Arete Wealth Advisors, LLC
Top Portfolio Positions
133 positions ·
$560,111,070 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| DIS |
Walt Disney Co
Communication Services
|
458,292 | $44,170,182 | 7.89% |
| AAPL |
Apple Inc.
Technology
|
151,546 | $38,460,859 | 6.87% |
| NVDA |
Nvidia Corp
Technology
|
195,576 | $34,108,454 | 6.09% |
| GLD |
Spdr Gold Trust
|
52,427 | $22,558,813 | 4.03% |
| JNJ |
Johnson & Johnson
Healthcare
|
80,292 | $19,626,576 | 3.50% |
| SPY |
Spdr S&P 500 Etf Trust
|
29,234 | $19,012,039 | 3.39% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
86,584 | $18,032,849 | 3.22% |
| MSFT |
Microsoft Corp
Technology
|
47,897 | $17,730,032 | 3.17% |
| GOOGL |
Alphabet Inc.
Communication Services
|
47,352 | $13,616,541 | 2.43% |
| XOM |
Exxon Mobil Corp
Energy
|
75,930 | $12,882,283 | 2.30% |
Holdings in CMCSA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $686,599 | 23,915 | Shares | Sole | 2026-05-20 | |
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