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
$2.77 Million 0.01% of portfolio
49,868
Q1 2025 Added 19.7%
$0
$4.86 Million 0.01% of portfolio
149,311
Q1 2025 Added 3.45%
$54.6B
$6.71 Million 0.01% of portfolio
10,575
Q1 2025 Added 14.46%
$13.1B
$5.56 Million 0.01% of portfolio
28,216
Q1 2025 Added 13.8%
$99.9B
$2.71 Million 0.01% of portfolio
53,713
Q1 2025 Reduced 3.15%
$0
$2.52 Million 0.01% of portfolio
67,052
Q1 2025 Added 0.18%
$37.2B
$2.69 Million 0.01% of portfolio
12,003
Q1 2025 Reduced 4.78%
$20.2B
$2.66 Million 0.01% of portfolio
39,911
Q1 2025 Added 31.97%
$90.6B
$4.61 Million 0.01% of portfolio
76,650
Q1 2025 Added 6.73%
$37.1B
$7.2 Million 0.01% of portfolio
27,859
Q1 2025 Reduced 5.96%
$9.78B
$3.08 Million 0.01% of portfolio
43,707
Q1 2025 Added 1.44%
$44.3B
$5.49 Million 0.01% of portfolio
42,983
Q1 2025 Reduced 1.02%
$177B
$5.03 Million 0.01% of portfolio
44,605
Q1 2025 Added 9.91%
$13.8B
$3.15 Million 0.01% of portfolio
27,269
Q1 2025 Added 2.97%
$7.55B
$3.4 Million 0.01% of portfolio
23,660
Q1 2025 Added 11.51%
$0
$4.68 Million 0.01% of portfolio
208,579
Q1 2025 Added 5.96%
$0
$2.96 Million 0.01% of portfolio
107,948
Q1 2025 Added 19.66%
$0
$4.35 Million 0.01% of portfolio
202,202
Q1 2025 Reduced 1.92%
$27B
$7.07 Million 0.01% of portfolio
83,222
Q1 2025 Added 51.12%
$3.96B
$2.56 Million 0.01% of portfolio
31,035
Q1 2025 Added 0.35%
$11.6B
$2.62 Million 0.01% of portfolio
40,564
Q1 2025 Reduced 0.81%
$10.3B
$3.45 Million 0.01% of portfolio
29,129
Q1 2025 Added 21.94%
$12.2B
$6.26 Million 0.01% of portfolio
538,257
Q1 2025 Added 3.5%
$4.2B
$3.67 Million 0.01% of portfolio
77,601
Q1 2025 Reduced 34.81%
$30.6B
$5.94 Million 0.01% of portfolio
233,784
Q1 2025 Added 2.51%
$72.3B
$3.33 Million 0.01% of portfolio
35,592
Q1 2025 Added 7.27%
$18.6B
$4.11 Million 0.01% of portfolio
122,303
Q1 2025 Added 14.95%
$0
$5.4 Million 0.01% of portfolio
99,250
Q1 2025 Added 120.33%
$0
$3.31 Million 0.01% of portfolio
62,145
Q1 2025 Added 25.17%
$0
$3.03 Million 0.01% of portfolio
79,040
Q1 2025 Reduced 9.93%
$0
$3.3 Million 0.01% of portfolio
101,819
Q1 2025 Reduced 0.93%
$0
$6.33 Million 0.01% of portfolio
93,080
Q1 2025 Added 7.98%
$0
$2.8 Million 0.01% of portfolio
25,653
Q1 2025 Reduced 29.63%
$0
$6.74 Million 0.01% of portfolio
86,011
Q1 2025 Added 20.23%
$0
$6.4 Million 0.01% of portfolio
66,069
Q1 2025 Reduced 1.36%
$0
$2.7 Million 0.01% of portfolio
48,200
Q1 2025 Added 9.36%
$0
$3.59 Million 0.01% of portfolio
35,886
Q1 2025 Added 0.48%
$0
$3.35 Million 0.01% of portfolio
29,385
Q1 2025 Reduced 6.12%
$20.3B
$2.69 Million 0.01% of portfolio
32,153
Q1 2025 Added 41.03%
$0
$5.75 Million 0.01% of portfolio
113,194
Q1 2025 Added 22.71%
$36.6B
$3.88 Million 0.01% of portfolio
43,293
Q1 2025 Added 0.63%
$102B
$3.95 Million 0.01% of portfolio
255,579
Q1 2025 Added 15.48%
$37.6B
$3.6 Million 0.01% of portfolio
62,856
Q1 2025 Added 21.59%
$54.8B
$3.49 Million 0.01% of portfolio
90,036
Q1 2025 Reduced 0.13%
$28.1B
$3.07 Million 0.01% of portfolio
58,082
Q1 2025 Added 2.91%
$0
$5.46 Million 0.01% of portfolio
135,029
Q1 2025 Added 3.61%
$0
$4.88 Million 0.01% of portfolio
116,468
Q1 2025 Added 10.79%
$39.7B
$3.76 Million 0.01% of portfolio
18,164
Q1 2025 Reduced 6.27%
$20.4B
$3.05 Million 0.01% of portfolio
43,357
Q1 2025 Reduced 14.32%

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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