Stock Taper 
ARETE WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CVS Health Corp. | CVS | 14.39K | $1.49M |
 Baxter International Inc. | BAX | 14.34K | $305.76K |
 The Boeing Company | BA | 14.3K | $3.1M |
 Gen Digital Inc. | GEN | 14.17K | $352.79K |
 Phillips Edison & Co. | PECO | 14.14K | $588.54K |
 Moderna, Inc. | MRNA | 14.13K | $989.17K |
 Blackstone Inc. | BX | 14.08K | $1.66M |
 GigaCloud Technology Inc. | GCT | 14.07K | $444.77K |
 Yum! Brands, Inc. | YUM | 13.93K | $2.23M |
 Barrick Mining Corporation | B | 13.92K | $511.64K |
 Phillips 66 | PSX | 13.84K | $2.34M |
 ServiceNow, Inc. | NOW | 13.81K | $1.37M |
 Citizens Financial Group, Inc. | CFG | 13.81K | $967.67K |
 Mastercard Incorporated | MA | 13.8K | $7.09M |
 Target Corporation | TGT | 13.6K | $1.78M |
 United Parcel Service, Inc. | UPS | 13.51K | $1.45M |
 Iron Mountain Incorporated | IRM | 13.48K | $1.7M |
 Marvell Technology, Inc. | MRVL | 13.4K | $3.99M |
 Palo Alto Networks, Inc. | PANW | 13.32K | $4.54M |
 Kimberly-Clark Corporation | KMB | 13.16K | $1.44M |