Cetera Investment Advisers Portfolio Holdings

Cetera Investment Advisers

  • $44.2 Billion
  • Q3 2024

Cetera Investment Advisers has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $44.2 Billion distributed in 3714 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.21B, Ishares Core S&P 500 ETF with a value of $1.17B, Microsoft Corp with a value of $837M, Nvidia Corp with a value of $828M, and Spdr S&P 500 ETF Trust with a value of $747M.

Examining the 13F form we can see an increase of $1.99B in the current position value, from $42.2B to 44.2B.

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 $44.2 Billion
ETFs: $28.1 Billion
Technology: $4.75 Billion
Financial Services: $2.28 Billion
Consumer Cyclical: $1.68 Billion
Healthcare: $1.54 Billion
Industrials: $1.38 Billion
Communication Services: $1.05 Billion
Consumer Defensive: $1.02 Billion
Other: $1.84 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79B
$4.97 Million 0.01% of portfolio
10,567
Q3 2024 Added 12.45%
$15.9B
$2.93 Million 0.01% of portfolio
47,178
Q3 2024 Added 4.84%
$48.2B
$5.48 Million 0.01% of portfolio
65,485
Q3 2024 Reduced 36.93%
$0
$5.01 Million 0.01% of portfolio
255,387
Q3 2024 Added 9.22%
$33.4B
$2.23 Million 0.01% of portfolio
1,210
Q3 2024 Added 5.77%
$1.48B
$2.27 Million 0.01% of portfolio
378,323
Q3 2024 Added 12.77%
$22.4B
$3.43 Million 0.01% of portfolio
77,445
Q3 2024 Added 1.86%
$20B
$4.18 Million 0.01% of portfolio
125,039
Q3 2024 Added 3.1%
$11.1B
$3.37 Million 0.01% of portfolio
27,145
Q3 2024 Reduced 0.03%
$7B
$3.15 Million 0.01% of portfolio
47,707
Q3 2024 Added 28.98%
$28.5B
$4.61 Million 0.01% of portfolio
58,413
Q3 2024 Added 3.39%
$0
$5.78 Million 0.01% of portfolio
866,910
Q3 2024 Reduced 2.44%
$10B
$5.15 Million 0.01% of portfolio
255,487
Q3 2024 Reduced 6.22%
$0
$3.03 Million 0.01% of portfolio
124,114
Q3 2024 Reduced 2.65%
$0
$2.69 Million 0.01% of portfolio
489,754
Q3 2024 Added 1.13%
$0
$2.46 Million 0.01% of portfolio
224,665
Q3 2024 Reduced 0.24%
$41.1B
$3.77 Million 0.01% of portfolio
21,430
Q3 2024 Reduced 5.51%
$10B
$3.33 Million 0.01% of portfolio
20,975
Q3 2024 Reduced 55.3%
$6.52B
$4.43 Million 0.01% of portfolio
149,422
Q3 2024 Reduced 4.96%
$30.2B
$2.45 Million 0.01% of portfolio
23,940
Q3 2024 Added 8.55%
$8.53B
$4.22 Million 0.01% of portfolio
21,299
Q3 2024 Reduced 0.13%
$32.4B
$2.89 Million 0.01% of portfolio
18,414
Q3 2024 Added 2.52%
$0
$6.25 Million 0.01% of portfolio
454,143
Q3 2024 Added 7.61%
$5.34B
$2.29 Million 0.01% of portfolio
16,178
Q3 2024 Reduced 0.51%
$8.4B
$2.85 Million 0.01% of portfolio
96,471
Q3 2024 Reduced 10.64%
$0
$5.8 Million 0.01% of portfolio
368,244
Q3 2024 Reduced 4.84%
$17.3B
$3.18 Million 0.01% of portfolio
17,409
Q3 2024 Reduced 5.84%
$25.2B
$2.94 Million 0.01% of portfolio
101,179
Q3 2024 Reduced 29.17%
$7.77B
$2.23 Million 0.01% of portfolio
39,054
Q3 2024 Added 41.06%
$0
$3.46 Million 0.01% of portfolio
149,191
Q3 2024 Reduced 1.43%
$5.05B
$2.76 Million 0.01% of portfolio
53,973
Q3 2024 Reduced 6.04%
$4.15B
$2.71 Million 0.01% of portfolio
70,317
Q3 2024 Reduced 5.64%
$6.7B
$3.72 Million 0.01% of portfolio
365,006
Q3 2024 Added 7.05%
$35.5B
$6.16 Million 0.01% of portfolio
52,363
Q3 2024 Added 0.7%
$7.93B
$3.71 Million 0.01% of portfolio
51,251
Q3 2024 Added 51.01%
$12.7B
$4.06 Million 0.01% of portfolio
22,991
Q3 2024 Added 18.03%
$2.68B
$2.6 Million 0.01% of portfolio
132,156
Q3 2024 Reduced 0.29%
$44.7B
$2.54 Million 0.01% of portfolio
18,709
Q3 2024 Reduced 5.28%
$31.4B
$3.46 Million 0.01% of portfolio
169,333
Q3 2024 Added 7.31%
$9.24B
$2.93 Million 0.01% of portfolio
18,544
Q3 2024 Added 41.98%
$52.8B
$6.43 Million 0.01% of portfolio
64,198
Q3 2024 Added 8.91%
$33.8B
$4.54 Million 0.01% of portfolio
126,633
Q3 2024 Added 0.98%
$24.5B
$3.01 Million 0.01% of portfolio
7,023
Q3 2024 Added 8.31%
$37.3B
$5.8 Million 0.01% of portfolio
18,323
Q3 2024 Added 14.76%
$17.6B
$2.82 Million 0.01% of portfolio
16,392
Q3 2024 Added 30.93%
$8.1B
$5.35 Million 0.01% of portfolio
20,249
Q3 2024 Added 21.35%
$97.4B
$2.27 Million 0.01% of portfolio
76,017
Q3 2024 Reduced 1.3%
$21.4B
$2.58 Million 0.01% of portfolio
19,762
Q3 2024 Added 7.5%
$4.21B
$6.34 Million 0.01% of portfolio
309,361
Q3 2024 Reduced 7.22%

Summary

  • Portfolio
  • No. of Stocks 3,714
  • Current Value $44.2 Billion
  • Prior Value $42.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 229 stocks
  • Additional Purchases 1,885 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,499 stocks
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