Cetera Investment Advisers
Institutional investor · Portfolio as of Q4 2025
Top Holdings4,685 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 4M | $2.8B | 3.0% | $570.08 | +21.02% | 29 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 6.9M | $1.9B | 2.1% | $181.48 | +49.40% | 29 qtrssince 2018-Q4 | Increased 56 |
NVIDIA CORP | 9.6M | $1.8B | 2.0% | $132.65 | +41.38% | 29 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 15.4M | $1.5B | 1.7% | $94.52 | +3.24% | 29 qtrssince 2018-Q4 | Increased 51 |
VANGUARD VALUE ETF | 7.4M | $1.4B | 1.6% | $170.49 | +12.83% | 29 qtrssince 2018-Q4 | Increased 51 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 2.2M | $1.4B | 1.5% | $499.19 | +24.09% | 4 qtrssince 2025-Q1 | Increased 51 |
MICROSOFT CORP | 2.8M | $1.3B | 1.5% | $400.06 | +21.85% | 29 qtrssince 2018-Q4 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.8M | $1.2B | 1.4% | $540.98 | +26.99% | 29 qtrssince 2018-Q4 | Increased 52 |
VANGUARD RUSSELL 1000 GROWTH | 10.2M | $1.2B | 1.4% | $117.56 | +4.42% | 21 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.9M | $1.2B | 1.3% | $489.28 | +29.11% | 29 qtrssince 2018-Q4 | Increased 53 |
VANGUARD TOTAL STOCK MARKET VIPERS | 3.3M | $1.1B | 1.2% | $245.07 | +37.86% | 29 qtrssince 2018-Q4 | Increased 50 |
VANGUARD GROWTH ETF | 2.1M | $1B | 1.1% | $61.82 | +31.24% | 29 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM INC | 4.3M | $999.2M | 1.1% | $183.09 | +27.00% | 29 qtrssince 2018-Q4 | Increased 54 |
ISHARES CORE MSCI EAFE ETF | 10.8M | $962.5M | 1.1% | $78.54 | +14.43% | 29 qtrssince 2018-Q4 | Increased 51 |
SCHWAB US DVD EQUITY ETF | 34.6M | $949.2M | 1.0% | $26.49 | +4.29% | 21 qtrssince 2020-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.6M | $739.8M | 0.8% | $84.73 | +39.40% | 29 qtrssince 2018-Q4 | Increased 45 |
ISHARES S&P 500/BARRA VALUE | 3.4M | $723.2M | 0.8% | $190.94 | +11.85% | 29 qtrssince 2018-Q4 | Increased 54 |
CAP GROUP DIVIDEND VALUE | 16.4M | $715.7M | 0.8% | $36.02 | +21.95% | 14 qtrssince 2022-Q3 | Increased 51 |
ALPHABET INC-CL A | 2.2M | $676.5M | 0.7% | $161.88 | +93.87% | 29 qtrssince 2018-Q4 | Increased 46 |
ISHARES CORE MSCI EMERGING | 9.4M | $629.1M | 0.7% | $57.28 | +17.65% | 29 qtrssince 2018-Q4 | Increased 50 |
Cetera Investment Advisers manages $91.5B across 4685 positions as of Q4 2025. Top holdings: IVV (3.0%), AAPL (2.1%), NVDA (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 296 new positions, 197 exits, 2495 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $91.5B across 4685 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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