CI
| |
Cetera Investment Advisers13F | |
| Cetera Investment Advisers | |
| Last update 2025-05-06 | 3946 Stocks (343 new) |
| Value $51.63 Bil | Turnover 11 % |
Cetera Investment Advisers Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2,166,906 | 1,217,584.8 | +3.58% | 2.360 | +0.08% | 0.220 | +19.67% | +7.80% | 634,518.9 | ||
AAPL | Apple Inc | 5,424,593 | 1,204,965.0 | +3.60% | 2.330 | +0.08% | 0.040 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 7,282,641 | 789,292.6 | +5.65% | 1.530 | +0.08% | 0.030 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
QQQ | INVESCO QQQ Trust | 1,679,896 | 787,737.1 | New Holding | 1.530 | +1.53% | 0.270 | +26.52% | +10.07% | 357,775.2 | ||
MSFT | Microsoft Corp | 2,067,873 | 776,258.9 | +4.48% | 1.500 | +0.06% | 0.030 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VOO | Vanguard S&P 500 ETF | 1,454,612 | 747,540.0 | +8.12% | 1.450 | +0.11% | 0.130 | +19.59% | +7.78% | 660,834.1 | ||
SPY | SPDR S&P 500 ETF Trust | 1,324,487 | 740,904.5 | +1.54% | 1.440 | +0.02% | 0.130 | +19.57% | +7.72% | 643,289.7 | ||
VTI | Vanguard Total Stock Market ETF | 2,310,153 | 634,922.3 | +3.99% | 1.230 | +0.05% | 0.150 | +19.82% | +7.35% | 476,615.2 | ||
AMZN | Amazon.com Inc | 3,112,444 | 592,173.6 | +5.35% | 1.150 | +0.06% | 0.030 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 5,221,839 | 516,544.3 | +8.04% | 1.000 | +0.07% | 0.410 | +1.23% | +3.24% | 127,979.5 |
Cetera Investment Advisers's Historical Top Holdings Breakdowns
Cetera Investment Advisers's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | New Buy New Buy | +1.53% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | New holding | 1,679,896 | 1,679,896 | |
FTCS | First Trust Capital Strength ETF | 2025-03-31 | New Buy New Buy | +0.25% | 86.39 ($89.33) 91.35 | $90.78 | 1.62% | New holding | 1,466,900 | 1,466,900 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Reduce Reduce | -0.14% | 59.61 ($63.9) 66.74 | $68.13 | 6.62% | Reduce -72.59% | 386,848 | -1,024,379 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +0.13% | 97.25 ($101.36) 104.79 | $98.94 | -2.39% | Add 98.28% | 1,318,898 | 653,725 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add Add | +0.12% | 34.95 ($36.32) 37.36 | $40.63 | 11.87% | Add 19.8% | 10,119,747 | 1,672,691 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.12% | 185.78 ($193.5) 198.58 | $197.34 | 1.98% | Add 20.15% | 1,960,044 | 328,727 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.11% | 96.1 ($101.94) 106.32 | $110.01 | 7.92% | Reduce -29.71% | 1,252,419 | -529,494 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.11% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 8.12% | 1,454,612 | 109,221 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Add Add | +0.10% | 48.08 ($51.4) 53.73 | $55.30 | 7.59% | Add 26.27% | 5,123,558 | 1,065,871 | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.10% | 32.49 ($35.67) 37.99 | $36.03 | 1.01% | Add 45.14% | 5,003,154 | 1,556,017 |
Cetera Investment Advisers Total Holding History ($B)
Cetera Investment Advisers's Asset Allocation
Cetera Investment Advisers Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Cetera Investment Advisers's Hypothetical Growth since 2025-03-31
Cetera Investment Advisers's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cetera Investment Advisers's Holdings Heat Map
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Cetera Investment Advisers's Holdings Bubble Chart
Cetera Investment Advisers News
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