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Home > Institutional Investor > Arete Wealth Advisors, Llc > Profile

Instuitional Investor - Arete Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Arete Wealth Advisors, Llc
Portfolio Value $1,309,136
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 169,230 $37,591 2.87%
2.
Walt Disney Co
 DIS 329,487 $32,520 2.48%
3.
Nvidia Corp
 NVDA 251,332 $27,252 2.08%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 584,436 $26,680 2.04%
5.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 146,264 $25,337 1.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)

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