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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 $1,386,066
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 172,767 $43,288 3.12%
2.
Vanguard Index Fds
 69,940 $37,709 2.72%
3.
Walt Disney Co
 DIS 329,042 $36,616 2.64%
4.
Invesco Qqq Tr
 69,465 $35,544 2.56%
5.
Nvidia Corp
 NVDA 247,450 $33,306 2.4%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)