Cetera Investment Advisers Portfolio Holdings

Cetera Investment Advisers

  • $44.2 Billion
  • Q3 2024

Cetera Investment Advisers has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $44.2 Billion distributed in 3714 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.21B, Ishares Core S&P 500 ETF with a value of $1.17B, Microsoft Corp with a value of $837M, Nvidia Corp with a value of $828M, and Spdr S&P 500 ETF Trust with a value of $747M.

Examining the 13F form we can see an increase of $1.99B in the current position value, from $42.2B to 44.2B.

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 $44.2 Billion
ETFs: $28.1 Billion
Technology: $4.75 Billion
Financial Services: $2.28 Billion
Consumer Cyclical: $1.68 Billion
Healthcare: $1.54 Billion
Industrials: $1.38 Billion
Communication Services: $1.05 Billion
Consumer Defensive: $1.02 Billion
Other: $1.84 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64B
$17.6 Million 0.04% of portfolio
62,527
Q3 2024 Added 1.7%
$113B
$19.6 Million 0.04% of portfolio
233,366
Q3 2024 Added 7.2%
$61B
$16.7 Million 0.04% of portfolio
16,102
Q3 2024 Added 8.79%
$25.7B
$16.6 Million 0.04% of portfolio
86,547
Q3 2024 Added 1.59%
$84.2B
$16.6 Million 0.04% of portfolio
63,215
Q3 2024 Added 4.28%
$101B
$16.4 Million 0.04% of portfolio
700,372
Q3 2024 Reduced 2.79%
$37.5B
$17.3 Million 0.04% of portfolio
72,918
Q3 2024 Added 1.84%
$47.5B
$15.9 Million 0.04% of portfolio
66,729
Q3 2024 Added 3.06%
$89.6B
$19.3 Million 0.04% of portfolio
39,074
Q3 2024 Added 7.82%
$228B
$18 Million 0.04% of portfolio
172,292
Q3 2024 Added 12.45%
$83.6B
$15.8 Million 0.04% of portfolio
35,174
Q3 2024 Added 0.53%
$59.4B
$16.2 Million 0.04% of portfolio
67,541
Q3 2024 Reduced 0.12%
$77.1B
$19 Million 0.04% of portfolio
16,525
Q3 2024 Added 1.46%
$52.1B
$16.7 Million 0.04% of portfolio
124,105
Q3 2024 Added 10.68%
$100B
$15.6 Million 0.04% of portfolio
200,325
Q3 2024 Added 1.75%
$64.1B
$17.2 Million 0.04% of portfolio
130,885
Q3 2024 Reduced 2.07%
$156B
$18.1 Million 0.04% of portfolio
71,448
Q3 2024 Added 4.65%
$59.3B
$16.2 Million 0.04% of portfolio
44,531
Q3 2024 Reduced 0.16%
$68.5B
$16.9 Million 0.04% of portfolio
84,310
Q3 2024 Added 35.16%
$24.9B
$16.1 Million 0.04% of portfolio
318,123
Q3 2024 Added 3.24%
$296B
$19.8 Million 0.04% of portfolio
96,132
Q3 2024 Added 11.74%
$63.6B
$19.4 Million 0.04% of portfolio
453,551
Q3 2024 Added 5.63%
$30.4B
$16.4 Million 0.04% of portfolio
78,073
Q3 2024 Reduced 7.82%
$45.6B
$15.7 Million 0.04% of portfolio
58,511
Q3 2024 Added 4.56%
$220B
$12.1 Million 0.03% of portfolio
113,759
Q3 2024 Added 15.23%
$55.1B
$11.1 Million 0.03% of portfolio
58,681
Q3 2024 Added 2.79%
$44.2B
$11.2 Million 0.03% of portfolio
171,726
Q3 2024 Added 4.67%
$53.1B
$14.4 Million 0.03% of portfolio
58,636
Q3 2024 Added 0.27%
$58.8B
$13.1 Million 0.03% of portfolio
4,156
Q3 2024 Reduced 3.89%
$63.9B
$12.9 Million 0.03% of portfolio
53,506
Q3 2024 Added 9.66%
$428B
$12.4 Million 0.03% of portfolio
18
Q3 2024 Reduced 5.26%
$91.1B
$11.6 Million 0.03% of portfolio
370,423
Q3 2024 Reduced 2.8%
$13.3B
$11.2 Million 0.03% of portfolio
101,774
Q3 2024 Reduced 5.42%
$85.6B
$14.1 Million 0.03% of portfolio
52,019
Q3 2024 Reduced 3.06%
$31.9B
$11.3 Million 0.03% of portfolio
102,245
Q3 2024 Reduced 0.28%
$12.9B
$11.2 Million 0.03% of portfolio
144,330
Q3 2024 Added 2.17%
$64.4B
$12.6 Million 0.03% of portfolio
156,357
Q3 2024 Added 0.86%
$22.6B
$14.9 Million 0.03% of portfolio
73,124
Q3 2024 Added 81.37%
$22.8B
$12.1 Million 0.03% of portfolio
62,611
Q3 2024 Added 3.82%
$55.6B
$13.1 Million 0.03% of portfolio
72,917
Q3 2024 Added 7.57%
$38.6B
$11.9 Million 0.03% of portfolio
46,178
Q3 2024 Added 3.68%
$41B
$11.1 Million 0.03% of portfolio
245,825
Q3 2024 Added 12.14%
$45.7B
$13.8 Million 0.03% of portfolio
116,309
Q3 2024 Added 13.67%
$75.2B
$13.7 Million 0.03% of portfolio
396,332
Q3 2024 Added 3.28%
$56.8B
$13.8 Million 0.03% of portfolio
72,257
Q3 2024 Added 5.7%
$40.6B
$11.1 Million 0.03% of portfolio
218,581
Q3 2024 Reduced 0.92%
$25.8B
$11.1 Million 0.03% of portfolio
284,779
Q3 2024 Reduced 4.1%
$68.4B
$12.7 Million 0.03% of portfolio
90,248
Q3 2024 Added 21.38%
$0
$12 Million 0.03% of portfolio
1,196,754
Q3 2024 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 3,714
  • Current Value $44.2 Billion
  • Prior Value $42.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 229 stocks
  • Additional Purchases 1,885 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,499 stocks
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