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
$2.88B
$401,000 0.0% of portfolio
6,455
Q1 2025 Added 82.4%
$1.69B
$575,000 0.0% of portfolio
8,573
Q1 2025 Added 10.14%
$20B
$2.06 Million 0.0% of portfolio
26,300
Q1 2025 Reduced 13.3%
$22.3B
$238,000 0.0% of portfolio
2,388
Q1 2025 Reduced 4.78%
$5.25B
$404,000 0.0% of portfolio
13,558
Q1 2025 Reduced 59.04%
$228M
$52,000 0.0% of portfolio
87,856
Q1 2025 Reduced 2.17%
$7.5B
$1.45 Million 0.0% of portfolio
9,664
Q1 2025 Added 7.33%
$5.22B
$1.21 Million 0.0% of portfolio
8,382
Q1 2025 Reduced 0.82%
$62.1B
$2.42 Million 0.0% of portfolio
6,560
Q1 2025 Added 50.87%
Checkpoint Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 15.69%
$3.13B
$2.41 Million 0.0% of portfolio
49,562
Q1 2025 Added 48.85%
$173M
$6,000 0.0% of portfolio
10,641
Q1 2025 New
$8.18B
$1.06 Million 0.0% of portfolio
1,715
Q1 2025 Added 6.19%
$1.62B
$197,000 0.0% of portfolio
14,572
Q1 2025 Reduced 43.5%
$58.2M
$89,000 0.0% of portfolio
27,116
Q1 2025 Added 0.4%
$2.13B
$492,000 0.0% of portfolio
3,831
Q1 2025 Added 12.44%
Chimera Invt Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 11.43%
$6.86B
$858,000 0.0% of portfolio
6,465
Q1 2025 Reduced 2.31%
$4.31B
$1.95 Million 0.0% of portfolio
17,311
Q1 2025 Reduced 3.52%
$3.66B
$326,000 0.0% of portfolio
2,941
Q1 2025 Reduced 23.97%
$11B
$1.2 Million 0.0% of portfolio
19,874
Q1 2025 Added 0.35%
$960M
$32,000 0.0% of portfolio
14,070
Q1 2025 Reduced 49.24%
$5.84B
$480,000 0.0% of portfolio
4,824
Q1 2025 Added 74.34%
$288M
$902,000 0.0% of portfolio
44,870
Q4 2024 Reduced 3.62%
$2.76B
$448,000 0.0% of portfolio
12,867
Q1 2025 Reduced 6.89%
$2.83B
$92,000 0.0% of portfolio
23,417
Q1 2025 Reduced 5.91%
$422M
$212,000 0.0% of portfolio
136,945
Q1 2025 Added 43.04%
$419M
$1.69 Million 0.0% of portfolio
250,816
Q1 2025 Added 5.21%
$533M
$36,000 0.0% of portfolio
32,716
Q1 2025 Reduced 3.52%
$2.08B
$360,000 0.0% of portfolio
13,918
Q1 2025 Added 17.58%
$0
$418,000 0.0% of portfolio
8,443
Q1 2025 Reduced 1.86%
$1.23B
$413,000 0.0% of portfolio
15,423
Q1 2025 Added 8.28%
$442M
$644,000 0.0% of portfolio
25,407
Q1 2025 New
-
$357,000 0.0% of portfolio
10,355
Q1 2025 Added 11.08%
$2.6B
$262,000 0.0% of portfolio
8,671
Q1 2025 New
$3.6B
$1.95 Million 0.0% of portfolio
237,428
Q1 2025 Added 27.16%
$1.16B
$68,000 0.0% of portfolio
19,000
Q1 2025 Reduced 0.84%
$12.3B
$488,000 0.0% of portfolio
9,610
Q1 2025 Added 0.95%
$14.1B
$783,000 0.0% of portfolio
75,199
Q1 2025 Added 27.45%
$4.29B
$722,000 0.0% of portfolio
17,343
Q1 2025 New
$6.21B
$571,000 0.0% of portfolio
18,145
Q1 2025 Added 12.1%
$897M
$2.44 Million 0.0% of portfolio
1,806
Q1 2025 Added 1.57%
$19.9B
$584,000 0.0% of portfolio
6,399
Q1 2025 Reduced 6.71%
$2.5B
$135,000 0.0% of portfolio
22,956
Q1 2025 New
$2.28B
$433,000 0.0% of portfolio
7,078
Q1 2025 Added 36.59%
$5.13B
$366,000 0.0% of portfolio
12,288
Q1 2025 Added 36.26%
$0
$282,000 0.0% of portfolio
23,425
Q1 2025 Added 5.94%
$0
$359,000 0.0% of portfolio
17,680
Q1 2025 Added 5.75%
$0
$2.23 Million 0.0% of portfolio
177,281
Q1 2025 Added 7.91%

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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