Arete Wealth Advisors, LLC

CIK

1600151

City

CHICAGO

State / Country

Stock

T — At&T Inc.

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%

25 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,883,538	64,972	+2.8%	Shares	Sole	2026-05-18
2025-12-31	$1,570,633	63,230	+3.4%	Shares	Sole	2026-02-13
2025-09-30	$1,727,214	61,162	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,770,896	61,192	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$1,714,984	60,643	+2.9%	Shares	Sole	2025-05-16
2024-12-31	$1,341,813	58,929	+0.1%	Shares	Sole	2025-02-12
2024-09-30	$1,295,052	58,866	-12.9%	Shares	Sole	2024-11-18
2024-06-30	$1,291,893	67,603	-15.0%	Shares	Sole	2024-08-14
2024-03-31	$1,399,710	79,529	+3.4%	Shares	Sole	2024-05-16
2023-12-31	$1,290,851	76,928	-3.8%	Shares	Sole	2024-02-14
2023-09-30	$1,201,494	79,993	-15.1%	Shares	Sole	2023-10-30
2023-06-30	$1,503,207	94,245	+10.5%	Shares	Sole	2023-08-09
2023-03-31	$1,641,139	85,254	-0.6%	Shares	Sole	2023-05-22
2022-12-31	$1,579,522	85,797	+7.1%	Shares	Sole	2023-02-06
2022-09-30	$1,228,948	80,114	+48.2%	Shares	Sole	2022-11-07
2022-06-30	$1,133,076	54,059	+14.9%	Shares	Sole	2022-08-15
2022-03-31	$840,023	47,067	+2.1%	Shares	Sole	2022-05-06
2021-12-31	$856,152	46,079	-3.8%	Shares	Sole	2022-02-07
2021-09-30	$976,745	47,879	-1.2%	Shares	Sole	2021-11-15
2021-06-30	$1,053,341	48,458	-1.1%	Shares	Sole	2021-08-09
2021-03-31	$1,119,942	48,986	-1.4%	Shares	Sole	2021-05-10
2020-12-31	$1,079,501	49,696	+8.8%	Shares	Sole	2021-02-08
2020-09-30	$983,787	45,687	-31.4%	Shares	Sole	2020-11-09
2020-06-30	$1,520,380	66,589	-17.3%	Shares	Sole	2020-08-11
2020-03-31	$1,772,204	80,494	—	Shares	Sole	2020-05-14
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