Cetera Investment Advisers
Top Portfolio Positions
2,238 positions ·
$30,247,417,762 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,949,391 | $1,889,261,437 | 6.25% |
| NVDA |
Nvidia Corp
Technology
|
9,597,293 | $1,789,895,144 | 5.92% |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,239,278 | $1,375,610,868 | 4.55% |
| MSFT |
Microsoft Corp
Technology
|
2,757,017 | $1,333,348,561 | 4.41% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,837,843 | $1,253,261,898 | 4.14% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,330,008 | $999,452,446 | 3.30% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,161,343 | $676,500,359 | 2.24% |
| AVGO |
Broadcom Inc.
Technology
|
1,496,075 | $517,791,557 | 1.71% |
| META |
Meta Platforms, Inc.
Communication Services
|
743,964 | $491,083,196 | 1.62% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,393,065 | $448,873,404 | 1.48% |
Portfolio Trend
Holdings in BBDC
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $740,192 | 80,631 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $769,802 | 87,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $751,042 | 82,171 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $720,174 | 75,490 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $716,209 | 74,839 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $723,690 | 73,846 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $706,096 | 72,569 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $638,407 | 68,646 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $177,846 | 20,728 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $195,752 | 21,970 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $125,918 | 16,061 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $158,458 | 19,957 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $172,641 | 21,183 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $220,064 | 26,610 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $251,174 | 26,979 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $277,370 | 26,825 | Shares | Sole | 2022-05-13 | |
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