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
$70 Million 0.14% of portfolio
5,452,908
Q1 2025 Reduced 9.31%
$0
$66.9 Million 0.14% of portfolio
2,834,341
Q1 2025 Added 6.07%
$0
$67.4 Million 0.14% of portfolio
854,868
Q1 2025 Added 12.24%
$0
$69.9 Million 0.14% of portfolio
1,919,169
Q1 2025 Added 4.89%
$0
$68.4 Million 0.14% of portfolio
1,736,317
Q1 2025 Added 5.88%
$0
$69.2 Million 0.14% of portfolio
806,650
Q1 2025 Added 5.17%
$0
$67.3 Million 0.14% of portfolio
823,152
Q1 2025 Added 11.31%
$272B
$64.8 Million 0.13% of portfolio
1,050,823
Q1 2025 Added 11.97%
$0
$62.4 Million 0.13% of portfolio
685,668
Q1 2025 Reduced 42.22%
$0
$64.4 Million 0.13% of portfolio
545,228
Q1 2025 Added 44.27%
$0
$63.6 Million 0.13% of portfolio
922,942
Q1 2025 Added 38.66%
$0
$61.8 Million 0.13% of portfolio
1,704,310
Q1 2025 Added 94.33%
$0
$64.2 Million 0.13% of portfolio
1,267,484
Q1 2025 Reduced 25.74%
$200B
$63.5 Million 0.13% of portfolio
707,194
Q1 2025 Added 3.86%
$36.8B
$65.1 Million 0.13% of portfolio
655,930
Q1 2025 Added 2.17%
$553B
$65.4 Million 0.13% of portfolio
468,066
Q1 2025 Added 9.39%
$0
$65 Million 0.13% of portfolio
1,732,413
Q1 2025 Reduced 0.24%
$0
$66.3 Million 0.13% of portfolio
1,092,303
Q1 2025 Added 0.18%
$0
$62.1 Million 0.13% of portfolio
535,159
Q1 2025 Added 10.86%
$0
$64.2 Million 0.13% of portfolio
812,929
Q1 2025 Added 7.55%
$102B
$58 Million 0.12% of portfolio
164,379
Q1 2025 Added 3.65%
$88.9B
$59.9 Million 0.12% of portfolio
491,396
Q1 2025 Added 10.61%
$0
$59.1 Million 0.12% of portfolio
1,156,821
Q1 2025 Added 15.38%
$0
$60.6 Million 0.12% of portfolio
1,156,696
Q1 2025 Added 39.16%
$132B
$58.2 Million 0.12% of portfolio
249,488
Q1 2025 Added 3.98%
$59.6B
$58.9 Million 0.12% of portfolio
345,205
Q1 2025 Added 8.24%
$135B
$59.2 Million 0.12% of portfolio
2,335,151
Q1 2025 Added 15.51%
$35.3B
$59.1 Million 0.12% of portfolio
1,019,400
Q1 2025 Added 5.65%
$0
$59.8 Million 0.12% of portfolio
456,595
Q1 2025 Added 17.52%
$0
$60.4 Million 0.12% of portfolio
305,921
Q1 2025 Added 1.6%
$0
$59.6 Million 0.12% of portfolio
784,095
Q1 2025 Added 4.95%
$0
$59.9 Million 0.12% of portfolio
1,571,439
Q1 2025 Added 74.97%
$0
$57.3 Million 0.12% of portfolio
617,317
Q1 2025 Added 14.91%
$0
$57.8 Million 0.12% of portfolio
264,235
Q1 2025 Added 6.78%
$127B
$53 Million 0.11% of portfolio
173,353
Q1 2025 Reduced 0.55%
$365B
$52.6 Million 0.11% of portfolio
1,260,357
Q1 2025 Added 15.68%
$157B
$55.2 Million 0.11% of portfolio
117,628
Q1 2025 Added 2.28%
$262B
$54.1 Million 0.11% of portfolio
270,360
Q1 2025 Added 3.08%
$0
$53.6 Million 0.11% of portfolio
519,773
Q1 2025 Added 12.93%
$0
$55.8 Million 0.11% of portfolio
490,726
Q1 2025 Reduced 20.39%
$0
$51.8 Million 0.11% of portfolio
572,139
Q1 2025 Added 23.49%
$0
$51.8 Million 0.11% of portfolio
385,468
Q1 2025 Reduced 0.2%
$0
$56.6 Million 0.11% of portfolio
1,131,266
Q1 2025 Added 199.12%
$0
$53 Million 0.11% of portfolio
1,065,813
Q1 2025 Added 29.68%
$97.2B
$53 Million 0.11% of portfolio
575,956
Q1 2025 Added 7.12%
$166B
$52.6 Million 0.11% of portfolio
721,477
Q1 2025 Added 23.34%
$0
$54.5 Million 0.11% of portfolio
222,858
Q1 2025 Added 17.37%
$0
$56 Million 0.11% of portfolio
468,599
Q1 2025 Added 13.78%
$0
$55 Million 0.11% of portfolio
272,932
Q1 2025 Added 190.39%

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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