HD)	0.5	$7.0M	NEW	20k	346.45	View chart
Ares Coml Real Estate (ACRE)	0.5	$7.0M	+8%	675k	10.36	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.5	$6.9M		722k	9.58	View chart
Ishares Core S&p Scp Etf (IJR)	0.5	$6.6M	+82%	61k	108.25	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.5	$6.6M	+2037%	257k	25.64	View chart
Vanguard Specialized Portfol Div App Etf (VIG)	0.5	$6.6M	+983%	39k	170.40	View chart
Granite Pt Mtg Tr Com Stk (GPMT)	0.5	$6.5M	+44%	1.1M	5.94	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$6.2M		18k	350.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$6.2M	+238%	31k	200.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$6.1M	+193%	149k	41.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$6.1M	+269%	20k	303.18	View chart
JPMorgan Chase & Co. (JPM)	0.4	$5.9M	NEW	35k	167.88	View chart
Tesla Motors (TSLA)	0.4	$5.7M	NEW	23k	248.58	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$5.6M	+203%	164k	34.01	View chart
Visa Com Cl A (V)	0.4	$5.4M	NEW	21k	260.42	View chart
J P Morgan Exchange-traded F Equity Premium (JEPI)	0.4	$5.3M	+495%	96k	54.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$5.1M	+205%	22k	237.22	View chart
Spdr Series Trust Portfolio Lr Etf (SPLG)	0.4	$5.0M	+47%	89k	55.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.0M	NEW	35k	140.93	View chart
Ishares Core S&p Mcp Etf (IJH)	0.4	$5.0M	+29%	18k	277.14	View chart
Meta Platforms Cl A (META)	0.4	$5.0M	NEW	14k	353.97	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.4	$4.9M	+1319%	80k	61.94	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$4.9M	+27%	59k	82.04	View chart
Chevron Corporation (CVX)	0.4	$4.8M	NEW	32k	149.20	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.4	$4.8M	+360%	102k	46.63	View chart
Wal-Mart Stores (WMT)	0.4	$4.8M	-2%	30k	157.65	View chart
Merck & Co (MRK)	0.4	$4.7M		44k	109.02	View chart
IDEXX Laboratories (IDXX)	0.4	$4.7M		8.5k	555.05	View chart
Broadcom (AVGO)	0.3	$4.4M	+35%	4.0k	1116.37	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.3	$4.4M	NEW	60k	73.55	View chart
Apollo Invt Corp Com New (MFIC)	0.3	$4.4M	-19%	319k	13.68	View chart
Pulte (PHM)	0.3	$4.2M	+25%	41k	103.22	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$4.1M	+28%	311k	13.30	View chart
Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR)	0.3	$4.0M	+444%	160k	25.15	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.3	$4.0M	-8%	139k	28.77	View chart
Blackrock Muniyield Quality Fund (MQY)	0.3	$4.0M		326k	12.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.9M	+135%	55k	70.35	View chart
Johnson & Johnson (JNJ)	0.3	$3.8M	+2%	24k	156.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.7M	+370%	25k	149.50	View chart
Procter & Gamble Company (PG)	0.3	$3.7M		25k	146.54	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$3.7M	-19%	333k	11.00	View chart
Bain Cap Specialty Fin (BCSF)	0.3	$3.6M	-12%	240k	15.07	View chart
Blackrock Intl Grwth & Inc T Com Bene Inter (BGY)	0.3	$3.5M		662k	5.27	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.3	$3.5M	+118%	117k	29.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$3.5M	+38%	85k	40.91	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.3	$3.5M	+3%	304k	11.38	View chart
Innovator Etfs Tr Emrgng Mkt Jan (EJAN)	0.3	$3.4M	NEW	120k	28.67	View chart
Zacks Trust Earngs Constant (ZECP)	0.3	$3.4M	NEW	130k	26.12	View chart
Coca-Cola Company (KO)	0.3	$3.3M	NEW	57k	58.93	View chart
Costco Wholesale Corporation (COST)	0.3	$3.3M	+2%	5.0k	660.02	View chart
Eli Lilly & Co. (LLY)	0.2	$3.2M	+14%	5.4k	583.02	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.2	$3.1M	NEW	74k	42.18	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.2	$3.1M	-4%	306k	10.13	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$3.1M	+222%	47k	65.06	View chart
Ishares Global Tech Etf (IXN)	0.2	$3.1M		45k	68.18	View chart
Ishares Tips Bd Etf (TIP)	0.2	$3.0M	+146%	28k	107.49	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.9M		63k	46.07	View chart
Ishares Global Finls Etf (IXG)	0.2	$2.8M	+3%	36k	78.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$2.8M	+398%	36k	77.37	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.2	$2.8M		130k	21.27	View chart
Boeing Company (BA)	0.2	$2.8M	NEW	11k	259.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.8M	+645%	37k	75.35	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$2.7M	+549%	65k	42.41	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.2	$2.7M		117k	23.15	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.7M	+234%	53k	50.58	View chart
New Residential Invt Corp Com New (RITM)	0.2	$2.7M	-22%	253k	10.68	View chart
Pepsi (PEP)	0.2	$2.7M	+3%	16k	169.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.7M	+141%	16k	165.25	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$2.7M	+8%	110k	24.18	View chart
Casey's General Stores (CASY)	0.2	$2.6M		9.6k	274.74	View chart
Blackstone Group Com Cl A (BX)	0.2	$2.6M		20k	130.92	View chart
Kinder Morgan (KMI)	0.2	$2.6M	+2%	149k	17.64	View chart
Caterpillar (CAT)	0.2	$2.6M	+35%	8.7k	295.68	View chart
Lithia Motors (LAD)	0.2	$2.6M	+85%	7.8k	329.28	View chart
Verizon Communications (VZ)	0.2	$2.5M	-2%	67k	37.70	View chart
Vanguard Index Fds Reit Etf (VNQ)	0.2	$2.5M	+252%	28k	88.36	View chart
International Business Machines (IBM)	0.2	$2.5M	NEW	15k	163.36	View chart
Ishares Glob Hlthcre Etf (IXJ)	0.2	$2.5M	+3%	29k	86.72	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.5M	+111%	25k	99.79	View chart
Vaneck Vectors Etf Tr morningstar wide (MOAT)	0.2	$2.5M	+817%	29k	84.87	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$2.5M	+31%	59k	41.43	View chart
United Parcel Service CL B (UPS)	0.2	$2.5M	-14%	16k	157.23	View chart
First Tr Exchange Traded Fst Low Oppt Eft (LMBS)	0.2	$2.4M	NEW	50k	48.32	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.4M	+710%	45k	53.82	View chart
Gartner (IT)	0.2	$2.4M		5.3k	451.11	View chart
Innovator Etfs Tr S&p 500 Ultra (UDEC)	0.2	$2.4M	NEW	74k	32.04	View chart
UnitedHealth (UNH)	0.2	$2.4M	NEW	4.5k	526.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.4M	+266%	10k	232.64	View chart
Bank of America Corporation (BAC)	0.2	$2.4M	NEW	70k	33.68	View chart
Spdr Series Trust Blombrg Brc Intr (SPIB)	0.2	$2.3M	+76%	72k	32.83	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.3M	NEW	5.4k	426.54	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.3M	+3%	132k	17.17	View chart
Pfizer (PFE)	0.2	$2.2M	+9%	78k	28.79	View chart
Cisco Systems (CSCO)	0.2	$2.2M	+19%	44k	50.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$2.1M	NEW	24k	89.80	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$2.1M	+367%	33k	64.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$2.1M	+106%	22k	96.85	View chart
Medtronic SHS (MDT)	0.2	$2.1M	+5%	25k	82.38	View chart
Fidelity Low Durtin Etf (FLDR)	0.2	$2.1M	+347%	42k	49.89	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.2	$2.1M	NEW	83k	24.99	View chart
Us Bancorp Del Com New (USB)	0.2	$2.1M		48k	43.28	View chart
Warner Bros Discovery Com Ser A (WBD)	0.2	$2.0M	+17%	180k	11.38	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$2.0M	+276%	12k	164.43	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.2	$2.0M	NEW	40k	50.20	View chart
Ishares Silver Trust Ishares (SLV)	0.2	$2.0M	NEW	92k	21.78	View chart
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ)	0.1	$2.0M	+9%	52k	37.91	View chart
Moody's Corporation (MCO)	0.1	$1.9M	-2%	5.0k	390.59	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.1	$1.9M	NEW	163k	11.82	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.9M	NEW	4.2k	453.32	View chart
salesforce (CRM)	0.1	$1.9M	+22%	7.3k	262.85	View chart
Spdr Series Trust S&p Biotech (XBI)	0.1	$1.9M	NEW	21k	89.29	View chart
Ishares Tr Esg Msci Usa Etf (ESGU)	0.1	$1.9M	+554%	18k	104.92	View chart
CVS Caremark Corporation (CVS)	0.1	$1.9M	NEW	24k	78.94	View chart
BlackRock Ltd. Duration Income Trust (BLW)	0.1	$1.9M		136k	13.98	View chart
First Tr Exchange Traded First Tr Enh New (FTSM)	0.1	$1.9M	NEW	31k	59.66	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.1	$1.9M	NEW	39k	47.24	View chart
ConocoPhillips (COP)	0.1	$1.9M	-2%	16k	116.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.8M	+119%	17k	111.63	View chart
Intra Cellular Therapies (ITCI)	0.1	$1.8M		26k	71.62	View chart
Qualcomm (QCOM)	0.1	$1.8M		13k	144.63	View chart
Starbucks Corporation (SBUX)	0.1	$1.8M	+2%	19k	96.01	View chart
Invesco Exch Traded Fd Tr Ii Treas Colaterl (TBLL)	0.1	$1.8M	NEW	17k	105.60	View chart
American Express Company (AXP)	0.1	$1.8M	+28%	9.8k	187.34	View chart
Philip Morris International (PM)	0.1	$1.8M	+4%	19k	94.08	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.1	$1.8M	+49%	751k	2.40	View chart
Ford Mtr Co Del Com Par $0.01 (F)	0.1	$1.8M		146k	12.19	View chart
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)	0.1	$1.8M	+51%	35k	50.23	View chart
Iovance Biotherapeutics (IOVA)	0.1	$1.8M	+555%	216k	8.13	View chart
BlackRock (BLK)	0.1	$1.7M		2.1k	811.96	View chart
Global Net Lease Com New (GNL)	0.1	$1.7M	-32%	172k	9.95	View chart
Dow (DOW)	0.1	$1.7M		31k	54.84	View chart
Cleveland-cliffs (CLF)	0.1	$1.7M	NEW	82k	20.41	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$1.7M	NEW	73k	22.78	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+24%	16k	105.43	View chart
Goldman Sachs (GS)	0.1	$1.7M	+5%	4.3k	385.81	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$1.6M	NEW	19k	84.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.6M		16k	102.88	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.6M	+481%	11k	145.01	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.6M	NEW	25k	64.45	View chart
Micron Technology (MU)	0.1	$1.6M	+14%	19k	85.34	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.6M	-9%	278k	5.67	View chart
United States Steel Corporation (X)	0.1	$1.5M	+21%	32k	48.65	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$1.5M		133k	11.45	View chart
Oneok (OKE)	0.1	$1.5M		22k	70.22	View chart
Deere & Company (DE)	0.1	$1.5M	+9%	3.7k	399.87	View chart
General Dynamics Corporation (GD)	0.1	$1.5M	-3%	5.8k	259.66	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$1.5M	-7%	59k	25.34	View chart
Invesco Exch Traded Fd Tr Ii 1 30 Lader Tre (GOVI)	0.1	$1.5M	NEW	51k	28.83	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$1.5M	NEW	36k	40.74	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$1.5M	+38%	70k	20.71	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.4M	+45%	34k	42.52	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.4M	NEW	31k	47.09	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$1.4M	NEW	45k	31.76	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$1.4M	+422%	49k	29.02	View chart
Ishares Tr Fltg Rate Bd Etf (FLOT)	0.1	$1.4M	NEW	27k	50.62	View chart
Innovator Etfs Tr S&p 500 Ultra (USEP)	0.1	$1.4M	+55%	44k	31.32	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.4M	+16%	31k	43.85	View chart
Ufp Industries (UFPI)	0.1	$1.3M	+22%	11k	125.55	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.3M	NEW	17k	81.10	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$1.3M	NEW	30k	44.30	View chart
Wp Carey (WPC)	0.1	$1.3M	-5%	21k	64.81	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.3M	+41%	2.2k	596.59	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M	+11%	5.4k	245.60	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.3M	NEW	17k	80.04	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$1.3M	NEW	46k	28.57	View chart
Prudential Financial (PRU)	0.1	$1.3M	-2%	13k	103.71	View chart
Ishares Tr Usa Quality Fctr (QUAL)	0.1	$1.3M	+28%	8.9k	147.14	View chart
Southern Company (SO)	0.1	$1.3M	+8%	19k	70.12	View chart
Intel Corporation (INTC)	0.1	$1.3M	NEW	26k	49.94	View chart
At&t (T)	0.1	$1.3M	-3%	77k	16.78	View chart
Ishares Mbs Etf (MBB)	0.1	$1.3M	+32%	14k	94.08	View chart
Wisdomtree Tr Jp Smallcp Div (DFJ)	0.1	$1.3M	NEW	17k	74.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	NEW	5.0k	250.89	View chart
Ishares S&p 500 Grwt Etf (IVW)	0.1	$1.2M	+155%	17k	75.10	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+3%	8.4k	147.21	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.2M	NEW	29k	42.22	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$1.2M	NEW	36k	33.73	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GFEB)	0.1	$1.2M	NEW	37k	33.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.2M	+44%	11k	110.66	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.2M	NEW	34k	35.41	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$1.2M		30k	40.38	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.2M	+32%	5.4k	223.38	View chart
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR)	0.1	$1.2M		24k	50.52	View chart
Nextera Energy (NEE)	0.1	$1.2M	+2%	20k	60.74	View chart
Shopify Cl A (SHOP)	0.1	$1.2M	NEW	15k	78.00	View chart
Apollo Global Mgmt (APO)	0.1	$1.2M	+5%	13k	93.19	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.2M	+2%	23k	50.30	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M	+4%	6.8k	170.47	View chart
Gilead Sciences (GILD)	0.1	$1.2M	+7%	14k	81.01	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.1M	NEW	23k	49.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M	+24%	5.2k	218.16	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.1M	NEW	66k	17.34	View chart
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV)	0.1	$1.1M	NEW	18k	62.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.1M	NEW	17k	64.93	View chart
American Tower Reit (AMT)	0.1	$1.1M	+47%	5.2k	215.88	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.1	$1.1M	NEW	12k	95.84	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$1.1M	NEW	45k	24.56	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$1.1M	+2%	30k	36.48	View chart
Air Products & Chemicals (APD)	0.1	$1.1M	NEW	4.0k	274.02	View chart
Vaneck Vectors Etf Tr Semiconductor Et (SMH)	0.1	$1.1M	+7%	6.3k	174.86	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.1M	-2%	6.3k	173.93	View chart
Applied Materials (AMAT)	0.1	$1.1M	+51%	6.7k	162.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.1M	+256%	23k	47.49	View chart
General Mills (GIS)	0.1	$1.1M	-12%	16k	65.14	View chart
Square Cl A (SQ)	0.1	$1.1M	+11%	14k	77.35	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.0M	NEW	20k	51.41	View chart
Devon Energy Corporation (DVN)	0.1	$1.0M	+145%	23k	45.30	View chart
General Electric Com New (GE)	0.1	$1.0M	NEW	8.1k	127.62	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$1.0M		4.6k	224.90	View chart
Ishares Tr Residential Mult (REZ)	0.1	$1.0M	NEW	14k	73.52	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.0M	NEW	12k	83.84	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.0M	NEW	14k	72.66	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.1	$1.0M		76k	13.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.0M	NEW	22k	46.62	View chart
Palo Alto Networks (PANW)	0.1	$1.0M	+39%	3.5k	294.88	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.0M	NEW	21k	48.81	View chart

Past Filings by Arete Wealth Advisors

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

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
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

View all past filings

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