Cetera Investment Advisers
Institutional investor · Portfolio as of Q2 2025
Top Holdings4,085 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 7.5M | $1.2B | 2.0% | $118.55 | +33.05% | 27 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE S&P 500 ETF | 1.9M | $1.1B | 1.9% | $456.37 | +34.42% | 27 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 5.4M | $1.1B | 1.9% | $160.81 | +26.97% | 27 qtrssince 2018-Q4 | Increased 50 |
MICROSOFT CORP | 2.1M | $1.1B | 1.8% | $368.10 | +34.26% | 27 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 1.7M | $936.3M | 1.6% | $468.08 | +16.81% | 2 qtrssince 2025-Q1 | Increased 51 |
VANGUARD S&P 500 ETF | 1.6M | $889.2M | 1.5% | $459.51 | +22.30% | 27 qtrssince 2018-Q4 | Increased 54 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.9M | $881.6M | 1.5% | $235.14 | +27.89% | 27 qtrssince 2018-Q4 | Increased 62 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $820.9M | 1.4% | $493.99 | +23.77% | 27 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 3.2M | $710.3M | 1.2% | $169.08 | +32.06% | 27 qtrssince 2018-Q4 | Increased 52 |
VANGUARD GROWTH ETF | 1.3M | $581.5M | 1.0% | $51.02 | +42.59% | 27 qtrssince 2018-Q4 | Increased 52 |
VANGUARD VALUE ETF | 3.1M | $554.4M | 0.9% | $150.58 | +15.50% | 27 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.3M | $540.6M | 0.9% | $77.44 | +36.57% | 27 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 5.3M | $522.7M | 0.9% | $90.32 | +4.86% | 27 qtrssince 2018-Q4 | Increased 45 |
CAP GROUP DIVIDEND VALUE | 11.9M | $468M | 0.8% | $33.47 | +16.56% | 12 qtrssince 2022-Q3 | Increased 51 |
VANGUARD TOTAL INTL STOCK | 6.6M | $454.4M | 0.8% | $55.07 | +22.29% | 27 qtrssince 2018-Q4 | Increased 54 |
VANGUARD TOTAL BOND MARKET | 6M | $444.4M | 0.7% | $66.29 | +6.07% | 27 qtrssince 2018-Q4 | Increased 45 |
ISHARES S&P 500/BARRA VALUE | 2.1M | $412.9M | 0.7% | $179.81 | +7.12% | 27 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 8.7M | $402.5M | 0.7% | $41.01 | +7.31% | 21 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 536,647 | $396.1M | 0.7% | $437.20 | +67.55% | 27 qtrssince 2018-Q4 | Increased 46 |
ISHARES MSCI USA QUALITY FAC | 2.1M | $386.4M | 0.7% | $149.81 | +20.55% | 23 qtrssince 2019-Q4 | Decreased 0 |
Cetera Investment Advisers manages $59.3B across 4085 positions as of Q2 2025. Top holdings: NVDA (2.0%), IVV (1.9%), AAPL (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 245 new positions, 143 exits, 2260 increased. Top move: VTI (INCREASED, conviction 62). Portfolio: $59.3B across 4085 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