Cetera Investment Advisers
CIK
1666741
City
SCHAUMBURG
State / Country
IL
Top Portfolio Positions
2,548 positions ·
$31,321,565,262 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
7,061,711 | $1,792,191,634 | 5.72% | |
| NVDA |
Nvidia Corp
Technology
|
9,621,246 | $1,677,945,302 | 5.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,329,565 | $1,344,578,326 | 4.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,820,359 | $1,183,852,272 | 3.78% | |
| MSFT |
Microsoft Corp
Technology
|
2,881,440 | $1,066,622,644 | 3.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,471,961 | $931,375,317 | 2.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,170,993 | $624,290,747 | 1.99% | |
| AVGO |
Broadcom Inc.
Technology
|
1,572,853 | $486,813,732 | 1.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
761,799 | $435,848,061 | 1.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,418,078 | $417,141,824 | 1.33% |
Portfolio Trend
Holdings in BWG
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,882 | 18,368 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $433,725 | 51,819 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $395,790 | 45,598 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $161,446 | 19,428 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $172,218 | 20,625 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $277,920 | 34,740 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $372,172 | 42,101 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $301,233 | 36,469 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $315,693 | 37,228 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $192,815 | 23,064 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $165,009 | 21,972 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $171,959 | 21,388 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $182,920 | 22,980 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $194,727 | 23,893 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $145,054 | 19,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,328 | 24,267 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $176,897 | 17,480 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $215,663 | 18,417 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $208,733 | 16,672 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $207,131 | 16,426 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $133,070 | 11,034 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $151,216 | 12,107 | Shares | Sole | 2021-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||