Fund HoldingsArete Wealth Advisors, LLC

Total Portfolio Value
$1.41M
Total Bought
$772.9K
Total Sold
$749.0K
Net Transaction
+$23.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0183,545+183,5450332.37%+33
SPDR SERIES TRUST
ST STR AGGRE ETF
01,085,553+1,085,5530281.97%+28
FIDELITY MERRIMACK STR TR0561,532+561,5320261.82%+26
VANECK ETF TRUST
IG FLOA RATE ETF
0968,806+968,8060251.75%+25
PUTNAM ETF TRUST0578,814+578,8140231.65%+23
SPDR SERIES TRUST
ST STR BLO 1 ETF
0228,765+228,7650211.49%+21
ISHARES TR0320,129+320,1290201.44%+20
INNOVATOR ETFS TRUST
GROWTH 100 PWR B
0673,773+673,7730171.20%+17
VANGUARD INDEX FDS035,369+35,3690161.10%+16
ISHARES TR0159,456+159,4560151.08%+15
SPDR SERIES TRUST
ST STR P500GRW
0155,152+155,1520151.05%+15
SPDR SERIES TRUST
ST STR P500ETF
0175,104+175,1040130.90%+13
SPDR SERIES TRUST
ST STR PR SP1500
0169,325+169,3250130.90%+13
EA SERIES TRUST
ALPHA ARCH 1-3
0105,226+105,2260120.84%+12
SCHWAB STRATEGIC TR0446,865+446,8650110.78%+11
ALPHABET INC(GOOG)061,747+61,7470110.77%+11
PROSHARES TR
SHOR S&P 500 NEW
0245,630+245,6300100.69%+10
ISHARES TR015,334+15,3340100.68%+10
ISHARES TR022,284+22,284090.67%+9
ISHARES TR077,884+77,884090.61%+9
NVIDIA CORPORATION(NVDA)0226,950+226,9500362.53%+36
ISHARES TR084,763+84,763080.60%+8
DISNEY WALT CO(DIS)0326,487+326,4870402.87%+40
JOHNSON & JOHNSON(JNJ)069,286+69,2860110.75%+11
ISHARES TR036,986+36,986070.51%+7
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
030,786+30,786070.50%+7
SPDR INDEX SHS FDS
ST STR PO EX ETF
0171,159+171,159070.49%+7
SPDR SERIES TRUST
ST STR P500VAL
0129,431+129,431070.48%+7
ISHARES TR057,420+57,420060.46%+6
RTX CORPORATION(RTX)050,923+50,923070.53%+7
ISHARES TR028,082+28,082060.43%+6
VANGUARD INTL EQUITY INDEX F0120,283+120,283060.42%+6
MICROSOFT CORP(MSFT)050,078+50,0780251.77%+25
VANGUARD INDEX FDS029,144+29,144060.40%+6
INTERNATIONAL BUSINESS MACHS(IBM)18,81434,425+15,6115100.72%+5
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
018,882+18,882050.38%+5
SPDR INDEX SHS FDS
ST PORT MARK ETF
0113,701+113,701050.34%+5
VANGUARD INDEX FDS015,881+15,881050.34%+5
FIDELITY MERRIMACK STR TR092,754+92,754050.33%+5
VANGUARD INDEX FDS025,825+25,825050.32%+5
VANGUARD INDEX FDS016,111+16,111050.32%+5
ISHARES TR053,399+53,399040.31%+4
ZACKS TRUST
SMALL/MID CAP
0130,279+130,279040.31%+4
ISHARES TR
CORE DIV GRWTH
067,152+67,152040.30%+4
BROADCOM INC(AVGO)038,474+38,4740110.75%+11
ISHARES TR
CORE MSCI EAFE
048,796+48,796040.29%+4
ISHARES TR037,698+37,698040.28%+4
ISHARES INC
CORE MSCI EMKT
063,394+63,394040.27%+4
INVESCO EXCH TRADED FD TR II082,803+82,803040.27%+4
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
079,184+79,184040.26%+4
ISHARES TR015,556+15,556040.26%+4
ISHARES TR
FLTG RATE NT ETF
071,140+71,140040.26%+4
ZACKS TRUST
FOCUS GROWTH ETF
0136,646+136,646040.26%+4
ISHARES TR032,661+32,661040.26%+4
ISHARES TR
CORE UNIVRSL USD
075,797+75,797040.25%+4
GAP INC(GAP)0156,206+156,206030.24%+3
PRINCIPAL EXCHANGE TRADED FD
PRIN U S SMALL
058,970+58,970030.22%+3
CARRIER GLOBAL CORPORATION(CARR)041,500+41,500030.22%+3
NAVITAS SEMICONDUCTOR CORP(NVTS)0461,087+461,087030.21%+3
WORLD GOLD TR(GLDM)046,040+46,040030.21%+3
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
050,018+50,018030.21%+3
SELECT SECTOR SPDR TR
ST STR TECHN ETF
011,824+11,824030.21%+3
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
056,728+56,728030.21%+3
ISHARES BITCOIN TRUST ETF(IBIT)070,335+70,335040.31%+4
BLACKROCK ETF TRUST II053,394+53,394030.20%+3
ISHARES TR031,007+31,007030.20%+3
JANUS DETROIT STR TR
HENDRSON AAA CL
052,239+52,239030.19%+3
DIREXION SHS ETF TR
DIREXION HCM
080,899+80,899030.19%+3
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
019,570+19,570030.18%+3
PIMCO ETF TR
ENHAN SHRT MA AC
023,869+23,869020.17%+2
ISHARES TR013,712+13,712020.16%+2
SPDR S&P 500 ETF TR(SPY)029,456+29,4560181.29%+18
ISHARES TR
0-5 YR TIPS ETF
022,163+22,163020.16%+2
SPDR SERIES TRUST
ST SHOR CORP ETF
072,367+72,367020.16%+2
VANECK ETF TRUST
MORTGAGE REIT
0203,761+203,761020.15%+2
ISHARES TR
0-5YR HI YL CP
049,449+49,449020.15%+2
ISHARES TR019,103+19,103020.15%+2
ISHARES TR026,005+26,005020.15%+2
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
034,741+34,741020.15%+2
SPDR INDEX SHS FDS
ST INTL CAP ETF
055,228+55,228020.15%+2
ISHARES TR018,164+18,164020.14%+2
OTIS WORLDWIDE CORP(OTIS)020,528+20,528020.14%+2
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
043,060+43,060020.14%+2
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
022,615+22,615020.14%+2
VANGUARD INDEX FDS022,024+22,024020.14%+2
UNITED STS OIL FD LP(USO)026,437+26,437020.14%+2
ISHARES TR
MSCI USA QLT FCT
010,507+10,507020.14%+2
ISHARES TR017,289+17,289020.14%+2
OLIN CORP(OLN)78,2465,653-72,593450.39%+2
PGIM ETF TR
PGIM ULTRA SH BD
0169,559+169,559080.60%+8
BLACKROCK ETF TRUST II059,663+59,663020.13%+2
INNOVATOR ETFS TRUST
US EQTY ULTRA B
049,699+49,699020.13%+2
NEOS ETF TRUST
NEOS S&P 500 HI
035,714+35,714020.13%+2
ISHARES TR017,816+17,816020.13%+2
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
021,886+21,886020.12%+2
ISHARES TR019,693+19,693020.12%+2
SPDR SERIES TRUST
ST STR SP600SM C
021,618+21,618020.12%+2
WALMART INC(WMT)68,02678,622+10,596680.55%+2
INNOVATOR ETFS TRUST
NASDAQ 100
055,956+55,956020.12%+2
ISHARES TR014,986+14,986020.12%+2
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