CI

Cetera Investment Advisers

13F
Cetera Investment Advisers
Last update 2025-05-06 3946 Stocks (343 new)
Value $51.63 Bil Turnover 11 %
Countries:
Top Holdings: IVV(2.36%)AAPL(2.33%)NVDA(1.53%)QQQ(1.53%)MSFT(1.50%)
Summary Stock Picks Current Portfolio
Cetera Investment Advisers 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
IVV 		iShares Core S&P 500 ETF
2,166,906
1,217,584.8
+3.58%
2.360
+0.08%
0.220
-0.51%
+0.90%
582,590.8
 
AAPL 		Apple Inc
5,424,593
1,204,965.0
+3.60%
2.330
+0.08%
0.040
-16.84%
-19.60%
2,999,860.7
Hardware
NVDA 		NVIDIA Corp
7,282,641
789,292.6
+5.65%
1.530
+0.08%
0.030
+8.18%
+0.63%
3,295,490.6
Semiconductors
QQQ 		INVESCO QQQ Trust
1,679,896
787,737.1
New Holding
1.530
+1.53%
0.270
+2.31%
+1.69%
330,309.7
 
MSFT 		Microsoft Corp
2,067,873
776,258.9
+4.48%
1.500
+0.06%
0.030
+16.18%
+9.64%
3,421,645.9
Software
VOO 		Vanguard S&P 500 ETF
1,454,612
747,540.0
+8.12%
1.450
+0.11%
0.130
-0.49%
+0.90%
601,339.2
 
SPY 		SPDR S&P 500 ETF Trust
1,324,487
740,904.5
+1.54%
1.440
+0.02%
0.130
-0.51%
+0.87%
603,465.9
 
VTI 		Vanguard Total Stock Market ETF
2,310,153
634,922.3
+3.99%
1.230
+0.05%
0.150
-0.70%
+0.38%
449,786.3
 
AMZN 		Amazon.com Inc
3,112,444
592,173.6
+5.35%
1.150
+0.06%
0.030
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
AGG 		iShares Core U.S. Aggregate Bond ETF
5,221,839
516,544.3
+8.04%
1.000
+0.07%
0.410
-0.20%
+2.55%
124,077.6
 

Cetera Investment Advisers's Historical Top Holdings Breakdowns

Cetera Investment Advisers's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ 		INVESCO QQQ Trust2025-03-31New Buy
+1.53%
●
468.34 ($508.07) 539.52
$519.11
2.17%
New holding
1,679,896
1,679,896
FTCS 		First Trust Capital Strength ETF2025-03-31New Buy
+0.25%
●
86.39 ($89.33) 91.35
$90.95
1.81%
New holding
1,466,900
1,466,900
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Reduce
-0.14%
●
59.61 ($63.9) 66.74
$63.92
0.03%
Reduce -72.59%
386,848
-1,024,379
TLH 		iShares 10-20 Year Treasury Bond ETF2025-03-31Add
+0.13%
●
97.25 ($101.36) 104.79
$99.70
-1.64%
Add 98.28%
1,318,898
653,725
CGDV 		Capital Group Dividend Value ETF2025-03-31Add
+0.12%
●
34.95 ($36.32) 37.36
$37.11
2.18%
Add 19.8%
10,119,747
1,672,691
IVE 		iShares S&P 500 Value ETF2025-03-31Add
+0.12%
●
185.78 ($193.5) 198.58
$188.99
-2.33%
Add 20.15%
1,960,044
328,727
EFG 		iShares MSCI EAFE Growth ETF2025-03-31Reduce
-0.11%
●
96.1 ($101.94) 106.32
$109.79
7.70%
Reduce -29.71%
1,252,419
-529,494
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.11%
●
507.05 ($540.58) 563.67
$541.76
0.22%
Add 8.12%
1,454,612
109,221
DYNF 		iShares U.S. Equity Factor Rotation Active ETF2025-03-31Add
+0.10%
●
48.08 ($51.4) 53.73
$51.95
1.07%
Add 26.27%
5,123,558
1,065,871
SDVY 		First Trust SMID Cap Rising Dividend Achievers ETF2025-03-31Add
+0.10%
●
32.49 ($35.67) 37.99
$34.37
-3.64%
Add 45.14%
5,003,154
1,556,017

Cetera Investment Advisers Total Holding History ($B)

To

Cetera Investment Advisers's Asset Allocation

To

Cetera Investment Advisers Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

Cetera Investment Advisers's Holdings Bubble Chart

Cetera Investment Advisers News

  • 1

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