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CIK: 0001666741
Total reported value
$109.8B
$109.8B
4596 檔
8.6%
During the Q4 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 4596 reported positions.
In Q4 2025, Cetera Investment Advisers displayed an active expansion posture, initiating 5 new positions and adding to 161 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4596 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.03% | +0.28% | +3.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.06% | +0.04% | +2.80% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | +0.02% | +2.88% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.21% | +1.91% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 1.55% | -0.03% | +1.45% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.13% | +0.60% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.10% | +4.04% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.02% | +3.71% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.36% | — | -3.02% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.12% | +4.90% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | +0.03% | +0.72% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.13% | +0.08% | +2.38% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.02% | +6.47% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.05% | -0.09% | +2.49% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | -0.05% | -1.17% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | — | +0.24% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | -0.11% | +22.53% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 0.78% | -0.01% | +14.55% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.08% | +3.18% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | -0.08% | +13.65% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.12% | +3.84% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.03% | +3.36% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | +0.03% | +10.22% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.58% | +0.10% | +15.16% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.05% | +2.49% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.54% | -0.01% | +0.07% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.05% | +8.49% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | — | +5.26% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.52% | +0.03% | +9.64% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.04% | +3.35% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | +5.82% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | +3.16% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.48% | +0.07% | +4.84% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | -0.01% | +5.51% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.03% | +3.19% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.01% | +5.61% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.02% | +6.31% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | — | +4.73% | |
| 39 | CGGR | Cap Group Growth Equity | ETF-Other | 0.40% | +0.04% | +7.42% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.02% | +5.12% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.06% | +6.04% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.11% | -2.01% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.38% | -0.06% | -5.37% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | — | +6.90% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.03% | -3.04% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.35% | -0.01% | +7.18% | |
| 47 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.34% | +0.03% | +27.65% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.07% | +4.35% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.33% | -0.12% | -25.41% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | +0.01% | +5.56% |
According to official SEC Form 13F filings, Cetera Investment Advisers reported a total U.S. public equity portfolio value of $109.8B across 4596 disclosed positions in Q4 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 8.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
BPRE
市值: $48.2M
Top Position Liquidated / Trimmed
BSJP
前期市值: $22.6M
During Q4 2025, Cetera Investment Advisers's top holdings by market value included IVV (3.0%)、AAPL (2.1%)、NVDA (2.0%). The largest single position, IVV, represented 3.0% of total portfolio value.
In Q4 2025, Cetera Investment Advisers made 200 total portfolio adjustments, initiating 5 new buys, adding to 161 positions, trimming 31 holdings, and fully liquidating 3 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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