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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, AAPL, ABT, VOO, RSP, and represent 14.55% of Arete Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AMZA (+$16M), PULS (+$13M), SHV (+$13M), DIS (+$5.2M), CLTL, QQQ, VRIG, IDXX, PECO, FNDX.
Started 122 new stock positions in SPBO, SPHQ, FNGR, VMC, MCRB, TDVG, DG, REZ, EEMV, DBMF.
Reduced shares in these 10 stocks: RSP (-$58M), VIG (-$26M), RSPT (-$18M), IEF (-$14M), BIPC (-$13M), AMZN (-$13M), , SPY (-$9.5M), JEPI (-$9.2M), VTI (-$8.9M).
Sold out of its positions in AEIS, Alkaline Wtr, ALT, AMRN, AMZN, AEP, AWK, AMRS, BUD, ADM.
Arete Wealth Advisors was a net seller of stock by $-139M.
Arete Wealth Advisors has $1.1B in assets under management (AUM), dropping by -7.88%.
Central Index Key (CIK): 0001600151

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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.

Sign up to view all of the Arete Wealth Advisors June 30, 2023 positions
Download the Arete Wealth Advisors June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Abbvie (ABBV)	4.5	$50M		374k	134.73	View chart
Apple (AAPL)	3.2	$36M	-12%	184k	193.97	View chart
Abbott Laboratories (ABT)	2.5	$28M		257k	109.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$26M	+4%	64k	407.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.2	$25M	-69%	165k	149.64	View chart
Fs Kkr Capital Corp (FSK)	1.7	$19M	+2%	1.0M	19.18	View chart
Disney Walt Com Disney (DIS)	1.7	$19M	+37%	212k	89.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$18M	+33%	48k	369.40	View chart
Ishares Tr Shrt Trs Bd Etf (SHV)	1.6	$18M	+251%	160k	110.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$17M	-35%	39k	443.29	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	1.4	$16M	NEW	122k	129.10	View chart
Vanguard Specialized Portfol Div App Etf (VIG)	1.4	$16M	-62%	96k	162.43	View chart
Microsoft Corporation (MSFT)	1.4	$16M	-13%	45k	340.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$14M		35k	400.35	View chart
Ishares Core Totusbd Etf (AGG)	1.2	$14M		138k	97.95	View chart
Pgim Etf Tr Ultra Short (PULS)	1.2	$13M	NEW	271k	49.41	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$13M		46k	282.97	View chart
Ishares Eafe Value Etf (EFV)	1.0	$12M		238k	48.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$11M	+2%	24k	445.70	View chart
Ishares Tr Barclays 7 10 Yr (IEF)	0.9	$9.8M	-57%	102k	96.60	View chart
McDonald's Corporation (MCD)	0.9	$9.8M	-3%	33k	298.41	View chart
NVIDIA Corporation (NVDA)	0.8	$9.3M	-15%	22k	423.00	View chart
J P Morgan Exchange-traded F Equity Premium (JEPI)	0.8	$9.1M	-50%	165k	55.33	View chart
Spdr Gold Trust Gold Shs (GLD)	0.8	$8.7M	+35%	49k	178.27	View chart
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)	0.8	$8.6M	+14%	186k	46.18	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.7	$7.8M	-17%	144k	54.44	View chart
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)	0.7	$7.5M		22k	343.85	View chart
Exxon Mobil Corporation (XOM)	0.6	$7.2M		67k	107.25	View chart
First Tr High Yield Opprt 20 (FTHY)	0.6	$7.2M		523k	13.72	View chart
Apollo Commercial Real Est. Finance (ARI)	0.6	$7.1M	+5%	625k	11.32	View chart
Ishares Core S&p Mcp Etf (IJH)	0.6	$6.7M	-4%	26k	261.49	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.6	$6.7M	+8%	711k	9.36	View chart
Home Depot (HD)	0.6	$6.5M	-6%	21k	310.62	View chart
Ares Coml Real Estate (ACRE)	0.6	$6.3M	+10%	619k	10.15	View chart
Nfj Dividend Interest (NFJ)	0.6	$6.2M	+3%	510k	12.21	View chart
Ishares Core S&p Scp Etf (IJR)	0.5	$6.0M		61k	99.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.0M	-59%	27k	220.28	View chart
Tesla Motors (TSLA)	0.5	$6.0M	+5%	23k	261.79	View chart
Johnson & Johnson (JNJ)	0.5	$5.8M		35k	165.56	View chart
Wal-Mart Stores (WMT)	0.5	$5.7M	+18%	36k	157.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$5.7M	+34%	21k	275.19	View chart
Apollo Invt Corp Com New (MFIC)	0.5	$5.7M		450k	12.56	View chart
Visa Com Cl A (V)	0.5	$5.6M	-7%	24k	237.46	View chart
TriCo Bancshares (TCBK)	0.5	$5.6M		169k	33.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$5.5M	+18%	135k	40.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$5.3M	-4%	17k	308.56	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.5	$5.1M		201k	25.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.1M	-34%	42k	119.69	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$5.0M	-14%	155k	32.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$5.0M	+34%	74k	67.50	View chart
Chevron Corporation (CVX)	0.4	$4.7M		30k	157.34	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.7M	-15%	32k	145.45	View chart
Invesco Exch Traded Fd Tr Ii Treas Colaterl (CLTL)	0.4	$4.7M	NEW	44k	105.48	View chart
Bain Cap Specialty Fin (BCSF)	0.4	$4.6M	-4%	344k	13.51	View chart
Merck & Co (MRK)	0.4	$4.5M	-9%	39k	115.40	View chart
Spdr Series Trust Portfolio Lr Etf (SPLG)	0.4	$4.5M	-27%	86k	52.11	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.4	$4.3M	NEW	173k	24.89	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.4	$4.2M	-5%	98k	43.20	View chart
IDEXX Laboratories (IDXX)	0.4	$4.2M	+356%	8.4k	502.19	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$4.2M	+7%	387k	10.93	View chart
Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR)	0.4	$4.2M	-4%	166k	25.25	View chart
Procter & Gamble Company (PG)	0.4	$4.2M	-3%	28k	151.71	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.4	$4.2M	+3%	143k	29.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$4.1M	+14%	22k	187.26	View chart
Spdr Ser Tr Spdr Bloomberg (BIL)	0.3	$3.9M	-49%	43k	91.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.9M	-17%	32k	120.97	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$3.9M		64k	61.01	View chart
Global Net Lease Com New (GNL)	0.3	$3.7M	+69%	276k	13.40	View chart
Blackrock Muniyield Quality Fund (MQY)	0.3	$3.7M	+3%	319k	11.57	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$3.6M		79k	45.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.6M		25k	142.10	View chart
Meta Platforms Cl A (META)	0.3	$3.6M	+24%	13k	286.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$3.5M	-5%	69k	51.53	View chart
Costco Wholesale Corporation (COST)	0.3	$3.5M	-19%	6.6k	538.31	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.3	$3.5M	+347%	61k	57.57	View chart
Coca-Cola Company (KO)	0.3	$3.5M	+29%	57k	60.23	View chart
Blackrock Intl Grwth & Inc T Com Bene Inter (BGY)	0.3	$3.4M	+3%	624k	5.44	View chart
Spdr Series Trust Blombrg Brc Intr (SPIB)	0.3	$3.4M	-26%	105k	32.11	View chart
Granite Pt Mtg Tr Com Stk (GPMT)	0.3	$3.3M	+2%	625k	5.30	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.3	$3.3M	+4%	279k	11.72	View chart
New Residential Invt Corp Com New (RITM)	0.3	$3.2M	+4%	344k	9.35	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$3.2M	NEW	93k	34.08	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$3.1M	+46%	38k	81.17	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.3	$3.1M	+5%	309k	9.95	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$3.0M	+6%	61k	49.29	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.3	$3.0M	+13%	41k	72.69	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.3	$3.0M	-60%	76k	38.84	View chart
Bank of America Corporation (BAC)	0.3	$2.9M	-3%	101k	28.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$2.8M	-3%	30k	95.42	View chart
United Parcel Service CL B (UPS)	0.2	$2.8M	-3%	16k	179.26	View chart
Ishares Global Tech Etf (IXN)	0.2	$2.8M	+16%	45k	62.20	View chart
Pfizer (PFE)	0.2	$2.8M	-13%	76k	36.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$2.8M	-11%	37k	75.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.7M	-14%	17k	157.82	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.2	$2.7M	+15%	129k	20.81	View chart
Pepsi (PEP)	0.2	$2.7M	-5%	14k	185.24	View chart
First Tr Exchange Traded Fst Low Oppt Eft (LMBS)	0.2	$2.6M		54k	47.66	View chart
Ishares Tr Esg Msci Usa Etf (ESGU)	0.2	$2.6M	-9%	26k	97.44	View chart
Verizon Communications (VZ)	0.2	$2.5M	+13%	69k	37.20	View chart
Kinder Morgan (KMI)	0.2	$2.5M	+5%	147k	17.22	View chart
Lowe's Companies (LOW)	0.2	$2.5M	+106%	11k	225.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.5M		34k	72.49	View chart
Ishares Global Finls Etf (IXG)	0.2	$2.4M	+24%	34k	71.53	View chart
Eli Lilly & Co. (LLY)	0.2	$2.4M	+15%	5.1k	468.89	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.4M	+8%	155k	15.33	View chart
Ford Mtr Co Del Com Par $0.01 (F)	0.2	$2.3M	+23%	155k	15.13	View chart
Casey's General Stores (CASY)	0.2	$2.3M		9.5k	243.84	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.2	$2.3M	+3%	78k	29.44	View chart
Ishares Glob Hlthcre Etf (IXJ)	0.2	$2.3M	+7%	27k	85.00	View chart
Vaneck Vectors Etf Tr morningstar wide (MOAT)	0.2	$2.3M	+36%	29k	79.78	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.2	$2.2M	+605%	159k	14.16	View chart
International Business Machines (IBM)	0.2	$2.2M	-23%	17k	133.80	View chart
Vanguard Index Fds Reit Etf (VNQ)	0.2	$2.2M	+4%	26k	83.57	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$2.2M	+21%	95k	22.97	View chart
First Tr Exchange Traded Senior Ln Fd (FTSL)	0.2	$2.2M	-3%	48k	45.30	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$2.2M	+243%	29k	75.63	View chart
Boeing Company (BA)	0.2	$2.2M	+4%	10k	211.15	View chart
Nextera Energy (NEE)	0.2	$2.1M	+62%	29k	74.21	View chart
Fidelity Low Durtin Etf (FLDR)	0.2	$2.1M		43k	49.80	View chart
Ishares Tr 20+ Yr Tr Bd Etf (TLT)	0.2	$2.1M	+137%	21k	102.92	View chart
Norfolk Southern (NSC)	0.2	$2.1M	NEW	9.2k	226.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$2.1M	-2%	14k	148.84	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.0M	NEW	53k	38.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.0M	-73%	19k	106.07	View chart
Starbucks Corporation (SBUX)	0.2	$2.0M	+8%	20k	99.08	View chart
First Tr Exchange Traded First Tr Enh New (FTSM)	0.2	$2.0M	+62%	33k	59.42	View chart
UnitedHealth (UNH)	0.2	$1.9M	-24%	4.1k	480.64	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.9M	-11%	4.9k	393.24	View chart
Blackstone Group Com Cl A (BX)	0.2	$1.9M	+22%	21k	92.96	View chart
Ishares U.s. Pfd Stk Etf (PFF)	0.2	$1.9M	+3%	62k	30.92	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$1.9M	-40%	108k	17.75	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.2	$1.9M	NEW	41k	46.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.9M	-31%	8.5k	220.19	View chart
Broadcom (AVGO)	0.2	$1.9M		2.2k	867.44	View chart
Gartner (IT)	0.2	$1.9M		5.3k	350.23	View chart
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)	0.2	$1.9M	NEW	37k	50.66	View chart
Caterpillar (CAT)	0.2	$1.8M	+30%	7.5k	246.11	View chart
Deere & Company (DE)	0.2	$1.8M	+31%	4.5k	405.21	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.8M	+8%	3.9k	460.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$1.8M	+80%	29k	61.70	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$1.8M	+4%	41k	42.92	View chart
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ)	0.2	$1.8M		50k	35.66	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.8M	+7%	10k	173.89	View chart
Cisco Systems (CSCO)	0.2	$1.8M	-4%	34k	51.73	View chart
BlackRock Ltd. Duration Income Trust (BLW)	0.2	$1.7M	+9%	136k	12.88	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$1.7M	NEW	38k	45.98	View chart
General Mills (GIS)	0.2	$1.7M	+100%	22k	76.78	View chart
Ishares Tips Bd Etf (TIP)	0.1	$1.7M	+44%	16k	107.61	View chart
Ishares Interm Cr Bd Etf (IGIB)	0.1	$1.7M	-26%	33k	50.56	View chart
Southern Company (SO)	0.1	$1.6M	+73%	23k	70.24	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$1.6M	-80%	58k	27.88	View chart
Moody's Corporation (MCO)	0.1	$1.6M	-7%	4.6k	347.68	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.6M	-4%	68k	22.90	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.6M		16k	97.01	View chart
Wp Carey (WPC)	0.1	$1.5M	+8%	23k	67.55	View chart
ConocoPhillips (COP)	0.1	$1.5M	-3%	15k	103.59	View chart
At&t (T)	0.1	$1.5M	+10%	94k	15.95	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$1.5M	+3%	133k	11.27	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.1	$1.5M	NEW	37k	40.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.5M	+3%	11k	138.41	View chart
Ishares Mbs Etf (MBB)	0.1	$1.5M		16k	93.27	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.5M		24k	60.93	View chart
Bristol Myers Squibb (BMY)	0.1	$1.5M	-22%	23k	63.95	View chart
Invesco Exch Traded Fd Tr Ii 1 30 Lader Tre (PLW)	0.1	$1.4M	NEW	50k	29.17	View chart
Ishares Silver Trust Ishares (SLV)	0.1	$1.4M	+6%	69k	20.90	View chart
Waste Management (WM)	0.1	$1.4M		8.2k	173.44	View chart
Ishares Tr Usa Quality Fctr (QUAL)	0.1	$1.4M	+2%	10k	134.85	View chart
Innovator Etfs Tr S&p 500 Ultra (USEP)	0.1	$1.4M	-6%	48k	29.32	View chart
Oracle Corporation (ORCL)	0.1	$1.4M	-2%	12k	119.14	View chart
Automatic Data Processing (ADP)	0.1	$1.4M	-27%	6.3k	219.75	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$1.4M		45k	30.52	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.4M	-2%	33k	41.45	View chart
3M Company (MMM)	0.1	$1.4M	+45%	14k	100.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.3M	+15%	12k	115.26	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$1.3M	+10%	71k	18.09	View chart
Generac Holdings (GNRC)	0.1	$1.3M	NEW	8.5k	149.08	View chart
Danaher Corporation (DHR)	0.1	$1.2M	+4%	5.1k	239.98	View chart
BlackRock (BLK)	0.1	$1.2M		1.8k	691.31	View chart
Intel Corporation (INTC)	0.1	$1.2M		36k	33.44	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$1.2M	+104%	41k	29.91	View chart
Altria (MO)	0.1	$1.2M	+28%	27k	45.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.2M	+44%	25k	48.36	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.1	$1.2M	+28%	414k	2.89	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.2M	+2%	30k	39.22	View chart
Dow (DOW)	0.1	$1.2M	+14%	22k	53.27	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$1.2M	-14%	29k	41.36	View chart
Apollo Global Mgmt (APO)	0.1	$1.2M		15k	76.80	View chart
Nike CL B (NKE)	0.1	$1.2M	-7%	11k	110.39	View chart
Medtronic SHS (MDT)	0.1	$1.2M		13k	88.10	View chart
Amgen (AMGN)	0.1	$1.2M	-31%	5.3k	222.07	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.2M	-5%	34k	34.39	View chart
Goldman Sachs (GS)	0.1	$1.2M	-7%	3.6k	322.51	View chart
Crown Castle Intl (CCI)	0.1	$1.2M	-32%	10k	113.97	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GFEB)	0.1	$1.1M		37k	31.19	View chart
American Express Company (AXP)	0.1	$1.1M	-24%	6.6k	174.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.1M	+96%	46k	24.62	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$1.1M	+32%	240k	4.75	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.1M	+2%	28k	41.06	View chart
Prudential Financial (PRU)	0.1	$1.1M	+16%	13k	88.24	View chart
BP Sponsored Adr (BP)	0.1	$1.1M	+18%	31k	35.27	View chart
Philip Morris International (PM)	0.1	$1.1M	-10%	11k	97.65	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.1M	+9%	12k	89.73	View chart
salesforce (CRM)	0.1	$1.1M	-10%	5.1k	211.17	View chart
TJX Companies (TJX)	0.1	$1.1M	+97%	13k	84.77	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$1.1M	NEW	39k	27.92	View chart
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ)	0.1	$1.1M		73k	14.75	View chart
Innovator Etfs Tr S&p 500 Ultra (UJAN)	0.1	$1.1M	-6%	33k	32.72	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$1.1M	NEW	37k	28.78	View chart
Clorox Company (CLX)	0.1	$1.1M	+32%	6.7k	159.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M	-7%	5.2k	202.71	View chart
CVS Caremark Corporation (CVS)	0.1	$1.1M	-36%	15k	69.11	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.1M	+31%	2.3k	455.61	View chart
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)	0.1	$1.0M	-16%	22k	48.90	View chart
Netflix (NFLX)	0.1	$1.0M	-7%	2.4k	440.57	View chart
New York Community Ban (NYCB)	0.1	$1.0M	+9%	36k	29.03	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.0M	-2%	16k	62.61	View chart
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)	0.1	$1.0M	+9%	20k	50.14	View chart
General Electric Com New (GE)	0.1	$1.0M	-13%	9.2k	109.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.0M	+18%	6.1k	165.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.0M	-11%	13k	79.04	View chart
Raytheon Technologies Corp (RTX)	0.1	$985k	-42%	10k	97.94	View chart
Spdr Series Trust Blmbrg Brc Intrm (SPTI)	0.1	$977k	-44%	35k	28.30	View chart
American Fin Tr Com Class A (RTL)	0.1	$973k	+1060%	144k	6.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$966k	-10%	20k	47.42	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$958k	-3%	8.9k	108.15	View chart
Innovator Etfs Tr S&p 500 Ultra (UDEC)	0.1	$952k	-7%	32k	30.19	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$947k	-10%	7.7k	122.53	View chart
Charles Schwab Corporation (SCHW)	0.1	$929k	NEW	16k	56.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$927k	+4%	6.3k	146.79	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$922k	+22%	29k	32.30	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$900k	+2%	6.8k	132.78	View chart
Kayne Anderson Mdstm Energy (KMF)	0.1	$899k		127k	7.10	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$895k	NEW	31k	28.88	View chart
Ishares S&p 500 Grwt Etf (IVW)	0.1	$894k	-6%	13k	70.45	View chart
Ishares Us Etf Tr Sht Mat Bd Etf (NEAR)	0.1	$891k	NEW	18k	49.73	View chart
Comcast Corp Cl A (CMCSA)	0.1	$871k	-24%	21k	41.57	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$857k	NEW	44k	19.63	View chart
Spdr Ser Tr Bloomberg Srt Tr (SJNK)	0.1	$855k	+34%	35k	24.71	View chart
MetLife (MET)	0.1	$852k	-7%	15k	56.54	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$852k	-66%	23k	36.38	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$845k	NEW	8.5k	99.73	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$844k	+118%	33k	25.31	View chart
Vanguard Star Vg Tl Intl Stk F (VXUS)	0.1	$842k		15k	56.05	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$839k	-50%	12k	70.77	View chart
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV)	0.1	$832k	+85%	13k	62.83	View chart
Gilead Sciences (GILD)	0.1	$824k	+54%	16k	52.73	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$823k	+15%	3.6k	229.63	View chart
Vanguard Bd Index Short Trm Bond (BSV)	0.1	$820k	+46%	11k	75.56	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$817k	+102%	15k	54.22	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$815k	-2%	11k	72.98	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 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
Arete Wealth Management 2020 Q1 filed May 14, 2020
Arete Wealth Advisors 2019 Q4 filed Feb. 14, 2020

View all past filings

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