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
$284B
$96.3 Million 0.2% of portfolio
606,408
Q1 2025 Added 13.21%
$0
$91.2 Million 0.19% of portfolio
3,218,957
Q1 2025 Added 15.7%
$0
$92.1 Million 0.19% of portfolio
1,672,027
Q1 2025 Reduced 6.54%
$270B
$95.6 Million 0.19% of portfolio
1,132,397
Q1 2025 Added 20.15%
$261B
$94.2 Million 0.19% of portfolio
350,961
Q1 2025 Added 11.35%
$0
$94.4 Million 0.19% of portfolio
695,720
Q1 2025 Added 0.55%
$0
$86.6 Million 0.18% of portfolio
1,447,685
Q1 2025 Reduced 5.51%
$0
$91 Million 0.18% of portfolio
2,040,355
Q1 2025 Reduced 0.39%
$0
$90 Million 0.18% of portfolio
828,499
Q1 2025 Added 21.6%
$123B
$89.7 Million 0.18% of portfolio
200,812
Q1 2025 Added 6.32%
$0
$89.2 Million 0.18% of portfolio
954,684
Q1 2025 Added 4.32%
$0
$90.7 Million 0.18% of portfolio
1,185,039
Q1 2025 Added 16.71%
$0
$87.2 Million 0.18% of portfolio
339,357
Q1 2025 Reduced 2.25%
$175B
$88.3 Million 0.18% of portfolio
1,947,646
Q1 2025 Added 6.95%
$198B
$84.7 Million 0.17% of portfolio
2,994,437
Q1 2025 Added 10.15%
$298B
$86 Million 0.17% of portfolio
1,200,741
Q1 2025 Added 11.91%
$0
$85.5 Million 0.17% of portfolio
896,033
Q1 2025 Added 28.18%
$0
$86.1 Million 0.17% of portfolio
425,986
Q1 2025 Added 13.43%
$0
$85.4 Million 0.17% of portfolio
278,340
Q1 2025 Added 0.41%
$0
$83.5 Million 0.17% of portfolio
755,976
Q1 2025 Added 7.61%
$0
$83.3 Million 0.17% of portfolio
3,621,887
Q1 2025 Reduced 7.03%
$0
$82.1 Million 0.17% of portfolio
1,586,218
Q1 2025 Added 5.36%
$548B
$82.6 Million 0.17% of portfolio
88,576
Q1 2025 Added 13.78%
$170B
$82.3 Million 0.17% of portfolio
535,930
Q1 2025 Added 3.9%
$0
$81.4 Million 0.17% of portfolio
193,773
Q1 2025 Reduced 5.64%
$1.09T
$85.7 Million 0.17% of portfolio
516,186
Q1 2025 Added 4.34%
$0
$82.5 Million 0.17% of portfolio
389,916
Q1 2025 Added 4.82%
$0
$81.5 Million 0.17% of portfolio
307,905
Q1 2025 Added 2.73%
$0
$85.8 Million 0.17% of portfolio
1,704,077
Q1 2025 Reduced 9.66%
$0
$77.5 Million 0.16% of portfolio
1,188,235
Q1 2025 Added 7.22%
$190B
$77.6 Million 0.16% of portfolio
235,195
Q1 2025 Added 0.72%
$0
$80.9 Million 0.16% of portfolio
1,862,245
Q1 2025 Added 3.7%
$0
$76.4 Million 0.16% of portfolio
626,430
Q1 2025 Added 6.11%
$0
$77.5 Million 0.16% of portfolio
1,304,800
Q1 2025 Added 5.46%
$207B
$74.3 Million 0.15% of portfolio
723,353
Q1 2025 Reduced 8.38%
$252B
$76.2 Million 0.15% of portfolio
306,599
Q1 2025 Added 7.6%
$0
$73.7 Million 0.15% of portfolio
1,175,080
Q1 2025 Added 13.84%
$0
$71.8 Million 0.15% of portfolio
1,082,621
Q1 2025 Reduced 3.25%
$0
$72.5 Million 0.15% of portfolio
272,393
Q1 2025 Added 234.63%
$0
$71.5 Million 0.15% of portfolio
1,125,791
Q1 2025 Added 15.7%
$178B
$73.4 Million 0.15% of portfolio
489,844
Q1 2025 Added 8.19%
$0
$71.9 Million 0.15% of portfolio
2,638,460
Q1 2025 Added 1.87%
$0
$72.7 Million 0.15% of portfolio
288,917
Q1 2025 Added 1.1%
$107B
$70.5 Million 0.14% of portfolio
1,173,882
Q1 2025 Added 10.2%
$155B
$70.5 Million 0.14% of portfolio
226,219
Q1 2025 Added 13.16%
$0
$67 Million 0.14% of portfolio
731,980
Q1 2025 Added 23.21%
$0
$71.3 Million 0.14% of portfolio
903,766
Q1 2025 Added 2.89%
$0
$68.9 Million 0.14% of portfolio
843,030
Q1 2025 Added 3.09%
$0
$70.3 Million 0.14% of portfolio
274,927
Q1 2025 Reduced 2.09%

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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