Arete Wealth Advisors »

PriceSmart shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of PriceSmart (PSMT) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in PriceSmart

Tip: Access up to 7 years of quarterly data

All positions including PriceSmart held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PriceSmart by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $672k 5.5k 122.65

More positions owned by Arete Wealth Advisors

Walt Disney Company (DIS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Putnam Etf Trust Focused Lar Cap (PVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPYM)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Inc Cap Stk Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding PriceSmart

BlackRock
Vanguard Group
Black Creek Investment Management
American Century Companies
FMR
Dimensional Fund Advisors
State Street Corporation
First Trust Advisors
Geode Capital Management
River Road Asset Management
Copeland Capital Management
Victory Capital Management
Invesco
Pertento Partners
Charles Schwab Investment Management

View all funds holding PriceSmart