Long-term investor
Arete Wealth Advisors, LLC @aretewealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001600151).
Record
- Tracked since 2025-06-30 (454 days), 539 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +826.6% · all +826.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.3% · long · since 2025-06-30
- NVDA · 3.4% · long · since 2025-06-30
- TSLA · 2.8% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- AMD · 2.0% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- CAT · 1.7% · long · since 2025-06-30
- 46137V357 · 1.7% · long · since 2025-06-30
- DIS · 1.6% · long · since 2025-06-30
- AAOI · 1.6% · long · since 2026-06-30
- 092528603 · 1.5% · long · since 2025-06-30