Notify me when Arete Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 763 | $1,583,372,000 | +$244,703,549 | -$129,943,241 | +$114,760,308 | NVDA, AAPL, DIS, RSP, SPLG | 13F-HR | 12 Nov 2025, 11:24 |
| Q2 2025 | 721 | $1,381,263,000 | +$170,874,838 | -$182,835,049 | -$11,960,211 | DIS, NVDA, RSP, AAPL, SPAB | 13F-HR | 14 Aug 2025, 11:30 |
| Q1 2025 | 717 | $1,280,611,000 | +$142,892,672 | -$203,857,093 | -$60,964,421 | AAPL, DIS, NVDA, FBND, RSP | 13F-HR | 15 May 2025, 20:10 |
| Q4 2024 | 744 | $1,381,664,000 | +$253,069,618 | -$73,619,469 | +$179,450,149 | AAPL, VOO, DIS, QQQ, NVDA | 13F-HR | 12 Feb 2025, 17:14 |
| Q3 2024 | 704 | $1,140,199,000 | +$247,388,329 | -$336,879,064 | -$89,490,735 | VOO, DIS, AAPL, QQQ, RSP | Restatement | 18 Nov 2024, 14:39 |
| Q2 2024 | 726 | $1,211,903,000 | +$316,849,991 | -$175,460,855 | +$141,389,136 | AAPL, QQQ, VOO, FSK, DIS | 13F-HR | 13 Aug 2024, 17:35 |
| Q1 2024 | 376 | $1,081,886,045 | +$112,693,987 | -$393,481,458 | -$280,787,471 | ABBV, DIS, RSP, QQQ, VOO | 13F-HR | 15 May 2024, 17:58 |
| Q4 2023 | 743 | $1,310,558,336 | +$710,358,398 | -$24,550,177 | +$685,808,221 | ABBV, RSP, AAPL, DIS, ABT | 13F-HR | 14 Feb 2024, 11:51 |
| Q3 2023 | 506 | $572,750,534 | +$100,854,822 | -$609,111,988 | -$508,257,166 | FSK, QQQ, DIS, VOO, GLD | 13F-HR | 30 Oct 2023, 09:34 |
| Q2 2023 | 664 | $1,110,709,000 | +$161,420,289 | -$254,241,478 | -$92,821,189 | ABBV, AAPL, ABT, VOO, RSP | 13F-HR | 09 Aug 2023, 11:42 |
| Q1 2023 | 655 | $1,164,363,000 | +$161,257,166 | -$4,812,099,713 | -$4,650,842,547 | RSP, ABBV, VIG, AAPL, ABT | Restatement | 22 May 2023, 13:57 |
| Q4 2022 | 633 | $7,489,814,627 | +$6,169,877,068 | -$199,097,119 | +$5,970,779,949 | EIC, KMDA, TPLE, TPHE, QYLG | 13F-HR | 06 Feb 2023, 13:05 |
| Q3 2022 | 578 | $1,020,743,000 | +$345,392,305 | -$209,503,823 | +$135,888,482 | RSP, ABBV, VIG, AAPL, EMNT | 13F-HR | 07 Nov 2022, 09:10 |
| Q2 2022 | 452 | $833,072,000 | +$187,795,637 | -$274,242,021 | -$86,446,384 | RSP, VUG, VBR, FTSL, AAPL | 13F-HR | 15 Aug 2022, 15:05 |
| Q1 2022 | 506 | $1,186,615,000 | +$181,620,075 | -$121,485,135 | +$60,134,940 | RSP, ABBV, VOO, VIG, VBR | 13F-HR | 06 May 2022, 17:13 |
| Q4 2021 | 502 | $1,171,556,000 | +$253,321,394 | -$38,795,321 | +$214,526,073 | RSP, VOO, ABBV, ABT, VBR | 13F-HR | 07 Feb 2022, 08:58 |
| Q3 2021 | 411 | $903,732,000 | +$98,336,837 | -$58,840,371 | +$39,496,466 | RSP, VOO, DIS, VBR, AAPL | 13F-HR | 15 Nov 2021, 09:48 |
| Q2 2021 | 375 | $555,916,000 | +$83,618,543 | -$58,775,064 | +$24,843,479 | RSP, VBR, TCHP, VTI, EMNT | 13F-HR | 09 Aug 2021, 09:03 |
| Q1 2021 | 416 | $778,087,000 | +$136,200,736 | -$91,699,162 | +$44,501,574 | RSP, VOO, VBR, AAPL, VTI | 13F-HR | 10 May 2021, 14:57 |
| Q4 2020 | 402 | $704,561,000 | +$118,951,686 | -$141,407,858 | -$22,456,172 | VOO, VIG, RSP, VBR, AAPL | 13F-HR | 08 Feb 2021, 11:50 |
| Q3 2020 | 381 | $658,231,000 | +$120,444,279 | -$64,283,203 | +$56,161,076 | VOO, VUG, VIG, EMNT, AAPL | 13F-HR | 09 Nov 2020, 09:51 |
| Q2 2020 | 369 | $576,197,000 | +$152,978,023 | -$149,778,593 | +$3,199,430 | VOO, VIG, VUG, AAPL, SPY | 13F-HR | 11 Aug 2020, 09:30 |
| Q1 2020 | 341 | $505,007,000 | +$152,807,022 | -$119,408,601 | +$33,398,421 | BIL, SPY, VGSH, VOO, VIG | 13F-HR | 14 May 2020, 13:02 |
| Q4 2019 | 391 | $575,734,000 | +$78,935,100 | -$54,908,496 | +$24,026,604 | SPY, VIG, VTI, VOO, NEAR | 13F-HR | 14 Feb 2020, 12:10 |
| Q3 2019 | 404 | $523,019,000 | +$44,431,538 | -$39,703,201 | +$4,728,337 | VIG, SPY, VTI, NEAR, VOO | 13F-HR | 13 Nov 2019, 16:06 |
| Q2 2019 | 388 | $515,430,000 | +$72,603,639 | -$48,888,877 | +$23,714,762 | SPY, VIG, VTI, VOO, NEAR | 13F-HR | 14 Aug 2019, 11:20 |
| Q1 2019 | 385 | $477,499,000 | +$120,822,333 | -$95,777,766 | +$25,044,567 | VIG, SPY, VTI, VOO, BTAL | 13F-HR | 15 May 2019, 14:17 |
| Q4 2018 | 365 | $410,317,000 | +$86,096,130 | -$68,577,900 | +$17,518,230 | EFA, SPTM, VTI, PUTW, HFRO | 13F-HR | 14 Feb 2019, 14:07 |
| Q3 2018 | 361 | $450,708,000 | +$80,957,696 | -$69,260,479 | +$11,697,217 | EFA, VTI, SPTM, AAPL, HFRO | 13F-HR | 14 Nov 2018, 15:17 |
| Q2 2018 | 364 | $419,473,000 | +$142,133,239 | -$29,078,795 | +$113,054,444 | SPY, VTI, SPTM, AAPL, HFRO | 13F-HR | 14 Aug 2018, 12:59 |
| Q1 2018 | 319 | $301,528,000 | +$40,501,014 | -$44,201,400 | -$3,700,386 | SPY, HFRO, VOO, BRKB, ARKK | 13F-HR | 15 May 2018, 17:07 |
| Q4 2017 | 313 | $307,098,000 | +$95,115,975 | -$43,567,764 | +$51,548,211 | SPY, HFRO, VOO, AIGWS, BAC | 13F-HR | 14 Feb 2018, 13:27 |
| Q3 2017 | 269 | $250,676,000 | +$41,456,189 | -$13,688,595 | +$27,767,594 | AIGWS, VOO, FSK, BAC, AAPL | 13F-HR | 14 Nov 2017, 19:26 |
| Q2 2017 | 232 | $215,531,000 | +$41,871,197 | -$52,486,499 | -$10,615,302 | AIGWS, VOO, FSK, BAC, AAPL | 13F-HR | 14 Aug 2017, 11:59 |
| Q1 2017 | 199 | $229,397,000 | +$38,759,161 | -$30,895,256 | +$7,863,905 | AIGWS, BAC, VOO, FSK, AMLP | 13F-HR | 28 Apr 2017, 17:10 |
| Q4 2016 | 185 | $216,573,000 | +$70,701,227 | -$34,388,097 | +$36,313,130 | BAC, AIGWS, FSK, VOO, AMLP | 13F-HR | 14 Feb 2017, 12:51 |
| Q3 2016 | 153 | $174,537,000 | +$37,827,374 | -$31,018,227 | +$6,809,147 | AIGWS, BAC, FSK, EOG, AIG | 13F-HR | 14 Nov 2016, 10:17 |
| Q2 2016 | 140 | $158,894,000 | +$48,183,669 | -$49,080,945 | -$897,276 | BAC, FSK, AIG, AIGWS, SLW | 13F-HR | 15 Aug 2016, 11:50 |
| Q1 2016 | 146 | $167,464,000 | +$53,107,942 | -$42,215,557 | +$10,892,385 | KMPH, BAC, AAPL, FSK, AIG | 13F-HR | 13 May 2016, 13:33 |
| Q4 2015 | 137 | $165,085,000 | +$63,193,026 | -$29,093,326 | +$34,099,700 | KMPH, BAC, FSK, AIG, AAPL | 13F-HR | 12 Feb 2016, 12:56 |
| Q3 2015 | 128 | $127,448,000 | +$23,010,258 | -$34,467,081 | -$11,456,823 | BAC, AIG, FSK, AAPL, SDS | 13F-HR | 13 Nov 2015, 13:34 |
| Q2 2015 | 140 | $148,229,000 | +$24,998,747 | -$34,258,515 | -$9,259,768 | BAC, AIG, AAPL, FSK, AIGWS | 13F-HR | 14 Aug 2015, 14:40 |
| Q1 2015 | 152 | $154,728,000 | +$37,713,416 | -$21,777,795 | +$15,935,621 | BAC, AIG, FSK, AAPL, WPX | 13F-HR | 14 May 2015, 20:41 |
| Q4 2014 | 141 | $141,696,000 | +$43,358,117 | -$32,015,917 | +$11,342,200 | BAC, AIG, FSK, AAPL, AIGWS | 13F-HR | 11 Feb 2015, 12:19 |
| Q3 2014 | 133 | $132,093,000 | +$24,641,838 | -$17,252,553 | +$7,389,285 | BAC, FSK, AIG, AAPL, QQQ | 13F-HR | 14 Nov 2014, 11:43 |
| Q2 2014 | 127 | $128,142,000 | +$38,216,258 | -$14,953,766 | +$23,262,492 | BAC, FSK, AIG, AAPL, AIGWS | 13F-HR | 14 Aug 2014, 10:44 |
| Q1 2014 | 111 | $107,726,000 | +$19,277,679 | -$17,398,821 | +$1,878,858 | BAC, AIG, AAPL, MBI, SDOCQ | 13F-HR | 15 May 2014, 11:45 |
| Q4 2013 | 98 | $101,376,000 | $0 | $0 | $0 | BAC, MBI, AIG, AAPL, SDOCQ | 13F-HR | 14 Feb 2014, 14:17 |