Cetera Investment Advisers
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,762 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 5.2M | $1.3B | 2.7% | $158.59 | +56.77% | 25 qtrssince 2018-Q4 | Increased 55 |
ISHARES CORE S&P 500 ETF | 2.1M | $1.2B | 2.6% | $452.92 | +28.83% | 25 qtrssince 2018-Q4 | Increased 56 |
NVIDIA CORP | 6.9M | $925.7M | 1.9% | $117.92 | +16.57% | 25 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 2M | $834.2M | 1.7% | $363.74 | +15.94% | 25 qtrssince 2018-Q4 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.3M | $764.5M | 1.6% | $492.74 | +17.99% | 25 qtrssince 2018-Q4 | Increased 50 |
VANGUARD S&P 500 ETF | 1.3M | $724.9M | 1.5% | $447.27 | +19.48% | 25 qtrssince 2018-Q4 | Increased 53 |
AMAZON.COM INC | 3M | $648.2M | 1.4% | $165.52 | +33.70% | 25 qtrssince 2018-Q4 | Increased 51 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.2M | $643.8M | 1.3% | $216.28 | +32.84% | 25 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.3M | $507.9M | 1.1% | $77.04 | +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 GROWTH ETF | 1.1M | $432M | 0.9% | $46.10 | +47.40% | 25 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD VALUE ETF | 2.3M | $395.5M | 0.8% | $142.87 | +15.73% | 25 qtrssince 2018-Q4 | Increased 46 |
VANGUARD TOTAL BOND MARKET | 5.5M | $394M | 0.8% | $65.95 | +2.48% | 25 qtrssince 2018-Q4 | Increased 47 |
ISHARES MSCI USA QUALITY FAC | 2M | $358.6M | 0.7% | $148.58 | +19.00% | 21 qtrssince 2019-Q4 | Increased 45 |
ISHARES S&P 500 GROWTH ETF | 3.2M | $326.2M | 0.7% | $80.71 | +26.34% | 25 qtrssince 2018-Q4 | Increased 44 |
FIRST TR EXCHNG TRADED FD VI | 10.2M | $312.2M | 0.7% | $28.13 | +8.50% | 18 qtrssince 2020-Q3 | Increased 53 |
ISHARES S&P 500/BARRA VALUE | 1.6M | $311.4M | 0.7% | $177.30 | +5.70% | 25 qtrssince 2018-Q4 | Increased 49 |
CAP GROUP DIVIDEND VALUE | 8.4M | $297.8M | 0.6% | $32.03 | +8.63% | 10 qtrssince 2022-Q3 | Increased 58 |
VANGUARD TOTAL INTL STOCK | 4.9M | $291.4M | 0.6% | $51.37 | +11.10% | 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 Rating: 4/5.0.
Active quarter - 230 new positions, 187 exits, 2034 increased. Top move: CGDV (INCREASED, conviction 58). Portfolio: $47.8B across 3762 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