ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FTNT | 4K | $322.00K |
 | CIEN | 4K | $557.00K |
 | WEC | 4K | $428.00K |
 | ROKU | 4K | $365.00K |
 | NVS | 4K | $463.00K |
 | COST | 4K | $3.33M |
 | RDDT | 4K | $828.00K |
 | MA | 4K | $2.04M |
 | ACN | 4K | $870.00K |
 | TGT | 4K | $315.00K |
 | AJG | 3K | $1.07M |
 | FERG | 3K | $764.00K |
 | AMAT | 3K | $698.00K |
 | PH | 3K | $2.56M |
 | MKC | 3K | $221.00K |
 | VST | 3K | $643.00K |
 | IDCC | 3K | $1.13M |
 | BSX | 3K | $315.00K |
 | APP | 3K | $2.31M |
 | ED | 3K | $318.00K |
Fortinet, Inc.
FTNT
Shares Held
4K
Value
$322.00K
Ciena Corporation
CIEN
Shares Held
4K
Value
$557.00K
WEC Energy Group, Inc.
WEC
Shares Held
4K
Value
$428.00K
Roku, Inc.
ROKU
Shares Held
4K
Value
$365.00K
Novartis AG
NVS
Shares Held
4K
Value
$463.00K
Costco Wholesale Corporation
COST
Shares Held
4K
Value
$3.33M
Reddit, Inc.
RDDT
Shares Held
4K
Value
$828.00K
Mastercard Incorporated
MA
Shares Held
4K
Value
$2.04M
Accenture plc
ACN
Shares Held
4K
Value
$870.00K
Target Corporation
TGT
Shares Held
4K
Value
$315.00K
Arthur J. Gallagher & Co.
AJG
Shares Held
3K
Value
$1.07M
Ferguson plc
FERG
Shares Held
3K
Value
$764.00K
Applied Materials, Inc.
AMAT
Shares Held
3K
Value
$698.00K
Parker-Hannifin Corporation
PH
Shares Held
3K
Value
$2.56M
McCormick & Company, Incorporated
MKC
Shares Held
3K
Value
$221.00K
Vistra Corp.
VST
Shares Held
3K
Value
$643.00K
InterDigital, Inc.
IDCC
Shares Held
3K
Value
$1.13M
Boston Scientific Corporation
BSX
Shares Held
3K
Value
$315.00K
AppLovin Corporation
APP
Shares Held
3K
Value
$2.31M
Consolidated Edison, Inc.
ED
Shares Held
3K
Value
$318.00K