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Cetera Investment Advisers Top Holdings and 13F Report (2025)

About Cetera Investment Advisers

Investment Activity

  • Cetera Investment Advisers has $47.83 billion in total holdings as of December 31, 2024.
  • Cetera Investment Advisers owns shares of 3,725 different stocks, but just 434 companies or ETFs make up 80% of its holdings.
  • Approximately 8.46% of the portfolio was purchased this quarter.
  • About 2.85% of the portfolio was sold this quarter.
  • This quarter, Cetera Investment Advisers has purchased 3,683 new stocks and bought additional shares in 2,035 stocks.
  • Cetera Investment Advisers sold shares of 1,398 stocks and completely divested from 189 stocks this quarter.

Largest Holdings

Apple
$1,311,257,214
NVIDIA
$925,829,138
Microsoft
$834,237,599

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC
$50,178,339 Holding
040413205 - ARISTA NETWORKS INC
$34,198,203 Holding
33738D796 - FIRST TR EXCHANGE-TRADED FD
$25,646,138 Holding
512807306 - LAM RESEARCH CORP
$23,709,064 Holding
09290C848 - BLACKROCK ETF TRUST
$12,100,388 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
5,460,284 shares (about $152.18M)
Schwab US Dividend Equity ETF
4,213,232 shares (about $115.11M)
SPDR Bloomberg Convertible Securities ETF
1,467,503 shares (about $114.30M)
Capital Group Dividend Value ETF
2,508,825 shares (about $88.46M)
Invesco S&P MidCap Momentum ETF
500,684 shares (about $61.85M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF
597,687 shares (about $57.92M)
FEDERATED HERMES ETF TRUST
1,990,469 shares (about $49.12M)
iShares Russell Top 200 Value ETF
372,596 shares (about $29.45M)
Vanguard Russell 2000 Growth ETF
115,324 shares (about $24.23M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCetera Investment Advisers

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$1,311,257,214$11,203,581 0.9%5,236,3302.7%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,231,524,706$35,772,914 3.0%2,092,0102.6%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$925,829,138$9,848,193 1.1%6,901,4661.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$834,237,599$14,478,106 1.8%1,979,2111.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$764,579,631$1,483,520 0.2%1,308,0401.6%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$724,910,113$40,288,978 5.9%1,345,3911.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$648,215,134$14,773,157 2.3%2,955,4401.4%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$643,826,338$104,332 0.0%2,221,5461.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$507,879,564$2,313,503 -0.5%1,264,7031.1%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$471,758,203$15,150,091 -3.1%10,437,1281.0%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$468,358,447$57,915,864 -11.0%4,833,4211.0%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$432,049,569$2,359,619 -0.5%1,052,6500.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$395,525,464$14,029,046 3.7%2,336,2400.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$393,998,613$28,815,630 7.9%5,479,0520.8%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$358,558,088$7,212,241 2.1%2,013,4660.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$326,155,428$3,437,908 1.1%3,212,4040.7%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$312,209,660$59,533,046 23.6%10,246,4610.7%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$311,385,748$31,690,466 11.3%1,631,3170.7%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$297,843,198$88,461,171 42.2%8,447,0560.6%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$291,434,913$8,054,435 -2.7%4,945,4420.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$289,879,479$461,893 0.2%639,5150.6%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$277,167,958$6,209,419 2.3%1,464,1730.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$275,737,404$17,740,384 6.9%470,9350.6%Computer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$260,462,991$2,048,134 0.8%4,611,5970.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$245,529,611$57,419,365 30.5%2,793,2830.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$243,486,660$5,068,717 -2.0%1,050,2360.5%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$240,924,856$2,425,714 1.0%3,428,0710.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$238,211,873$21,632,992 10.0%1,131,9170.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$236,198,194$13,553,440 6.1%585,2220.5%Auto/Tires/Trucks
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$227,916,543$23,603,524 11.6%1,231,1160.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$227,478,757$8,325,080 3.8%4,756,9790.5%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$218,356,897$31,297,772 16.7%2,388,2410.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$215,411,116$3,993,090 1.9%898,6320.5%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$215,211,583$8,811,082 4.3%1,872,5750.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$208,503,098$12,938,324 -5.8%3,624,2500.4%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$207,956,457$19,031,585 10.1%4,057,6870.4%ETF
Visa Inc. stock logo
V
Visa
$204,461,508$4,250,739 2.1%646,9480.4%Business Services
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$203,564,392$152,178,107 296.1%7,304,0690.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$201,414,030$1,853,930 0.9%762,5560.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$197,331,755$5,093,649 -2.5%1,546,6080.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$190,019,307$1,070,273 0.6%997,7910.4%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$187,938,409$2,814,048 -1.5%3,831,5680.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$183,706,669$20,063,468 12.3%2,664,7330.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$180,341,192$2,253,817 1.3%775,5940.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$179,565,322$4,482,224 2.6%232,5980.4%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$172,951,168$7,539,923 4.6%714,2910.4%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$172,935,237$13,707,764 8.6%1,623,0430.4%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$172,542,657$27,649,616 19.1%1,781,9130.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$171,076,766$4,470,277 2.7%439,7970.4%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$170,408,262$11,360,551 7.1%2,105,6250.4%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$167,970,953$23,559,731 16.3%3,216,6020.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$167,768,923$11,073,838 7.1%1,856,8780.4%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$166,028,032$3,072,769 1.9%847,8170.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$165,796,621$115,105,505 227.1%6,068,6900.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$163,223,095$11,032,310 7.2%743,6710.3%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$160,056,866$3,491,229 2.2%2,568,7190.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$158,875,631$14,957,246 10.4%4,274,2970.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$157,692,509$12,818,369 8.8%3,005,3840.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$153,727,406$6,626,377 4.5%3,031,5010.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$152,788,441$9,168,901 -5.7%1,720,7840.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$148,035,639$6,780,412 4.8%161,5630.3%Retail/Wholesale
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$146,650,782$1,244,901 -0.8%2,867,6340.3%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$145,502,018$3,467,615 -2.3%2,460,2980.3%Manufacturing
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$145,368,489$6,714,645 4.8%1,585,6070.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$141,495,871$4,998,671 3.7%1,315,3840.3%Energy
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$140,596,954$3,248,281 -2.3%226,1130.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$128,834,227$2,984,789 2.4%650,0870.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$126,685,212$8,434,788 7.1%527,2400.3%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$125,851,667$44,692,098 55.1%2,804,8060.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$125,700,075$7,361,286 6.2%2,854,2250.3%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$123,992,778$114,303,807 1,179.7%1,591,8960.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$123,932,143$30,355,394 32.4%709,7580.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$123,579,875$11,658,206 10.4%3,447,1370.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$123,254,979$12,613,553 11.4%1,595,1210.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$122,789,989$7,333,749 -5.6%2,001,7930.3%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$121,472,177$47,073,794 63.3%2,087,8680.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$119,457,786$2,969,248 2.5%712,5430.2%Consumer Staples
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$115,807,469$6,367,424 -5.2%841,8080.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$115,450,205$1,696,086 1.5%219,2490.2%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$114,616,772$471,967 -0.4%226,5780.2%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$110,827,815$1,822,137 1.7%623,6790.2%Medical
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$110,481,248$5,606,167 -4.8%692,5860.2%Manufacturing
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$107,138,669$13,908,443 14.9%3,063,7310.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$106,746,269$1,329,341 -1.2%1,198,3190.2%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$105,378,509$4,040,714 4.0%315,1930.2%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$103,636,100$12,320,570 -10.6%1,188,7150.2%ETF
Chevron Co. stock logo
CVX
Chevron
$102,969,481$1,757,343 -1.7%710,9190.2%Energy
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$102,607,276$1,716,873 1.7%890,8430.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$101,681,083$16,952,732 -14.3%2,018,6830.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$100,426,152$4,648,450 4.9%1,518,3880.2%Manufacturing
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$99,505,355$20,689,653 26.3%1,912,8290.2%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$99,200,448$8,335,799 9.2%1,789,0070.2%Manufacturing
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$98,203,810$15,349,255 18.5%978,9060.2%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$97,703,859$7,092,263 7.8%494,7280.2%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$95,587,281$468,319 0.5%799,4880.2%Computer and Technology
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$95,259,026$1,279,586 1.4%4,290,9470.2%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$94,919,573$3,808,318 4.2%1,886,3190.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$94,868,556$1,657,201 1.8%655,9850.2%Medical
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$93,738,023$9,927,410 11.8%2,525,2700.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$93,630,421$3,762,316 -3.9%347,1650.2%ETF

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