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Stock Style
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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
60
11
10
3
6
0
49
10
12
ARETE WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings385

Total Value ($x1000)479,331
Activities
New56

Increased174

Unchanged27

Decreased128

Sold Out36

Top 10 Stock Holdingstotal 25.1%
VIG5.12

SPY5.09

VTI2.65

VOO2.19

BTAL2.12

 
HFRO1.84

NTG1.6

MSFT1.58

AAPL1.48

BRK.B1.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VIG
5.12%
DIV APP ETF
SPY
5.09%
TR UNIT
VTI
2.65%
TOTAL STK MKT
VOO
2.19%
SHS
BTAL
2.12%
QUANT NEUT ANT
HFRO
1.84%
SHS BEN INT
NTG
1.6%
COM
MSFT
1.58%
COM
AAPL
1.48%
COM
BRK.B
1.43%
CL B NEW
BAC
1.28%
COM
THRK
1.17%
RUSSELL 3000 ETF
QQQ
1.04%
UNIT SER 1
TLT
0.88%
20+ YR TR BD ETF
MMM
0.86%
COM
AMGN
0.86%
COM
V
0.84%
COM CL A
GSY
0.81%
ULTRA SHRT DUR
XOM
0.81%
COM
NFJ
0.8%
COM
HYS
0.8%
0-5 HIGH YIELD
HALO
0.79%
COM
AVK
0.78%
COM
CSCO
0.75%
COM
JNJ
0.74%
COM
AMZN
0.74%
COM
IJH
0.71%
CORE S&P MCP ETF
MRK
0.71%
COM
LOW
0.7%
COM
DIA
0.69%
UT SER 1
FSIC
0.68%
COM
PFE
0.68%
COM
DIV
0.65%
GLOBX SUPDV US
VWO
0.65%
FTSE EMR MKT ETF
NDP
0.64%
COM
LAG
0.61%
BRCLYS AGG ETF
BGY
0.61%
COM BENE INTER
BIL
0.6%
SPDR BLOOMBERG
ONEK
0.57%
RUSSELL 1000 ETF
VEA
0.57%
FTSE DEV MKT ETF
DXJ
0.56%
JAPN HEDGE EQT
IJR
0.56%
CORE S&P SCP ETF
GNL
0.56%
COM NEW
GWL
0.55%
S&P WRLD EX US
EFA
0.54%
MSCI EAFE ETF
JPM
0.54%
COM
VZ
0.54%
COM
INTC
0.53%
COM
GOOGL
0.53%
CAP STK CL A
UTX
0.51%
COM
ACN
0.51%
SHS CLASS A
T
0.51%
COM
DIS
0.48%
COM DISNEY
HD
0.48%
COM
GUNR
0.47%
MORNSTAR UPSTR
ABX
0.46%
COM
ADBE
0.43%
COM
SHY
0.42%
1-3 YR TR BD ETF
MDT
0.41%
SHS
CVX
0.4%
COM
LGLV
0.39%
RUSS1000LOWVOL
TWOK
0.39%
SPDR RUSSEL 2000
BGIO
0.39%
COM
KO
0.38%
COM
RDIV
0.38%
ULTRA DIVID REV
DGRO
0.38%
CORE DIV GRWTH
SCHO
0.38%
SHT TM US TRES
MUB
0.37%
NAT AMT FREE BD
CMCSA
0.37%
CL A
VB
0.36%
SMALL CP ETF
IBM
0.36%
COM
NKE
0.35%
CL B
VEU
0.35%
ALLWRLD EX US
D
0.34%
COM
DSU
0.34%
COM NEW
PG
0.34%
COM
CWB
0.33%
BRC CNV SECS ETF
PYPL
0.32%
COM
BRK.A
0.31%
CL A
IVV
0.31%
CORE S&P500 ETF
BNDX
0.3%
INTL BD IDX ETF
FB
0.3%
CL A
GOOG
0.29%
CAP STK CL C
ITE
0.29%
BRCLYS INTER ETF
IDV
0.29%
INTL SEL DIV ETF
AMLP
0.29%
ALERIAN MLP
ANET
0.28%
COM
CASY
0.28%
COM
DWDP
0.27%
COM
UNH
0.27%
COM
NEE
0.27%
COM
PEP
0.27%
COM
MLPA
0.26%
GLBL X MLP ETF
ITR
0.26%
INTR TRM CORP BD
NYCB/PU
0.26%
UNIT 11/01/2051
COST
0.26%
COM
NFLX
0.26%
COM
IXN
0.25%
GLOBAL TECH ETF
IWF
0.25%
RUS 1000 GRW ETF
DHR
0.25%
COM
VBR
0.25%
SM CP VAL ETF
EMB
0.25%
JP MOR EM MK ETF
HEI
0.25%
COM
BLK
0.25%
COM
IXJ
0.24%
GLOB HLTHCRE ETF
EOLS
0.24%
COM
AGG
0.24%
CORE TOTUSBD ETF
RHT
0.24%
COM
VEEV
0.24%
CL A COM
RSCO
0.24%
SM CAP COMPLETE
VTV
0.24%
VALUE ETF
VNQ
0.23%
REIT ETF
ZTS
0.23%
CL A
DSM
0.23%
COM
VCSH
0.23%
SHRT TRM CORP BD
EPAM
0.23%
COM
VV
0.23%
LARGE CAP ETF
EVV
0.22%
COM
MCD
0.22%
COM
TMO
0.22%
COM
MO
0.22%
COM
LMT
0.22%
COM
LULU
0.21%
COM
ABBV
0.21%
COM
IXG
0.21%
GLOBAL FINLS ETF
HON
0.21%
COM
ENB
0.21%
COM
FTNT
0.21%
COM
SPYV
0.2%
S&P 500 VALUE
VUG
0.2%
GROWTH ETF
VRSK
0.2%
CL A
AXP
0.2%
COM
BAC/PL
0.2%
7.25%CNV PFD L
FBND
0.2%
TOTAL BD ETF
LQD
0.19%
IBOXX INV CP ETF
KEYS
0.19%
COM
EFV
0.19%
EAFE VALUE ETF
BA
0.19%
COM
TXN
0.19%
COM
LMBS
0.19%
FST LOW MTG ETF
BKLN
0.19%
SR LN ETF
GVI
0.19%
INTRM GOV/CR ETF
NEA
0.18%
COM
FXH
0.18%
HLTH CARE ALPH
HYG
0.18%
IBOXX HI YD ETF
IVW
0.18%
S&P 500 GRWT ETF
ES
0.18%
COM
NZF
0.18%
COM SH BEN INT
AIG/WS
0.18%
*W EXP 01/19/202
KMPH
0.17%
COM
MMC
0.17%
COM
DEO
0.17%
SPON ADR NEW
ECL
0.17%
COM
SBUX
0.17%
COM
ROST
0.17%
COM
SPYG
0.16%
S&P 500 GROWTH
MUI
0.16%
COM
OLLI
0.16%
COM
AFB
0.16%
COM
RWO
0.16%
DJ GLB RL ES ETF
MDLZ
0.16%
CL A
ROK
0.16%
COM
STOR
0.16%
COM
FIVE
0.16%
COM
UNP
0.16%
COM
VVR
0.15%
COM
RSG
0.15%
COM
PULS
0.15%
ULTRA SHORT
COP
0.15%
COM
GLD
0.15%
GOLD SHS
SHM
0.15%
NUVN BR SHT MUNI
NVS
0.15%
SPONSORED ADR
AIG
0.15%
COM NEW
BURL
0.15%
COM
VYM
0.14%
HIGH DIV YLD
CL
0.14%
COM
ORCL
0.14%
COM
IWD
0.14%
RUS 1000 VAL ETF
ATHM
0.14%
SP ADR RP CL A
AMT
0.14%
COM
XLU
0.14%
SBI INT-UTILS
MA
0.13%
CL A
PFF
0.13%
U.S. PFD STK ETF
EMR
0.13%
COM
ITA
0.13%
U.S. AER&DEF ETF
FTSL
0.13%
SENIOR LN FD
BX
0.13%
COM UNIT LTD
SLB
0.12%
COM
WBA
0.12%
COM
CB
0.12%
COM
SNLN
0.12%
HI LD IBOXX SRLN
VGT
0.12%
INF TECH ETF
TJX
0.12%
COM
STI
0.12%
COM
VER
0.12%
COM
DUK
0.12%
COM NEW
WMT
0.12%
COM
STZ
0.11%
CL A
VO
0.11%
MID CAP ETF
BWX
0.11%
BRCLYS INTL ETF
ADM
0.11%
COM
PAGP
0.11%
LTD PARTNR INT A
ORLY
0.11%
COM
IEI
0.11%
3-7 YR TR BD ETF
SHYG
0.11%
0-5YR HI YL CP
IEMG
0.1%
CORE MSCI EMKT
KMI
0.1%
COM
LIN
0.1%
COM
WFT
0.1%
ORD
BST
0.1%
SHS
KR
0.1%
COM
BABA
0.1%
SPONSORED ADS
IJT
0.1%
SP SMCP600GR ETF
PM
0.1%
COM
VSS
0.1%
FTSE SMCAP ETF
RODM
0.1%
DEV MK X US ST
FMB
0.1%
MANAGD MUN ETF
AMP
0.1%
COM
REET
0.1%
GLOBAL REIT ETF
ABC
0.1%
COM
CR
0.1%
COM
SWK
0.1%
COM
ETY
0.09%
COM
PRF
0.09%
FTSE RAFI 1000
BMY
0.09%
COM
SDY
0.09%
S&P DIVID ETF
VCIT
0.09%
INT-TERM CORP
WPC
0.09%
COM
TOT
0.09%
SPONSORED ADR
RPG
0.09%
S&P500 PUR GWT
VTWO
0.09%
VNG RUS2000IDX
SU
0.09%
COM
EMLP
0.09%
NO AMER ENERGY
GE
0.09%
COM
VTEB
0.09%
TAX-EXEMPT BD
SRLN
0.09%
BLKSTN GSOSRLN
RSP
0.09%
S&P500 EQL WGT
IAU
0.09%
ISHARES
XBI
0.09%
S&P BIOTECH
UTF
0.09%
COM
CCI
0.08%
COM
PK
0.08%
COM
BME
0.08%
COM
TIP
0.08%
TIPS BD ETF
PCI
0.08%
COM SHS
FTSM
0.08%
FIRST TR ENH NEW
XLF
0.08%
SBI INT-FINL
IWB
0.08%
RUS 1000 ETF
VFC
0.08%
COM
PSX
0.08%
COM
PH
0.08%
COM
FPF
0.08%
COM
MPC
0.08%
COM
NVDA
0.08%
COM
ARCC
0.08%
COM
NOC
0.08%
COM
ICE
0.08%
COM
ABT
0.08%
COM
DON
0.07%
MIDCAP DIVI FD
WM
0.07%
COM
SYY
0.07%
COM
PRU
0.07%
COM
SJNK
0.07%
SHT TRM HGH YLD
CMI
0.07%
COM
KKR
0.07%
CL A
RIO
0.07%
SPONSORED ADR
VDE
0.07%
ENERGY ETF
IJJ
0.07%
S&P MC 400VL ETF
GIS
0.07%
COM
WFC
0.07%
COM
SCI
0.07%
COM
COLD
0.07%
COM
OPB
0.07%
COM
QCOM
0.07%
COM
GPC
0.07%
COM
SHW
0.07%
COM
VIRT
0.07%
CL A
CSML
0.07%
IQ CHAIKIN US
ACRE
0.06%
COM
EZM
0.06%
MDCP EARN FUND
BK
0.06%
COM
O
0.06%
COM
XLE
0.06%
SBI INT-ENERGY
AWK
0.06%
COM
IEF
0.06%
7-10 Y TR BD ETF
FLTR
0.06%
INVT GRADE FLTG
SYK
0.06%
COM
SCHA
0.06%
US SML CAP ETF
SFM
0.06%
COM
ETN
0.06%
SHS
CME
0.06%
COM
FLRN
0.06%
INV GRD FLT RT
TMP
0.06%
COM
FVD
0.06%
SHS
TD
0.06%
COM NEW
GBDC
0.06%
COM
SO
0.06%
COM
FRA
0.06%
COM
MTUM
0.06%
MSCI USAMOMFCT
SLYV
0.06%
S&P 600 SMCP VAL
HST
0.06%
COM
EW
0.06%
COM
GDX
0.06%
GOLD MINERS ETF
RPAI
0.06%
CL A
ARKK
0.06%
INNOVATION ETF
VHT
0.06%
HEALTH CAR ETF
GWX
0.06%
S&P INTL SMLCP
NNN
0.06%
COM
IRM
0.06%
COM
DJP
0.05%
DJUBS CMDT ETN36
AEP
0.05%
COM
NSC
0.05%
COM
OCSL
0.05%
COM
BSV
0.05%
SHORT TRM BOND
EBAY
0.05%
COM
IWN
0.05%
RUS 2000 VAL ETF
IP
0.05%
COM
FDX
0.05%
COM
CGC
0.05%
COM
TIER
0.05%
COM NEW
SPLK
0.05%
COM
LNT
0.05%
COM
FINX
0.05%
FINTEC THMATIC
BTT
0.05%
COM SHS BEN IN
SCZ
0.05%
EAFE SML CP ETF
RDS/A
0.05%
SPONS ADR A
TSLA
0.05%
COM
SKYY
0.05%
ISE CLOUD COMP
KYN
0.05%
COM
VFH
0.05%
FINANCIALS ETF
DGS
0.05%
EMG MKTS SMCAP
PGX
0.05%
PFD ETF
QEFA
0.05%
EAFE QUAL MIX
IWM
0.05%
RUSSELL 2000 ETF
ENR
0.05%
COM
AVT
0.05%
COM
HPE
0.05%
COM
CDXC
0.05%
COM NEW
AMJ
0.05%
ALERIAN ML ETN
POST
0.05%
COM
DGRW
0.05%
US DIVD GRT FD
BND
0.05%
TOTAL BND MRKT
IEFA
0.05%
CORE MSCI EAFE
ARES
0.05%
CL A COM STK
FLOT
0.05%
FLTG RATE BD ETF
ED
0.04%
COM
KRE
0.04%
S&P REGL BKG
CHK
0.04%
COM
CLX
0.04%
COM
HCSG
0.04%
COM
IBB
0.04%
NASDQ BIOTEC ETF
PFG
0.04%
COM
BP
0.04%
SPONSORED ADR
USB
0.04%
COM NEW
ISRG
0.04%
COM NEW
EPC
0.04%
COM
WBS
0.04%
COM
BR
0.04%
COM
AFIN
0.04%
COM CLASS A
FISV
0.04%
COM
IFF
0.04%
COM
ETE
0.04%
COM UT LTD PTN
RWT
0.04%
COM
CSQ
0.04%
COM SH BEN INT
LEO
0.04%
COM
GRBK
0.03%
COM
NLY
0.03%
COM
USA
0.03%
SH BEN INT
F
0.03%
COM PAR $0.01
SID
0.03%
SPONSORED ADR
VIV
0.03%
SPONSORED ADR
NUV
0.03%
COM
TACO
0.03%
COM
BOE
0.03%
COM
MBT
0.03%
SPONSORED ADR
VTA
0.02%
COM
GUT
0.02%
COM
JQC
0.02%
COM SHS
PSLV
0.02%
TR UNIT
TEF
0.02%
SPONSORED ADR
ICL
0.02%
SHS
NIO
0.01%
SPON ADS
SILV
0.01%
COM
UAMY
0.01%
COM
XXII
< 0.01%
COM
PUTW
2.35%
CBOE S&P 500
FFA
0.58%
COM
PSO
0.25%
SPONSORED ADR
PRAH
0.21%
COM
EPD
0.2%
COM
ADP
0.18%
COM
SCPB
0.17%
BARC SHT TR CP
GMED
0.17%
CL A
USFR
0.16%
BLMBRG FL TRFD
EXC
0.16%
COM
WEX
0.16%
COM
PHDG
0.15%
S&P500 DOWNSID
KHC
0.13%
COM
AGND
0.13%
BRCLYS NEGATIVE
SCHR
0.12%
INTRM TRM TRES
UUP
0.12%
BULLISH FD
SHV
0.1%
SHRT TRS BD ETF
SCHF
0.1%
INTL EQTY ETF
IWP
0.1%
RUS MD CP GR ETF
TRV
0.08%
COM
CAH
0.07%
COM
DXJS
0.07%
JPN SCAP HDG EQT
SCHB
0.07%
US BRD MKT ETF
CI
0.06%
COM
CVS
0.06%
COM
SJM
0.06%
COM NEW
SMLV
0.06%
RUSS2000 LOVOL
CSX
0.05%
COM
JLS
0.05%
COM
PNC
0.05%
COM
HHC
0.05%
COM
CLNC
0.04%
CL A
GS
0.03%
COM
GPM
0.02%
COM
PSEC
0.02%
COM
VEON
0.01%
SPONSORED ADR