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 | 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 PDI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,224,975 | 1,708,064 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,290,113 | 1,597,409 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,146,945 | 1,522,573 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,450,486 | 1,236,188 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,591,185 | 1,191,474 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,393,981 | 1,057,469 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,736,878 | 924,365 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,542,515 | 560,474 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $9,516,046 | 493,315 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,261,574 | 125,993 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,977,194 | 114,421 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,100,506 | 112,027 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,751,652 | 97,206 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,681,901 | 91,012 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,471,872 | 75,948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,466,910 | 70,288 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,684,673 | 69,129 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,688,787 | 65,179 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $800,031 | 30,099 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $891,093 | 30,930 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $790,029 | 28,065 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $813,118 | 30,765 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,123,473 | 44,301 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,119,198 | 45,275 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,273,201 | 57,637 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||