Stock Taper

ARETE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cisco Systems, Inc.CSCO37.52K$4.41M
U.S. BancorpUSB37.32K$2.25M
Merck & Co., Inc.MRK37.01K$4.76M
Airbnb, Inc.ABNB36.63K$5.24M
Franklin BSP Realty Trust, Inc.FBRT36.08K$293.69K
Alphabet Inc.GOOG35.7K$12.62M
MidCap Financial Investment CorporationMFIC35.65K$359.35K
Strategy IncMSTR35.55K$3.09M
Wells Fargo & CompanyWFC35.5K$2.93M
Paramount Skydance Corporation Class B Common StockPSKY35.4K$349.06K
AXT, Inc.AXTI35.16K$2.53M
Smartstop Self Storage REIT IncSMA34.43K$1.12M
The Trade Desk, Inc.TTD34.09K$616.37K
JPMorgan Chase & Co.JPM34.01K$11.13M
KeyCorpKEY33.55K$773.4K
BNY Mellon Strategic Municipal Bond Fund, Inc.DSM33.41K$205.46K
McDonald's CorporationMCD32.99K$8.92M
Intel Corp.INTC32.68K$4.56M
Fifth Third BancorpFITB32.39K$1.83M
Micron Technology, Inc.MU32.01K$36.95M