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
$1.63 Million 0.0% of portfolio
25,711
Q1 2025 Added 47.28%
$0
$1.7 Million 0.0% of portfolio
35,461
Q1 2025 Reduced 55.58%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 36.77%
$0
$341,000 0.0% of portfolio
2,968
Q1 2025 Added 2.31%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 234.22%
$0
$2.01 Million 0.0% of portfolio
41,647
Q1 2025 Reduced 35.72%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 43.93%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$2.21 Million 0.0% of portfolio
39,151
Q1 2025 Reduced 0.97%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.68%
$216M
$46,000 0.0% of portfolio
10,989
Q1 2025 New
$1.1B
$181,000 0.0% of portfolio
14,978
Q1 2025 Added 44.85%
$0
$508,000 0.0% of portfolio
8,359
Q1 2025 Added 1.49%
$0
$305,000 0.0% of portfolio
4,366
Q1 2025 Added 10.73%
$6.74B
$1.31 Million 0.0% of portfolio
10,536
Q1 2025 Added 4.4%
$4.01B
$1.19 Million 0.0% of portfolio
9,427
Q1 2025 Added 9.49%
$12.1B
$1.61 Million 0.0% of portfolio
29,973
Q1 2025 Reduced 8.4%
$1.3B
$133,000 0.0% of portfolio
27,724
Q1 2025 Reduced 6.95%
$4.04B
$712,000 0.0% of portfolio
22,261
Q1 2025 Added 44.95%
$5.19B
$332,000 0.0% of portfolio
55,229
Q1 2025 Added 44.29%
$0
$1.09 Million 0.0% of portfolio
16,193
Q1 2025 Reduced 11.0%
$0
$523,000 0.0% of portfolio
14,980
Q1 2025 Reduced 0.87%
$0
$2.36 Million 0.0% of portfolio
63,443
Q1 2025 Added 45.55%
$75.5M
$89,000 0.0% of portfolio
15,149
Q1 2025 Added 9.47%
Jpmorgan Chase Finl CO LLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.3%
$322M
$44,000 0.0% of portfolio
20,862
Q1 2025 Reduced 64.7%
$11.7B
$445,000 0.0% of portfolio
12,300
Q1 2025 Reduced 3.97%
$3.52B
$256,000 0.0% of portfolio
760
Q1 2025 Added 5.56%
$1.19B
$255,000 0.0% of portfolio
4,217
Q1 2025 Added 7.3%
$30.3B
$279,000 0.0% of portfolio
5,159
Q1 2025 Added 37.24%
$4.43B
$2.23 Million 0.0% of portfolio
38,354
Q1 2025 Added 62.82%
$6.71B
$421,000 0.0% of portfolio
8,453
Q1 2025 Added 22.12%
$385M
$182,000 0.0% of portfolio
13,877
Q1 2025 Added 22.05%
$4.04B
$462,000 0.0% of portfolio
6,914
Q1 2025 Added 39.99%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 9.61%
$4.1B
$399,000 0.0% of portfolio
12,180
Q1 2025 Reduced 11.93%
$838M
$349,000 0.0% of portfolio
24,978
Q1 2025 Added 52.14%
$12.9B
$1.35 Million 0.0% of portfolio
63,327
Q1 2025 Added 93.99%
Kindly Md Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 206.22%
$1.84B
$684,000 0.0% of portfolio
13,183
Q1 2025 Added 147.75%
$2.83B
$1.32 Million 0.0% of portfolio
91,662
Q1 2025 Added 596.31%
$20.1B
$932,000 0.0% of portfolio
73,979
Q1 2025 Reduced 7.15%
$6.72B
$731,000 0.0% of portfolio
7,246
Q1 2025 Added 15.07%
$4.97B
$993,000 0.0% of portfolio
44,414
Q1 2025 Added 129.25%
$0
$547,000 0.0% of portfolio
44,523
Q1 2025 Added 51.89%
Klaviyo Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 58.48%
Knife River Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.05%
$6.84B
$558,000 0.0% of portfolio
12,842
Q1 2025 Reduced 7.75%
$960M
$226,000 0.0% of portfolio
27,711
Q1 2025 Added 8.87%

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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