Arete Wealth Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.31 Billion distributed in 734 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.6M, Walt Disney CO with a value of $32.5M, Nvidia Corp with a value of $27.3M, Fidelity Merrimack Str Tr Tota with a value of $26.7M, and Invesco S&P 500 Equal Weight E with a value of $25.3M.
Examining the 13F form we can see an decrease of $76.9M in the current position value, from $1.39B to 1.31B.
Arete Wealth Advisors, LLC is based out at Chicago, IL
Below you can find more details about Arete Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.31 Billion
ETFs: $662 Million
Technology: $136 Million
Financial Services: $98.8 Million
Communication Services: $67.7 Million
Consumer Cyclical: $58.7 Million
Healthcare: $47.6 Million
Industrials: $35.7 Million
Energy: $31.5 Million
Other: $55.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
