StockDriftsStockDriftsTop 50 Arete Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JOB | GEE GROUP INC | 3.34% | 866.2K | $44.8M | new | $0.22(+9.09%) | 2026-03-31 | |
| SFBS | SERVISFIRST BANCSHARES INC | 3.28% | 457.9K | $44.0M | new | $72.15(+3.95%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD | 2.9% | 202.9K | $38.9M | +5.55%(+10.67K) | $164.40(+22.61%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.68% | 787.5K | $35.9M | +36.02%(+208.52K) | $45.69(-1.04%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 2.58% | 1.35M | $34.5M | +14.37%(+169.27K) | $25.42(-0.55%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.54% | 195.4K | $34.1M | -1.20%(-2.38K) | $45.42(+396.05%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 2.43% | 701.2K | $32.5M | +13.32%(+82.44K) | $38.10(+30.82%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2% | 351.4K | $26.9M | +17.30%(+51.81K) | $71.89(+21.01%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.89% | 58.2K | $25.4M | +67.03%(+23.35K) | $61.23(+42.79%) | 2026-03-31 | |
| EFV | ISHARES TR | 1.75% | 315.8K | $23.5M | -4.31%(-14.24K) | $52.41(+47.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.06% | +33.31% |
| Top 20 Holdings Unweighted | +11.51% | +38.67% |
Sign up free to track Arete Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.