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
$34.9 Million 0.07% of portfolio
406,367
Q1 2025 Added 4.52%
$0
$33.4 Million 0.07% of portfolio
62,623
Q1 2025 Reduced 0.4%
$0
$32 Million 0.07% of portfolio
1,120,368
Q1 2025 Added 9.64%
$142B
$36 Million 0.07% of portfolio
96,797
Q1 2025 Added 4.81%
$156B
$32.8 Million 0.07% of portfolio
65,818
Q1 2025 Added 13.25%
$0
$33.2 Million 0.07% of portfolio
224,022
Q1 2025 Added 2.86%
$0
$33.5 Million 0.07% of portfolio
258,098
Q1 2025 Added 6.13%
$0
$33.4 Million 0.07% of portfolio
134,969
Q1 2025 Added 5.67%
$79.6B
$29.8 Million 0.06% of portfolio
202,816
Q1 2025 Added 11.2%
$65.3B
$28.1 Million 0.06% of portfolio
252,363
Q1 2025 Added 0.99%
$152B
$30.6 Million 0.06% of portfolio
430,965
Q1 2025 Added 14.12%
$0
$31.4 Million 0.06% of portfolio
952,005
Q1 2025 Reduced 53.08%
$75.9B
$27.3 Million 0.06% of portfolio
249,126
Q1 2025 Added 13.76%
$55.1B
$29.9 Million 0.06% of portfolio
1,609,401
Q1 2025 Added 15.22%
$0
$29.1 Million 0.06% of portfolio
529,761
Q1 2025 Added 1.15%
$0
$31.3 Million 0.06% of portfolio
425,217
Q1 2025 Reduced 4.42%
$0
$29.3 Million 0.06% of portfolio
552,890
Q1 2025 Added 48.9%
$76.5B
$30.4 Million 0.06% of portfolio
111,710
Q1 2025 Added 7.24%
$136B
$27.3 Million 0.06% of portfolio
243,333
Q1 2025 Added 5.82%
$0
$28.2 Million 0.06% of portfolio
747,666
Q1 2025 Added 2.05%
$0
$31.8 Million 0.06% of portfolio
1,380,021
Q1 2025 Added 3.4%
$0
$27.3 Million 0.06% of portfolio
676,649
Q1 2025 Added 1.62%
$0
$30.1 Million 0.06% of portfolio
633,796
Q1 2025 Added 13.11%
$0
$30.1 Million 0.06% of portfolio
816,561
Q1 2025 Added 6.79%
$0
$29.3 Million 0.06% of portfolio
475,880
Q1 2025 Added 11.98%
$0
$27.8 Million 0.06% of portfolio
446,776
Q1 2025 Reduced 7.52%
$0
$28.7 Million 0.06% of portfolio
235,385
Q1 2025 Reduced 24.81%
$0
$31.5 Million 0.06% of portfolio
435,455
Q1 2025 Added 3.69%
$0
$28.3 Million 0.06% of portfolio
344,708
Q1 2025 Added 409.28%
$0
$30 Million 0.06% of portfolio
94,570
Q1 2025 Added 6.92%
$0
$28.6 Million 0.06% of portfolio
563,124
Q1 2025 Added 12.76%
$0
$28.5 Million 0.06% of portfolio
509,316
Q1 2025 Added 120.86%
$76.6B
$31.9 Million 0.06% of portfolio
62,363
Q1 2025 Added 8.61%
$162B
$31.2 Million 0.06% of portfolio
399,124
Q1 2025 Added 5.25%
$0
$29.1 Million 0.06% of portfolio
1,470,440
Q1 2025 Reduced 6.58%
$0
$31.4 Million 0.06% of portfolio
1,180,973
Q1 2025 Added 1.83%
$0
$29.6 Million 0.06% of portfolio
706,924
Q1 2025 Added 3.77%
$0
$29.6 Million 0.06% of portfolio
311,120
Q1 2025 Added 4.77%
$0
$29.4 Million 0.06% of portfolio
1,150,781
Q1 2025 Added 6.61%
$0
$31.5 Million 0.06% of portfolio
773,706
Q1 2025 Reduced 37.79%
$0
$27.8 Million 0.06% of portfolio
1,155,076
Q1 2025 Added 2.09%
$276B
$31.6 Million 0.06% of portfolio
118,512
Q1 2025 Added 21.96%
$64.3B
$27.3 Million 0.06% of portfolio
645,487
Q1 2025 Added 10.24%
$0
$30.7 Million 0.06% of portfolio
616,159
Q1 2025 Added 16.22%
$0
$27.2 Million 0.06% of portfolio
235,330
Q1 2025 Added 2.4%
$0
$28.8 Million 0.06% of portfolio
579,726
Q1 2025 Reduced 43.24%
$0
$27.9 Million 0.06% of portfolio
336,006
Q1 2025 Reduced 10.73%
$113B
$31.4 Million 0.06% of portfolio
64,774
Q1 2025 Added 20.05%
$0
$30.1 Million 0.06% of portfolio
640,756
Q1 2025 Added 24.83%

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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