Cetera Investment Advisers
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,762 positions
APPLE INC | 5.2M | $1.3B | 2.7% | $157.02 | +58.34% | 25 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 2.1M | $1.2B | 2.6% | $449.01 | +28.38% | 25 qtrssince 2018-Q4 | Increased 56 |
NVIDIA CORP | 6.9M | $925.7M | 1.9% | $67.01 | +99.88% | 25 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 2M | $834.2M | 1.7% | $361.47 | +15.02% | 25 qtrssince 2018-Q4 | Increased 51 |
SPDR S&P 500 ETF TR | 1.3M | $764.5M | 1.6% | $489.22 | +17.49% | 25 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 1.3M | $724.9M | 1.5% | $443.29 | +19.04% | 25 qtrssince 2018-Q4 | Increased 53 |
AMAZON COM INC | 3M | $648.2M | 1.4% | $169.68 | +29.30% | 25 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 2.2M | $643.8M | 1.3% | $214.55 | +32.32% | 25 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 1.3M | $507.9M | 1.1% | $76.98 | +29.56% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.4M | $471.8M | 1.0% | $41.01 | +3.11% | 19 qtrssince 2020-Q2 | Decreased 0 |
ISHARES TR | 4.8M | $468.4M | 1.0% | $90.02 | +1.12% | 25 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $432M | 0.9% | $46.05 | +47.40% | 25 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 2.3M | $395.5M | 0.8% | $140.80 | +15.92% | 25 qtrssince 2018-Q4 | Increased 46 |
VANGUARD BD INDEX FD INC | 5.5M | $394M | 0.8% | $65.95 | +2.48% | 25 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 2M | $358.6M | 0.7% | $148.18 | +18.27% | 21 qtrssince 2019-Q4 | Increased 45 |
ISHARES TR | 3.2M | $326.2M | 0.7% | $80.32 | +25.51% | 25 qtrssince 2018-Q4 | Increased 44 |
FIRST TR EXCHNG TRADED FD VI | 10.2M | $312.2M | 0.7% | $28.12 | +8.36% | 18 qtrssince 2020-Q3 | Increased 53 |
ISHARES TR | 1.6M | $311.4M | 0.7% | $175.32 | +5.80% | 25 qtrssince 2018-Q4 | Increased 49 |
CAPITAL GROUP DIVIDEND VALUE | 8.4M | $297.8M | 0.6% | $31.85 | +8.54% | 10 qtrssince 2022-Q3 | Increased 58 |
VANGUARD STAR FDS | 4.9M | $291.4M | 0.6% | $50.95 | +11.06% | 25 qtrssince 2018-Q4 | Decreased 0 |
Cetera Investment Advisers manages $47.8B across 3762 positions as of Q4 2024. Top holdings: AAPL (2.7%), IVV (2.6%), NVDA (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 231 new positions, 188 exits, 2034 increased. Top move: CGDV (INCREASED, conviction 58). Portfolio: $47.8B across 3762 positions.
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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
Verify source filings on SEC EDGAR