ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RGP | 25K | $128.00K |
 | MP | 25K | $1.70M |
 | CSX | 25K | $895.00K |
 | RR | 25K | $107.00K |
 | PG | 25K | $3.78M |
 | UBER | 24K | $2.39M |
 | IOVA | 24K | $53.00K |
 | MDT | 23K | $2.22M |
 | MO | 23K | $1.51M |
 | ESCA | 23K | $284.00K |
 | LWLG | 23K | $84.00K |
 | KVUE | 22K | $363.00K |
 | V | 22K | $7.62M |
 | HD | 22K | $8.98M |
 | WMB | 22K | $1.39M |
 | CVX | 22K | $3.42M |
 | TSLA | 21K | $9.51M |
 | EPD | 21K | $661.00K |
 | MAIN | 21K | $1.32M |
 | BRK-B | 21K | $10.38M |
Resources Connection, Inc.
RGP
Shares Held
25K
Value
$128.00K
MP Materials Corp.
MP
Shares Held
25K
Value
$1.70M
CSX Corporation
CSX
Shares Held
25K
Value
$895.00K
Richtech Robotics Inc. Class B Common Stock
RR
Shares Held
25K
Value
$107.00K
The Procter & Gamble Company
PG
Shares Held
25K
Value
$3.78M
Uber Technologies, Inc.
UBER
Shares Held
24K
Value
$2.39M
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
24K
Value
$53.00K
Medtronic plc
MDT
Shares Held
23K
Value
$2.22M
Altria Group, Inc.
MO
Shares Held
23K
Value
$1.51M
Escalade, Incorporated
ESCA
Shares Held
23K
Value
$284.00K
Lightwave Logic, Inc.
LWLG
Shares Held
23K
Value
$84.00K
Kenvue Inc.
KVUE
Shares Held
22K
Value
$363.00K
Visa Inc.
V
Shares Held
22K
Value
$7.62M
The Home Depot, Inc.
HD
Shares Held
22K
Value
$8.98M
The Williams Companies, Inc.
WMB
Shares Held
22K
Value
$1.39M
Chevron Corporation
CVX
Shares Held
22K
Value
$3.42M
Tesla, Inc.
TSLA
Shares Held
21K
Value
$9.51M
Enterprise Products Partners L.P.
EPD
Shares Held
21K
Value
$661.00K
Main Street Capital Corporation
MAIN
Shares Held
21K
Value
$1.32M
Berkshire Hathaway Inc.
BRK-B
Shares Held
21K
Value
$10.38M