Cetera Investment Advisers Portfolio Holdings

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025

Cetera Investment Advisers has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $49.2 Billion distributed in 3975 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.22B, Apple Inc. with a value of $1.2B, Invesco Qqq Trust, Series 1 with a value of $788M, Nvidia Corp with a value of $789M, and Microsoft Corp with a value of $776M.

Examining the 13F form we can see an increase of $3.26B in the current position value, from $45.9B to 49.2B.

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 $49.2 Billion
ETFs: $31.8 Billion
Technology: $4.74 Billion
Financial Services: $2.7 Billion
Consumer Cyclical: $1.79 Billion
Healthcare: $1.6 Billion
Industrials: $1.5 Billion
Communication Services: $1.18 Billion
Consumer Defensive: $1.17 Billion
Other: $2.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$337M
$31,000 0.0% of portfolio
12,447
Q1 2025 New
$4.44B
$307,000 0.0% of portfolio
6,748
Q1 2025 Reduced 3.63%
$3.73B
$196,000 0.0% of portfolio
11,832
Q1 2025 New
$370M
$262,000 0.0% of portfolio
62,726
Q1 2025 Added 40.81%
$5.13B
$357,000 0.0% of portfolio
6,531
Q1 2025 Added 6.66%
$153M
$207,000 0.0% of portfolio
5,244
Q1 2025 New
$9.56B
$2.43 Million 0.0% of portfolio
9,236
Q1 2025 Added 22.33%
$5.85B
$272,000 0.0% of portfolio
3,965
Q1 2025 Added 10.41%
$530M
$583,000 0.0% of portfolio
25,598
Q1 2025 Added 23.09%
$1.24B
$207,000 0.0% of portfolio
19,187
Q1 2025 New
$1.74B
$368,000 0.0% of portfolio
3,723
Q1 2025 Reduced 6.48%
$3.35B
$1 Million 0.0% of portfolio
50,511
Q1 2025 Added 1.34%
$7.45B
$88,000 0.0% of portfolio
10,868
Q1 2025 Added 0.85%
$3.59B
$334,000 0.0% of portfolio
8,538
Q1 2025 New
$9.78B
$1.67 Million 0.0% of portfolio
15,345
Q1 2025 Added 11.27%
$5.26B
$301,000 0.0% of portfolio
3,160
Q1 2025 Reduced 4.24%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 16.95%
$27.5B
$1.8 Million 0.0% of portfolio
17,664
Q1 2025 Reduced 31.67%
$6.78B
$537,000 0.0% of portfolio
4,512
Q1 2025 Added 6.26%
$9.22B
$2.39 Million 0.0% of portfolio
192,421
Q1 2025 Added 30.36%
$8.07B
$920,000 0.0% of portfolio
5,481
Q1 2025 Added 89.13%
$15.1B
$1.39 Million 0.0% of portfolio
30,766
Q1 2025 Reduced 14.06%
$175M
$117,000 0.0% of portfolio
16,151
Q1 2025 New
$8.24B
$1.2 Million 0.0% of portfolio
12,981
Q1 2025 Reduced 10.54%
$851M
$54,000 0.0% of portfolio
12,527
Q1 2025 New
$5.89B
$2.37 Million 0.0% of portfolio
30,671
Q1 2025 Added 9.97%
-
$0 0.0% of portfolio
-
Q1 2025 Added 17.59%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.86%
$6.39B
$958,000 0.0% of portfolio
19,831
Q1 2025 Added 31.28%
$14.4B
$1.22 Million 0.0% of portfolio
13,444
Q1 2025 Added 11.51%
$10.1B
$427,000 0.0% of portfolio
15,979
Q1 2025 Reduced 33.01%
$6.45B
$1.13 Million 0.0% of portfolio
22,945
Q1 2025 Added 0.65%
$2.23B
$304,000 0.0% of portfolio
4,410
Q1 2025 Added 18.23%
$9.86B
$2.34 Million 0.0% of portfolio
32,468
Q1 2025 Added 19.37%
$11B
$772,000 0.0% of portfolio
35,112
Q1 2025 Reduced 41.07%
$5.73B
$499,000 0.0% of portfolio
16,368
Q1 2025 Added 19.01%
$4.08B
$806,000 0.0% of portfolio
156,975
Q1 2025 Added 21.88%
$2.65B
$338,000 0.0% of portfolio
57,111
Q1 2025 Added 1.06%
$15.8B
$1.44 Million 0.0% of portfolio
9,077
Q1 2025 Reduced 18.26%
$4.36B
$347,000 0.0% of portfolio
10,513
Q1 2025 Reduced 1.24%
$14.4B
$2.38 Million 0.0% of portfolio
18,239
Q1 2025 Reduced 26.45%
$6.27B
$236,000 0.0% of portfolio
9,392
Q1 2025 Reduced 28.92%
$3.75B
$1.1 Million 0.0% of portfolio
16,749
Q1 2025 Reduced 8.79%
$3.56B
$1.43 Million 0.0% of portfolio
52,268
Q1 2025 Added 8.02%
$0
$895,000 0.0% of portfolio
83,503
Q1 2025 Reduced 0.17%
$8.47B
$2.13 Million 0.0% of portfolio
22,294
Q1 2025 Added 32.53%
$0
$242,000 0.0% of portfolio
48,909
Q1 2025 Added 10.36%
$0
$191,000 0.0% of portfolio
20,822
Q1 2025 Added 3.27%
$11.5B
$2.17 Million 0.0% of portfolio
59,592
Q1 2025 Added 11.67%

Summary

  • Portfolio
  • No. of Stocks 3,975
  • Current Value $49.2 Billion
  • Prior Value $45.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 351 stocks
  • Additional Purchases 2,421 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,102 stocks
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