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 NVS
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,015,123 | 203,045 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,671,698 | 178,949 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,061,014 | 179,827 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,820,053 | 147,261 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,105,341 | 126,528 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,244,614 | 125,831 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,099,052 | 113,885 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,673,977 | 109,656 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $10,305,130 | 106,535 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,196,905 | 21,758 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,330,454 | 22,879 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,198,324 | 21,785 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,713,500 | 18,625 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,761,963 | 19,422 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $754,323 | 9,924 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,412,073 | 16,705 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,394,698 | 15,894 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,441,155 | 16,476 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,366,462 | 16,709 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,600,805 | 17,545 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,445,979 | 16,916 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,754,603 | 18,581 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $220,530 | 2,536 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $243,241 | 2,785 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $233,663 | 2,834 | Shares | Sole | 2020-05-08 | |
| No quarters match your search. | ||||||