Stock Taper

ARETE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
International Business Machines CorporationIBM31.32K$8.81M
AbbVie Inc.ABBV31.6K$7.95M
GE AerospaceGE31.92K$11.93M
Micron Technology, Inc.MU32.01K$36.95M
Fifth Third BancorpFITB32.39K$1.83M
Intel Corp.INTC32.68K$4.56M
McDonald's CorporationMCD32.99K$8.92M
BNY Mellon Strategic Municipal Bond Fund, Inc.DSM33.41K$205.46K
KeyCorpKEY33.55K$773.4K
JPMorgan Chase & Co.JPM34.01K$11.13M
The Trade Desk, Inc.TTD34.09K$616.37K
Smartstop Self Storage REIT IncSMA34.43K$1.12M
AXT, Inc.AXTI35.16K$2.53M
Paramount Skydance Corporation Class B Common StockPSKY35.4K$349.06K
Wells Fargo & CompanyWFC35.5K$2.93M
Strategy IncMSTR35.55K$3.09M
MidCap Financial Investment CorporationMFIC35.65K$359.35K
Alphabet Inc.GOOG35.7K$12.62M
Franklin BSP Realty Trust, Inc.FBRT36.08K$293.69K
Airbnb, Inc.ABNB36.63K$5.24M