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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 OLN, PFRL, OVV, AAPL, DIS, and represent 15.88% of Arete Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: OLN (+$73M), PFRL (+$45M), OVV (+$42M), Innovator Etfs Trust (+$8.1M), BOXX (+$7.9M), JPM, SHV, SPLG, IDU, IAU.
Started 76 new stock positions in IBD, CSL, NDAQ, FITB, KGC, VONV, TLH, SKYY, TEM, SEIX.
Reduced shares in these 10 stocks: BRK.A (-$80M), VOO (-$18M), QQQ (-$16M), BRK.B (-$12M), DIA (-$7.3M), NFJ (-$6.6M), GLDM (-$5.1M), OMFL, IJH, IJR.
Sold out of its positions in AFL, AMN, CWS, AFRM, ALSN, UHAL.B, LGTY, ARM, TEAM, AN.
Arete Wealth Advisors was a net buyer of stock by $29M.
Arete Wealth Advisors has $1.5B in assets under management (AUM), dropping by -0.16%.
Central Index Key (CIK): 0001600151

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Portfolio Holdings for Arete Wealth Advisors

Arete Wealth Advisors holds 714 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Arete Wealth Advisors has 714 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arete Wealth Advisors March 31, 2025 positions
Download the Arete Wealth Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Olin Corp Com Par $1 (OLN)	5.0	$73M	NEW	78k	932.68	View chart
Pgim Etf Tr Floating Rt Inc (PFRL)	3.1	$45M	NEW	704k	63.74	View chart
Encana Corporation (OVV)	2.9	$42M	NEW	915k	46.40	View chart
Apple (AAPL)	2.6	$38M	-2%	169k	222.13	View chart
Walt Disney Company (DIS)	2.2	$33M		330k	98.70	View chart
NVIDIA Corporation (NVDA)	1.9	$27M		251k	108.43	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$27M		584k	45.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$25M		146k	173.23	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.7	$25M	+11%	961k	25.54	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.6	$23M	+7%	893k	25.55	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.4	$20M	+7%	212k	95.37	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.3	$20M	+3%	213k	91.73	View chart
Microsoft Corporation (MSFT)	1.3	$19M		51k	375.50	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$18M	+2%	306k	58.94	View chart
Amazon (AMZN)	1.2	$18M	-10%	95k	190.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$18M	-51%	34k	513.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$17M	-49%	35k	468.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$16M	-5%	28k	559.38	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$15M	-15%	54k	288.13	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.0	$15M	+7%	395k	38.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$13M	+8%	36k	370.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$13M	+26%	144k	91.03	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$12M	+7%	152k	80.37	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.8	$12M	+14%	259k	44.56	View chart
Meta Platforms Cl A (META)	0.8	$11M	+17%	20k	576.54	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$11M	+10%	473k	23.61	View chart
McDonald's Corporation (MCD)	0.8	$11M		35k	312.37	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.8	$11M	+5%	160k	68.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$10M	+9%	29k	361.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$10M		18k	561.90	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$9.9M	+72%	90k	110.46	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.7	$9.8M	+421%	88k	111.49	View chart
JPMorgan Chase & Co. (JPM)	0.7	$9.5M	+91%	68k	139.73	View chart
Zacks Trust Earngs Constant (ZECP)	0.6	$9.4M	+3%	311k	30.09	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$9.2M	+72%	140k	65.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$9.2M	-7%	60k	154.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$9.1M	+2%	92k	98.92	View chart
Exxon Mobil Corporation (XOM)	0.6	$8.3M	+2%	70k	118.92	View chart
Innovator Etfs Trust Growth 100 Pwr B	0.6	$8.1M	NEW	670k	12.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$7.5M	+12%	148k	50.83	View chart
First Tr High Yield Opprt 20 (FTHY)	0.5	$7.5M		519k	14.45	View chart
Visa Com Cl A (V)	0.5	$7.5M	-4%	21k	350.49	View chart
Tesla Motors (TSLA)	0.5	$6.8M	+27%	26k	259.20	View chart
Abbvie (ABBV)	0.5	$6.7M		32k	209.51	View chart
Home Depot (HD)	0.5	$6.6M	-16%	18k	366.54	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$6.6M	-10%	132k	49.73	View chart
Broadcom (AVGO)	0.4	$6.5M		39k	167.42	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$6.3M	-7%	123k	51.07	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$6.1M	+11%	167k	36.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$6.0M	+7%	32k	188.16	View chart
Applied Digital Corp Com New (APLD)	0.4	$6.0M	+117%	1.1M	5.62	View chart
Wal-Mart Stores (WMT)	0.4	$6.0M	+12%	68k	87.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$5.6M	-22%	29k	193.99	View chart
Blackrock Enhanced Intl Div Com Bene Inter (BGY)	0.4	$5.6M	-8%	993k	5.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$5.5M	+2%	27k	199.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$5.3M	+29%	117k	45.26	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.4	$5.2M	+2%	121k	43.05	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$5.0M	+27%	20k	253.87	View chart
Eli Lilly & Co. (LLY)	0.3	$5.0M	-19%	6.0k	825.91	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$4.7M	+7%	28k	172.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.7M	-23%	30k	156.24	View chart
International Business Machines (IBM)	0.3	$4.7M	+30%	19k	248.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$4.7M	+7%	82k	57.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$4.6M	+8%	46k	100.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$4.5M	+8%	17k	274.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$4.4M	+6%	17k	258.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$4.3M	-6%	53k	82.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$4.3M	-11%	70k	61.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$4.3M	+526%	74k	58.96	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$4.3M	+49%	39k	111.09	View chart
Fs Kkr Capital Corp (FSK)	0.3	$4.3M	-8%	207k	20.95	View chart
Palantir Technologies Cl A (PLTR)	0.3	$4.3M		51k	84.38	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$4.2M	+34%	82k	51.05	View chart
Casey's General Stores (CASY)	0.3	$4.1M		9.5k	434.00	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$3.9M	-3%	85k	46.08	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$3.9M	+11%	77k	50.11	View chart
Global Net Lease Com New (GNL)	0.3	$3.8M	+24%	337k	11.36	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.3	$3.8M	NEW	38k	101.42	View chart
Costco Wholesale Corporation (COST)	0.3	$3.7M	-31%	4.0k	945.64	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.3	$3.7M		323k	11.53	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$3.7M	+11%	79k	47.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$3.7M	+187%	36k	100.67	View chart
American Express Company (AXP)	0.2	$3.6M	-2%	13k	269.25	View chart
Chevron Corporation (CVX)	0.2	$3.6M	+3%	21k	167.30	View chart
UnitedHealth (UNH)	0.2	$3.6M		6.8k	523.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.5M	+27%	20k	172.73	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.2	$3.4M	+4%	114k	30.28	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$3.4M		68k	50.23	View chart
Bank of America Corporation (BAC)	0.2	$3.3M	+13%	84k	38.96	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$3.3M	+2%	62k	52.38	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.2M	+265%	19k	165.99	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.1M	+7%	58k	53.97	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$3.1M	-5%	77k	40.70	View chart
Verizon Communications (VZ)	0.2	$3.1M		69k	45.36	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$3.1M	+289%	61k	50.11	View chart
Abbott Laboratories (ABT)	0.2	$3.0M		23k	132.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.0M	+12%	33k	92.82	View chart
salesforce (CRM)	0.2	$3.0M	+113%	11k	266.50	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.0M	+16%	50k	59.84	View chart
Caterpillar (CAT)	0.2	$3.0M	+26%	9.1k	329.80	View chart
Merck & Co (MRK)	0.2	$2.9M	-4%	33k	89.76	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.2	$2.9M		122k	23.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.9M		38k	75.67	View chart
Johnson & Johnson (JNJ)	0.2	$2.8M		17k	165.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.8M	+44%	70k	39.37	View chart
Southern Company (SO)	0.2	$2.8M	+62%	30k	91.94	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$2.7M	-25%	58k	46.02	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.2	$2.6M	+229%	110k	23.96	View chart
Pfizer (PFE)	0.2	$2.6M	+17%	102k	25.34	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$2.6M	-7%	33k	78.41	View chart
Moody's Corporation (MCO)	0.2	$2.6M	+2%	5.5k	465.63	View chart
Amgen (AMGN)	0.2	$2.6M	+10%	8.2k	311.53	View chart
Coca-Cola Company (KO)	0.2	$2.5M	-20%	35k	71.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.5M	-8%	30k	81.71	View chart
Pepsi (PEP)	0.2	$2.4M		16k	149.97	View chart
Uber Technologies (UBER)	0.2	$2.4M	+410%	33k	72.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.4M	-63%	23k	104.55	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.4M	-48%	24k	100.63	View chart
United Parcel Service CL B (UPS)	0.2	$2.4M	+39%	22k	109.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.4M	-83%	4.4k	532.64	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.2	$2.3M	+7%	28k	82.24	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.3M	+3%	4.2k	548.36	View chart
Wells Fargo & Company (WFC)	0.2	$2.3M	+69%	41k	56.27	View chart
World Gold Tr Spdr Gld Minis	0.2	$2.3M	NEW	37k	61.89	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.2M		4.9k	446.77	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$2.2M	+20%	71k	30.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.2M	+2%	10k	211.46	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.2M	+25%	11k	206.54	View chart
Gartner (IT)	0.2	$2.2M		5.2k	419.73	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.2M	-11%	11k	193.02	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$2.2M	+6%	87k	25.07	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.1	$2.1M		192k	11.17	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$2.1M		71k	30.09	View chart
Cisco Systems (CSCO)	0.1	$2.1M		34k	61.71	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.1M	NEW	74k	28.57	View chart
Medtronic SHS (MDT)	0.1	$2.1M	-26%	23k	89.86	View chart
Goldman Sachs (GS)	0.1	$2.1M	+153%	10k	199.14	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.1M	+11%	56k	36.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.1M	-9%	23k	90.56	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.1	$2.1M	+27%	68k	30.20	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.0M	-27%	66k	30.88	View chart
Kinder Morgan (KMI)	0.1	$2.0M	-4%	71k	28.52	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.0M	-6%	20k	103.49	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$2.0M	+11%	47k	42.51	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.0M	+27%	39k	50.71	View chart
Apollo Global Mgmt (APO)	0.1	$2.0M	+5%	14k	136.95	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$1.9M		42k	45.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.9M	+56%	31k	62.10	View chart
Deere & Company (DE)	0.1	$1.9M	+70%	4.1k	469.35	View chart
Oneok (OKE)	0.1	$1.9M		19k	99.21	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$1.9M	+12%	46k	40.77	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.9M		26k	71.41	View chart
Shopify Cl A (SHOP)	0.1	$1.9M	-7%	19k	95.56	View chart
Qualcomm (QCOM)	0.1	$1.9M	+4%	12k	153.60	View chart
Honeywell International (HON)	0.1	$1.8M	-4%	8.7k	211.73	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.8M	+114%	56k	33.24	View chart
McKesson Corporation (MCK)	0.1	$1.8M	+83%	2.7k	672.89	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.8M	+5%	23k	80.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.8M	-23%	11k	170.87	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$1.8M	+9%	98k	18.18	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$1.8M	+56%	65k	27.26	View chart
ConocoPhillips (COP)	0.1	$1.7M	+5%	16k	105.03	View chart
At&t (T)	0.1	$1.7M	+2%	61k	28.07	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.7M	-3%	50k	34.30	View chart
Diamondback Energy (FANG)	0.1	$1.7M	-40%	11k	159.99	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$1.7M	+14%	53k	31.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.7M	-9%	21k	78.94	View chart
Philip Morris International (PM)	0.1	$1.6M		10k	158.70	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$1.6M		37k	43.44	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$1.6M		20k	81.10	View chart
Intra Cellular Therapies (ITCI)	0.1	$1.6M	-49%	12k	131.88	View chart
Boeing Company (BA)	0.1	$1.6M		9.3k	170.55	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.1	$1.6M		51k	31.25	View chart
Applied Materials (AMAT)	0.1	$1.6M	+32%	11k	145.10	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.6M	-19%	34k	46.92	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.6M	+36%	95k	16.63	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$1.6M	+26%	32k	48.50	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.6M	-82%	3.7k	419.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.5M	+3%	12k	128.97	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.5M	+58%	5.7k	270.88	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$1.5M	+2%	29k	52.84	View chart
Crocs (CROX)	0.1	$1.5M	-18%	14k	106.17	View chart
First Trust DB Strateg Val Idx Fnd (FTCS)	0.1	$1.5M	-47%	17k	89.64	View chart
Us Bancorp Del Com New (USB)	0.1	$1.5M	+2%	36k	42.21	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.5M	+38%	8.7k	172.20	View chart
General Dynamics Corporation (GD)	0.1	$1.5M	-8%	5.4k	272.54	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.5M		207k	7.05	View chart
Ge Vernova (GEV)	0.1	$1.4M		4.7k	305.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.4M	-75%	25k	58.37	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.4M	+32%	31k	46.81	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.4M	+3%	3.7k	383.42	View chart
Servicenow (NOW)	0.1	$1.4M	-2%	1.8k	796.10	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$1.4M	-20%	28k	50.21	View chart
3M Company (MMM)	0.1	$1.4M	-9%	9.5k	146.86	View chart
Prudential Financial (PRU)	0.1	$1.4M		13k	111.67	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.4M	-3%	3.9k	352.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.4M	+2%	9.9k	139.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.4M	+84%	13k	108.66	View chart
Advisors Inner Circle Fd Ii Frontier Asset C (FCBD)	0.1	$1.4M	-7%	54k	25.36	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.4M	+7%	17k	78.85	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.3M	+4%	10k	132.42	View chart
Automatic Data Processing (ADP)	0.1	$1.3M		4.4k	305.56	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$1.3M	+120%	49k	27.02	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.3M		14k	93.76	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	-8%	6.6k	200.21	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.3M	-24%	4.6k	288.32	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$1.3M	+7%	30k	43.65	View chart
Cme (CME)	0.1	$1.3M	-8%	4.9k	265.33	View chart
Williams Companies (WMB)	0.1	$1.3M	+2%	22k	59.76	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$1.3M	+5%	44k	29.37	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.3M	+28%	26k	48.74	View chart
Altria (MO)	0.1	$1.3M	+2%	21k	60.03	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$1.3M	+158%	60k	21.20	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$1.3M	-22%	46k	27.81	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$1.3M	-5%	37k	34.47	View chart
Gilead Sciences (GILD)	0.1	$1.3M	+3%	11k	112.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M	+39%	7.0k	179.76	View chart
MetLife (MET)	0.1	$1.2M	+11%	16k	76.09	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.2M	+6%	53k	23.16	View chart
TJX Companies (TJX)	0.1	$1.2M	-2%	10k	121.91	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.2M		17k	71.97	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.2M	+7%	13k	93.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.2M	+48%	6.3k	190.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$1.2M		32k	36.79	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$1.2M	+130%	15k	80.14	View chart
Air Products & Chemicals (APD)	0.1	$1.2M		4.0k	294.63	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.2M	+33%	23k	51.10	View chart
Innovator Etfs Trust Innovator Gw 100	0.1	$1.2M	NEW	49k	23.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.2M	+4%	22k	51.76	View chart
Fortinet (FTNT)	0.1	$1.1M	+24%	12k	96.26	View chart
Markel Corporation (MKL)	0.1	$1.1M	+8%	611.00	1869.07	View chart
Wp Carey (WPC)	0.1	$1.1M	+3%	18k	63.12	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$1.1M	-29%	3.3k	345.10	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.1M	+54%	12k	96.44	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.1M	+4%	13k	82.98	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.1M	+43%	48k	22.98	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.1M	+40%	24k	46.30	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.1M	-55%	14k	77.23	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M	+14%	2.2k	495.66	View chart
American Tower Reit (AMT)	0.1	$1.1M		5.0k	217.65	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.1M	-2%	8.1k	132.28	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$1.0M		19k	54.22	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.0M	NEW	26k	39.70	View chart
Invesco Galaxy Ethereum Etf SHS (QETH)	0.1	$1.0M	+8%	56k	18.23	View chart
Danaher Corporation (DHR)	0.1	$1.0M	+6%	5.0k	205.11	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$986k	-22%	22k	44.26	View chart
Profrac Hldg Corp Class A Com (ACDC)	0.1	$983k		130k	7.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$983k	-12%	5.3k	186.32	View chart
Union Pacific Corporation (UNP)	0.1	$965k		4.1k	236.29	View chart
Waste Management (WM)	0.1	$965k	+4%	4.2k	231.58	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 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
Arete Wealth Advisors 2021 Q4 filed Feb. 7, 2022
Arete Wealth Advisors 2021 Q3 filed Nov. 15, 2021

View all past filings

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