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
$90.7B
$40.5 Million 0.08% of portfolio
913,285
Q1 2025 Added 1.69%
$0
$40.1 Million 0.08% of portfolio
808,542
Q1 2025 Added 28.46%
$0
$37.6 Million 0.08% of portfolio
586,842
Q1 2025 Added 8.4%
$0
$39.1 Million 0.08% of portfolio
891,496
Q1 2025 Reduced 25.67%
$180B
$38.3 Million 0.08% of portfolio
77,302
Q1 2025 Added 15.03%
$17.2B
$38.3 Million 0.08% of portfolio
1,235,483
Q1 2025 Added 20.13%
$0
$40.4 Million 0.08% of portfolio
390,586
Q1 2025 Added 5.03%
$0
$38.8 Million 0.08% of portfolio
911,999
Q1 2025 Added 22.78%
$0
$41.1 Million 0.08% of portfolio
326,445
Q1 2025 Added 11.32%
$0
$38.3 Million 0.08% of portfolio
344,996
Q1 2025 Added 23.55%
$0
$38.3 Million 0.08% of portfolio
250,167
Q1 2025 Added 10.1%
$0
$40.8 Million 0.08% of portfolio
799,153
Q1 2025 Added 6.97%
$0
$37.2 Million 0.08% of portfolio
756,609
Q1 2025 Added 5.9%
$115B
$39.8 Million 0.08% of portfolio
442,826
Q1 2025 Added 25.94%
$0
$39.9 Million 0.08% of portfolio
1,664,340
Q1 2025 Added 110.04%
$83.9B
$37.3 Million 0.08% of portfolio
61,373
Q1 2025 Added 21.26%
$0
$39.5 Million 0.08% of portfolio
1,093,233
Q1 2025 Added 24.5%
$0
$41 Million 0.08% of portfolio
1,752,023
Q1 2025 Reduced 4.5%
$0
$37.5 Million 0.08% of portfolio
1,127,928
Q1 2025 Added 2.97%
$177B
$38.4 Million 0.08% of portfolio
197,094
Q1 2025 Added 1.67%
$72.4B
$38.4 Million 0.08% of portfolio
349,372
Q1 2025 Added 25.37%
$0
$39.8 Million 0.08% of portfolio
696,604
Q1 2025 Reduced 27.76%
$0
$37.2 Million 0.08% of portfolio
745,643
Q1 2025 Added 0.5%
$0
$37.3 Million 0.08% of portfolio
218,335
Q1 2025 Added 6.93%
$73.7B
$39.4 Million 0.08% of portfolio
659,223
Q1 2025 Added 12.64%
$0
$37 Million 0.08% of portfolio
373,316
Q1 2025 Added 6.38%
$60B
$32.7 Million 0.07% of portfolio
111,047
Q1 2025 Added 6.03%
$146B
$36.7 Million 0.07% of portfolio
253,043
Q1 2025 Added 8.69%
$118B
$35.5 Million 0.07% of portfolio
208,085
Q1 2025 Reduced 16.59%
$145B
$33.8 Million 0.07% of portfolio
334,733
Q1 2025 Added 4.88%
$0
$33.4 Million 0.07% of portfolio
1,366,063
Q1 2025 Added 0.94%
$22.2B
$32.3 Million 0.07% of portfolio
157,283
Q1 2025 Added 22.61%
$121B
$35.7 Million 0.07% of portfolio
340,038
Q1 2025 Added 3.68%
$67.9B
$34.3 Million 0.07% of portfolio
1,003,592
Q1 2025 Added 2.0%
$0
$33.9 Million 0.07% of portfolio
537,631
Q1 2025 Added 11.81%
$0
$33.4 Million 0.07% of portfolio
1,118,629
Q1 2025 Added 3.5%
$0
$36.7 Million 0.07% of portfolio
1,165,864
Q1 2025 Reduced 8.25%
$0
$36.7 Million 0.07% of portfolio
369,329
Q1 2025 Added 55.03%
$0
$32.4 Million 0.07% of portfolio
1,398,691
Q1 2025 Added 12.16%
$0
$32.6 Million 0.07% of portfolio
279,660
Q1 2025 Added 16.33%
$0
$32.9 Million 0.07% of portfolio
174,594
Q1 2025 Added 13.29%
$0
$35.7 Million 0.07% of portfolio
1,160,157
Q1 2025 Added 11.32%
$0
$34.7 Million 0.07% of portfolio
229,813
Q1 2025 Added 1.62%
$0
$35.5 Million 0.07% of portfolio
168,212
Q1 2025 Reduced 42.17%
$0
$36.2 Million 0.07% of portfolio
359,063
Q1 2025 Added 34.01%
$0
$33.6 Million 0.07% of portfolio
585,915
Q1 2025 Reduced 17.59%
$0
$36.4 Million 0.07% of portfolio
1,125,292
Q1 2025 Added 6.17%
$3.45B
$33.9 Million 0.07% of portfolio
117,569
Q1 2025 Added 17.01%
$0
$35.4 Million 0.07% of portfolio
498,963
Q1 2025 Added 1.75%

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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