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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.22 Billion 2.47% of portfolio
2,166,906
Q1 2025 Added 3.58%
$3.23T
$1.2 Billion 2.45% of portfolio
5,424,593
Q1 2025 Added 3.6%
$0
$788 Million 1.6% of portfolio
1,679,896
Q1 2025 New
$358B
$789 Million 1.6% of portfolio
7,282,641
Q1 2025 Added 5.65%
$3.56T
$776 Million 1.58% of portfolio
2,067,873
Q1 2025 Added 4.48%
$0
$748 Million 1.52% of portfolio
1,454,612
Q1 2025 Added 8.12%
$0
$741 Million 1.51% of portfolio
1,324,487
Q1 2025 Added 1.54%
$0
$635 Million 1.29% of portfolio
2,310,153
Q1 2025 Added 3.99%
$2.14T
$592 Million 1.2% of portfolio
3,112,444
Q1 2025 Added 5.35%
$0
$517 Million 1.05% of portfolio
5,221,839
Q1 2025 Added 8.04%
$0
$454 Million 0.92% of portfolio
1,255,951
Q1 2025 Reduced 0.69%
$0
$437 Million 0.89% of portfolio
9,477,823
Q1 2025 Reduced 9.19%
$0
$435 Million 0.88% of portfolio
5,916,021
Q1 2025 Added 7.98%
$0
$424 Million 0.86% of portfolio
2,452,043
Q1 2025 Added 4.96%
$0
$415 Million 0.84% of portfolio
1,119,907
Q1 2025 Added 6.39%
$0
$374 Million 0.76% of portfolio
1,960,044
Q1 2025 Added 20.15%
$0
$367 Million 0.75% of portfolio
2,147,899
Q1 2025 Added 6.68%
$0
$361 Million 0.73% of portfolio
10,119,747
Q1 2025 Added 19.8%
$0
$323 Million 0.66% of portfolio
5,203,234
Q1 2025 Added 5.21%
$0
$322 Million 0.65% of portfolio
3,465,787
Q1 2025 Added 7.89%
$0
$308 Million 0.63% of portfolio
10,361,970
Q1 2025 Added 1.13%
$1.53T
$294 Million 0.6% of portfolio
509,947
Q1 2025 Added 8.28%
$0
$281 Million 0.57% of portfolio
3,718,385
Q1 2025 Added 8.47%
$0
$278 Million 0.56% of portfolio
5,468,858
Q1 2025 Added 14.96%
$0
$264 Million 0.54% of portfolio
4,821,379
Q1 2025 Added 4.55%
$0
$250 Million 0.51% of portfolio
5,123,558
Q1 2025 Added 26.27%
$995B
$244 Million 0.5% of portfolio
1,578,549
Q1 2025 Added 7.81%
$0
$239 Million 0.49% of portfolio
1,236,817
Q1 2025 Added 9.27%
$807B
$238 Million 0.48% of portfolio
969,361
Q1 2025 Added 7.87%
$0
$234 Million 0.48% of portfolio
9,339,176
Q1 2025 Added 27.86%
$107B
$237 Million 0.48% of portfolio
821,760
Q1 2025 Added 15.05%
$554B
$233 Million 0.47% of portfolio
665,644
Q1 2025 Added 2.89%
$0
$229 Million 0.46% of portfolio
2,494,101
Q1 2025 Added 4.43%
$0
$222 Million 0.45% of portfolio
1,181,842
Q1 2025 Reduced 4.0%
$0
$221 Million 0.45% of portfolio
3,865,420
Q1 2025 Added 6.65%
$0
$212 Million 0.43% of portfolio
3,955,583
Q1 2025 Added 22.97%
$0
$209 Million 0.43% of portfolio
1,622,745
Q1 2025 Added 4.92%
$0
$208 Million 0.42% of portfolio
1,989,115
Q1 2025 Added 6.51%
$0
$207 Million 0.42% of portfolio
4,231,180
Q1 2025 Added 10.43%
$0
$206 Million 0.42% of portfolio
796,005
Q1 2025 Added 4.39%
$725B
$203 Million 0.41% of portfolio
246,287
Q1 2025 Added 5.89%
$0
$191 Million 0.39% of portfolio
6,818,561
Q1 2025 Added 12.36%
$101B
$185 Million 0.38% of portfolio
1,106,256
Q1 2025 Added 5.33%
$0
$185 Million 0.38% of portfolio
2,819,716
Q1 2025 Added 5.82%
$0
$180 Million 0.37% of portfolio
2,258,212
Q1 2025 Added 7.25%
$0
$175 Million 0.36% of portfolio
1,863,533
Q1 2025 Added 17.53%
$0
$175 Million 0.36% of portfolio
3,459,140
Q1 2025 Added 14.11%
$0
$179 Million 0.36% of portfolio
2,229,013
Q1 2025 Reduced 20.2%
$478B
$174 Million 0.35% of portfolio
1,464,199
Q1 2025 Added 11.31%

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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