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

About Cetera Investment Advisers

Investment Activity

  • Cetera Investment Advisers has $59.26 billion in total holdings as of June 30, 2025.
  • Cetera Investment Advisers owns shares of 4,044 different stocks, but just 457 companies or ETFs make up 80% of its holdings.
  • Approximately 8.88% of the portfolio was purchased this quarter.
  • About 2.85% of the portfolio was sold this quarter.
  • This quarter, Cetera Investment Advisers has purchased 3,942 new stocks and bought additional shares in 2,258 stocks.
  • Cetera Investment Advisers sold shares of 1,454 stocks and completely divested from 144 stocks this quarter.

Largest Holdings

NVIDIA
$1,182,699,204
Apple
$1,114,490,683
Microsoft
$1,059,537,247
Invesco QQQ
$936,282,110

Largest New Holdings this Quarter

09290C780 - BLACKROCK ETF TRUST
$25,148,113 Holding
78249U308 - RUSSELL INVTS EXCHANGE TRADE
$23,344,306 Holding
78249U209 - RUSSELL INVTS EXCHANGE TRADE
$10,268,384 Holding
21873S108 - COREWEAVE INC
$9,346,762 Holding
14022A102 - CAPITAL GROUP EQUITY ETF TR
$7,575,644 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
590,376 shares (about $179.43M)
Vanguard Value ETF
684,546 shares (about $120.99M)
SPDR Portfolio S&P 500 ETF
1,315,416 shares (about $95.62M)
iShares 0-3 Month Treasury Bond ETF
943,581 shares (about $95.01M)
Vanguard Total International Stock ETF
1,373,838 shares (about $94.92M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
315,293 shares (about $195.77M)
iShares MSCI Emerging Markets ex China ETF
1,108,260 shares (about $69.98M)
Invesco S&P 500 Equal Weight ETF
238,206 shares (about $43.28M)
iShares Core Total USD Bond Market ETF
771,085 shares (about $35.65M)
Fidelity Total Bond ETF
750,783 shares (about $34.35M)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,182,699,204$31,060,045 2.7%7,498,3632.0%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,149,666,257$195,765,380 -14.6%1,851,6131.9%ETF
Apple Inc. stock logo
AAPL
Apple
$1,114,490,683$4,577,398 0.4%5,447,0651.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,059,537,247$30,956,318 3.0%2,130,1081.8%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$936,282,110$9,581,992 1.0%1,697,3671.6%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$889,197,623$62,934,320 7.6%1,565,4061.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$881,557,708$179,432,963 25.6%2,900,5291.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$820,937,158$721,484 -0.1%1,332,4161.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$710,410,803$27,608,212 4.0%3,239,4361.2%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$581,456,365$90,488,877 18.4%1,326,3141.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$554,360,867$120,986,688 27.9%3,136,5890.9%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$540,645,856$7,394,062 1.4%1,273,3660.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$522,739,494$4,733,129 0.9%5,269,5520.9%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$467,957,121$68,328,321 17.1%11,850,0160.8%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$454,409,932$94,918,473 26.4%6,577,0720.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$444,414,752$8,818,149 2.0%6,035,7840.7%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$412,901,919$29,870,141 7.8%2,112,8950.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$402,512,486$35,647,259 -8.1%8,706,7380.7%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$396,093,723$19,707,000 5.2%536,6470.7%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$386,410,071$6,268,899 -1.6%2,113,6090.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$361,717,735$19,865,455 -5.2%3,285,3560.6%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$349,972,380$20,461,741 6.2%11,005,4210.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$343,252,550$7,685,846 2.3%706,6160.6%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$331,225,885$50,344,676 17.9%1,458,5020.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$331,012,280$20,601,448 6.6%3,965,1680.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$330,509,269$18,729,667 6.0%5,797,3910.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$323,048,746$18,109,112 5.9%1,171,9520.5%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$314,102,017$76,648,351 32.3%5,232,4170.5%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$300,582,783$95,617,601 46.7%4,135,1320.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$293,451,461$12,424,090 4.4%1,012,2160.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$292,965,796$14,778,118 5.3%1,662,4060.5%Computer and Technology
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$277,017,487$2,011,480 -0.7%5,086,6230.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$270,770,460$2,026,882 -0.7%9,269,7860.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$263,472,694$40,726,482 18.3%941,5450.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$257,586,988$45,117,519 21.2%2,702,3400.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$257,096,965$8,560,997 -3.2%4,666,0070.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$251,900,174$50,713,235 25.2%6,196,8060.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$244,936,217$68,970,141 39.2%3,858,4780.4%ETF
Visa Inc. stock logo
V
Visa
$243,221,286$6,884,418 2.9%685,0340.4%Business Services
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$241,259,270$24,931,226 11.5%1,809,7620.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$234,912,508$15,584,748 -6.2%770,6340.4%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$224,630,987$4,152,892 -1.8%2,448,8280.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$223,497,700$14,011,974 6.7%4,514,1930.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$221,812,651$7,736,571 -3.4%1,142,0100.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$219,724,173$13,927,748 6.8%691,9670.4%Auto/Tires/Trucks
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$213,986,053$95,009,201 79.9%2,125,1960.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$210,053,261$9,695,882 -4.4%3,694,8680.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$204,658,774$26,618,156 15.0%999,9450.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$202,799,757$15,311,968 -7.0%1,855,6110.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$201,095,560$41,856,261 26.3%2,142,2770.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$199,704,160$24,152,790 13.8%3,935,0570.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$197,875,709$5,887,028 3.1%253,8390.3%Medical
Walmart Inc. stock logo
WMT
Walmart
$197,184,728$5,099,032 2.7%2,016,6160.3%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$196,983,965$5,154,494 -2.5%777,8860.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$194,705,767$18,586,068 10.6%196,6850.3%Retail/Wholesale
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$194,178,720$24,334,854 14.3%3,709,9490.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$188,259,204$7,567,340 4.2%7,104,1210.3%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$187,214,215$84,304,157 81.9%5,855,9340.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$186,145,432$9,634,157 5.5%5,276,2310.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$183,856,696$3,734,236 2.1%1,036,4550.3%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$181,869,558$8,180,240 4.7%274,1970.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$178,250,005$36,315,118 25.6%4,826,6990.3%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$175,554,279$587,188 0.3%1,869,7870.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$175,373,327$6,143,502 3.6%2,795,2390.3%Manufacturing
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$172,213,351$38,213,291 28.5%1,695,0130.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$171,766,242$31,703,763 22.6%880,8070.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$170,403,931$2,268,034 1.3%464,7720.3%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$169,487,277$10,539,677 6.6%3,426,7550.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$169,370,611$1,357,196 0.8%1,621,0810.3%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$163,653,337$25,449,340 -13.5%1,954,3030.3%Manufacturing
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$163,163,642$5,374,240 3.4%1,514,0690.3%Energy
PALANTIR TECHNOLOGIES INC
$159,786,125$5,145,126 3.3%1,172,1400.3%CL A
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$159,640,375$5,728,354 -3.5%2,574,0140.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$158,597,582$26,734,901 20.3%3,669,5410.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$155,791,034$16,622,715 11.9%657,4020.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$153,307,849$1,254,771 0.8%715,7300.3%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$149,492,302$5,733,925 4.0%1,899,5210.3%ETF
T. Rowe Price Blue Chip Growth ETF stock logo
TCHP
T. Rowe Price Blue Chip Growth ETF
$148,880,105$77,615,346 108.9%3,282,9130.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$147,585,337$18,420,816 14.3%2,793,0610.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$147,302,973$7,032,033 5.0%1,315,2050.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$144,435,454$14,338,038 11.0%2,258,9210.2%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$142,918,303$30,505,721 27.1%3,552,5310.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$140,437,319$43,275,068 -23.6%773,0320.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$138,301,087$3,919,525 2.9%246,1140.2%Business Services
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$134,764,351$64,583,866 92.0%1,772,2830.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$133,485,305$14,870,982 12.5%99,6810.2%Consumer Discretionary
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$132,928,965$397,644 -0.3%1,462,5250.2%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$128,763,176$2,450,539 -1.9%1,557,7440.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$127,530,585$1,149,754 0.9%1,649,6000.2%Manufacturing
AbbVie Inc. stock logo
ABBV
AbbVie
$126,464,979$5,343,259 4.4%681,3110.2%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$125,612,806$8,701,963 7.4%554,6070.2%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$125,321,177$2,135,342 -1.7%929,7520.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$124,146,596$33,935 0.0%779,2270.2%Consumer Staples
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$119,521,440$10,179,473 9.3%5,312,0640.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$119,037,653$713,354 0.6%2,025,1380.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$117,653,461$4,195,733 -3.4%679,0180.2%Manufacturing
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$114,735,770$7,687,756 -6.3%2,190,8690.2%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$113,631,413$4,533,060 4.2%936,1620.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$112,976,836$4,237,025 3.9%405,1090.2%Manufacturing
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$111,845,560$8,453,108 8.2%800,0170.2%Computer and Technology

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