Cetera Investment Advisers Portfolio Holdings

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024

Cetera Investment Advisers has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $45.9 Billion distributed in 3762 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.31B, Ishares Core S&P 500 ETF with a value of $1.23B, Nvidia Corp with a value of $926M, Microsoft Corp with a value of $834M, and Spdr S&P 500 ETF Trust with a value of $765M.

Examining the 13F form we can see an increase of $1.74B in the current position value, from $44.2B to 45.9B.

Cetera Investment Advisers is based out at Schaumburg, IL

Below you can find more details about Cetera Investment Advisers portfolio as well as his latest detailed transactions.

Portfolio value $45.9 Billion
ETFs: $29.3 Billion
Technology: $5.08 Billion
Financial Services: $2.41 Billion
Consumer Cyclical: $1.89 Billion
Industrials: $1.38 Billion
Healthcare: $1.38 Billion
Communication Services: $1.15 Billion
Consumer Defensive: $1.02 Billion
Other: $1.76 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$1.31 Billion 2.85% of portfolio
5,236,230
Q4 2024 Added 0.86%
$270B
$926 Million 2.01% of portfolio
6,893,466
Q4 2024 Added 1.11%
$2.8T
$834 Million 1.82% of portfolio
1,979,211
Q4 2024 Added 1.77%
$1.94T
$648 Million 1.41% of portfolio
2,954,340
Q4 2024 Added 2.33%
$683B
$290 Million 0.63% of portfolio
639,515
Q4 2024 Added 0.16%
$922B
$277 Million 0.6% of portfolio
1,464,173
Q4 2024 Added 2.29%
$1.3T
$278 Million 0.6% of portfolio
470,935
Q4 2024 Added 6.88%
$67.8B
$243 Million 0.53% of portfolio
1,050,236
Q4 2024 Reduced 2.04%
$818B
$236 Million 0.51% of portfolio
584,822
Q4 2024 Added 6.05%
$720B
$215 Million 0.47% of portfolio
898,632
Q4 2024 Added 1.89%
$573B
$204 Million 0.45% of portfolio
646,948
Q4 2024 Added 2.12%
$951B
$190 Million 0.41% of portfolio
997,791
Q4 2024 Added 0.57%
$785B
$180 Million 0.39% of portfolio
232,598
Q4 2024 Added 2.56%
$375B
$171 Million 0.37% of portfolio
439,797
Q4 2024 Added 2.68%
$238B
$168 Million 0.37% of portfolio
1,856,878
Q4 2024 Added 7.08%
$419B
$148 Million 0.32% of portfolio
161,563
Q4 2024 Added 4.8%
$404B
$119 Million 0.26% of portfolio
712,543
Q4 2024 Added 2.55%
$523B
$115 Million 0.25% of portfolio
219,249
Q4 2024 Added 1.49%
$490B
$115 Million 0.25% of portfolio
226,578
Q4 2024 Reduced 0.41%
$370B
$111 Million 0.24% of portfolio
623,679
Q4 2024 Added 1.67%
$268B
$105 Million 0.23% of portfolio
315,193
Q4 2024 Added 3.99%
$327B
$103 Million 0.22% of portfolio
710,919
Q4 2024 Reduced 1.68%
$166B
$95.4 Million 0.21% of portfolio
789,488
Q4 2024 Reduced 0.76%
$434B
$94.9 Million 0.21% of portfolio
655,985
Q4 2024 Added 1.78%
$861B
$97.7 Million 0.21% of portfolio
494,728
Q4 2024 Added 7.83%
$117B
$91.8 Million 0.2% of portfolio
188,880
Q4 2024 Reduced 0.05%
$230B
$85.1 Million 0.19% of portfolio
293,518
Q4 2024 Added 4.17%
$174B
$84.7 Million 0.18% of portfolio
233,524
Q4 2024 Reduced 1.88%
$0
$76.4 Million 0.17% of portfolio
6,012,799
Q4 2024 Reduced 0.67%
$173B
$79.2 Million 0.17% of portfolio
515,793
Q4 2024 Reduced 0.74%
$377B
$71.3 Million 0.16% of portfolio
427,885
Q4 2024 Added 5.11%
$166B
$71.3 Million 0.16% of portfolio
942,462
Q4 2024 Added 9.48%
$191B
$72.8 Million 0.16% of portfolio
1,821,087
Q4 2024 Reduced 2.52%
$310B
$66.8 Million 0.15% of portfolio
1,072,967
Q4 2024 Added 3.94%
$227B
$67.7 Million 0.15% of portfolio
680,931
Q4 2024 Reduced 4.04%
$415B
$69.4 Million 0.15% of portfolio
77,851
Q4 2024 Added 1.43%
$207B
$68.8 Million 0.15% of portfolio
452,749
Q4 2024 Reduced 4.27%
$223B
$62.6 Million 0.14% of portfolio
284,956
Q4 2024 Reduced 0.46%
$44.3B
$64.5 Million 0.14% of portfolio
642,028
Q4 2024 Added 1.15%
$246B
$64.5 Million 0.14% of portfolio
535,634
Q4 2024 Added 4.17%
$202B
$61.9 Million 0.13% of portfolio
2,718,425
Q4 2024 Reduced 2.41%
$145B
$59.2 Million 0.13% of portfolio
239,946
Q4 2024 Added 3.88%
$51.1B
$58 Million 0.13% of portfolio
318,921
Q4 2024 Added 107.46%
$108B
$55.7 Million 0.12% of portfolio
1,065,197
Q4 2024 Added 4.6%
$253B
$55.6 Million 0.12% of portfolio
938,470
Q4 2024 Added 2.37%
$75.7B
$54.3 Million 0.12% of portfolio
158,584
Q4 2024 Added 1.51%
$180B
$53.8 Million 0.12% of portfolio
483,211
Q4 2024 Reduced 1.68%
$142B
$53.6 Million 0.12% of portfolio
2,021,564
Q4 2024 Reduced 1.98%
$161B
$54.3 Million 0.12% of portfolio
51,214
Q4 2024 Added 1.0%

Summary

  • Portfolio
  • No. of Stocks 3,762
  • Current Value $45.9 Billion
  • Prior Value $44.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 231 stocks
  • Additional Purchases 2,034 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,399 stocks
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