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
$14.8B
$3.16 Million 0.01% of portfolio
13,276
Q1 2025 Added 2.38%
$11.2B
$3.2 Million 0.01% of portfolio
47,689
Q1 2025 Added 4.46%
$10.1B
$2.53 Million 0.01% of portfolio
5,906
Q1 2025 Added 13.97%
$0
$2.55 Million 0.01% of portfolio
89,342
Q1 2025 Reduced 1.33%
$29.5B
$7.13 Million 0.01% of portfolio
173,196
Q1 2025 Added 6.44%
$38.5B
$2.66 Million 0.01% of portfolio
86,369
Q1 2025 Added 1.87%
$69B
$4.95 Million 0.01% of portfolio
50,750
Q1 2025 Added 12.79%
$18.3B
$3.02 Million 0.01% of portfolio
8,882
Q1 2025 Added 5.44%
$26.4B
$5.13 Million 0.01% of portfolio
262,856
Q1 2025 Added 4.01%
$12.3B
$2.98 Million 0.01% of portfolio
16,475
Q1 2025 Added 36.74%
$27B
$4.57 Million 0.01% of portfolio
21,850
Q1 2025 Reduced 10.08%
$43B
$5.58 Million 0.01% of portfolio
42,666
Q1 2025 Added 33.87%
$3.28B
$3.31 Million 0.01% of portfolio
93,026
Q1 2025 Reduced 1.07%
$30.8B
$3.59 Million 0.01% of portfolio
59,122
Q1 2025 Added 14.38%
$22.5B
$3.69 Million 0.01% of portfolio
101,766
Q1 2025 Added 10.4%
$27.1B
$3.26 Million 0.01% of portfolio
49,369
Q1 2025 Reduced 0.54%
$527M
$2.62 Million 0.01% of portfolio
252,994
Q1 2025 Reduced 2.6%
$20.7B
$4.92 Million 0.01% of portfolio
120,004
Q1 2025 Reduced 22.79%
$12.2B
$3 Million 0.01% of portfolio
15,201
Q1 2025 Added 5.68%
$20B
$2.76 Million 0.01% of portfolio
36,741
Q1 2025 Added 8.09%
$42.3B
$3.08 Million 0.01% of portfolio
35,403
Q1 2025 Added 12.97%
$39.1B
$3.22 Million 0.01% of portfolio
42,058
Q1 2025 Added 38.51%
$0
$4.57 Million 0.01% of portfolio
178,911
Q1 2025 Reduced 8.46%
$0
$3.36 Million 0.01% of portfolio
152,210
Q1 2025 Added 24.8%
$1.77B
$2.89 Million 0.01% of portfolio
115,840
Q1 2025 Added 4.51%
$0
$3.63 Million 0.01% of portfolio
122,891
Q1 2025 Added 26.51%
$17.9B
$3.47 Million 0.01% of portfolio
10,780
Q1 2025 Added 90.9%
$7.25B
$4.65 Million 0.01% of portfolio
74,660
Q1 2025 Added 29.86%
$10.3B
$4.64 Million 0.01% of portfolio
174,043
Q1 2025 Reduced 9.18%
$26.2B
$6.36 Million 0.01% of portfolio
34,641
Q1 2025 Reduced 16.65%
$0
$3.75 Million 0.01% of portfolio
505,121
Q1 2025 Added 80.85%
$21.5B
$5.16 Million 0.01% of portfolio
178,462
Q1 2025 Added 7.08%
$10B
$3.04 Million 0.01% of portfolio
19,841
Q1 2025 Added 11.54%
$17.9B
$6.23 Million 0.01% of portfolio
19,637
Q1 2025 Added 17.46%
$15.6B
$5.04 Million 0.01% of portfolio
14,921
Q1 2025 Added 3.4%
$43.2B
$6.28 Million 0.01% of portfolio
49,359
Q1 2025 Reduced 27.36%
$0
$2.62 Million 0.01% of portfolio
69,459
Q1 2025 Added 66.26%
$0
$3.7 Million 0.01% of portfolio
68,904
Q1 2025 New
$2.7B
$4.14 Million 0.01% of portfolio
37,042
Q1 2025 Reduced 19.18%
$30.9B
$5.39 Million 0.01% of portfolio
78,879
Q1 2025 Added 9.28%
$9.65B
$2.81 Million 0.01% of portfolio
13,962
Q1 2025 Reduced 1.24%
$50.4B
$5.05 Million 0.01% of portfolio
35,251
Q1 2025 Added 11.92%
$0
$2.64 Million 0.01% of portfolio
62,794
Q1 2025 Added 55.16%
$0
$4.09 Million 0.01% of portfolio
157,814
Q1 2025 Reduced 69.39%
$0
$2.52 Million 0.01% of portfolio
28,926
Q1 2025 Added 14.68%
$15.1B
$3.92 Million 0.01% of portfolio
48,099
Q1 2025 Reduced 4.43%
$15.8B
$6.53 Million 0.01% of portfolio
14,216
Q1 2025 Added 10.82%
$78.9B
$3.33 Million 0.01% of portfolio
18,197
Q1 2025 Added 34.81%
$0
$2.69 Million 0.01% of portfolio
213,656
Q1 2025 Added 0.21%

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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email