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
$10.8 Million 0.02% of portfolio
430,806
Q1 2025 Added 6.25%
$0
$12 Million 0.02% of portfolio
251,327
Q1 2025 Added 15.31%
$0
$7.77 Million 0.02% of portfolio
308,204
Q1 2025 Added 10.19%
$0
$10.4 Million 0.02% of portfolio
472,969
Q1 2025 Reduced 2.16%
$0
$8.44 Million 0.02% of portfolio
190,733
Q1 2025 Added 9.81%
$0
$10.3 Million 0.02% of portfolio
130,075
Q1 2025 Added 68.32%
$0
$10.4 Million 0.02% of portfolio
78,923
Q1 2025 Reduced 39.22%
$0
$9.98 Million 0.02% of portfolio
175,603
Q1 2025 Added 22.89%
$0
$9.08 Million 0.02% of portfolio
45,249
Q1 2025 Added 19.52%
$0
$10.2 Million 0.02% of portfolio
359,294
Q1 2025 Added 0.33%
$0
$11.1 Million 0.02% of portfolio
453,969
Q1 2025 Added 2.51%
$6.2B
$9.35 Million 0.02% of portfolio
472,908
Q1 2025 Added 1.35%
$0
$8.55 Million 0.02% of portfolio
243,284
Q1 2025 New
$38.7B
$8.16 Million 0.02% of portfolio
40,714
Q1 2025 Added 15.01%
$30.3B
$9.65 Million 0.02% of portfolio
176,425
Q1 2025 Added 27.12%
$5.83B
$9.38 Million 0.02% of portfolio
170,220
Q1 2025 Added 7.79%
$0
$8.09 Million 0.02% of portfolio
316,822
Q1 2025 Added 163.87%
$0
$8.75 Million 0.02% of portfolio
192,175
Q1 2025 Reduced 0.34%
$0
$11.3 Million 0.02% of portfolio
43,094
Q1 2025 Reduced 28.94%
$0
$11.1 Million 0.02% of portfolio
112,955
Q1 2025 Reduced 21.4%
$0
$11.1 Million 0.02% of portfolio
178,106
Q1 2025 Added 6.5%
$0
$12.1 Million 0.02% of portfolio
170,826
Q1 2025 Added 6.61%
$0
$8.01 Million 0.02% of portfolio
62,144
Q1 2025 Reduced 2.55%
$36.4B
$7.72 Million 0.02% of portfolio
42,550
Q1 2025 Added 60.81%
$0
$9.74 Million 0.02% of portfolio
264,846
Q1 2025 Added 2.43%
$0
$7.83 Million 0.02% of portfolio
253,590
Q1 2025 Reduced 0.57%
$0
$9.82 Million 0.02% of portfolio
226,213
Q1 2025 Reduced 28.1%
$0
$8.08 Million 0.02% of portfolio
176,183
Q1 2025 Added 3.54%
$0
$7.86 Million 0.02% of portfolio
245,788
Q1 2025 Added 0.6%
$0
$8.4 Million 0.02% of portfolio
102,268
Q1 2025 Added 38.81%
$47.9B
$11.4 Million 0.02% of portfolio
48,944
Q1 2025 Added 1.26%
$36.5B
$11.5 Million 0.02% of portfolio
162,934
Q1 2025 Added 3.65%
$39.6B
$8.2 Million 0.02% of portfolio
52,102
Q1 2025 Reduced 0.58%
$0
$2.78 Million 0.01% of portfolio
689,163
Q1 2025 Added 4.65%
$0
$5.86 Million 0.01% of portfolio
171,642
Q1 2025 Added 254.26%
$1.66B
$3.61 Million 0.01% of portfolio
27,846
Q1 2025 Added 104.16%
$1.68B
$6.24 Million 0.01% of portfolio
191,846
Q1 2025 Added 10.93%
$2.44B
$2.86 Million 0.01% of portfolio
150,506
Q1 2025 Added 0.87%
$0
$2.67 Million 0.01% of portfolio
77,645
Q1 2025 Reduced 15.91%
$15.3B
$4 Million 0.01% of portfolio
43,091
Q1 2025 Added 99.97%
$34.2B
$4.24 Million 0.01% of portfolio
36,267
Q1 2025 Added 8.12%
$5.09B
$6.04 Million 0.01% of portfolio
630,800
Q1 2025 Added 36.04%
$55.1B
$4.2 Million 0.01% of portfolio
38,781
Q1 2025 Added 18.09%
$0
$4.37 Million 0.01% of portfolio
138,453
Q1 2025 Added 5.86%
$41.9B
$2.57 Million 0.01% of portfolio
27,073
Q1 2025 Reduced 15.84%
$11.6B
$2.77 Million 0.01% of portfolio
29,977
Q1 2025 Added 15.38%
$3.92B
$4.99 Million 0.01% of portfolio
130,317
Q1 2025 Reduced 2.2%
$0
$5.27 Million 0.01% of portfolio
121,151
Q1 2025 Added 0.48%
$0
$5.46 Million 0.01% of portfolio
129,831
Q1 2025 Added 46.15%

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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