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

About Cetera Investment Advisers

Investment Activity

  • Cetera Investment Advisers has $51.63 billion in total holdings as of March 31, 2025.
  • Cetera Investment Advisers owns shares of 3,942 different stocks, but just 459 companies or ETFs make up 80% of its holdings.
  • Approximately 11.97% of the portfolio was purchased this quarter.
  • About 2.43% of the portfolio was sold this quarter.
  • This quarter, Cetera Investment Advisers has purchased 3,725 new stocks and bought additional shares in 2,421 stocks.
  • Cetera Investment Advisers sold shares of 1,102 stocks and completely divested from 134 stocks this quarter.

Largest Holdings

Apple
$1,204,965,934
NVIDIA
$789,462,393
Invesco QQQ
$787,739,769
Microsoft
$776,258,875

Largest New Holdings this Quarter

46090E103 - Invesco QQQ
$787,739,769 Holding
33733E104 - First Trust Capital Strength ETF
$131,492,859 Holding
75513E101 - RTX
$49,814,941 Holding
46138E107 - INVESCO EXCH TRADED FD TR II
$26,981,767 Holding
33739E108 - First Trust Preferred Securities and Income ETF
$25,302,867 Holding

Largest Purchases this Quarter

Invesco QQQ
1,679,996 shares (about $787.74M)
First Trust Capital Strength ETF
1,466,900 shares (about $131.49M)
iShares 10-20 Year Treasury Bond ETF
653,725 shares (about $67.82M)
iShares S&P 500 Value ETF
328,727 shares (about $62.65M)
Capital Group Dividend Value ETF
1,672,691 shares (about $59.61M)

Largest Sales this Quarter

Dimensional U.S. Equity ETF
1,024,379 shares (about $61.95M)
iShares MSCI EAFE Growth ETF
529,494 shares (about $52.95M)
iShares 20+ Year Treasury Bond ETF
503,047 shares (about $45.79M)
SPDR Portfolio S&P 500 Growth ETF
564,270 shares (about $45.35M)
iShares Core Total USD Bond Market ETF
959,305 shares (about $44.20M)

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
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,217,584,823$42,084,074 3.6%2,166,9062.4%ETF
Apple Inc. stock logo
AAPL
Apple
$1,204,965,934$41,840,340 3.6%5,424,6932.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$789,462,393$43,246,973 5.8%7,301,4411.5%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$787,739,769$787,739,769 New Holding1,679,9961.5%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$776,258,875$33,282,829 4.5%2,067,8731.5%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$747,539,973$56,129,788 8.1%1,454,6121.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$741,101,029$14,196,980 2.0%1,333,5871.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$634,922,306$24,352,742 4.0%2,310,1531.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$592,209,010$30,072,038 5.3%3,113,5441.1%Retail/Wholesale
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$516,544,320$38,422,309 8.0%5,221,8391.0%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$453,511,071$3,160,258 -0.7%1,255,9510.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$436,738,044$44,204,770 -9.2%9,477,8230.8%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$434,531,766$32,095,375 8.0%5,916,0210.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$423,565,909$20,003,810 5.0%2,452,0430.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$415,283,895$24,940,240 6.4%1,119,9070.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$373,545,218$62,648,797 20.2%1,960,0440.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$367,903,076$27,310,170 8.0%690,7940.7%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$367,054,424$22,973,253 6.7%2,147,8990.7%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$360,667,795$59,614,709 19.8%10,119,7470.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$323,120,835$16,008,883 5.2%5,203,2340.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$321,728,946$23,521,539 7.9%3,465,7870.6%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$307,646,867$3,429,462 1.1%10,361,9700.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$293,913,601$22,484,998 8.3%509,9470.6%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$281,295,852$21,962,256 8.5%3,718,3850.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$277,982,055$36,184,810 15.0%5,468,8580.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$264,018,718$11,487,662 4.5%4,821,3790.5%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$249,824,658$51,971,864 26.3%5,123,5580.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$244,106,731$17,687,098 7.8%1,578,5490.5%Computer and Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$238,730,511$20,247,806 9.3%1,236,8170.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$237,784,486$17,349,841 7.9%969,3610.5%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$236,781,885$30,966,112 15.0%821,7600.5%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$233,852,960$50,959,078 27.9%9,339,1760.5%ETF
Visa Inc. stock logo
V
Visa
$233,281,611$6,552,201 2.9%665,6440.5%Business Services
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$228,783,882$9,710,538 4.4%2,494,1010.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$222,375,530$9,271,402 -4.0%1,181,8420.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$220,870,045$13,780,450 6.7%3,865,4200.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$213,482,815$39,882,805 23.0%3,955,5830.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$209,269,243$9,818,630 4.9%1,622,7450.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$208,089,311$12,839,568 6.6%1,995,7150.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$206,566,168$19,509,054 10.4%4,231,1800.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$205,862,997$8,650,588 4.4%796,0050.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$203,411,185$11,305,898 5.9%246,2870.4%Medical
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$190,647,001$20,966,397 12.4%6,818,5610.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$185,424,517$10,191,682 5.8%2,819,7160.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$185,220,444$9,379,429 5.3%1,106,2560.4%Computer and Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$180,340,821$12,185,599 7.2%2,258,2120.3%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$179,145,820$45,350,391 -20.2%2,229,0130.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$175,412,972$21,685,572 14.1%3,459,1400.3%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$174,762,151$26,063,904 17.5%1,863,5330.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$174,586,499$52,049,406 42.5%1,011,2380.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$174,137,244$17,698,574 11.3%1,464,1990.3%Energy
Walmart Inc. stock logo
WMT
Walmart
$172,460,581$9,445,323 5.8%1,964,4680.3%Retail/Wholesale
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$169,557,078$1,576,539 -0.9%1,608,0910.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$169,511,738$23,117,071 15.8%4,949,2480.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$168,750,165$4,282,136 2.6%869,8910.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$168,263,914$15,460,684 10.1%177,9100.3%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$168,067,019$6,885,974 4.3%458,5860.3%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$167,897,783$16,290,441 10.7%648,1050.3%Auto/Tires/Trucks
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$167,605,681$52,126,576 45.1%5,003,1540.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$165,722,742$19,272,647 13.2%3,245,0110.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$164,820,751$4,676,151 2.9%798,2410.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$163,381,257$13,756,129 -7.8%2,771,9920.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$158,883,082$2,285,586 -1.4%1,696,3810.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$158,636,566$2,751,679 1.8%1,015,4040.3%Computer and Technology
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$157,901,023$13,875,207 9.6%2,697,3190.3%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$155,583,094$5,698,344 3.8%2,666,3770.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$145,450,302$16,268,034 12.6%3,213,6600.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$142,991,220$18,125,113 14.5%1,826,6630.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$142,030,033$19,390,660 15.8%261,8640.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$141,612,487$6,742,568 -4.5%709,8720.3%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$139,773,026$11,733,646 9.2%3,061,8410.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$138,066,280$15,153,805 12.3%945,5940.3%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$136,835,751$67,824,010 98.3%1,318,8980.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$136,717,002$6,043,812 4.6%652,5250.3%Medical
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$133,799,373$12,694,726 10.5%718,2320.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$132,832,066$11,400,578 9.4%779,4400.3%Consumer Staples
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$131,492,859$131,492,859 New Holding1,466,9000.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$131,076,853$10,902,105 9.1%239,1390.3%Business Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$130,224,554$13,309,001 11.4%587,2580.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$129,566,001$10,896,068 9.2%247,3820.3%Medical
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$128,367,856$26,039,241 25.4%3,843,3490.2%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$128,040,076$27,846,097 27.8%2,444,4460.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$125,702,407$2,031,696 1.6%2,034,6790.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$125,241,834$52,949,372 -29.7%1,252,4190.2%ETF
Chevron Co. stock logo
CVX
Chevron
$124,568,765$5,639,176 4.7%744,6280.2%Energy
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$121,625,796$345,250 -0.3%1,587,3900.2%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$121,092,736$20,864,791 20.8%3,050,9640.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$118,953,263$20,406,729 20.7%1,181,6150.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$118,143,028$4,393,883 -3.6%2,013,0020.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$117,576,031$8,787,526 8.1%708,9730.2%Medical
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$116,439,164$27,088,625 30.3%2,337,6660.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$115,160,792$6,665,010 6.1%1,271,9330.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$114,120,410$8,121,699 7.7%1,634,7280.2%Manufacturing
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$109,098,982$12,767,225 13.3%4,859,6430.2%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$106,405,001$18,416,446 20.9%2,794,2480.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$100,204,970$2,000,948 -2.0%1,979,1620.2%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$98,941,647$877,668 0.9%898,8160.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$98,762,111$1,495,266 1.5%703,2330.2%Manufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$97,116,017$36,182,571 59.4%1,647,1510.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$96,706,511$5,020,108 5.5%309,5890.2%Retail/Wholesale

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