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 DSU
Export CSVShares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,117,112 | 109,736 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,320,012 | 124,295 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $473,183 | 44,809 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $537,785 | 51,512 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $521,558 | 48,472 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $575,126 | 52,142 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $455,204 | 41,993 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $167,901 | 15,181 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $154,145 | 14,286 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $165,377 | 16,103 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $171,804 | 17,549 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $159,130 | 16,733 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $174,321 | 18,948 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $96,808 | 10,853 | Shares | Sole | 2022-11-14 | |
| No quarters match your search. | ||||||