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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 $1,408,799
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walt Disney Co
 DIS 326,487 $40,419 2.87%
2.
Nvidia Corp
 NVDA 226,950 $35,703 2.53%
3.
Invesco Exchange Traded Fd T
 183,545 $33,358 2.37%
4.
Apple Inc.
 AAPL 146,287 $30,019 2.13%
5.
Spdr Series Trust
 1,085,553 $27,790 1.97%
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)