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Home > Institutional Investor > Arete Wealth Advisors, Llc > Profile

Instuitional Investor - Arete Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Arete Wealth Advisors, Llc
Portfolio Value $1,311,369,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 378,835 $58,640,100 4.47%
2.
Invesco Exchange Traded Fd T
 223,723 $35,303,441 2.69%
3.
Apple Inc.
 AAPL 166,613 $32,078,269 2.44%
4.
Walt Disney Co
 DIS 330,226 $29,816,126 2.27%
5.
Abbott Laboratories
 ABT 268,336 $29,535,689 2.25%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)