
ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | RXRX | 40K | $193.00K |
![]() | PLTR | 39K | $7.18M |
![]() | JPM | 39K | $12.28M |
![]() | ET | 39K | $663.00K |
![]() | MCD | 37K | $11.20M |
![]() | CSCO | 36K | $2.50M |
![]() | IBM | 35K | $9.96M |
![]() | CMCSA | 35K | $1.10M |
![]() | MRK | 35K | $2.92M |
![]() | DEFT | 34K | $72.00K |
![]() | ANET | 34K | $4.93M |
![]() | OBDC | 32K | $414.00K |
![]() | ABBV | 31K | $7.10M |
![]() | KGC | 30K | $737.00K |
![]() | SO | 30K | $2.81M |
![]() | WFC | 29K | $2.47M |
![]() | DOC | 29K | $556.00K |
![]() | SILA | 29K | $725.00K |
![]() | GOOG | 27K | $6.67M |
![]() | PECO | 26K | $880.00K |

Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
40K
Value
$193.00K

Palantir Technologies Inc.
PLTR
Shares Held
39K
Value
$7.18M

JPMorgan Chase & Co.
JPM
Shares Held
39K
Value
$12.28M

Energy Transfer LP
ET
Shares Held
39K
Value
$663.00K

McDonald's Corporation
MCD
Shares Held
37K
Value
$11.20M

Cisco Systems, Inc.
CSCO
Shares Held
36K
Value
$2.50M

International Business Machines Corporation
IBM
Shares Held
35K
Value
$9.96M

Comcast Corporation
CMCSA
Shares Held
35K
Value
$1.10M

Merck & Co., Inc.
MRK
Shares Held
35K
Value
$2.92M

DeFi Technologies Inc.
DEFT
Shares Held
34K
Value
$72.00K

Arista Networks, Inc.
ANET
Shares Held
34K
Value
$4.93M

Blue Owl Capital Corporation
OBDC
Shares Held
32K
Value
$414.00K

AbbVie Inc.
ABBV
Shares Held
31K
Value
$7.10M

Kinross Gold Corporation
KGC
Shares Held
30K
Value
$737.00K

The Southern Company
SO
Shares Held
30K
Value
$2.81M

Wells Fargo & Company
WFC
Shares Held
29K
Value
$2.47M

Healthpeak Properties, Inc.
DOC
Shares Held
29K
Value
$556.00K

Sila Realty Trust, Inc.
SILA
Shares Held
29K
Value
$725.00K

Alphabet Inc.
GOOG
Shares Held
27K
Value
$6.67M

Phillips Edison & Company, Inc.
PECO
Shares Held
26K
Value
$880.00K
