Arete Wealth Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.6 Billion distributed in 769 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $44.5M, Apple Inc. with a value of $39.4M, Walt Disney CO with a value of $37.6M, Invesco S&P 500 Equal Weight E with a value of $35.4M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $35.2M.
Examining the 13F form we can see an increase of $188M in the current position value, from $1.41B to 1.6B.
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
$1.6 Billion
ETFs: $762 Million
Technology: $192 Million
Financial Services: $110 Million
Communication Services: $86.9 Million
Consumer Cyclical: $65.1 Million
Industrials: $59.1 Million
Healthcare: $53 Million
Energy: $26.4 Million
Other: $57.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
