Stock Taper

ARETE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Redwire CorpRDW23.98K$293.25K
PayPal Holdings, Inc.PYPL23.75K$1.03M
Duke Energy CorporationDUK23.64K$2.99M
Altria Group, Inc.MO23.48K$1.69M
Citigroup Inc.C23.46K$3.28M
MSC Income Fund, Inc.MSIF23.03K$266.47K
CSX CorporationCSX22.58K$1.07M
Visa Inc.V22.42K$7.69M
Carnival Corporation & plcCCL22.01K$628.84K
The Procter & Gamble CompanyPG21.92K$3.21M
Navitas Semiconductor CorpNVTS21.85K$391.55K
Rithm Capital Corp.RITM21.71K$203.91K
Marathon Digital Holdings, Inc.MARA21.7K$301.47K
PG&E CorporationPCG21.67K$364.52K
TTM Technologies, Inc.TTMI21.62K$4.04M
Enbridge Inc.ENB21.49K$1.17M
Lockheed Martin CorporationLMT21.41K$10.91M
Main Street Capital CorporationMAIN21.2K$1.1M
Otis Worldwide CorporationOTIS21.11K$1.51M
Warby Parker Inc.WRBY21.09K$640.02K