Stock Taper

ARETE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kite Realty Group TrustKRG13.1K$371.64K
Philip Morris International Inc.PM13.1K$2.37M
Vistra Corp.VST13.13K$2.08M
Kimberly-Clark CorporationKMB13.16K$1.44M
Palo Alto Networks, Inc.PANW13.32K$4.54M
Marvell Technology, Inc.MRVL13.4K$3.99M
Iron Mountain IncorporatedIRM13.48K$1.7M
United Parcel Service, Inc.UPS13.51K$1.45M
Target CorporationTGT13.6K$1.78M
Mastercard IncorporatedMA13.8K$7.09M
Citizens Financial Group, Inc.CFG13.81K$967.67K
ServiceNow, Inc.NOW13.81K$1.37M
Phillips 66PSX13.84K$2.34M
Barrick Mining CorporationB13.92K$511.64K
Yum! Brands, Inc.YUM13.93K$2.23M
GigaCloud Technology Inc.GCT14.07K$444.77K
Blackstone Inc.BX14.08K$1.66M
Moderna, Inc.MRNA14.13K$989.17K
Phillips Edison & Co.PECO14.14K$588.54K
Gen Digital Inc.GEN14.17K$352.79K