Cetera Investment Advisers Portfolio Holdings

Cetera Investment Advisers

  • $44.2 Billion
  • Q3 2024

Cetera Investment Advisers has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $44.2 Billion distributed in 3714 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.21B, Ishares Core S&P 500 ETF with a value of $1.17B, Microsoft Corp with a value of $837M, Nvidia Corp with a value of $828M, and Spdr S&P 500 ETF Trust with a value of $747M.

Examining the 13F form we can see an increase of $1.99B in the current position value, from $42.2B to 44.2B.

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 $44.2 Billion
ETFs: $28.1 Billion
Technology: $4.75 Billion
Financial Services: $2.28 Billion
Consumer Cyclical: $1.68 Billion
Healthcare: $1.54 Billion
Industrials: $1.38 Billion
Communication Services: $1.05 Billion
Consumer Defensive: $1.02 Billion
Other: $1.84 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.8B
$2.52 Million 0.01% of portfolio
50,570
Q3 2024 Added 0.54%
$0
$5.43 Million 0.01% of portfolio
132,678
Q3 2024 Added 3.58%
$0
$4.26 Million 0.01% of portfolio
102,025
Q3 2024 Added 10.69%
$31.3B
$2.57 Million 0.01% of portfolio
16,737
Q3 2024 Added 11.68%
$17.8B
$2.66 Million 0.01% of portfolio
56,666
Q3 2024 Added 1.79%
$47.9B
$5.02 Million 0.01% of portfolio
33,925
Q3 2024 Added 4.32%
$47.7B
$4.7 Million 0.01% of portfolio
98,802
Q3 2024 Reduced 4.9%
$22.4B
$2.5 Million 0.01% of portfolio
47,906
Q3 2024 Added 25.74%
$24B
$3.94 Million 0.01% of portfolio
9,006
Q3 2024 Added 3.68%
$14.5B
$3.57 Million 0.01% of portfolio
21,473
Q3 2024 Added 5.8%
$21.1B
$2.35 Million 0.01% of portfolio
17,528
Q3 2024 Reduced 0.41%
$2.23B
$2.57 Million 0.01% of portfolio
54,418
Q3 2024 Added 436.83%
$16.6B
$4.31 Million 0.01% of portfolio
48,693
Q3 2024 Reduced 8.27%
$5.49B
$4.03 Million 0.01% of portfolio
36,698
Q3 2024 Added 3.26%
$15.4B
$4.8 Million 0.01% of portfolio
31,096
Q3 2024 Added 15.17%
$103B
$4.55 Million 0.01% of portfolio
71,895
Q3 2024 Reduced 2.8%
$18.5B
$3.74 Million 0.01% of portfolio
35,751
Q3 2024 Added 814.11%
$19.5B
$3.51 Million 0.01% of portfolio
53,804
Q3 2024 Added 2.31%
$0
$2.42 Million 0.01% of portfolio
57,915
Q3 2024 Added 7.73%
$24.4B
$6.07 Million 0.01% of portfolio
10,401
Q3 2024 Reduced 0.49%
$16.1B
$5.12 Million 0.01% of portfolio
86,052
Q3 2024 Reduced 1.71%
$21.4B
$4.54 Million 0.01% of portfolio
11,665
Q3 2024 Reduced 0.57%
$35.3B
$2.21 Million 0.01% of portfolio
38,777
Q3 2024 Reduced 12.78%
$5.73B
$3.72 Million 0.01% of portfolio
53,146
Q3 2024 Added 67.5%
$16.9B
$2.96 Million 0.01% of portfolio
8,252
Q3 2024 Added 33.81%
$12.3B
$2.26 Million 0.01% of portfolio
9,847
Q3 2024 Added 84.71%
$7.27B
$2.33 Million 0.01% of portfolio
8,035
Q3 2024 Reduced 1.69%
$0
$3.8 Million 0.01% of portfolio
50,292
Q3 2024 Added 1.41%
$0
$4.2 Million 0.01% of portfolio
164,934
Q3 2024 Reduced 8.4%
$0
$3.5 Million 0.01% of portfolio
36,813
Q3 2024 Added 25.01%
$0
$3.31 Million 0.01% of portfolio
15,164
Q3 2024 Added 0.38%
$0
$3.75 Million 0.01% of portfolio
40,567
Q3 2024 Added 13.67%
$0
$2.92 Million 0.01% of portfolio
41,017
Q3 2024 Reduced 50.39%
$0
$4.36 Million 0.01% of portfolio
92,990
Q3 2024 Reduced 2.38%
$0
$4.22 Million 0.01% of portfolio
68,564
Q3 2024 Added 80.42%
$0
$5.36 Million 0.01% of portfolio
67,534
Q3 2024 Reduced 23.79%
$0
$4.16 Million 0.01% of portfolio
28,288
Q3 2024 Added 7.09%
$0
$6.58 Million 0.01% of portfolio
25,938
Q3 2024 Added 61.01%
$0
$4.07 Million 0.01% of portfolio
66,106
Q3 2024 Reduced 5.3%
$0
$6.55 Million 0.01% of portfolio
64,416
Q3 2024 Reduced 5.73%
$13.5B
$3.16 Million 0.01% of portfolio
272,453
Q3 2024 Added 3.99%
$28.4B
$6.42 Million 0.01% of portfolio
192,688
Q3 2024 Added 7.62%
$0
$2.63 Million 0.01% of portfolio
48,208
Q3 2024 Added 2.13%
$0
$3.43 Million 0.01% of portfolio
52,850
Q3 2024 Reduced 4.23%
$0
$3.27 Million 0.01% of portfolio
55,671
Q3 2024 Reduced 10.46%
$2.52B
$5.1 Million 0.01% of portfolio
80,547
Q3 2024 Added 63.34%
$0
$2.73 Million 0.01% of portfolio
114,699
Q3 2024 Added 3.61%
$1.79B
$3.06 Million 0.01% of portfolio
87,303
Q3 2024 Added 50.32%
$23.1B
$4.53 Million 0.01% of portfolio
451,797
Q3 2024 Reduced 21.41%

Summary

  • Portfolio
  • No. of Stocks 3,714
  • Current Value $44.2 Billion
  • Prior Value $42.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 229 stocks
  • Additional Purchases 1,885 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,499 stocks
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