CIK 1600151
Arete Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
761
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 761
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVW | ISHARES TR | 28K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 22K | $1M+ | SH |
| XOP | SPDR SERIES TRUST | 27K | $1M+ | SH |
| APP | APPLOVIN CORP | 5K | $1M+ | SH |
| KIE | SPDR SERIES TRUST | 54K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 9K | $1M+ | SH |
| IUSB | ISHARES TR CORE UNIVRSL | 70K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 219K | $1M+ | SH |
| IGM | ISHARES TR | 24K | $1M+ | SH |
| KO | COCA COLA CO | 45K | $1M+ | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 39K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 33K | $1M+ | SH |
| KGC | KINROSS GOLD CORP | 107K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 55K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 50K | $1M+ | SH |
| EFA | ISHARES TR | 31K | $1M+ | SH |
| QUIZ | ZACKS TRUST | 112K | $1M+ | SH |
| IAI | ISHARES TR | 16K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| IEFA | ISHARES TR | 32K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 54K | $1M+ | SH |
| OEF | ISHARES TR | 8K | $1M+ | SH |
| PFE | PFIZER INC | 114K | $1M+ | SH |
| IJR | ISHARES TR | 23K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 186K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 59K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 9K | $1M+ | SH |
| GNL | GLOBAL NET LEASE INC | 312K | $1M+ | SH |
| CSCO | CISCO SYS INC | 35K | $1M+ | SH |
| BTCO | INVESCO GALAXY BITCOIN ETF | 31K | $1M+ | SH |
| MINT | PIMCO ETF TR | 27K | $1M+ | SH |
| MORT | VANECK ETF TRUST | 248K | $1M+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 39K | $1M+ | SH |
| NDAQ | NASDAQ INC | 26K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| IEI | ISHARES TR | 21K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 47K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 19K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 5K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 61K | $1M+ | SH |
| GWX | SPDR INDEX | 61K | $1M+ | SH |
| PEP | PEPSICO INC | 17K | $1M+ | SH |
| SGOV | ISHARES TR | 24K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 80K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR HENDRSON AAA | 47K | $1M+ | SH |
| SHYG | ISHARES TR | 56K | $1M+ | SH |
| MCO | MOODYS CORP | 5K | $1M+ | SH |
| PL | PLANET LABS PBC | 120K | $1M+ | SH |
| NEM | NEWMONT CORP | 24K | $1M+ | SH |