ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WPC | 17K | $1.18M |
 | VRT | 17K | $2.58M |
 | MET | 17K | $1.40M |
 | KTOS | 16K | $1.50M |
 | ABT | 16K | $2.17M |
 | TSM | 16K | $4.53M |
 | BTQ | 16K | $111.00K |
 | OCSL | 16K | $205.00K |
 | MFIC | 16K | $187.00K |
 | CG | 15K | $963.00K |
 | NTLA | 15K | $262.00K |
 | KRG | 15K | $331.00K |
 | GCT | 15K | $420.00K |
 | UPS | 15K | $1.23M |
 | OPEN | 14K | $115.00K |
 | APO | 14K | $1.87M |
 | PRU | 14K | $1.45M |
 | TDOC | 14K | $107.00K |
 | AXP | 14K | $4.58M |
 | INTC | 14K | $462.00K |
W. P. Carey Inc.
WPC
Shares Held
17K
Value
$1.18M
Vertiv Holdings Co
VRT
Shares Held
17K
Value
$2.58M
MetLife, Inc.
MET
Shares Held
17K
Value
$1.40M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
16K
Value
$1.50M
Abbott Laboratories
ABT
Shares Held
16K
Value
$2.17M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
16K
Value
$4.53M
BTQ Technologies Corp. Common Stock
BTQ
Shares Held
16K
Value
$111.00K
Oaktree Specialty Lending Corporation
OCSL
Shares Held
16K
Value
$205.00K
MidCap Financial Investment Corporation
MFIC
Shares Held
16K
Value
$187.00K
The Carlyle Group Inc.
CG
Shares Held
15K
Value
$963.00K
Intellia Therapeutics, Inc.
NTLA
Shares Held
15K
Value
$262.00K
Kite Realty Group Trust
KRG
Shares Held
15K
Value
$331.00K
GigaCloud Technology Inc.
GCT
Shares Held
15K
Value
$420.00K
United Parcel Service, Inc.
UPS
Shares Held
15K
Value
$1.23M
Opendoor Technologies Inc.
OPEN
Shares Held
14K
Value
$115.00K
Apollo Global Management, Inc.
APO
Shares Held
14K
Value
$1.87M
Prudential Financial, Inc.
PRU
Shares Held
14K
Value
$1.45M
Teladoc Health, Inc.
TDOC
Shares Held
14K
Value
$107.00K
American Express Company
AXP
Shares Held
14K
Value
$4.58M
Intel Corporation
INTC
Shares Held
14K
Value
$462.00K