ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HON | 9K | $1.80M |
 | JHG | 9K | $379.00K |
 | CASY | 9K | $4.81M |
 | SBUX | 8K | $715.00K |
 | FITB | 8K | $372.00K |
 | PEG | 8K | $695.00K |
 | PLD | 8K | $957.00K |
 | O | 8K | $492.00K |
 | RBRK | 8K | $662.00K |
 | CNQ | 8K | $257.00K |
 | SAIC | 8K | $788.00K |
 | CBNK | 8K | $249.00K |
 | OVV | 8K | $411.00K |
 | B | 8K | $250.00K |
 | CRSP | 7K | $478.00K |
 | DD | 7K | $567.00K |
 | DUK | 7K | $896.00K |
 | ORCL | 7K | $2.02M |
 | CAT | 7K | $3.43M |
 | EXC | 7K | $319.00K |
Honeywell International Inc.
HON
Shares Held
9K
Value
$1.80M
Janus Henderson Group plc
JHG
Shares Held
9K
Value
$379.00K
Casey's General Stores, Inc.
CASY
Shares Held
9K
Value
$4.81M
Starbucks Corporation
SBUX
Shares Held
8K
Value
$715.00K
Fifth Third Bancorp
FITB
Shares Held
8K
Value
$372.00K
Public Service Enterprise Group Incorporated
PEG
Shares Held
8K
Value
$695.00K
Prologis, Inc.
PLD
Shares Held
8K
Value
$957.00K
Realty Income Corporation
O
Shares Held
8K
Value
$492.00K
Rubrik, Inc.
RBRK
Shares Held
8K
Value
$662.00K
Canadian Natural Resources Limited
CNQ
Shares Held
8K
Value
$257.00K
Science Applications International Corporation
SAIC
Shares Held
8K
Value
$788.00K
Capital Bancorp, Inc.
CBNK
Shares Held
8K
Value
$249.00K
Ovintiv Inc.
OVV
Shares Held
8K
Value
$411.00K
Barrick Mining Corporation
B
Shares Held
8K
Value
$250.00K
CRISPR Therapeutics AG
CRSP
Shares Held
7K
Value
$478.00K
DuPont de Nemours, Inc.
DD
Shares Held
7K
Value
$567.00K
Duke Energy Corporation
DUK
Shares Held
7K
Value
$896.00K
Oracle Corporation
ORCL
Shares Held
7K
Value
$2.02M
Caterpillar Inc.
CAT
Shares Held
7K
Value
$3.43M
Exelon Corporation
EXC
Shares Held
7K
Value
$319.00K