Stock Taper

ARETE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Salesforce, Inc.CRM17.91K$2.81M
W. P. Carey Inc.WPC18.02K$1.29M
Alibaba Group Holding LimitedBABA18.11K$1.74M
PepsiCo, Inc.PEP18.16K$2.46M
The Southern CompanySO18.16K$1.74M
Dow Inc.DOW18.55K$507.41K
Arista Networks, Inc.ANET18.56K$3.15M
Oaktree Specialty Lending CorporationOCSL18.62K$222.38K
Eastman Chemical CompanyEMN18.69K$1.25M
ConocoPhillipsCOP19.01K$1.98M
Dorian LPG Ltd.LPG19.12K$665.02K
NRG Energy, Inc.NRG19.12K$2.79M
Rigetti Computing, Inc.RGTI19.21K$371.06K
UiPath Inc.PATH19.3K$209.78K
Eli Lilly and CompanyLLY19.44K$23.32M
3M CompanyMMM19.64K$3.18M
Enterprise Products Partners L.P.EPD20.04K$736.63K
Gilead Sciences, Inc.GILD20.21K$2.55M
DraftKings Inc.DKNG20.55K$519.07K
American Express CompanyAXP20.73K$7.01M