Cetera Investment Advisers Portfolio Holdings

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024

Cetera Investment Advisers has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $45.9 Billion distributed in 3762 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.31B, Ishares Core S&P 500 ETF with a value of $1.23B, Nvidia Corp with a value of $926M, Microsoft Corp with a value of $834M, and Spdr S&P 500 ETF Trust with a value of $765M.

Examining the 13F form we can see an increase of $1.74B in the current position value, from $44.2B to 45.9B.

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 $45.9 Billion
ETFs: $29.3 Billion
Technology: $5.08 Billion
Financial Services: $2.41 Billion
Consumer Cyclical: $1.89 Billion
Industrials: $1.38 Billion
Healthcare: $1.38 Billion
Communication Services: $1.15 Billion
Consumer Defensive: $1.02 Billion
Other: $1.76 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$1.31 Billion 2.85% of portfolio
5,236,230
Q4 2024 Added 0.86%
$0
$1.23 Billion 2.68% of portfolio
2,092,010
Q4 2024 Added 2.99%
$292B
$926 Million 2.01% of portfolio
6,893,466
Q4 2024 Added 1.11%
$2.99T
$834 Million 1.82% of portfolio
1,979,211
Q4 2024 Added 1.77%
$0
$765 Million 1.66% of portfolio
1,304,440
Q4 2024 Added 0.16%
$0
$725 Million 1.58% of portfolio
1,345,391
Q4 2024 Added 5.88%
$2.12T
$648 Million 1.41% of portfolio
2,954,340
Q4 2024 Added 2.33%
$0
$644 Million 1.4% of portfolio
2,221,546
Q4 2024 Added 0.02%
$0
$508 Million 1.11% of portfolio
1,264,703
Q4 2024 Reduced 0.45%
$0
$472 Million 1.03% of portfolio
10,437,128
Q4 2024 Reduced 3.11%
$0
$468 Million 1.02% of portfolio
4,833,421
Q4 2024 Reduced 11.0%
$0
$432 Million 0.94% of portfolio
1,052,650
Q4 2024 Reduced 0.54%
$0
$394 Million 0.86% of portfolio
5,479,052
Q4 2024 Added 7.89%
$0
$396 Million 0.86% of portfolio
2,336,240
Q4 2024 Added 3.68%
$0
$359 Million 0.78% of portfolio
2,013,466
Q4 2024 Added 2.05%
$0
$326 Million 0.71% of portfolio
3,212,404
Q4 2024 Added 1.07%
$0
$311 Million 0.68% of portfolio
1,631,317
Q4 2024 Added 11.33%
$0
$298 Million 0.65% of portfolio
8,447,056
Q4 2024 Added 42.25%
$645B
$290 Million 0.63% of portfolio
639,515
Q4 2024 Added 0.16%
$0
$291 Million 0.63% of portfolio
4,945,442
Q4 2024 Reduced 2.69%
$1.02T
$277 Million 0.6% of portfolio
1,464,173
Q4 2024 Added 2.29%
$1.44T
$278 Million 0.6% of portfolio
470,935
Q4 2024 Added 6.88%
$0
$260 Million 0.57% of portfolio
4,611,597
Q4 2024 Added 0.79%
$77.6B
$243 Million 0.53% of portfolio
1,050,236
Q4 2024 Reduced 2.04%
$0
$246 Million 0.53% of portfolio
2,793,283
Q4 2024 Added 30.52%
$0
$238 Million 0.52% of portfolio
1,131,917
Q4 2024 Added 9.99%
$0
$241 Million 0.52% of portfolio
3,428,071
Q4 2024 Added 1.02%
$881B
$236 Million 0.51% of portfolio
584,822
Q4 2024 Added 6.05%
$0
$228 Million 0.5% of portfolio
1,231,116
Q4 2024 Added 11.55%
$0
$227 Million 0.5% of portfolio
4,756,979
Q4 2024 Added 3.8%
$0
$218 Million 0.48% of portfolio
2,388,241
Q4 2024 Added 16.73%
$0
$215 Million 0.47% of portfolio
1,867,475
Q4 2024 Added 4.15%
$738B
$215 Million 0.47% of portfolio
898,632
Q4 2024 Added 1.89%
$0
$208 Million 0.45% of portfolio
4,057,687
Q4 2024 Added 10.07%
$0
$209 Million 0.45% of portfolio
3,624,250
Q4 2024 Reduced 5.84%
$577B
$204 Million 0.45% of portfolio
646,948
Q4 2024 Added 2.12%
$0
$204 Million 0.44% of portfolio
7,304,069
Q4 2024 Added 296.15%
$0
$201 Million 0.44% of portfolio
762,556
Q4 2024 Added 0.93%
$0
$197 Million 0.43% of portfolio
1,546,608
Q4 2024 Reduced 2.52%
$1.06T
$190 Million 0.41% of portfolio
997,791
Q4 2024 Added 0.57%
$0
$188 Million 0.41% of portfolio
3,831,568
Q4 2024 Reduced 1.48%
$0
$184 Million 0.4% of portfolio
2,664,733
Q4 2024 Added 12.26%
$883B
$180 Million 0.39% of portfolio
232,598
Q4 2024 Added 2.56%
$0
$180 Million 0.39% of portfolio
775,594
Q4 2024 Added 1.27%
$0
$173 Million 0.38% of portfolio
3,216,602
Q4 2024 Added 16.31%
$0
$173 Million 0.38% of portfolio
1,781,913
Q4 2024 Added 19.08%
$0
$173 Million 0.38% of portfolio
1,623,043
Q4 2024 Added 8.61%
$93B
$173 Million 0.38% of portfolio
714,291
Q4 2024 Added 4.56%
$396B
$171 Million 0.37% of portfolio
439,797
Q4 2024 Added 2.68%

Summary

  • Portfolio
  • No. of Stocks 3,762
  • Current Value $45.9 Billion
  • Prior Value $44.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 231 stocks
  • Additional Purchases 2,034 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,399 stocks
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