ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WM | 5K | $1.06M |
 | MCO | 5K | $2.27M |
 | LMT | 5K | $2.37M |
 | AMT | 5K | $905.00K |
 | ENB | 5K | $237.00K |
 | EMR | 5K | $617.00K |
 | UL | 5K | $276.00K |
 | DECK | 5K | $470.00K |
 | SCHW | 5K | $440.00K |
 | ADP | 5K | $1.33M |
 | LAMR | 5K | $555.00K |
 | PFG | 4K | $370.00K |
 | BDX | 4K | $833.00K |
 | SHEL | 4K | $316.00K |
 | DAL | 4K | $250.00K |
 | KMB | 4K | $546.00K |
 | NEE | 4K | $329.00K |
 | UNP | 4K | $1.01M |
 | SNY | 4K | $201.00K |
 | RELX | 4K | $203.00K |
Waste Management, Inc.
WM
Shares Held
5K
Value
$1.06M
Moody's Corporation
MCO
Shares Held
5K
Value
$2.27M
Lockheed Martin Corporation
LMT
Shares Held
5K
Value
$2.37M
American Tower Corporation
AMT
Shares Held
5K
Value
$905.00K
Enbridge Inc.
ENB
Shares Held
5K
Value
$237.00K
Emerson Electric Co.
EMR
Shares Held
5K
Value
$617.00K
Unilever PLC
UL
Shares Held
5K
Value
$276.00K
Deckers Outdoor Corporation
DECK
Shares Held
5K
Value
$470.00K
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$440.00K
Automatic Data Processing, Inc.
ADP
Shares Held
5K
Value
$1.33M
Lamar Advertising Company
LAMR
Shares Held
5K
Value
$555.00K
Principal Financial Group, Inc.
PFG
Shares Held
4K
Value
$370.00K
Becton, Dickinson and Company
BDX
Shares Held
4K
Value
$833.00K
Shell plc
SHEL
Shares Held
4K
Value
$316.00K
Delta Air Lines, Inc.
DAL
Shares Held
4K
Value
$250.00K
Kimberly-Clark Corporation
KMB
Shares Held
4K
Value
$546.00K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$329.00K
Union Pacific Corporation
UNP
Shares Held
4K
Value
$1.01M
Sanofi
SNY
Shares Held
4K
Value
$201.00K
RELX Plc
RELX
Shares Held
4K
Value
$203.00K