Cetera Trust Company, N.A Portfolio Holdings
Cetera Trust Company, N.A
- $179 Billion
- Q3 2025
Cetera Trust Company, N.A has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 353 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.4B, Microsoft Corp with a value of $7.05B, Lam Research Corp with a value of $5.46B, Jpmorgan Chase & CO with a value of $5.35B, and Mckesson Corp with a value of $4.98B.
Examining the 13F form we can see an increase of $11.1B in the current position value, from $167B to 179B.
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
$179 Billion
Technology: $32.9 Billion
Financial Services: $29.5 Billion
Healthcare: $25.3 Billion
Industrials: $17.7 Billion
Communication Services: $14.3 Billion
Consumer Cyclical: $13.2 Billion
Consumer Defensive: $10.3 Billion
Real Estate: $9.03 Billion
Other: $15.1 Billion