CT

Cetera Trust Company, N.A

13F
Cetera Trust Company, N.A
Last update 2025-04-14 373 Stocks (9 new)
Value $157.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(6.31%)MSFT(3.30%)MCK(2.79%)JPM(2.68%)AMZN(2.57%)
Summary Stock Picks Current Portfolio
Cetera Trust Company, N.A Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
44,572
9,900.8
-1.16%
6.310
-0.09%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
13,815
5,186.0
-1.48%
3.300
-0.06%
0.000
+33.94%
+18.80%
3,707,650.2
Software
MCK
McKesson Corp
6,505
4,377.8
-2.11%
2.790
-0.05%
0.010
+0.43%
+26.48%
89,843.2
Medical Distribution
JPM
JPMorgan Chase & Co
17,116
4,198.6
-2.12%
2.680
-0.06%
0.000
+30.86%
+25.49%
822,612.0
Banks
AMZN
Amazon.com Inc
21,202
4,033.9
+1.17%
2.570
+0.03%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
WMT
Walmart Inc
42,352
3,718.1
-1.22%
2.370
-0.03%
0.000
+12.99%
+9.43%
784,953.9
Retail - Defensive
V
Visa Inc
10,025
3,513.4
-1.48%
2.240
-0.03%
0.000
+5.91%
+13.93%
701,033.1
Credit Services
TMUS
T-Mobile US Inc
11,973
3,193.3
+0.84%
2.030
+0.02%
0.000
-9.80%
+9.84%
273,358.4
Telecommunication Services
LRCX
Lam Research Corp
41,010
2,981.4
New Holding
1.900
+1.90%
0.000
+51.88%
+37.55%
126,389.6
Semiconductors
GOOGL
Alphabet Inc
19,143
2,960.3
-1.59%
1.890
-0.04%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media

Cetera Trust Company, N.A's Historical Top Holdings Breakdowns

Cetera Trust Company, N.A's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LRCX
Lam Research Corp
2025-03-31
New Buy
New Buy
+1.90%
●
72.44 ($78.75) 89.02
$98.81
25.47%
New holding
41,010
41,010
BLK
BlackRock Inc
2025-03-31
New Buy
New Buy
+1.83%
●
900.46 ($980.1) 1075.5
$1,082.15
10.41%
New holding
3,039
3,039
LOW
Lowe's Companies Inc
2025-03-31
Reduce
Reduce
-0.39%
●
222.66 ($246.05) 268.42
$228.31
-7.21%
Reduce -83.59%
477
-2,430
CAT
Caterpillar Inc
2025-03-31
Add
Add
+0.38%
●
326.75 ($356.21) 407.63
$397.86
11.69%
Add 512.26%
2,198
1,839
NEM
Newmont Corp
2025-03-31
Add
Add
+0.26%
●
37.79 ($43.9) 48.39
$59.90
36.45%
Add 78.88%
19,158
8,448
ERIC
Telefonaktiebolaget L M Ericsson
2025-03-31
Sold Out
Sold Out
-0.17%
●
7.47 ($8.07) 8.9
$8.54
5.82%
Sold Out
0
-31,850
WPP
WPP PLC
2025-03-31
Sold Out
Sold Out
-0.17%
●
37.96 ($44.51) 51.07
$36.37
-18.29%
Sold Out
0
-5,225
CVS
CVS Health Corp
2025-03-31
Add
Add
+0.16%
●
44.22 ($59.84) 68.64
$67.43
12.68%
Add 45.78%
11,543
3,625
CVX
Chevron Corp
2025-03-31
Add
Add
+0.14%
●
146.71 ($156.54) 167.97
$148.37
-5.22%
Add 16.28%
9,106
1,275
BUD
Anheuser-Busch InBev SA/NV
2025-03-31
New Buy
New Buy
+0.12%
●
46.15 ($54.7) 63.53
$68.91
25.98%
New holding
3,100
3,100

Cetera Trust Company, N.A Total Holding History ($B)

To

Cetera Trust Company, N.A's Asset Allocation

To

Cetera Trust Company, N.A Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cetera Trust Company, N.A's Hypothetical Growth since 2025-03-31

Cetera Trust Company, N.A's Yearly Returns

Year Portfolio % % Excess Gain %

Cetera Trust Company, N.A's Holdings Heat Map

Size field:

Cetera Trust Company, N.A's Holdings Bubble Chart

Cetera Trust Company, N.A News

  • 1

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