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
$38.3B
$6.95 Million 0.01% of portfolio
32,000
Q1 2025 Added 16.05%
$31.1B
$6.68 Million 0.01% of portfolio
15,917
Q1 2025 Reduced 7.7%
$8.13B
$4.23 Million 0.01% of portfolio
33,418
Q1 2025 Added 41.84%
$7.46B
$2.6 Million 0.01% of portfolio
51,526
Q1 2025 Added 288.32%
$5B
$3.41 Million 0.01% of portfolio
146,178
Q1 2025 Added 13.13%
$3.55B
$2.61 Million 0.01% of portfolio
55,636
Q1 2025 Added 43.44%
$0
$7.03 Million 0.01% of portfolio
217,375
Q1 2025 Reduced 2.07%
$0
$7.24 Million 0.01% of portfolio
454,611
Q1 2025 Added 213.56%
$0
$3.43 Million 0.01% of portfolio
88,449
Q1 2025 Reduced 5.51%
$0
$5.34 Million 0.01% of portfolio
353,572
Q1 2025 Added 5.83%
$3.66B
$2.93 Million 0.01% of portfolio
24,926
Q1 2025 Added 23.69%
$27.3B
$5.75 Million 0.01% of portfolio
31,919
Q1 2025 Added 37.58%
$0
$3.16 Million 0.01% of portfolio
78,053
Q1 2025 Added 6.24%
$0
$2.53 Million 0.01% of portfolio
56,912
Q1 2025 Reduced 5.54%
$0
$4.37 Million 0.01% of portfolio
87,106
Q1 2025 Added 6.16%
$0
$3.23 Million 0.01% of portfolio
62,629
Q1 2025 Reduced 2.17%
$6.49B
$2.52 Million 0.01% of portfolio
96,932
Q1 2025 Added 3.5%
$20B
$4.82 Million 0.01% of portfolio
25,706
Q1 2025 Added 20.73%
$20.2B
$3.19 Million 0.01% of portfolio
125,719
Q1 2025 Reduced 1.87%
$7.36B
$2.88 Million 0.01% of portfolio
45,169
Q1 2025 Added 7.36%
$0
$3.82 Million 0.01% of portfolio
159,567
Q1 2025 Added 4.27%
$0
$4.06 Million 0.01% of portfolio
168,646
Q1 2025 Reduced 4.91%
$8.74B
$4.52 Million 0.01% of portfolio
306,353
Q1 2025 Reduced 1.68%
$0
$2.77 Million 0.01% of portfolio
72,100
Q1 2025 Reduced 0.64%
$0
$5.25 Million 0.01% of portfolio
273,770
Q1 2025 Added 17.99%
$0
$5.24 Million 0.01% of portfolio
154,848
Q1 2025 Reduced 23.43%
$9.48B
$4.25 Million 0.01% of portfolio
69,037
Q1 2025 Added 31.8%
$10.2B
$4.55 Million 0.01% of portfolio
239,959
Q1 2025 Added 15.76%
$13B
$3.81 Million 0.01% of portfolio
20,885
Q1 2025 Added 6.82%
$2.29B
$3.67 Million 0.01% of portfolio
191,097
Q1 2025 Added 25.25%
$44.7B
$4.04 Million 0.01% of portfolio
25,290
Q1 2025 Added 28.75%
$23.1B
$2.75 Million 0.01% of portfolio
178,470
Q1 2025 Added 14.81%
$8.78B
$3.2 Million 0.01% of portfolio
97,338
Q1 2025 Added 240.81%
$16.6B
$5.39 Million 0.01% of portfolio
174,189
Q1 2025 Reduced 30.25%
$8.59B
$3.62 Million 0.01% of portfolio
22,438
Q1 2025 Added 8.25%
$24.9B
$4.57 Million 0.01% of portfolio
165,042
Q1 2025 Added 14.61%
$21.3B
$2.78 Million 0.01% of portfolio
8,401
Q1 2025 Reduced 2.97%
$25.7B
$2.75 Million 0.01% of portfolio
4,817
Q1 2025 Added 16.02%
$30.3B
$4.5 Million 0.01% of portfolio
16,999
Q1 2025 Reduced 4.67%
$14.5B
$2.56 Million 0.01% of portfolio
17,319
Q1 2025 Added 104.23%
$114B
$3.11 Million 0.01% of portfolio
98,685
Q1 2025 Added 37.15%
$11.9B
$3.68 Million 0.01% of portfolio
21,046
Q1 2025 Reduced 20.04%
$3.97B
$5.68 Million 0.01% of portfolio
267,660
Q1 2025 Reduced 0.97%
$32.4B
$4.97 Million 0.01% of portfolio
62,074
Q1 2025 Added 4.58%
$0
$2.96 Million 0.01% of portfolio
93,070
Q1 2025 Added 20.1%
$0
$3.39 Million 0.01% of portfolio
56,500
Q1 2025 Reduced 6.19%
$0
$3.07 Million 0.01% of portfolio
61,685
Q1 2025 Reduced 4.77%
$0
$3.48 Million 0.01% of portfolio
119,646
Q1 2025 Added 55.4%
$0
$4.1 Million 0.01% of portfolio
130,553
Q1 2025 Added 26.28%

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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