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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.1 Million 0.1% of portfolio
508,933
Q1 2025 Added 11.85%
$0
$50.4 Million 0.1% of portfolio
493,615
Q1 2025 Reduced 5.9%
$0
$48.6 Million 0.1% of portfolio
504,393
Q1 2025 Added 17.29%
$0
$48.2 Million 0.1% of portfolio
1,049,547
Q1 2025 Added 0.61%
$1.18B
$49.9 Million 0.1% of portfolio
1,656,064
Q1 2025 Added 2.96%
$0
$46.8 Million 0.1% of portfolio
1,009,656
Q1 2025 Added 19.97%
$0
$51 Million 0.1% of portfolio
643,025
Q1 2025 Reduced 11.19%
$0
$45.7 Million 0.09% of portfolio
905,543
Q1 2025 Reduced 1.19%
$0
$46 Million 0.09% of portfolio
917,107
Q1 2025 Added 9.32%
$0
$42.4 Million 0.09% of portfolio
350,222
Q1 2025 Added 5.52%
$0
$42.1 Million 0.09% of portfolio
700,179
Q1 2025 Added 16.6%
$0
$43.1 Million 0.09% of portfolio
466,843
Q1 2025 Added 2.28%
$0
$44.4 Million 0.09% of portfolio
1,554,621
Q1 2025 Reduced 8.32%
$0
$45.3 Million 0.09% of portfolio
1,267,904
Q1 2025 Added 2.62%
$0
$42.5 Million 0.09% of portfolio
427,265
Q1 2025 Added 20.65%
$0
$43.3 Million 0.09% of portfolio
615,047
Q1 2025 Added 21.94%
$0
$42.7 Million 0.09% of portfolio
265,756
Q1 2025 Added 11.04%
$0
$44 Million 0.09% of portfolio
289,868
Q1 2025 Added 7.2%
$0
$41.9 Million 0.09% of portfolio
135,767
Q1 2025 Reduced 9.83%
$0
$38.4 Million 0.08% of portfolio
886,183
Q1 2025 Reduced 6.63%
$0
$40.1 Million 0.08% of portfolio
808,542
Q1 2025 Added 28.46%
$0
$37.6 Million 0.08% of portfolio
586,842
Q1 2025 Added 8.4%
$0
$39.1 Million 0.08% of portfolio
891,496
Q1 2025 Reduced 25.67%
$17.2B
$38.3 Million 0.08% of portfolio
1,235,483
Q1 2025 Added 20.13%
$0
$40.4 Million 0.08% of portfolio
390,586
Q1 2025 Added 5.03%
$0
$38.8 Million 0.08% of portfolio
911,999
Q1 2025 Added 22.78%
$0
$41.1 Million 0.08% of portfolio
326,445
Q1 2025 Added 11.32%
$0
$38.3 Million 0.08% of portfolio
344,996
Q1 2025 Added 23.55%
$0
$38.3 Million 0.08% of portfolio
250,167
Q1 2025 Added 10.1%
$0
$40.8 Million 0.08% of portfolio
799,153
Q1 2025 Added 6.97%
$0
$37.2 Million 0.08% of portfolio
756,609
Q1 2025 Added 5.9%
$0
$39.9 Million 0.08% of portfolio
1,664,340
Q1 2025 Added 110.04%
$0
$38.3 Million 0.08% of portfolio
766,329
Q1 2025 Added 31.1%
$0
$39.5 Million 0.08% of portfolio
1,093,233
Q1 2025 Added 24.5%
$0
$41 Million 0.08% of portfolio
1,752,023
Q1 2025 Reduced 4.5%
$0
$37.5 Million 0.08% of portfolio
1,127,928
Q1 2025 Added 2.97%
$0
$39.8 Million 0.08% of portfolio
696,604
Q1 2025 Reduced 27.76%
$0
$37.2 Million 0.08% of portfolio
745,643
Q1 2025 Added 0.5%
$0
$37.3 Million 0.08% of portfolio
218,335
Q1 2025 Added 6.93%
$0
$37 Million 0.08% of portfolio
373,316
Q1 2025 Added 6.38%
$0
$33.4 Million 0.07% of portfolio
1,366,063
Q1 2025 Added 0.94%
$0
$33.9 Million 0.07% of portfolio
537,631
Q1 2025 Added 11.81%
$0
$33.4 Million 0.07% of portfolio
1,118,629
Q1 2025 Added 3.5%
$0
$36.7 Million 0.07% of portfolio
1,165,864
Q1 2025 Reduced 8.25%
$0
$36.7 Million 0.07% of portfolio
369,329
Q1 2025 Added 55.03%
$0
$32.4 Million 0.07% of portfolio
1,398,691
Q1 2025 Added 12.16%
$0
$32.6 Million 0.07% of portfolio
279,660
Q1 2025 Added 16.33%
$0
$32.9 Million 0.07% of portfolio
174,594
Q1 2025 Added 13.29%
$0
$35.7 Million 0.07% of portfolio
1,160,157
Q1 2025 Added 11.32%

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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