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
$37.8B
$24.1 Million 0.05% of portfolio
320,743
Q1 2025 Added 0.16%
$95.9B
$23.7 Million 0.05% of portfolio
72,087
Q1 2025 Added 12.47%
$97.3B
$23.2 Million 0.05% of portfolio
68,866
Q1 2025 Added 16.74%
$0
$25.7 Million 0.05% of portfolio
266,018
Q1 2025 Reduced 21.16%
$0
$23.3 Million 0.05% of portfolio
282,711
Q1 2025 Added 1.13%
$0
$22.6 Million 0.05% of portfolio
69,391
Q1 2025 Reduced 17.13%
$0
$26.9 Million 0.05% of portfolio
392,761
Q1 2025 Added 1.64%
$0
$25.4 Million 0.05% of portfolio
560,882
Q1 2025 Reduced 1.9%
$0
$25.1 Million 0.05% of portfolio
423,163
Q1 2025 Reduced 0.62%
$0
$26.4 Million 0.05% of portfolio
533,612
Q1 2025 Added 3.43%
$299B
$19.8 Million 0.04% of portfolio
150,096
Q1 2025 Added 32.63%
$0
$18.5 Million 0.04% of portfolio
355,245
Q1 2025 Reduced 1.27%
$0
$20.3 Million 0.04% of portfolio
337,560
Q1 2025 Added 59.19%
$54.5B
$18.5 Million 0.04% of portfolio
38,275
Q1 2025 Added 4.59%
$0
$21.8 Million 0.04% of portfolio
535,492
Q1 2025 Added 4.14%
$117B
$19.2 Million 0.04% of portfolio
94,970
Q1 2025 Added 1.08%
$48B
$18.1 Million 0.04% of portfolio
78,838
Q1 2025 Added 18.82%
$0
$17.5 Million 0.04% of portfolio
289,001
Q1 2025 Added 13.04%
$58.7B
$20.6 Million 0.04% of portfolio
89,109
Q1 2025 Added 27.03%
$1.46B
$19.8 Million 0.04% of portfolio
393,511
Q1 2025 Reduced 13.66%
$99.7B
$22.1 Million 0.04% of portfolio
109,781
Q1 2025 Added 18.51%
$143B
$20.8 Million 0.04% of portfolio
101,471
Q1 2025 Reduced 24.43%
$0
$18.5 Million 0.04% of portfolio
397,555
Q1 2025 Added 7.18%
$0
$19.5 Million 0.04% of portfolio
378,707
Q1 2025 Reduced 10.25%
$58.8B
$20.4 Million 0.04% of portfolio
83,812
Q1 2025 Added 0.27%
$0
$19.4 Million 0.04% of portfolio
424,613
Q1 2025 Added 60.18%
$0
$18.6 Million 0.04% of portfolio
170,443
Q1 2025 Added 0.68%
$41.8B
$17.3 Million 0.04% of portfolio
1,722,869
Q1 2025 Added 19.13%
$0
$18.4 Million 0.04% of portfolio
325,548
Q1 2025 Added 20.26%
$0
$20.3 Million 0.04% of portfolio
969,138
Q1 2025 Added 4.77%
$0
$21.5 Million 0.04% of portfolio
592,040
Q1 2025 Added 96.25%
$0
$19.9 Million 0.04% of portfolio
374,434
Q1 2025 Added 3.97%
$0
$18.1 Million 0.04% of portfolio
953,135
Q1 2025 Added 30.84%
$0
$18.8 Million 0.04% of portfolio
456,229
Q1 2025 Reduced 17.32%
$73.9B
$17.3 Million 0.04% of portfolio
69,592
Q1 2025 Added 9.13%
$0
$18.7 Million 0.04% of portfolio
397,589
Q1 2025 Added 183.55%
$0
$19.4 Million 0.04% of portfolio
937,730
Q1 2025 Added 6.43%
$0
$20.3 Million 0.04% of portfolio
426,651
Q1 2025 Added 31.04%
$0
$20.6 Million 0.04% of portfolio
437,594
Q1 2025 Reduced 1.11%
$0
$20.3 Million 0.04% of portfolio
284,479
Q1 2025 Added 10.88%
$0
$21.7 Million 0.04% of portfolio
260,381
Q1 2025 Reduced 1.36%
$0
$19.7 Million 0.04% of portfolio
164,884
Q1 2025 Added 54.82%
$0
$17.5 Million 0.04% of portfolio
179,124
Q1 2025 Added 90.5%
$0
$20 Million 0.04% of portfolio
443,358
Q1 2025 Reduced 29.24%
$0
$18.8 Million 0.04% of portfolio
305,563
Q1 2025 Added 76.27%
$0
$18.3 Million 0.04% of portfolio
405,669
Q1 2025 Added 10.08%
$120B
$20.9 Million 0.04% of portfolio
30,794
Q1 2025 Added 24.94%
$51.5B
$18.7 Million 0.04% of portfolio
276,977
Q1 2025 Added 37.0%
$47.8B
$18.7 Million 0.04% of portfolio
89,204
Q1 2025 Added 35.21%

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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