Cetera Trust Company, N.A Portfolio Holdings
Cetera Trust Company, N.A
- $164 Billion
- Q3 2024
Cetera Trust Company, N.A has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 400 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.6B, Microsoft Corp with a value of $6.06B, Amazon Com Inc with a value of $3.93B, Jpmorgan Chase & CO with a value of $3.76B, and Walmart Inc. with a value of $3.48B.
Examining the 13F form we can see an increase of $4.22B in the current position value, from $159B to 164B.
Cetera Trust Company, N.A is based out at St. Paul, MN
Below you can find more details about Cetera Trust Company, N.A portfolio as well as his latest detailed transactions.
Portfolio value
$164 Billion
Technology: $33.6 Billion
Healthcare: $27.8 Billion
Financial Services: $27.7 Billion
Industrials: $16 Billion
Consumer Cyclical: $12.3 Billion
Communication Services: $11.9 Billion
Consumer Defensive: $10 Billion
Real Estate: $9.95 Billion
Other: $12.6 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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