Arete Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationchicago, IL
- CIK0001600151
- Alternate namesArete Wealth Management, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
714 | $1.31M | AAPL, DIS, NVDA, FBND | 13F-HR | May 15, 2025 | 000160015125000002 | ||
743 | $1.39M | AAPL, VOO, DIS, NDQ | 13F-HR | Feb 12, 2025 | 000160015125000001 | ||
704 | $1.17M | VOO, DIS, AAPL, NDQ | RESTATEMENT | Nov 18, 2024 | 000160015124000005 | ||
726 | $1.22M | AAPL, NDQ, VOO, FSK | 13F-HR | Aug 14, 2024 | 000160015124000003 | ||
376 | $1.08B | ABBV, DIS, RSP, NDQ | 13F-HR | May 16, 2024 | 000160015124000002 | ||
741 | $1.31B | ABBV, RSP, AAPL, DIS | 13F-HR | Feb 14, 2024 | 000160015124000001 | ||
506 | $577.73M | FSK, NDQ, DIS, VOO | 13F-HR | Oct 30, 2023 | 000160015123000005 | ||
664 | $1.13M | ABBV, AAPL, ABT, VOO | 13F-HR | Aug 9, 2023 | 000160015123000004 | ||
655 | $1.23M | RSP, ABBV, VIG, AAPL | RESTATEMENT | May 22, 2023 | 000160015123000003 | ||
633 | $1.14T | RSP, ABBV, VIG, AAPL | 13F-HR | Feb 6, 2023 | 000160015123000001 | ||
578 | $1.02B | RSP, ABBV, VIG, AAPL | 13F-HR | Nov 7, 2022 | 000160015122000004 | ||
452 | $988.97M | RSP, UAMY, VANGUARD MUN BD FDS, VUG | 13F-HR | Aug 15, 2022 | 000160015122000003 | ||
506 | $1.19B | RSP, ABBV, VOO, VIG | 13F-HR | May 6, 2022 | 000160015122000002 | ||
502 | $1.17B | RSP, VOO, ABBV, ABT | 13F-HR | Feb 7, 2022 | 000160015122000001 | ||
411 | $907.01M | RSP, VOO, DIS, VBR | 13F-HR | Nov 15, 2021 | 000160015121000004 | ||
384 | $712.64M | RSP, VOO, VBR, TCHP | 13F-HR | Aug 9, 2021 | 000160015121000003 | ||
416 | $782.21M | RSP, VOO, VBR, AAPL | 13F-HR | May 10, 2021 | 000160015121000002 | ||
402 | $706.14M | VOO, VIG, RSP, VBR | 13F-HR | Feb 8, 2021 | 000160015121000001 | ||
381 | $663.69M | VOO, VUG, VIG, EMNT | 13F-HR | Nov 9, 2020 | 000160015120000006 | ||
369 | $577.27M | VOO, VIG, VUG, AAPL | 13F-HR | Aug 11, 2020 | 000160015120000005 | ||
341 | $508.20M | KRE, SPY, VGSH, VOO | 13F-HR | May 14, 2020 | 000160015120000003 | ||
391 | $575.73M | SPY, VIG, VTI, VOO | 13F-HR | Feb 14, 2020 | 000160015120000001 | ||
404 | $523.12M | VIG, SPY, VTI, NEAR | 13F-HR | Nov 13, 2019 | 000160015119000004 | ||
388 | $515.43M | SPY, VIG, VTI, VOO | 13F-HR | Aug 14, 2019 | 000160015119000003 | ||
385 | $479.33M | VIG, SPY, VTI, VOO | 13F-HR | May 15, 2019 | 000160015119000002 | ||
365 | $411.34M | EFA, SPDR SER TR, VTI, PUTW | 13F-HR | Feb 14, 2019 | 000160015119000001 | ||
361 | $450.71M | EFA, VTI, SPDR SER TR, AAPL | 13F-HR | Nov 14, 2018 | 000160015118000005 | ||
364 | $419.47M | SPY, VTI, SPDR SER TR, AAPL | 13F-HR | Aug 14, 2018 | 000160015118000004 | ||
319 | $301.53M | SPY, HFRO, VOO, BRK.B | 13F-HR | May 15, 2018 | 000160015118000003 | ||
313 | $307.10M | SPY, HFRO, VOO, AIG/WS | 13F-HR | Feb 14, 2018 | 000160015118000001 | ||
269 | $250.89M | AIG/WS, VOO, FSK, BAC | 13F-HR | Nov 15, 2017 | 000160015117000005 | ||
232 | $218.94M | AIG/WS, VOO, FSK, BAC | 13F-HR | Aug 14, 2017 | 000160015117000004 | ||
199 | $229.40M | AIG/WS, BAC, VOO, FSK | 13F-HR | Apr 28, 2017 | 000160015117000003 | ||
185 | $216.57M | BAC, AIG/WS, FSK, VOO | 13F-HR | Feb 14, 2017 | 000160015117000002 | ||
153 | $174.54M | AIG/WS, BAC, FSK, EOG | 13F-HR | Nov 14, 2016 | 000160015116000010 | ||
140 | $158.89M | BAC, FSK, AIG, AIG/WS | 13F-HR | Aug 15, 2016 | 000160015116000009 | ||
146 | $167.46M | KMPHUSD, BAC, AAPL, FSK | 13F-HR | May 13, 2016 | 000160015116000008 | ||
137 | $165.09M | KMPHUSD, BAC, FSK, AIG | 13F-HR | Feb 12, 2016 | 000160015116000007 | ||
129 | $128.00M | BAC, AIG, FSK, AAPL | 13F-HR | Nov 13, 2015 | 000160015115000006 | ||
141 | $148.50M | BAC, AIG, AAPL, FSK | 13F-HR | Aug 14, 2015 | 000160015115000003 | ||
153 | $154.99M | BAC, AIG, FSK, AAPL | 13F-HR | May 15, 2015 | 000160015115000002 | ||
141 | $141.70M | BAC, AIG, FSK, AAPL | 13F-HR | Feb 11, 2015 | 000160015115000001 | ||
134 | $132.41M | BAC, FSK, AIG, AAPL | 13F-HR | Nov 14, 2014 | 000160015114000004 | ||
128 | $128.41M | BAC, FSK, AIG, AAPL | 13F-HR | Aug 14, 2014 | 000160015114000003 | ||
111 | $107.73M | BAC, AIG, AAPL, MBI | 13F-HR | May 15, 2014 | 000160015114000002 | ||
98 | $101.38M | BAC, MBI, AIG, AAPL | 13F-HR | Feb 14, 2014 | 000160015114000001 |