Arete Wealth Advisors, LLC
Top Portfolio Positions
133 positions ·
$564,964,767 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DIS |
Walt Disney Co
Communication Services
|
458,292 | $44,170,182 | 7.82% | |
| AAPL |
Apple Inc.
Technology
|
151,546 | $38,460,859 | 6.81% | |
| NVDA |
Nvidia Corp
Technology
|
195,576 | $34,108,454 | 6.04% | |
| GLD |
Spdr Gold Trust
|
52,427 | $22,558,813 | 3.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
80,292 | $19,626,576 | 3.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
29,234 | $19,012,039 | 3.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
86,584 | $18,032,849 | 3.19% | |
| MSFT |
Microsoft Corp
Technology
|
47,897 | $17,730,032 | 3.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
47,352 | $13,616,541 | 2.41% | |
| XOM |
Exxon Mobil Corp
Energy
|
75,930 | $12,882,283 | 2.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RGP
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $250,619 | 49,726 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $128,133 | 25,373 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $136,253 | 25,373 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $165,939 | 25,373 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $216,431 | 25,373 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $173,406 | 17,877 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $148,587 | 13,459 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||