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
$2.55 Million 0.01% of portfolio
66,453
Q1 2025 Reduced 29.08%
$16.7B
$4.53 Million 0.01% of portfolio
64,940
Q1 2025 Added 3.14%
$0
$3.43 Million 0.01% of portfolio
306,685
Q1 2025 Reduced 1.35%
$0
$3.6 Million 0.01% of portfolio
329,795
Q1 2025 Added 2.51%
$0
$5.81 Million 0.01% of portfolio
475,214
Q1 2025 Added 3.15%
$0
$3.04 Million 0.01% of portfolio
258,573
Q1 2025 Added 2.27%
$0
$3.68 Million 0.01% of portfolio
462,470
Q1 2025 Added 2.23%
$0
$5.85 Million 0.01% of portfolio
507,748
Q1 2025 Added 10.53%
$628M
$5.29 Million 0.01% of portfolio
721,364
Q1 2025 Reduced 0.34%
$8.8B
$2.93 Million 0.01% of portfolio
63,696
Q1 2025 Added 1.38%
$17.5B
$4.46 Million 0.01% of portfolio
26,969
Q1 2025 Added 6.29%
$11.5B
$4.92 Million 0.01% of portfolio
125,496
Q1 2025 Added 21.69%
$39.2B
$4.41 Million 0.01% of portfolio
42,700
Q1 2025 Reduced 8.75%
$12.3B
$2.47 Million 0.01% of portfolio
17,316
Q1 2025 Reduced 22.87%
$31.6B
$4.58 Million 0.01% of portfolio
47,027
Q1 2025 Added 6.7%
$0
$2.69 Million 0.01% of portfolio
91,785
Q1 2025 Reduced 3.48%
$0
$2.98 Million 0.01% of portfolio
70,331
Q1 2025 Reduced 17.47%
$0
$3.74 Million 0.01% of portfolio
102,412
Q1 2025 Added 16.2%
$17.5B
$5.49 Million 0.01% of portfolio
27,713
Q1 2025 Added 35.56%
$6.04B
$5.93 Million 0.01% of portfolio
229,680
Q1 2025 Added 11.29%
$13.9B
$5.09 Million 0.01% of portfolio
23,308
Q1 2025 Reduced 0.32%
$16B
$4.32 Million 0.01% of portfolio
49,335
Q1 2025 Reduced 24.83%
$85.2B
$4.05 Million 0.01% of portfolio
282,588
Q1 2025 Added 8.05%
$0
$3.99 Million 0.01% of portfolio
297,613
Q1 2025 Reduced 0.43%
$0
$2.55 Million 0.01% of portfolio
178,935
Q1 2025 Added 1.05%
$0
$3.92 Million 0.01% of portfolio
286,995
Q1 2025 Reduced 3.17%
$0
$4.14 Million 0.01% of portfolio
42,815
Q1 2025 Reduced 6.67%
$10B
$2.9 Million 0.01% of portfolio
30,444
Q1 2025 Added 4.09%
$20.1B
$5.12 Million 0.01% of portfolio
165,286
Q1 2025 Added 92.24%
$12.9B
$3.82 Million 0.01% of portfolio
190,934
Q1 2025 Reduced 4.54%
$3.82B
$4.16 Million 0.01% of portfolio
194,723
Q1 2025 Added 7.4%
$9.03B
$3.81 Million 0.01% of portfolio
39,389
Q1 2025 Added 6.36%
$11.4B
$3.02 Million 0.01% of portfolio
9,493
Q1 2025 Added 2.72%
$6.72B
$3.16 Million 0.01% of portfolio
27,133
Q1 2025 Reduced 3.1%
$25.5B
$4.75 Million 0.01% of portfolio
43,415
Q1 2025 Added 25.89%
$21B
$4.29 Million 0.01% of portfolio
46,697
Q1 2025 Reduced 4.44%
$19.1B
$5.19 Million 0.01% of portfolio
61,564
Q1 2025 Added 9.73%
$9.11B
$2.5 Million 0.01% of portfolio
37,843
Q1 2025 Added 8.52%
$0
$4.39 Million 0.01% of portfolio
68,512
Q1 2025 New
$0
$2.83 Million 0.01% of portfolio
36,822
Q1 2025 Added 76.79%
$0
$2.88 Million 0.01% of portfolio
74,135
Q1 2025 Reduced 2.17%
$0
$5.86 Million 0.01% of portfolio
89,299
Q1 2025 Reduced 3.17%
$0
$6.05 Million 0.01% of portfolio
74,956
Q1 2025 Reduced 1.87%
$1.22B
$4.86 Million 0.01% of portfolio
283,075
Q1 2025 Added 0.06%
$15.4B
$3.64 Million 0.01% of portfolio
82,146
Q1 2025 Added 12.12%
$0
$5.79 Million 0.01% of portfolio
167,186
Q1 2025 Added 12.05%
$15.6B
$3.15 Million 0.01% of portfolio
23,006
Q1 2025 Added 25.04%
$11.4B
$2.84 Million 0.01% of portfolio
71,179
Q1 2025 Reduced 3.74%
$32B
$3.99 Million 0.01% of portfolio
28,699
Q1 2025 Added 19.87%

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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