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
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 51.59%
$0
$205,000 0.0% of portfolio
5,322
Q4 2024 New
$46.7B
$784,000 0.0% of portfolio
59,273
Q4 2024 Added 14.65%
$8.53B
$895,000 0.0% of portfolio
89,359
Q4 2024 Reduced 3.57%
$1.3B
$510,000 0.0% of portfolio
14,185
Q4 2024 Added 7.43%
$3.33B
$745,000 0.0% of portfolio
21,841
Q4 2024 Reduced 10.17%
$682M
$82,000 0.0% of portfolio
42,756
Q4 2024 Reduced 7.06%
$6.45B
$1.85 Million 0.0% of portfolio
30,198
Q4 2024 Added 9.86%
$0
$114,000 0.0% of portfolio
23,810
Q4 2024 Added 0.12%
$12.4B
$875,000 0.0% of portfolio
7,461
Q4 2024 Added 21.83%
$13.1B
$790,000 0.0% of portfolio
27,328
Q4 2024 Added 22.28%
$4.14B
$647,000 0.0% of portfolio
35,391
Q4 2024 Reduced 1.25%
$27.4B
$750,000 0.0% of portfolio
93,134
Q4 2024 Added 157.77%
$14.4B
$231,000 0.0% of portfolio
30,650
Q4 2024 Added 9.67%
$26.1B
$47,000 0.0% of portfolio
11,820
Q4 2024 New
$0
$173,000 0.0% of portfolio
14,487
Q4 2024 Reduced 48.53%
$0
$794,000 0.0% of portfolio
154,923
Q4 2024 Added 49.87%
$9.47B
$695,000 0.0% of portfolio
12,264
Q4 2024 Added 108.89%
$2.35B
$280,000 0.0% of portfolio
9,009
Q4 2024 Reduced 13.04%
$14.3B
$2.15 Million 0.0% of portfolio
17,062
Q4 2024 Reduced 2.66%
$399M
$568,000 0.0% of portfolio
100,366
Q4 2024 Added 421.87%
$2.65B
$579,000 0.0% of portfolio
12,544
Q4 2024 Added 51.72%
$6.21B
$255,000 0.0% of portfolio
8,781
Q4 2024 Added 1.81%
$4.74B
$250,000 0.0% of portfolio
4,235
Q4 2024 Added 9.94%
$1.55B
$2.12 Million 0.0% of portfolio
53,297
Q4 2024 Reduced 2.06%
$18B
$1.17 Million 0.0% of portfolio
53,105
Q4 2024 Reduced 1.66%
$10.4B
$1.94 Million 0.0% of portfolio
1,758
Q4 2024 Added 3.17%
$11.4B
$1.11 Million 0.0% of portfolio
6,159
Q4 2024 Added 60.39%
$7.14B
$415,000 0.0% of portfolio
3,074
Q4 2024 Reduced 0.74%
$3.4B
$380,000 0.0% of portfolio
30,300
Q4 2024 Reduced 11.02%
$6.25B
$1.57 Million 0.0% of portfolio
52,199
Q4 2024 Reduced 0.97%
$11.4B
$1.48 Million 0.0% of portfolio
35,390
Q4 2024 Reduced 2.05%
$798M
$91,000 0.0% of portfolio
19,792
Q4 2024 Added 1.37%
$397M
$276,000 0.0% of portfolio
208,257
Q4 2024 Added 69.51%
$5.4B
$431,000 0.0% of portfolio
6,040
Q4 2024 Reduced 29.32%
$11.4B
$1.94 Million 0.0% of portfolio
53,248
Q4 2024 Added 59.49%
$9.67B
$1.12 Million 0.0% of portfolio
3,591
Q4 2024 Added 11.18%
$3.94B
$333,000 0.0% of portfolio
17,728
Q4 2024 Reduced 62.7%
$7.75B
$532,000 0.0% of portfolio
6,654
Q4 2024 Reduced 7.65%
$110B
$2.29 Million 0.0% of portfolio
43,034
Q4 2024 Reduced 40.14%
$0
$456,000 0.0% of portfolio
10,870
Q4 2024 Added 7.69%
$4.19B
$247,000 0.0% of portfolio
4,807
Q4 2024 New
$31.3M
$19,000 0.0% of portfolio
10,373
Q4 2024 Reduced 23.08%
$16B
$1.39 Million 0.0% of portfolio
10,615
Q4 2024 Added 2.22%
$2.2B
$515,000 0.0% of portfolio
8,260
Q4 2024 Added 8.31%
$2.39B
$732,000 0.0% of portfolio
195,435
Q4 2024 Added 11.38%
$3.83B
$528,000 0.0% of portfolio
10,472
Q4 2024 Added 22.54%
$6.55B
$1.11 Million 0.0% of portfolio
16,029
Q4 2024 Added 16.24%

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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