Cetera Investment Advisers
Top Portfolio Positions
2,548 positions ·
$31,321,565,262 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 MO
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,743,287 | 1,587,260 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $91,411,857 | 1,585,360 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $100,664,540 | 1,523,835 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $70,468,804 | 1,201,924 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $70,456,397 | 1,173,882 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $55,699,151 | 1,065,197 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $51,975,767 | 1,018,334 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $45,629,985 | 1,001,756 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $42,934,511 | 984,285 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $7,703,245 | 190,958 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,883,558 | 235,043 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,477,301 | 231,287 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,470,439 | 234,658 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,813,203 | 236,561 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,346,524 | 157,170 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,810,290 | 139,102 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,763,292 | 129,441 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,160,771 | 151,103 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,834,571 | 128,176 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,275,307 | 131,613 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,028,309 | 137,379 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,716,589 | 139,429 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,967,397 | 76,796 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,680,461 | 68,292 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,284,275 | 59,071 | Shares | Sole | 2020-05-08 | |
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