Cetera Investment Advisers
Institutional investor · Portfolio as of Q3 2025
Top Holdings4,566 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 3.9M | $2.6B | 3.0% | $565.87 | +17.41% | 28 qtrssince 2018-Q4 | Increased 94 |
NVIDIA CORP | 9.3M | $1.7B | 2.0% | $130.99 | +38.82% | 28 qtrssince 2018-Q4 | Increased 67 |
APPLE INC | 6.7M | $1.7B | 2.0% | $178.89 | +41.82% | 28 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 15.1M | $1.5B | 1.8% | $94.46 | +2.34% | 28 qtrssince 2018-Q4 | Increased 81 |
MICROSOFT CORP | 2.6M | $1.4B | 1.6% | $396.52 | +29.54% | 28 qtrssince 2018-Q4 | Increased 61 |
VANGUARD VALUE ETF | 7.3M | $1.4B | 1.6% | $170.17 | +8.60% | 28 qtrssince 2018-Q4 | Increased 81 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 2.2M | $1.3B | 1.5% | $498.19 | +20.03% | 3 qtrssince 2025-Q1 | Increased 63 |
VANGUARD RUSSELL 1000 GROWTH | 10.5M | $1.3B | 1.5% | $117.56 | +1.93% | 20 qtrssince 2020-Q4 | Increased 81 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.8M | $1.2B | 1.4% | $535.28 | +23.62% | 28 qtrssince 2018-Q4 | Increased 64 |
VANGUARD S&P 500 ETF | 1.8M | $1.1B | 1.3% | $482.30 | +26.15% | 28 qtrssince 2018-Q4 | Increased 59 |
VANGUARD TOTAL STOCK MARKET VIPERS | 3.2M | $1.1B | 1.2% | $244.40 | +33.46% | 28 qtrssince 2018-Q4 | Increased 56 |
VANGUARD GROWTH ETF | 2.1M | $995.5M | 1.2% | $61.37 | +29.84% | 28 qtrssince 2018-Q4 | Increased 71 |
SCHWAB US DVD EQUITY ETF | 35M | $955.9M | 1.1% | $26.49 | +1.27% | 20 qtrssince 2020-Q4 | Increased 81 |
ISHARES CORE MSCI EAFE ETF | 10.5M | $916.5M | 1.1% | $78.26 | +8.95% | 28 qtrssince 2018-Q4 | Increased 81 |
AMAZON.COM INC | 4.1M | $892.7M | 1.0% | $179.89 | +23.50% | 28 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.6M | $730.4M | 0.8% | $84.65 | +37.95% | 28 qtrssince 2018-Q4 | Increased 54 |
CAP GROUP DIVIDEND VALUE | 14.3M | $601.7M | 0.7% | $34.87 | +19.32% | 13 qtrssince 2022-Q3 | Increased 53 |
ISHARES S&P 500/BARRA VALUE | 2.8M | $574.7M | 0.7% | $185.84 | +10.23% | 28 qtrssince 2018-Q4 | Increased 56 |
VANGUARD TOTAL BOND MARKET | 7.4M | $550.9M | 0.6% | $67.30 | +6.58% | 28 qtrssince 2018-Q4 | Increased 54 |
ISHARES CORE MSCI EMERGING | 8.2M | $542.8M | 0.6% | $55.90 | +15.53% | 28 qtrssince 2018-Q4 | Increased 63 |
Cetera Investment Advisers manages $86B across 4566 positions as of Q3 2025. Top holdings: IVV (3.0%), NVDA (2.0%), AAPL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 563 new positions, 112 exits, 3266 increased. Top move: IVV (INCREASED, conviction 94). Portfolio: $86.0B across 4566 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