Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
46
15
9
2
4
3
33
1
10
ARETE WEALTH ADVISORS LLC

Time Period2018-03-31

Total Holdings319

Total Value ($x1000)301,528
Activities
New44

Increased132

Unchanged30

Decreased113

Sold Out38

Top 10 Stock Holdingstotal 25.74%
SPY7.03

HFRO3.31

VOO2.52

BRK.B2.23

ARKK2.13

 
AAPL2

BAC1.93

FSIC1.81

KMPH1.47

HHC1.31

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
7.03%
TR UNIT
HFRO
3.31%
SHS BEN INT
VOO
2.52%
SHS
BRK.B
2.23%
CL B NEW
ARKK
2.13%
INNOVATION ETF
AAPL
2%
COM
BAC
1.93%
COM
FSIC
1.81%
COM
KMPH
1.47%
COM
HHC
1.31%
COM
GUNR
1.22%
MORNSTAR UPSTR
ABX
1.1%
COM
AVK
1.04%
COM
HYS
1.04%
0-5 HIGH YIELD
AIG/WS
1.03%
*W EXP 01/19/202
GNL
1.01%
COM NEW
DSM
1%
COM
NTG
0.98%
COM
CSCO
0.89%
COM
USA
0.86%
SH BEN INT
VEA
0.86%
FTSE DEV MKT ETF
VTI
0.85%
TOTAL STK MKT
QQQ
0.84%
UNIT SER 1
BGY
0.84%
COM BENE INTER
FFA
0.84%
COM
VWO
0.82%
FTSE EMR MKT ETF
DIA
0.81%
UT SER 1
VVR
0.8%
COM
DXJ
0.78%
JAPN HEDGE EQT
IJH
0.76%
CORE S&P MCP ETF
PFE
0.67%
COM
AMZN
0.65%
COM
BATRK
0.64%
COM C BRAVES GRP
PFF
0.61%
U.S. PFD STK ETF
DGRO
0.59%
CORE DIV GRWTH
IJR
0.59%
CORE S&P SCP ETF
NYCB/PU
0.57%
UNIT 11/01/2051
IBM
0.55%
COM
MUB
0.55%
NAT AMT FREE BD
EFV
0.55%
EAFE VALUE ETF
JPM
0.52%
COM
BRK.A
0.5%
CL A
BCS/PD
0.46%
ADR PFD SR 5
MRK
0.44%
COM
MSFT
0.44%
COM
DWDP
0.44%
COM
RSP
0.44%
GUG S&P500 EQ WT
INTC
0.43%
COM
T
0.42%
COM
GVI
0.41%
INTRM GOV/CR ETF
GOOG
0.4%
CAP STK CL C
IXN
0.4%
GLOBAL TECH ETF
XOM
0.39%
COM
NFLX
0.39%
COM
VV
0.39%
LARGE CAP ETF
JNJ
0.39%
COM
VEEV
0.39%
CL A COM
SBUX
0.38%
COM
MU
0.37%
COM
ALGN
0.37%
COM
PCY
0.37%
SOVEREIGN DEBT
CASY
0.37%
COM
VBR
0.36%
SM CP VAL ETF
IVV
0.36%
CORE S&P500 ETF
AGG
0.36%
CORE TOTUSBD ETF
ABBV
0.36%
COM
VIRT
0.35%
CL A
GSY
0.35%
GUGG ENH SHT DUR
AMGN
0.34%
COM
HEI
0.34%
COM
IXG
0.34%
GLOBAL FINLS ETF
HDV
0.34%
HIGH DIVIDND ETF
ANET
0.34%
COM
PYPL
0.34%
COM
PG
0.33%
COM
RACE
0.33%
COM
CAT
0.33%
COM
OCSI
0.33%
COM
VIG
0.32%
DIV APP ETF
GILD
0.32%
COM
RWO
0.32%
DJ GLB RL ES ETF
IWF
0.31%
RUS 1000 GRW ETF
MLPA
0.31%
GLBL X MLP ETF
FBND
0.31%
TOTAL BD ETF
DSU
0.3%
COM NEW
NKE
0.29%
CL B
SNPS
0.29%
COM
VCSH
0.29%
SHRT TRM CORP BD
BAC/PL
0.29%
7.25%CNV PFD L
PRAH
0.28%
COM
CNHI
0.28%
SHS
AIG
0.28%
COM NEW
ITR
0.28%
INTR TRM CORP BD
BGB
0.28%
COM SHS BEN IN
MMM
0.28%
COM
TTWO
0.28%
COM
VSS
0.27%
FTSE SMCAP ETF
LAG
0.27%
BRCLYS AGG ETF
BATRA
0.27%
COM A BRAVES GRP
BMY
0.27%
COM
IXJ
0.27%
GLOB HLTHCRE ETF
NZF
0.27%
COM SH BEN INT
C
0.27%
COM NEW
IRT
0.26%
COM
VB
0.26%
SMALL CP ETF
VTEB
0.26%
TAX-EXEMPT BD
MINT
0.26%
ENHAN SHRT MAT
FIZZ
0.26%
COM
NEA
0.25%
COM
VTV
0.25%
VALUE ETF
VZ
0.25%
COM
BX
0.25%
COM UNIT LTD
O
0.25%
COM
MUI
0.25%
COM
BKLN
0.25%
SENIOR LN PORT
EPD
0.25%
COM
AFB
0.25%
COM
RIO
0.25%
SPONSORED ADR
NVDA
0.24%
COM
IJT
0.24%
SP SMCP600GR ETF
FTSL
0.24%
SENIOR LN FD
VER
0.24%
COM
MO
0.23%
COM
BA
0.22%
COM
ETY
0.22%
COM
EFA
0.22%
MSCI EAFE ETF
IEFA
0.22%
CORE MSCI EAFE
F
0.22%
COM PAR $0.01
COP
0.22%
COM
ITE
0.21%
BRCLYS INTER ETF
CSQ
0.21%
COM SH BEN INT
GWL
0.21%
S&P WRLD EX US
GOOGL
0.21%
CAP STK CL A
VEU
0.21%
ALLWRLD EX US
TSN
0.2%
CL A
DIS
0.2%
COM DISNEY
THRK
0.2%
RUSSELL 3000 ETF
XBI
0.2%
S&P BIOTECH
GE
0.2%
COM
GPC
0.2%
COM
WFC
0.2%
COM
WTI
0.2%
COM
ORCL
0.19%
COM
GIS
0.19%
COM
KEY
0.19%
COM
XHR
0.19%
COM
XLE
0.18%
SBI INT-ENERGY
TOT
0.18%
SPONSORED ADR
PEP
0.18%
COM
ADP
0.18%
COM
MCC
0.18%
COM
ABT
0.18%
COM
NGD
0.18%
COM
MON
0.18%
COM
V
0.18%
COM CL A
AXP
0.17%
COM
IWD
0.17%
RUS 1000 VAL ETF
COST
0.17%
COM
KR
0.17%
COM
ABC
0.17%
COM
VNQ
0.17%
REIT ETF
VGT
0.17%
INF TECH ETF
CA
0.17%
COM
DJP
0.16%
DJUBS CMDT ETN36
CVX
0.16%
COM
SHM
0.16%
NUVN BR SHT MUNI
MFC
0.16%
COM
FVD
0.16%
SHS
FB
0.16%
CL A
ADM
0.16%
COM
IWB
0.16%
RUS 1000 ETF
LUV
0.16%
COM
LQD
0.16%
IBOXX INV CP ETF
SIR
0.15%
COM SH BEN INT
BND
0.15%
TOTAL BND MRKT
BIL
0.15%
SPDR BLOOMBERG
PK
0.15%
COM
ENR
0.15%
COM
BST
0.15%
SHS
VTWO
0.15%
VNG RUS2000IDX
GDX
0.15%
GOLD MINERS ETF
PAGP
0.14%
LTD PARTNR INT A
HD
0.14%
COM
SHYG
0.14%
0-5YR HI YL CP
UTF
0.14%
COM
CLNS
0.14%
COM
PRF
0.14%
FTSE RAFI 1000
EXC
0.14%
COM
HBI
0.13%
COM
HRS
0.13%
COM
IAU
0.13%
ISHARES
EMB
0.13%
JP MOR EM MK ETF
BR
0.13%
COM
BSV
0.13%
SHORT TRM BOND
VTA
0.13%
COM
CTL
0.13%
COM
ARI
0.13%
COM
CRM
0.13%
COM
NRZ
0.13%
COM NEW
IEMG
0.13%
CORE MSCI EMKT
AABA
0.13%
COM
BK
0.13%
COM
BG
0.13%
COM
BWX
0.13%
BRCLYS INTL ETF
BME
0.13%
COM
SPYG
0.12%
S&P 500 GROWTH
HST
0.12%
COM
CEFL
0.12%
ETRACS MTH 2XLV
SO
0.12%
COM
IJJ
0.12%
S&P MC 400VL ETF
MDT
0.12%
SHS
FLOT
0.12%
FLTG RATE BD ETF
JNK
0.12%
BRC HGH YLD BD
MSFG
0.12%
COM
RSG
0.12%
COM
EZM
0.11%
MDCP EARN FUND
ACN
0.11%
SHS CLASS A
SCHF
0.11%
INTL EQTY ETF
EFG
0.11%
EAFE GRWTH ETF
VYM
0.11%
HIGH DIV YLD
NTB
0.11%
SHS NEW
TRV
0.11%
COM
TIP
0.11%
TIPS BD ETF
AOS
0.11%
COM
PNNT
0.11%
COM
SDY
0.11%
S&P DIVID ETF
SCHB
0.11%
US BRD MKT ETF
HTA
0.11%
CL A NEW
TAP
0.1%
CL B
RPAI
0.1%
CL A
NOC
0.1%
COM
VHT
0.1%
HEALTH CAR ETF
SJM
0.1%
COM NEW
CCI
0.1%
COM
FPF
0.1%
COM
SCHO
0.1%
SHT TM US TRES
XRX
0.1%
COM NEW
CME
0.1%
COM
SHW
0.1%
COM
CELG
0.1%
COM
SNR
0.1%
COM
PCI
0.1%
COM SHS
GDXJ
0.09%
JR GOLD MINERS E
SPYV
0.09%
S&P 500 VALUE
JLS
0.09%
COM
JQC
0.09%
COM SHS
TD
0.09%
COM NEW
VFH
0.09%
FINANCIALS ETF
SJNK
0.09%
SHT TRM HGH YLD
TWOK
0.09%
SPDR RUSSEL 2000
AMLP
0.09%
ALERIAN MLP
KYN
0.09%
COM
DHI
0.09%
COM
IWP
0.09%
RUS MD CP GR ETF
PFG
0.09%
COM
PSX
0.09%
COM
DGS
0.09%
EMG MKTS SMCAP
MA
0.09%
CL A
VUG
0.09%
GROWTH ETF
ACRE
0.09%
COM
AHT
0.09%
COM SHS
AMJ
0.09%
ALERIAN ML ETN
XLU
0.09%
SBI INT-UTILS
FDX
0.09%
COM
CLNC
0.09%
CL A
STL
0.09%
COM
EMLP
0.08%
NO AMER ENERGY
DOC
0.08%
COM
CDXC
0.08%
COM NEW
USB
0.08%
COM NEW
IWN
0.08%
RUS 2000 VAL ETF
NLY
0.08%
COM
CAH
0.08%
COM
KO
0.08%
COM
LOW
0.08%
COM
CEF
0.08%
CL A
DHR
0.08%
COM
WMT
0.08%
COM
VTR
0.08%
COM
AVT
0.08%
COM
FMB
0.08%
MANAGD MUN ETF
BNDX
0.08%
INTL BD IDX ETF
SCZ
0.08%
EAFE SML CP ETF
LII
0.08%
COM
IDV
0.08%
INTL SEL DIV ETF
EPC
0.08%
COM
FLRN
0.08%
INV GRD FLT RT
OCSL
0.07%
COM
GPT
0.07%
COM NEW
MDY
0.07%
UTSER1 S&PDCRP
IWS
0.07%
RUS MDCP VAL ETF
GMF
0.07%
ASIA PACIF ETF
WPC
0.07%
COM
CLX
0.07%
COM
IWM
0.07%
RUSSELL 2000 ETF
CL
0.07%
COM
BOE
0.07%
COM
CSX
0.07%
COM
MPC
0.07%
COM
GRBK
0.07%
COM
TLT
0.07%
20+ YR TR BD ETF
UBS
0.07%
SHS
ARCC
0.06%
COM
PSEC
0.06%
COM
KED
0.05%
COM
TACO
0.05%
COM
MBT
0.05%
SPONSORED ADR
CVRR
0.05%
COMUNIT REP LT
GPM
0.05%
COM
NMFC
0.05%
COM
PSLV
0.04%
TR UNIT
AEG
0.03%
NY REGISTRY SH
IRET
0.03%
SH BEN INT
GIM
0.03%
COM
SDLP
0.02%
COMUNIT REP LB
AUO
0.02%
SPONSORED ADR
UAMY
0.01%
COM
XXII
0.01%
COM
ATHX
0.01%
COM
KRE
1.71%
S&P REGL BKG
IBB
1.68%
NASDQ BIOTEC ETF
JPS
0.47%
COM
GGG
0.3%
COM
STM
0.3%
NY REGISTRY
COHR
0.3%
COM
CGNX
0.3%
COM
TMP
0.24%
COM
MET
0.19%
COM
AEM
0.18%
COM
EXG
0.17%
COM
MCD
0.15%
COM
VCIT
0.15%
INT-TERM CORP
NRE
0.13%
COM
CSJ
0.13%
1-3 YR CR BD ETF
BIV
0.12%
INTERMED TERM
PNFP
0.11%
COM
EWU
0.1%
MSCI UK ETF NEW
IEP
0.1%
DEPOSITARY UNIT
BTZ
0.09%
COM
MANT
0.09%
CL A
BDX
0.08%
COM
HPE
0.08%
COM
ESD
0.08%
COM
VCLT
0.08%
LG-TERM COR BD
IGF
0.08%
GLB INFRASTR ETF
UNH
0.08%
COM
VO
0.08%
MID CAP ETF
UPS
0.07%
CL B
AGN
0.07%
SHS
FCPT
0.07%
COM
ADBE
0.07%
COM
PSK
0.07%
WELLS FG PFD ETF
DAL
0.07%
COM NEW
ISD
0.06%
COM
NWBI
0.06%
COM
PDLI
0.01%
COM
SMRT
0.01%
COM