Cetera Investment Advisers

CIK
0001666741
City
SCHAUMBURG
State / Country
IL

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

29 quarters · across all stocks

Holdings in ERIC

Export CSV

Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2025-12-31 $1,198,790 124,227
2025-09-30 $929,357 112,377
2025-06-30 $904,587 106,673
2025-03-31 $693,666 89,390
2024-12-31 $750,660 93,134
2024-09-30 $273,872 36,131
2024-06-30 $247,694 40,145
2024-03-31 $238,588 43,301
2023-03-31 $73,598 12,581
2022-12-31 $68,234 11,684