Cetera Investment Advisers
Top Portfolio Positions
2,561 positions ·
$31,801,758,213 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 | 5.64% | |
| NVDA |
Nvidia Corp
Technology
|
9,621,246 | $1,677,945,302 | 5.28% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,329,565 | $1,344,578,326 | 4.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,820,359 | $1,183,852,272 | 3.72% | |
| MSFT |
Microsoft Corp
Technology
|
2,881,440 | $1,066,622,644 | 3.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,471,961 | $931,375,317 | 2.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,170,993 | $624,290,747 | 1.96% | |
| AVGO |
Broadcom Inc.
Technology
|
1,572,853 | $486,813,732 | 1.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
975,250 | $467,339,800 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
761,799 | $435,848,061 | 1.37% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PFG
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,870,010 | 131,728 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,679,195 | 109,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,807,242 | 82,104 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,929,346 | 62,059 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,194,154 | 61,564 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,342,933 | 56,103 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,840,980 | 56,356 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,494,635 | 57,293 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $4,624,403 | 53,579 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,025,909 | 25,752 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,384,652 | 33,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,673,739 | 35,255 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,715,355 | 36,536 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,114,271 | 37,110 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,298,266 | 31,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,231,921 | 33,417 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,404,030 | 32,748 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,407,576 | 33,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,292,768 | 35,602 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,347,255 | 37,146 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,063,223 | 34,410 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,121,770 | 42,769 | Shares | Sole | 2021-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||