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
$175 Million 0.35% of portfolio
1,007,738
Q1 2025 Added 42.51%
$261B
$172 Million 0.35% of portfolio
1,964,468
Q1 2025 Added 5.79%
$0
$170 Million 0.34% of portfolio
4,949,248
Q1 2025 Added 15.79%
$434B
$168 Million 0.34% of portfolio
177,910
Q1 2025 Added 10.12%
$0
$168 Million 0.34% of portfolio
5,003,154
Q1 2025 Added 45.14%
$358B
$168 Million 0.34% of portfolio
458,586
Q1 2025 Added 4.27%
$0
$170 Million 0.34% of portfolio
1,608,091
Q1 2025 Reduced 0.92%
$0
$166 Million 0.34% of portfolio
3,245,011
Q1 2025 Added 13.16%
$1.02T
$168 Million 0.34% of portfolio
647,805
Q1 2025 Added 10.77%
$0
$163 Million 0.33% of portfolio
2,771,992
Q1 2025 Reduced 7.77%
$0
$165 Million 0.33% of portfolio
798,241
Q1 2025 Added 2.92%
$1.02T
$159 Million 0.32% of portfolio
1,015,404
Q1 2025 Added 1.77%
$0
$158 Million 0.32% of portfolio
2,697,319
Q1 2025 Added 9.63%
$0
$156 Million 0.32% of portfolio
2,666,377
Q1 2025 Added 3.8%
$0
$159 Million 0.32% of portfolio
1,696,381
Q1 2025 Reduced 1.42%
$0
$158 Million 0.32% of portfolio
869,891
Q1 2025 Added 2.6%
$0
$142 Million 0.29% of portfolio
709,872
Q1 2025 Reduced 3.9%
$0
$143 Million 0.29% of portfolio
1,826,663
Q1 2025 Added 14.52%
$0
$142 Million 0.29% of portfolio
261,864
Q1 2025 Added 15.81%
$328B
$137 Million 0.28% of portfolio
652,525
Q1 2025 Added 4.63%
$0
$140 Million 0.28% of portfolio
3,061,841
Q1 2025 Added 9.16%
$0
$137 Million 0.28% of portfolio
1,318,898
Q1 2025 Added 98.28%
$0
$138 Million 0.28% of portfolio
945,594
Q1 2025 Added 12.33%
$0
$131 Million 0.27% of portfolio
1,466,900
Q1 2025 New
$508B
$131 Million 0.27% of portfolio
239,139
Q1 2025 Added 9.07%
$377B
$133 Million 0.27% of portfolio
779,440
Q1 2025 Added 9.39%
$0
$134 Million 0.27% of portfolio
718,232
Q1 2025 Added 10.48%
$0
$128 Million 0.26% of portfolio
3,843,349
Q1 2025 Added 25.45%
$0
$126 Million 0.26% of portfolio
2,034,679
Q1 2025 Added 1.64%
$282B
$130 Million 0.26% of portfolio
247,382
Q1 2025 Added 9.18%
$0
$130 Million 0.26% of portfolio
587,258
Q1 2025 Added 11.38%
$293B
$125 Million 0.25% of portfolio
744,628
Q1 2025 Added 4.74%
$0
$125 Million 0.25% of portfolio
1,252,419
Q1 2025 Reduced 29.71%
$0
$121 Million 0.25% of portfolio
3,050,964
Q1 2025 Added 20.82%
$0
$122 Million 0.25% of portfolio
1,587,390
Q1 2025 Reduced 0.28%
$0
$119 Million 0.24% of portfolio
1,181,615
Q1 2025 Added 20.71%
$392B
$118 Million 0.24% of portfolio
708,973
Q1 2025 Added 8.08%
$0
$116 Million 0.24% of portfolio
2,337,666
Q1 2025 Added 30.32%
$0
$118 Million 0.24% of portfolio
2,013,002
Q1 2025 Reduced 3.59%
$0
$114 Million 0.23% of portfolio
1,634,728
Q1 2025 Added 7.66%
$0
$115 Million 0.23% of portfolio
1,271,933
Q1 2025 Added 6.14%
$0
$109 Million 0.22% of portfolio
4,859,643
Q1 2025 Added 13.25%
$0
$106 Million 0.22% of portfolio
2,794,248
Q1 2025 Added 20.93%
$0
$98.9 Million 0.2% of portfolio
898,816
Q1 2025 Added 0.89%
$53.8B
$97.1 Million 0.2% of portfolio
1,647,151
Q1 2025 Added 59.38%
$0
$96.5 Million 0.2% of portfolio
1,134,722
Q1 2025 Added 7.84%
$0
$98.8 Million 0.2% of portfolio
703,233
Q1 2025 Added 1.54%
$0
$100 Million 0.2% of portfolio
1,979,162
Q1 2025 Reduced 1.96%
$211B
$96.7 Million 0.2% of portfolio
309,589
Q1 2025 Added 5.48%

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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