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 251–300 of 761
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| GOVI | INVESCO EXCH TRADED FD TR II | 45K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 20K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 5K | $1M+ | SH |
| NOW | SERVICENOW INC | 8K | $1M+ | SH |
| IQLT | ISHARES TR | 27K | $1M+ | SH |
| PLD | PROLOGIS INC. | 9K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 5K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 15K | $1M+ | SH |
| USB | US BANCORP DEL | 22K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 47K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 8K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 35K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 34K | $1M+ | SH |
| IXUS | ISHARES TR | 14K | $1M+ | SH |
| QTUM | ETF SER SOLUTIONS | 10K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 4K | $1M+ | SH |
| CRM | SALESFORCE INC | 4K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| FCBD | ADVISORS INNER CIRCLE FD II | 44K | $1M+ | SH |
| VGMS | VANGUARD MALVERN FDS | 21K | $1M+ | SH |
| WPC | WP CAREY INC | 17K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $1M+ | SH |
| IVT | INVENTRUST PPTYS CORP | 39K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| ICVT | ISHARES TR | 11K | $1M+ | SH |
| GFEB | FIRST TR EXCHNG TRADED FD VI | 26K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 4K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 45K | $1M+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 25K | $1M+ | SH |
| ORCL | ORACLE CORP | 5K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 5K | $1M+ | SH |
| CSX | CSX CORP | 29K | $1M+ | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 73K | $1M+ | SH |
| CRWV | COREWEAVE INC | 14K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 34K | $1M+ | SH |
| HYG | ISHARES TR | 13K | $1M+ | SH |
| VGVT | VANGUARD MALVERN FDS | 13K | $1M+ | SH |
| UNP | UNION PAC CORP | 4K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 21K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 4K | $500K+ | SH |
| ISTB | ISHARES TR CORE 1 5 YR | 20K | $500K+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 6K | $500K+ | SH |
| ANGL | VANECK ETF TRUST | 33K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 5K | $500K+ | SH |
| SHY | ISHARES TR | 11K | $500K+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 8K | $500K+ | SH |
| LQD | ISHARES TR | 8K | $500K+ | SH |
| ITA | ISHARES TR | 4K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 5K | $500K+ | SH |