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CIK: 0001666741
Total reported value
$109.8B
$109.8B
3683 檔
4.4%
In Q3 2024, Cetera Investment Advisers's U.S. equity holdings reached a combined market value of $109.8B, distributed across 3683 disclosed stock positions.
During Q3 2024, Cetera Investment Advisers's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3683 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.04% | -0.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | +0.28% | -4.96% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.10% | +2.08% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | +0.02% | +2.73% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | +0.02% | +0.53% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.12% | +1.48% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | +0.03% | -6.12% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.20% | -0.21% | +43.43% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.02% | +1.36% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.11% | +0.07% | +20.18% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | — | -3.97% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | +0.08% | +1.75% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.03% | +0.06% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 0.83% | -0.12% | +3.31% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.77% | -0.12% | +8.50% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.72% | -0.01% | +0.72% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.03% | -4.28% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.04% | +4.25% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.11% | +4.28% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | -0.09% | +1.75% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.58% | -0.06% | +5.24% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.05% | +1.73% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.54% | -0.01% | +12.87% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | — | +1.11% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.08% | -0.82% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.50% | -0.01% | -8.09% | |
| 27 | CGDV | Cap Group Dividend Value | ETF-Other | 0.47% | -0.01% | +17.48% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | — | +2.72% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | — | -1.78% | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.45% | +0.10% | -1.87% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.02% | +0.20% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.06% | +0.83% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | — | +3.66% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.43% | -0.03% | -3.98% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.42% | +0.03% | +3.28% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | -0.18% | -35.07% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | +0.19% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.05% | +937.69% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.40% | +0.03% | +14.22% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | -12.80% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | -0.01% | -0.73% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | +0.25% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.06% | -2.78% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.02% | -1.11% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.11% | +1.39% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.06% | -0.24% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.36% | +0.01% | +0.84% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.36% | -0.01% | +4.07% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.01% | +5.90% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.35% | +0.01% | -3.34% |
According to official SEC Form 13F filings, Cetera Investment Advisers reported a total U.S. public equity portfolio value of $109.8B across 3683 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 4.4% of total reported equity market value during Q3 2024.
During Q3 2024, Cetera Investment Advisers's top holdings by market value included AAPL (2.6%)、IVV (2.6%)、MSFT (1.8%). The largest single position, AAPL, represented 2.6% of total portfolio value.
In Q3 2024, Cetera Investment Advisers made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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