Cetera Investment Advisers
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,696 positions
ISHARES INC | 2.3M | $1.2B | 2.8% | $445.20 | +14.44% | 22 qtrssince 2018-Q4 | Increased 88 |
APPLE INC | 6.1M | $1B | 2.5% | $156.23 | +8.58% | 22 qtrssince 2018-Q4 | Increased 88 |
MICROSOFT CORP | 1.9M | $814.3M | 1.9% | $359.18 | +14.90% | 22 qtrssince 2018-Q4 | Increased 81 |
INVESCO QQQ TR | 1.6M | $712.4M | 1.7% | $391.67 | +12.27% | 22 qtrssince 2018-Q4 | Increased 80 |
STATE STR SPDR S&P 500 ETF T | 1.3M | $661.3M | 1.6% | $487.64 | +4.19% | 22 qtrssince 2018-Q4 | Increased 80 |
VANGUARD INDEX FDS | 2.4M | $625.8M | 1.5% | $214.54 | +17.51% | 22 qtrssince 2018-Q4 | Increased 78 |
NVIDIA CORPORATION | 680,591 | $615M | 1.5% | $64.84 | +38.96% | 22 qtrssince 2018-Q4 | Increased 80 |
AMAZON COM INC | 3.4M | $606.8M | 1.4% | $168.28 | +7.19% | 22 qtrssince 2018-Q4 | Increased 80 |
VANGUARD INDEX FDS | 1.2M | $581.8M | 1.4% | $435.47 | +7.05% | 22 qtrssince 2018-Q4 | Increased 80 |
ISHARES TR | 1.3M | $442.3M | 1.0% | $76.87 | +8.50% | 22 qtrssince 2018-Q4 | Increased 79 |
ISHARES TR | 8.7M | $394.5M | 0.9% | $40.49 | +1.85% | 16 qtrssince 2020-Q2 | Increased 71 |
ISHARES INC | 3.8M | $374.9M | 0.9% | $88.32 | +1.00% | 22 qtrssince 2018-Q4 | Increased 71 |
VANGUARD | 1M | $356.7M | 0.8% | $45.69 | +24.14% | 22 qtrssince 2018-Q4 | Increased 71 |
VANGUARD | 2.2M | $355.9M | 0.8% | $139.56 | +10.56% | 22 qtrssince 2018-Q4 | Increased 71 |
VANGUARD BD INDEX FDS | 4.8M | $349.2M | 0.8% | $65.68 | +0.80% | 22 qtrssince 2018-Q4 | Increased 71 |
VANGUARD STAR FDS | 5M | $303.8M | 0.7% | $50.87 | +10.55% | 22 qtrssince 2018-Q4 | Increased 64 |
SPDR SERIES TRUST | 3.3M | $303.4M | 0.7% | $81.21 | +1.33% | 14 qtrssince 2020-Q4 | Increased 62 |
ISHARES TR | 1.7M | $275.7M | 0.7% | $143.39 | +11.89% | 18 qtrssince 2019-Q4 | Increased 70 |
BERKSHIRE HATHAWAY INC DEL | 643,681 | $270.7M | 0.6% | $397.21 | +5.87% | 22 qtrssince 2018-Q4 | Increased 70 |
ISHARES TR | 1.4M | $263.5M | 0.6% | $173.47 | +3.00% | 22 qtrssince 2018-Q4 | Increased 70 |
Cetera Investment Advisers manages $42.4B across 3696 positions as of Q1 2024. Top holdings: IVV (2.8%), AAPL (2.5%), MSFT (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 1500 new positions, 53 exits, 2080 increased. Top move: IVV (INCREASED, conviction 88). Portfolio: $42.4B across 3696 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR