Arete Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 730 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walt Disney CO with a value of $40.4M, Nvidia Corp with a value of $35.7M, Invesco S&P 500 Equal Weight E with a value of $33.4M, Apple Inc. with a value of $30M, and Spdr Portfolio Aggregate Bond with a value of $27.8M.
Examining the 13F form we can see an increase of $99.7M in the current position value, from $1.31B to 1.41B.
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
$1.41 Billion
ETFs: $687 Million
Technology: $164 Million
Financial Services: $93.7 Million
Communication Services: $78.9 Million
Consumer Cyclical: $63.3 Million
Healthcare: $49.8 Million
Industrials: $48.4 Million
Energy: $30.9 Million
Other: $58.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
