ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CI | 3K | $909.00K |
 | IBP | 3K | $779.00K |
 | BN | 3K | $206.00K |
 | SPG | 3K | $573.00K |
 | MPC | 3K | $588.00K |
 | CRDO | 3K | $443.00K |
 | SYY | 3K | $250.00K |
 | LOW | 3K | $763.00K |
 | BK | 3K | $328.00K |
 | PSTG | 3K | $245.00K |
 | NEM | 3K | $246.00K |
 | GEV | 3K | $1.79M |
 | SFBS | 3K | $235.00K |
 | PNR | 3K | $321.00K |
 | ES | 3K | $205.00K |
 | TER | 3K | $396.00K |
 | MSM | 3K | $261.00K |
 | COKE | 3K | $329.00K |
 | RBLX | 3K | $387.00K |
 | PSX | 3K | $378.00K |
Cigna Corporation
CI
Shares Held
3K
Value
$909.00K
Installed Building Products, Inc.
IBP
Shares Held
3K
Value
$779.00K
Brookfield Corporation
BN
Shares Held
3K
Value
$206.00K
Simon Property Group, Inc.
SPG
Shares Held
3K
Value
$573.00K
Marathon Petroleum Corporation
MPC
Shares Held
3K
Value
$588.00K
Credo Technology Group Holding Ltd
CRDO
Shares Held
3K
Value
$443.00K
Sysco Corporation
SYY
Shares Held
3K
Value
$250.00K
Lowe's Companies, Inc.
LOW
Shares Held
3K
Value
$763.00K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$328.00K
Pure Storage, Inc.
PSTG
Shares Held
3K
Value
$245.00K
Newmont Corporation
NEM
Shares Held
3K
Value
$246.00K
GE Vernova Inc.
GEV
Shares Held
3K
Value
$1.79M
ServisFirst Bancshares, Inc.
SFBS
Shares Held
3K
Value
$235.00K
Pentair plc
PNR
Shares Held
3K
Value
$321.00K
Eversource Energy
ES
Shares Held
3K
Value
$205.00K
Teradyne, Inc.
TER
Shares Held
3K
Value
$396.00K
MSC Industrial Direct Co., Inc.
MSM
Shares Held
3K
Value
$261.00K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
3K
Value
$329.00K
Roblox Corporation
RBLX
Shares Held
3K
Value
$387.00K
Phillips 66
PSX
Shares Held
3K
Value
$378.00K