Arete Wealth Advisors, LLC
Top Portfolio Positions
173 positions ·
$770,261,082 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| DIS |
Walt Disney Co
Communication Services
|
458,292 | $44,170,182 | 5.73% |
| FHN |
First Horizon Corp
Financial Services
|
1,910,481 | $43,482,547 | 5.65% |
| KLAC |
Kla Corp
Technology
|
23,666 | $34,846,055 | 4.52% |
| NVDA |
Nvidia Corp
Technology
|
195,411 | $34,079,678 | 4.42% |
| SFBS |
ServisFirst Bancshares, Inc.
Financial Services
|
457,892 | $33,348,274 | 4.33% |
| MPWR |
Monolithic Power Systems Inc
Technology
|
27,527 | $30,096,645 | 3.91% |
| GLD |
Spdr Gold Trust
|
52,425 | $22,557,953 | 2.93% |
| AIZ |
Assurant, Inc.
Financial Services
|
102,248 | $22,270,636 | 2.89% |
| JNJ |
Johnson & Johnson
Healthcare
|
80,292 | $19,626,576 | 2.55% |
| SPY |
Spdr S&P 500 Etf Trust
|
29,233 | $19,011,389 | 2.47% |
Holdings in SPY
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,011,389 | 29,233 | Shares | Sole | 2026-05-18 | |
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