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
$318M
$186,000 0.0% of portfolio
13,524
Q4 2024 Reduced 24.8%
$3.69B
$259,000 0.0% of portfolio
3,816
Q4 2024 Reduced 73.0%
$7.43B
$320,000 0.0% of portfolio
11,622
Q4 2024 Reduced 12.88%
$3.77B
$1.16 Million 0.0% of portfolio
29,815
Q4 2024 Added 8.73%
$7.37B
$808,000 0.0% of portfolio
14,435
Q4 2024 Added 9.41%
$12.2B
$377,000 0.0% of portfolio
15,375
Q4 2024 Added 35.31%
$435M
$916,000 0.0% of portfolio
90,609
Q4 2024 Added 3.3%
$8.44B
$1.86 Million 0.0% of portfolio
27,307
Q4 2024 Added 1.17%
$13B
$625,000 0.0% of portfolio
58,085
Q4 2024 Reduced 21.86%
$12.3B
$416,000 0.0% of portfolio
11,468
Q4 2024 New
$12M
$12,000 0.0% of portfolio
13,100
Q4 2024 Added 24.76%
$489M
$301,000 0.0% of portfolio
5,263
Q1 2024 New
$7B
$474,000 0.0% of portfolio
4,768
Q4 2024 Reduced 21.63%
$5.03B
$552,000 0.0% of portfolio
7,817
Q4 2024 Reduced 2.21%
$4.01B
$552,000 0.0% of portfolio
8,151
Q4 2024 Added 8.74%
-
$0 0.0% of portfolio
-
Q4 2024 Added 1.34%
$4.69B
$1.52 Million 0.0% of portfolio
8,242
Q4 2024 Reduced 2.18%
$0
$492,000 0.0% of portfolio
30,720
Q4 2024 Reduced 0.01%
$21.1B
$1.73 Million 0.0% of portfolio
22,799
Q4 2024 Added 69.07%
$6.1B
$2.28 Million 0.0% of portfolio
67,302
Q4 2024 Added 0.3%
$217M
$37,000 0.0% of portfolio
25,532
Q4 2024 Added 18.85%
$1.97B
$726,000 0.0% of portfolio
3,887
Q4 2024 Added 4.52%
$1.7B
$427,000 0.0% of portfolio
28,594
Q4 2024 Added 1.02%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.34%
$17.2B
$1.8 Million 0.0% of portfolio
18,308
Q4 2024 Added 6.21%
$39.5B
$733,000 0.0% of portfolio
56,182
Q4 2024 Added 11.72%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 22.36%
$64.8M
$55,000 0.0% of portfolio
93,150
Q4 2024 Added 0.45%
$3.34B
$235,000 0.0% of portfolio
4,076
Q4 2024 Reduced 34.33%
$22.3B
$1.43 Million 0.0% of portfolio
6,936
Q4 2024 Reduced 43.43%
$3.84B
$1.57 Million 0.0% of portfolio
9,323
Q4 2024 Added 0.57%
$10.4B
$1.18 Million 0.0% of portfolio
11,161
Q4 2024 Added 13.29%
$22.2B
$791,000 0.0% of portfolio
31,692
Q4 2024 Reduced 28.37%
$2.38B
$558,000 0.0% of portfolio
5,696
Q4 2024 Added 23.64%
$5.25B
$1.54 Million 0.0% of portfolio
14,847
Q4 2024 Added 10.95%
$732M
$425,000 0.0% of portfolio
10,267
Q4 2024 Reduced 14.54%
$1.31B
$1.07 Million 0.0% of portfolio
61,977
Q4 2024 Added 4.98%
$6.21B
$260,000 0.0% of portfolio
5,141
Q4 2024 Reduced 45.06%
$16.2B
$771,000 0.0% of portfolio
6,271
Q4 2024 Reduced 4.17%
$760M
$169,000 0.0% of portfolio
15,839
Q4 2024 Reduced 13.9%
$4.75B
$1.73 Million 0.0% of portfolio
33,599
Q4 2024 Added 2.8%
$561M
$622,000 0.0% of portfolio
80,832
Q4 2024 Added 276.87%
$1.4B
$601,000 0.0% of portfolio
65,022
Q4 2024 Added 50.22%
$16.6M
$39,000 0.0% of portfolio
22,200
Q3 2024 Added 81.97%
$425M
$666,000 0.0% of portfolio
16,827
Q4 2024 Added 0.97%
$2.41B
$2.07 Million 0.0% of portfolio
64,437
Q4 2024 Reduced 15.61%
$2.88B
$239,000 0.0% of portfolio
3,033
Q4 2024 Reduced 1.53%
$1.24B
$584,000 0.0% of portfolio
24,621
Q4 2024 Added 5.72%
$6.9B
$357,000 0.0% of portfolio
6,985
Q4 2024 Added 27.46%

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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