Cetera Investment Advisers
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,714 positions
APPLE INC | 5.2M | $1.2B | 2.6% | $156.23 | +47.91% | 24 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2M | $1.2B | 2.6% | $445.20 | +26.43% | 24 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.9M | $836.9M | 1.8% | $360.51 | +17.50% | 24 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORP | 6.8M | $827.9M | 1.8% | $66.27 | +82.77% | 24 qtrssince 2018-Q4 | Increased 51 |
SPDR S&P 500 ETF TR | 1.3M | $747.3M | 1.6% | $489.09 | +14.67% | 24 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 1.3M | $670.5M | 1.5% | $438.32 | +17.52% | 24 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 2.2M | $629M | 1.4% | $214.54 | +28.87% | 24 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 5.4M | $550M | 1.2% | $90.02 | +4.36% | 24 qtrssince 2018-Q4 | Increased 67 |
AMAZON COM INC | 2.9M | $537.9M | 1.2% | $168.52 | +10.57% | 24 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 10.8M | $507.6M | 1.1% | $41.01 | +6.03% | 18 qtrssince 2020-Q2 | Increased 59 |
ISHARES TR | 1.3M | $476.9M | 1.0% | $76.98 | +20.99% | 24 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $406.4M | 0.9% | $46.05 | +37.70% | 24 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 2.3M | $393.4M | 0.9% | $139.98 | +19.54% | 24 qtrssince 2018-Q4 | Increased 44 |
VANGUARD BD INDEX FD INC | 5.1M | $381.4M | 0.8% | $65.82 | +5.93% | 24 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 2M | $353.8M | 0.8% | $147.63 | +19.17% | 20 qtrssince 2019-Q4 | Increased 48 |
VANGUARD STAR FDS | 5.1M | $329M | 0.7% | $50.95 | +19.96% | 24 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 3.2M | $304.3M | 0.7% | $80.10 | +18.54% | 24 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 638,496 | $293.9M | 0.6% | $399.78 | +15.13% | 24 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 1.5M | $288.9M | 0.6% | $174.17 | +9.41% | 24 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 3.4M | $264.9M | 0.6% | $65.03 | +14.19% | 24 qtrssince 2018-Q4 | Increased 44 |
Cetera Investment Advisers manages $45.7B across 3714 positions as of Q3 2024. Top holdings: AAPL (2.6%), IVV (2.6%), MSFT (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 229 new positions, 230 exits, 1885 increased. Top move: AGG (INCREASED, conviction 67). Portfolio: $45.7B across 3714 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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