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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.78B
$1.83 Million 0.0% of portfolio
164,242
Q1 2025 Added 5.53%
$2.08B
$318,000 0.0% of portfolio
17,483
Q1 2025 New
$6.55B
$246,000 0.0% of portfolio
1,211
Q1 2025 Reduced 39.51%
$3.19B
$989,000 0.0% of portfolio
4,057
Q1 2025 Reduced 2.78%
$3.6B
$539,000 0.0% of portfolio
10,069
Q1 2025 Reduced 18.26%
$9.14B
$1.24 Million 0.0% of portfolio
24,090
Q1 2025 Added 13.1%
$2.56B
$827,000 0.0% of portfolio
56,567
Q1 2025 Added 36.28%
$9.05B
$1.08 Million 0.0% of portfolio
6,956
Q1 2025 Added 9.27%
$6.16B
$550,000 0.0% of portfolio
7,159
Q1 2025 Added 134.18%
$8B
$484,000 0.0% of portfolio
6,304
Q1 2025 Added 27.61%
$3.27B
$1.44 Million 0.0% of portfolio
135,968
Q1 2025 Added 6.53%
$9.22B
$303,000 0.0% of portfolio
3,030
Q1 2025 Added 0.76%
$6.13B
$642,000 0.0% of portfolio
4,094
Q1 2025 Added 40.45%
$5.07B
$1.47 Million 0.0% of portfolio
16,358
Q1 2025 Added 32.87%
$4.5B
$485,000 0.0% of portfolio
252
Q1 2025 Added 3.7%
$7.31B
$2.21 Million 0.0% of portfolio
19,663
Q1 2025 Added 24.53%
$3.17B
$1.38 Million 0.0% of portfolio
18,153
Q1 2025 Reduced 0.31%
$7.59B
$269,000 0.0% of portfolio
7,112
Q1 2025 Reduced 11.6%
$7.01B
$1.27 Million 0.0% of portfolio
13,992
Q1 2025 Added 8.84%
$8.74B
$501,000 0.0% of portfolio
36,478
Q1 2025 Added 6.83%
$2.42B
$274,000 0.0% of portfolio
7,410
Q1 2025 Added 25.47%
$2.54B
$916,000 0.0% of portfolio
27,690
Q1 2025 Added 34.25%
$2.43B
$195,000 0.0% of portfolio
14,393
Q1 2025 Reduced 51.9%
$3.93B
$247,000 0.0% of portfolio
3,709
Q1 2025 Added 15.11%
$7.27B
$2.05 Million 0.0% of portfolio
41,060
Q1 2025 Added 18.87%
$6.29B
$715,000 0.0% of portfolio
21,703
Q1 2025 Added 5.61%

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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