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
$233B
$51 Million 0.1% of portfolio
384,814
Q1 2025 Added 2.96%
$214B
$50.4 Million 0.1% of portfolio
510,787
Q1 2025 Added 5.71%
$0
$49.3 Million 0.1% of portfolio
641,028
Q1 2025 Reduced 1.57%
$0
$51.3 Million 0.1% of portfolio
554,807
Q1 2025 Added 83.99%
$0
$49.7 Million 0.1% of portfolio
601,314
Q1 2025 Reduced 37.54%
$0
$48.6 Million 0.1% of portfolio
382,782
Q1 2025 Added 2.9%
$0
$49.3 Million 0.1% of portfolio
419,840
Q1 2025 Added 0.64%
$0
$49.6 Million 0.1% of portfolio
1,054,381
Q1 2025 Added 65.74%
$0
$50.3 Million 0.1% of portfolio
790,000
Q1 2025 Added 45.27%
$63B
$47.1 Million 0.1% of portfolio
1,652,466
Q1 2025 Added 9.26%
$141B
$48.6 Million 0.1% of portfolio
685,613
Q1 2025 Added 9.46%
$0
$47.1 Million 0.1% of portfolio
508,933
Q1 2025 Added 11.85%
$0
$50.4 Million 0.1% of portfolio
493,615
Q1 2025 Reduced 5.9%
$216B
$49.8 Million 0.1% of portfolio
376,075
Q1 2025 New
$0
$48.6 Million 0.1% of portfolio
504,393
Q1 2025 Added 17.29%
$107B
$50.5 Million 0.1% of portfolio
514,334
Q1 2025 Added 3.44%
$1.18B
$49.9 Million 0.1% of portfolio
1,656,064
Q1 2025 Added 2.96%
$0
$46.8 Million 0.1% of portfolio
1,009,656
Q1 2025 Added 19.97%
$286B
$50.5 Million 0.1% of portfolio
703,905
Q1 2025 Added 7.17%
$0
$51 Million 0.1% of portfolio
643,025
Q1 2025 Reduced 11.19%
$180B
$42.1 Million 0.09% of portfolio
134,797
Q1 2025 Added 25.43%
$223B
$43.3 Million 0.09% of portfolio
160,883
Q1 2025 Added 11.21%
$0
$45.7 Million 0.09% of portfolio
905,543
Q1 2025 Reduced 1.19%
$219B
$46.2 Million 0.09% of portfolio
84,520
Q1 2025 Added 8.09%
$149B
$43.8 Million 0.09% of portfolio
206,978
Q1 2025 Added 1.99%
$0
$46 Million 0.09% of portfolio
917,107
Q1 2025 Added 9.32%
$0
$42.4 Million 0.09% of portfolio
350,222
Q1 2025 Added 5.52%
$0
$42.1 Million 0.09% of portfolio
700,179
Q1 2025 Added 16.6%
$0
$43.1 Million 0.09% of portfolio
466,843
Q1 2025 Added 2.28%
$0
$44.4 Million 0.09% of portfolio
1,554,621
Q1 2025 Reduced 8.32%
$164B
$46.3 Million 0.09% of portfolio
91,099
Q1 2025 Added 0.87%
$196B
$42.1 Million 0.09% of portfolio
52,934
Q1 2025 Added 3.36%
$0
$45.3 Million 0.09% of portfolio
1,267,904
Q1 2025 Added 2.62%
$0
$42.5 Million 0.09% of portfolio
427,265
Q1 2025 Added 20.65%
$143B
$42 Million 0.09% of portfolio
344,599
Q1 2025 Added 14.48%
$137B
$43 Million 0.09% of portfolio
182,010
Q1 2025 Added 5.55%
$0
$43.3 Million 0.09% of portfolio
615,047
Q1 2025 Added 21.94%
$0
$45.8 Million 0.09% of portfolio
265,700
Q1 2025 Added 0.11%
$0
$42.7 Million 0.09% of portfolio
265,756
Q1 2025 Added 11.04%
$0
$44 Million 0.09% of portfolio
289,868
Q1 2025 Added 7.2%
$0
$41.9 Million 0.09% of portfolio
135,767
Q1 2025 Reduced 9.83%
$95.2B
$46.7 Million 0.09% of portfolio
201,659
Q1 2025 Added 13.66%
$175B
$39.4 Million 0.08% of portfolio
102,627
Q1 2025 Added 11.74%
$97.6B
$41.7 Million 0.08% of portfolio
298,327
Q1 2025 Added 0.01%
$211B
$38.2 Million 0.08% of portfolio
8,301
Q1 2025 Added 11.24%
$99.6B
$40.4 Million 0.08% of portfolio
661,731
Q1 2025 Added 3.93%
$152B
$41.8 Million 0.08% of portfolio
1,131,950
Q1 2025 Added 4.93%
$0
$38.4 Million 0.08% of portfolio
886,183
Q1 2025 Reduced 6.63%
$132B
$40.3 Million 0.08% of portfolio
148,126
Q1 2025 Added 2.84%

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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