Stock Taper 
ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Boeing Company | BA | 14.3K | $3.1M |
 Baxter International Inc. | BAX | 14.34K | $305.76K |
 CVS Health Corp. | CVS | 14.39K | $1.49M |
 Delta Air Lines, Inc. | DAL | 14.49K | $1.36M |
 Valley National Bancorp | VLY | 14.5K | $212.43K |
 Medtronic plc | MDT | 14.61K | $1.14M |
 AAON, Inc. | AAON | 14.64K | $1.86M |
 Box, Inc. | BOX | 14.71K | $390.4K |
 GE HealthCare Technologies Inc. | GEHC | 14.71K | $941.78K |
 Applied Materials, Inc. | AMAT | 14.83K | $10.72M |
 Union Pacific Corporation | UNP | 14.84K | $4.04M |
 Bloom Energy Corporation | BE | 15.09K | $4.57M |
 StoneX Group Inc. | SNEX | 15.09K | $1.79M |
 American Electric Power Company, Inc. | AEP | 15.21K | $2.08M |
 MGIC Investment Corporation | MTG | 15.21K | $429.03K |
 The Carlyle Group Inc. | CG | 15.25K | $642.36K |
 Lam Research Corporation | LRCX | 15.27K | $6.62M |
 Interactive Brokers Group, Inc. | IBKR | 15.33K | $1.33M |
 Prudential Financial, Inc. | PRU | 15.46K | $1.67M |
 Celcuity Inc. | CELC | 15.65K | $1.64M |