Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 43 | Q2 2024 | 7.0% |
BERKSHIRE HATHAWAY INC DEL | 43 | Q2 2024 | 2.3% |
ISHARES TR | 43 | Q2 2024 | 1.3% |
CISCO SYS INC | 43 | Q2 2024 | 1.6% |
EXXON MOBIL CORP | 43 | Q2 2024 | 1.5% |
VERIZON COMMUNICATIONS INC | 43 | Q2 2024 | 0.8% |
AT&T INC | 43 | Q2 2024 | 0.8% |
ISHARES TR | 43 | Q2 2024 | 0.5% |
ISHARES TR | 43 | Q2 2024 | 0.5% |
WELLS FARGO CO NEW | 43 | Q2 2024 | 0.5% |
View Arete Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
13F-HR | 2024-05-16 |
13F-HR | 2024-02-14 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-09 |
13F-HR/A | 2023-05-22 |
13F-HR | 2023-05-01 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-15 |
View Arete Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.