Cetera Investment Advisers
Top Portfolio Positions
2,557 positions ·
$31,329,520,756 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 | 3.40% | |
| 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
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,064,523 | 62,560 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,848,431 | 54,349 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,571,414 | 51,418 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,923,988 | 35,902 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,944,197 | 33,486 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,728,332 | 33,599 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,754,423 | 32,683 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,747,142 | 30,901 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,334,639 | 22,137 | Shares | Sole | 2024-05-24 | |
| 2022-12-31 | $341,265 | 7,918 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $283,286 | 7,605 | Shares | Sole | 2022-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||