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
$48B
$5.09 Million 0.01% of portfolio
107,761
Q1 2025 Added 4.29%
$19.5B
$2.55 Million 0.01% of portfolio
69,885
Q1 2025 Added 20.92%
$22.8B
$4.83 Million 0.01% of portfolio
9,714
Q1 2025 Added 5.39%
$18.1B
$3.88 Million 0.01% of portfolio
28,820
Q1 2025 Added 37.11%
$4.58B
$3.75 Million 0.01% of portfolio
49,492
Q1 2025 Added 28.49%
$12.3B
$3.59 Million 0.01% of portfolio
33,958
Q1 2025 Reduced 11.52%
$236B
$4.3 Million 0.01% of portfolio
24,334
Q1 2025 Added 8.24%
$78.2B
$6.49 Million 0.01% of portfolio
4,695
Q1 2025 Reduced 17.52%
$20.2B
$4.89 Million 0.01% of portfolio
49,907
Q1 2025 Reduced 8.92%
$0
$3.62 Million 0.01% of portfolio
90,349
Q1 2025 Added 36.06%
$23.7B
$7.07 Million 0.01% of portfolio
12,152
Q1 2025 Added 10.44%
$15.8B
$3.87 Million 0.01% of portfolio
60,692
Q1 2025 Added 19.68%
$24.3B
$4.31 Million 0.01% of portfolio
11,772
Q1 2025 Added 2.96%
$24.3B
$3.94 Million 0.01% of portfolio
56,999
Q1 2025 Added 38.02%
$13.2B
$2.47 Million 0.01% of portfolio
8,024
Q1 2025 Reduced 7.93%
$11.3B
$2.7 Million 0.01% of portfolio
14,369
Q1 2025 Added 11.75%
$0
$5.74 Million 0.01% of portfolio
84,517
Q1 2025 Reduced 2.67%
$0
$2.67 Million 0.01% of portfolio
123,243
Q1 2025 Added 9.07%
$0
$2.85 Million 0.01% of portfolio
99,220
Q1 2025 Added 12.19%
$0
$3.16 Million 0.01% of portfolio
34,630
Q1 2025 Reduced 8.38%
$0
$4.31 Million 0.01% of portfolio
19,076
Q1 2025 Added 11.26%
$0
$6.11 Million 0.01% of portfolio
83,361
Q1 2025 Added 171.66%
$0
$6.68 Million 0.01% of portfolio
64,778
Q1 2025 Added 12.79%
$0
$2.91 Million 0.01% of portfolio
34,647
Q1 2025 Added 4.54%
$0
$5 Million 0.01% of portfolio
71,163
Q1 2025 Reduced 34.11%
$0
$6.87 Million 0.01% of portfolio
94,831
Q1 2025 Added 0.98%
$0
$4.6 Million 0.01% of portfolio
113,765
Q1 2025 Added 23.09%
$0
$3.98 Million 0.01% of portfolio
69,090
Q1 2025 Added 2.99%
$0
$4.23 Million 0.01% of portfolio
22,702
Q1 2025 Added 6.05%
$0
$4.81 Million 0.01% of portfolio
36,160
Q1 2025 Added 19.69%
$0
$4.44 Million 0.01% of portfolio
17,993
Q1 2025 Reduced 27.84%
$0
$3.96 Million 0.01% of portfolio
67,204
Q1 2025 Added 2.01%
$0
$5.82 Million 0.01% of portfolio
59,435
Q1 2025 Reduced 1.93%
$10.8B
$2.56 Million 0.01% of portfolio
293,420
Q1 2025 Added 4.93%
$31.1B
$7.2 Million 0.01% of portfolio
220,614
Q1 2025 Added 10.77%
$0
$3.21 Million 0.01% of portfolio
48,906
Q1 2025 Added 0.89%
$1.99B
$3.49 Million 0.01% of portfolio
144,349
Q1 2025 Added 67.5%
$0
$3.65 Million 0.01% of portfolio
154,608
Q1 2025 Added 6.33%
$28.1B
$6.3 Million 0.01% of portfolio
671,895
Q1 2025 Added 30.88%
$34B
$3.1 Million 0.01% of portfolio
13,284
Q1 2025 Reduced 4.96%
$25.5B
$4.38 Million 0.01% of portfolio
407,829
Q1 2025 Reduced 6.43%
$47.8B
$3.91 Million 0.01% of portfolio
20,041
Q1 2025 Added 32.65%
$14B
$4.29 Million 0.01% of portfolio
8,432
Q1 2025 Added 6.34%
$16B
$5.25 Million 0.01% of portfolio
23,450
Q1 2025 Added 14.0%
$40.3B
$6.62 Million 0.01% of portfolio
85,239
Q1 2025 Added 11.1%
$0
$6.7 Million 0.01% of portfolio
189,612
Q1 2025 Added 1.48%
$0
$2.69 Million 0.01% of portfolio
110,575
Q1 2025 Reduced 12.73%
$0
$2.84 Million 0.01% of portfolio
58,858
Q1 2025 Reduced 8.22%
$0
$2.95 Million 0.01% of portfolio
86,482
Q1 2025 Added 55.87%

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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