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CIK: 0001666741
Total reported value
$109.8B
$109.8B
4044 檔
5.0%
As reported in its official Q2 2025 Form 13F filing, Cetera Investment Advisers's tracked investment portfolio stood at $109.8B with 4044 total positions.
During Q2 2025, 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 4044 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.02% | +2.70% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.28% | -14.55% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.88% | +0.04% | +0.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.10% | +3.01% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | +0.13% | +1.03% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.12% | +7.62% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | +0.03% | +25.56% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.02% | -0.09% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.02% | +4.04% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 0.98% | +0.08% | +18.43% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | -0.03% | +27.92% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | — | +1.39% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.88% | -0.21% | +0.91% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 0.79% | -0.01% | +17.10% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.77% | -0.01% | +26.40% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.12% | +2.02% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.11% | +7.80% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.68% | +0.07% | -8.14% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.05% | +5.24% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | -0.12% | -1.60% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.03% | -5.21% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.59% | -0.01% | +6.21% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.04% | +2.29% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | +0.10% | +17.92% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.09% | +6.64% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | — | +6.01% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.05% | +5.94% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.53% | -0.08% | +32.28% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +46.65% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +4.42% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.08% | +5.31% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.47% | +0.03% | -0.72% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | +0.03% | -0.74% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | — | +18.28% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.03% | +21.23% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | -0.06% | -3.22% | |
| 37 | CGGR | Cap Group Growth Equity | ETF-Other | 0.43% | +0.04% | +25.21% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.41% | -0.16% | +39.20% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.01% | +2.91% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.02% | +11.52% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.11% | -6.22% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.38% | -0.18% | -1.82% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.38% | -0.03% | +6.69% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.37% | — | -3.37% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.01% | +6.77% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.36% | -0.03% | +79.86% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.35% | -0.01% | -4.41% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | +0.01% | +14.95% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | — | -7.02% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.02% | +26.29% |
According to official SEC Form 13F filings, Cetera Investment Advisers reported a total U.S. public equity portfolio value of $109.8B across 4044 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, IVV, AAPL) accounted for 5.0% of total reported equity market value during Q2 2025.
During Q2 2025, Cetera Investment Advisers's top holdings by market value included NVDA (2.0%)、IVV (1.9%)、AAPL (1.9%). The largest single position, NVDA, represented 2.0% of total portfolio value.
In Q2 2025, 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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