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 PLTR
Shares Held
Position Value (USD)
30 of 30 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,628 | 100 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $243,804,729 | 1,666,699 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $1,418,916 | 9,700 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $288,694,973 | 1,624,163 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,102,050 | 6,200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $17,775 | 100 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $72,968 | 400 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $283,634,642 | 1,554,844 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $159,786,124 | 1,172,140 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $168,800 | 2,000 | Call | Sole | 2025-05-06 | |
| 2025-03-31 | $95,574,306 | 1,132,397 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $71,278,401 | 942,462 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $15,126 | 200 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $32,022,429 | 860,818 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,925,382 | 707,674 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $12,983,691 | 564,263 | Shares | Sole | 2024-05-24 | |
| 2024-03-31 | $23,010 | 1,000 | Call | Sole | 2024-05-24 | |
| 2023-12-31 | $2,489,684 | 145,002 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,842,304 | 115,144 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,348,058 | 87,936 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $714,920 | 84,606 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $516,784 | 80,496 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $631,660 | 77,695 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $707,269 | 77,979 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $915,118 | 66,651 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,322,391 | 72,619 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,758,285 | 73,140 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,209,897 | 45,899 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $951,117 | 40,838 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $379,861 | 16,130 | Shares | Sole | 2021-02-17 | |
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