Cetera Investment Advisers Portfolio Holdings

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025

Cetera Investment Advisers has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $55.9 Billion distributed in 4085 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $1.18B, Ishares Core S&P 500 ETF with a value of $1.15B, Apple Inc. with a value of $1.11B, Microsoft Corp with a value of $1.06B, and Invesco Qqq Trust, Series 1 with a value of $936M.

Examining the 13F form we can see an increase of $6.67B in the current position value, from $49.2B to 55.9B.

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 $55.9 Billion
ETFs: $36 Billion
Technology: $6.02 Billion
Financial Services: $2.93 Billion
Consumer Cyclical: $2.01 Billion
Industrials: $1.73 Billion
Healthcare: $1.53 Billion
Communication Services: $1.45 Billion
Consumer Defensive: $1.25 Billion
Other: $2.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q2 2025 Added 98.37%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$2.22 Million 0.0% of portfolio
46,687
Q2 2025 Added 12.1%
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
-
Q2 2025 Added 13.14%
$0
$2.52 Million 0.0% of portfolio
39,249
Q2 2025 Added 0.25%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.57%
$198M
$64,000 0.0% of portfolio
10,989
Q1 2025 New
$1.18B
$143,000 0.0% of portfolio
15,139
Q2 2025 Added 1.07%
$0
$337,000 0.0% of portfolio
5,002
Q2 2025 Reduced 40.16%
$0
$2.61 Million 0.0% of portfolio
33,557
Q2 2025 Added 668.6%
$7.39B
$2.53 Million 0.0% of portfolio
65,189
Q2 2025 Reduced 21.5%
$7.95B
$754,000 0.0% of portfolio
7,106
Q2 2025 Reduced 32.56%
$4.01B
$1.08 Million 0.0% of portfolio
8,593
Q2 2025 Reduced 8.85%
Jbt Marel Corporation
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 23.72%
$52B
$2.18 Million 0.0% of portfolio
66,678
Q2 2025 Reduced 43.32%
$1.65B
$129,000 0.0% of portfolio
30,678
Q2 2025 Added 10.66%
$4.93B
$1.13 Million 0.0% of portfolio
25,739
Q2 2025 Added 15.62%
$8.06B
$675,000 0.0% of portfolio
64,069
Q2 2025 Added 16.01%
$0
$1.25 Million 0.0% of portfolio
17,014
Q2 2025 Added 5.07%
$0
$654,000 0.0% of portfolio
17,113
Q2 2025 Added 14.24%
$14.7B
$650,000 0.0% of portfolio
2,543
Q2 2025 Reduced 80.14%
$82.8M
$77,000 0.0% of portfolio
10,731
Q2 2025 Reduced 29.16%
Jpmorgan Chase Finl CO LLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.53%
$971M
$103,000 0.0% of portfolio
25,857
Q2 2025 Added 23.94%
$13B
$434,000 0.0% of portfolio
10,884
Q2 2025 Reduced 11.51%
$3.72B
$245,000 0.0% of portfolio
774
Q2 2025 Added 1.84%
$32.7B
$708,000 0.0% of portfolio
8,584
Q2 2025 Added 66.39%
$5.61B
$1.77 Million 0.0% of portfolio
33,485
Q2 2025 Reduced 12.69%
$6.83B
$373,000 0.0% of portfolio
7,783
Q2 2025 Reduced 7.93%
$462M
$167,000 0.0% of portfolio
14,308
Q2 2025 Added 3.11%
$3.38B
$336,000 0.0% of portfolio
5,211
Q2 2025 Reduced 24.63%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.72%
$30.4B
$2.58 Million 0.0% of portfolio
15,771
Q2 2025 Reduced 7.16%
$4.92B
$348,000 0.0% of portfolio
10,152
Q2 2025 Reduced 16.65%
$781M
$348,000 0.0% of portfolio
24,937
Q2 2025 Reduced 0.16%
$13.8B
$1.43 Million 0.0% of portfolio
67,876
Q2 2025 Added 7.18%
$1.8B
$792,000 0.0% of portfolio
17,984
Q2 2025 Added 36.42%
$3.95B
$606,000 0.0% of portfolio
48,454
Q2 2025 Reduced 47.14%
$141M
$163,000 0.0% of portfolio
10,587
Q2 2025 New
$29.8B
$1.84 Million 0.0% of portfolio
117,629
Q2 2025 Added 59.0%
$5.21B
$1.13 Million 0.0% of portfolio
9,977
Q2 2025 Added 37.69%
$4.95B
$499,000 0.0% of portfolio
22,038
Q2 2025 Reduced 50.38%
$0
$646,000 0.0% of portfolio
51,448
Q2 2025 Added 15.55%
Klaviyo Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 102.29%
Knife River Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.36%
$6.69B
$607,000 0.0% of portfolio
13,724
Q2 2025 Added 6.87%
Kodiak Gas Svcs Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$1.87B
$285,000 0.0% of portfolio
33,708
Q2 2025 Added 21.64%

Summary

  • Portfolio
  • No. of Stocks 4,085
  • Current Value $55.9 Billion
  • Prior Value $49.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 246 stocks
  • Additional Purchases 2,260 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,452 stocks
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