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CIK: 0001666741
Total reported value
$109.8B
$109.8B
3942 檔
4.4%
During the Q1 2025 filing period, Cetera Investment Advisers (CIK: 0001666741) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $109.8B across 3942 reported positions.
In Q1 2025, Cetera Investment Advisers displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3942 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.36% | +0.28% | +3.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.33% | +0.04% | +3.60% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.02% | +5.80% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.13% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.10% | +4.48% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.12% | +8.12% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | +0.02% | +1.95% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | +0.03% | +3.99% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.02% | +5.35% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.00% | -0.21% | +8.04% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | — | -0.69% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.85% | +0.07% | -9.19% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.12% | +7.98% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | -0.03% | +4.96% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | +0.08% | +6.39% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.11% | +20.15% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.04% | +8.02% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.71% | -0.12% | +6.68% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-Other | 0.70% | -0.01% | +19.80% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.63% | -0.01% | +5.21% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | +0.03% | +7.89% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.60% | -0.01% | +1.13% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.05% | +8.28% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.09% | +8.47% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | — | +14.96% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.51% | -0.06% | +4.55% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.48% | +0.03% | +26.27% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.08% | +7.81% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.46% | +0.10% | +9.27% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | +7.87% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.11% | +15.05% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.03% | +27.86% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | +2.89% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.44% | -0.18% | +4.43% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | — | -4.00% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.43% | -0.01% | +6.65% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | -0.08% | +22.97% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.02% | +4.92% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | — | +6.58% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.40% | -0.03% | +10.43% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | — | +4.39% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.06% | +5.89% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.05% | +12.36% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | +5.82% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.05% | +5.33% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.35% | -0.01% | +7.25% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | +0.03% | -20.20% | |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.34% | -0.03% | +14.11% | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.34% | -0.02% | +17.53% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | -0.02% | +42.48% |
According to official SEC Form 13F filings, Cetera Investment Advisers reported a total U.S. public equity portfolio value of $109.8B across 3942 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, NVDA) accounted for 4.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $1.2B
During Q1 2025, Cetera Investment Advisers's top holdings by market value included IVV (2.4%)、AAPL (2.3%)、NVDA (1.5%). The largest single position, IVV, represented 2.4% of total portfolio value.
In Q1 2025, Cetera Investment Advisers made 200 total portfolio adjustments, initiating 200 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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