Cetera Investment Advisers
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,975 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.2M | $1.2B | 2.4% | $456.37 | +21.12% | 26 qtrssince 2018-Q4 | Increased 57 |
APPLE INC | 5.4M | $1.2B | 2.3% | $160.75 | +37.34% | 26 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORP | 7.3M | $789.3M | 1.5% | $117.47 | -6.66% | 26 qtrssince 2018-Q4 | Increased 53 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.7M | $787.7M | 1.5% | $467.27 | 0.00% | 1 qtr | New 72 |
MICROSOFT CORP | 2.1M | $776.3M | 1.5% | $364.30 | +3.43% | 26 qtrssince 2018-Q4 | Increased 52 |
VANGUARD S&P 500 ETF | 1.5M | $747.5M | 1.4% | $451.71 | +12.09% | 26 qtrssince 2018-Q4 | Increased 54 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $740.9M | 1.4% | $493.62 | +11.59% | 26 qtrssince 2018-Q4 | Increased 51 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.3M | $634.9M | 1.2% | $218.38 | +24.13% | 26 qtrssince 2018-Q4 | Increased 52 |
AMAZON.COM INC | 3.1M | $592.2M | 1.1% | $166.90 | +15.47% | 26 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 5.2M | $516.5M | 1.0% | $90.28 | +3.59% | 26 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.3M | $453.5M | 0.9% | $77.04 | +16.62% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 9.5M | $436.7M | 0.8% | $41.01 | +5.83% | 20 qtrssince 2020-Q2 | Decreased 0 |
VANGUARD TOTAL BOND MARKET | 5.9M | $434.5M | 0.8% | $66.21 | +4.91% | 26 qtrssince 2018-Q4 | Increased 48 |
VANGUARD VALUE ETF | 2.5M | $423.6M | 0.8% | $144.07 | +16.73% | 26 qtrssince 2018-Q4 | Increased 46 |
VANGUARD GROWTH ETF | 1.1M | $415.3M | 0.8% | $47.02 | +30.73% | 26 qtrssince 2018-Q4 | Increased 47 |
ISHARES S&P 500/BARRA VALUE | 2M | $373.5M | 0.7% | $178.81 | +4.20% | 26 qtrssince 2018-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 690,794 | $367.9M | 0.7% | $409.19 | +28.62% | 26 qtrssince 2018-Q4 | Increased 47 |
ISHARES MSCI USA QUALITY FAC | 2.1M | $367.1M | 0.7% | $149.81 | +12.35% | 22 qtrssince 2019-Q4 | Increased 47 |
CAP GROUP DIVIDEND VALUE | 10.1M | $360.7M | 0.7% | $32.52 | +7.56% | 11 qtrssince 2022-Q3 | Increased 52 |
VANGUARD TOTAL INTL STOCK | 5.2M | $323.1M | 0.6% | $51.83 | +17.01% | 26 qtrssince 2018-Q4 | Increased 46 |
Cetera Investment Advisers manages $51.6B across 3975 positions as of Q1 2025. Top holdings: IVV (2.4%), AAPL (2.3%), NVDA (1.5%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 349 new positions, 132 exits, 2420 increased. Top move: QQQ (NEW, conviction 72). Portfolio: $51.6B across 3975 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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