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Asset Manager ← All Institutions

Cetera Investment Advisers

Q2 2025 · Filed 2025-08-08
Market Value
$58.9B
+14.6%
Holdings
3,961
+105
New Purchases
209
Added To
2,180
Closed
126
Reduced
1,391
Top 10 Concentration
15.8%
Turnover
8.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.01% 1.54% +0.47% $1.2B
MSFT 1.80% 1.51% +0.29% $1.1B
VTI 1.50% 1.23% +0.26% $882M
AVGO 0.55% 0.36% +0.19% $323M
VUG 0.99% 0.81% +0.18% $581M
THRO 0.17% 0.01% +0.16% $99M
SPLG 0.51% 0.36% +0.15% $301M
VXUS 0.77% 0.63% +0.14% $454M
CGGO 0.32% 0.18% +0.14% $187M
TCHP 0.25% 0.12% +0.14% $149M
SGOV 0.36% 0.23% +0.13% $214M
IEMG 0.53% 0.42% +0.12% $314M
IAGG 0.15% 0.03% +0.12% $88M
VTV 0.94% 0.82% +0.12% $554M
IDEV 0.23% 0.12% +0.10% $135M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 1.89% 2.34% -0.45% $1.1B
IVV 1.95% 2.37% -0.42% $1.1B
IUSB 0.68% 0.85% -0.17% $403M
BRK-B 0.58% 0.72% -0.13% $343M
EMXC 0.06% 0.18% -0.12% $36M
AGG 0.89% 1.00% -0.12% $523M
UNH 0.14% 0.25% -0.11% $82M
RSP 0.24% 0.34% -0.10% $140M
FBND 0.18% 0.27% -0.09% $106M
BND 0.75% 0.85% -0.09% $444M
COWZ 0.44% 0.51% -0.08% $257M
JEPI 0.36% 0.43% -0.07% $210M
DGRW 0.28% 0.35% -0.07% $164M
BIL 0.38% 0.44% -0.06% $225M
GLD 0.40% 0.46% -0.06% $235M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $17.7B 30.0%
Large Cap 1,022 $28.1B 47.7%
Mid Cap 1,058 $7.9B 13.5%
Small Cap 1,140 $4.1B 6.9%
Micro Cap 659 $1.1B 1.9%

Portfolio Analytics

Avg Market Cap
$28.6B
Median Market Cap
$2.7B
Avg P/E
30.4
Median P/E
19.8
Avg Dividend Yield
0.03%
Avg Beta
0.95
# Stocks
2,037
# ETFs / Funds
1,924

Top Holdings (3,961 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.01% 7,483,263 $1.2B $157.99 $393M +200,622 +2.8%
2 IVV 1.95% 1,851,613 $1.1B $620.90 -$68M -315,293 -14.6%
3 AAPL 1.89% 5,431,665 $1.1B $205.17 -$91M +7,072 +0.1%
4 MSFT 1.80% 2,130,108 $1.1B $497.41 $283M +62,235 +3.0%
5 QQQ 1.59% 1,697,267 $936M $551.64 $149M +17,371 +1.0%
6 VOO 1.51% 1,565,406 $889M $568.03 $142M +110,794 +7.6%
7 VTI 1.50% 2,900,529 $882M $303.93 $247M +590,376 +25.6%
8 SPY 1.39% 1,328,616 $821M $617.85 $80M +4,129 +0.3%
9 AMZN 1.21% 3,237,836 $710M $219.39 $118M +125,392 +4.0%
10 VUG 0.99% 1,326,314 $581M $438.40 $166M +206,407 +18.4%
11 VTV 0.94% 3,136,589 $554M $176.74 $131M +684,546 +27.9%
12 IWF 0.92% 1,273,366 $541M $424.58 $87M +17,415 +1.4%
13 AGG 0.89% 5,269,552 $523M $99.20 $6M +47,713 +0.9%
14 CGDV 0.79% 11,850,016 $468M $39.49 $107M +1,730,269 +17.1%
15 VXUS 0.77% 6,577,072 $454M $69.09 $131M +1,373,838 +26.4%
16 BND 0.75% 6,035,784 $444M $73.63 $10M +119,763 +2.0%
17 IVE 0.70% 2,112,895 $413M $195.42 $39M +152,851 +7.8%
18 IUSB 0.68% 8,706,738 $403M $46.23 -$34M -771,085 -8.1%
19 META 0.67% 536,647 $396M $738.09 $102M +26,700 +5.2%
20 QUAL 0.66% 2,113,609 $386M $182.82 $19M -34,290 -1.6%
21 IVW 0.61% 3,285,356 $362M $110.10 $40M -180,431 -5.2%
22 BUFR 0.59% 11,005,421 $350M $31.80 $42M +643,451 +6.2%
23 BRK-B 0.58% 706,616 $343M $485.77 -$25M +15,822 +2.3%
24 QQQM 0.56% 1,458,502 $331M $227.10 $92M +221,685 +17.9%
25 IEFA 0.56% 3,965,168 $331M $83.48 $50M +246,783 +6.6%
26 VEA 0.56% 5,797,391 $331M $57.01 $53M +328,533 +6.0%
27 AVGO 0.55% 1,171,952 $323M $275.65 $138M +65,696 +5.9%
28 IEMG 0.53% 5,232,417 $314M $60.03 $101M +1,276,834 +32.3%
29 SPLG 0.51% 4,135,132 $301M $72.69 $115M +1,315,416 +46.6%
30 JPM 0.50% 1,012,216 $293M $289.91 $56M +42,855 +4.4%
31 GOOGL 0.50% 1,662,406 $293M $176.23 $49M +83,857 +5.3%
32 DYNF 0.47% 5,086,623 $277M $54.46 $27M -36,935 -0.7%
33 SCHG 0.46% 9,269,786 $271M $29.21 $37M -69,390 -0.7%
34 VO 0.45% 941,545 $263M $279.83 $58M +145,540 +18.3%
35 SPYG 0.44% 2,702,340 $258M $95.32 $78M +473,327 +21.2%
36 COWZ 0.44% 4,666,007 $257M $55.10 -$7M -155,372 -3.2%
37 CGGR 0.43% 6,196,806 $252M $40.65 $82M +1,247,558 +25.2%
38 EFV 0.42% 3,858,478 $245M $63.48 $82M +1,086,486 +39.2%
39 V 0.41% 685,034 $243M $355.05 $10M +19,390 +2.9%
40 VYM 0.41% 1,809,762 $241M $133.31 $32M +187,017 +11.5%
41 GLD 0.40% 770,634 $235M $304.83 -$2M -51,126 -6.2%
42 BIL 0.38% 2,448,828 $225M $91.73 -$4M -45,273 -1.8%
43 BNDX 0.38% 4,514,193 $223M $49.51 $17M +283,013 +6.7%
44 IWD 0.38% 1,142,010 $222M $194.23 -$563K -39,832 -3.4%
45 TSLA 0.37% 691,667 $220M $317.66 $52M +43,862 +6.8%
46 SGOV 0.36% 2,125,196 $214M $100.69 $95M +943,581 +79.9%
47 JEPI 0.36% 3,694,868 $210M $56.85 -$11M -170,552 -4.4%
48 VIG 0.35% 999,945 $205M $204.67 $36M +130,054 +14.9%
49 IJR 0.34% 1,855,611 $203M $109.29 -$5M -133,504 -6.7%
50 USMV 0.34% 2,142,277 $201M $93.87 $42M +445,896 +26.3%
51 JAAA 0.34% 3,935,057 $200M $50.75 $24M +475,917 +13.8%
52 LLY 0.34% 253,839 $198M $779.53 -$6M +7,552 +3.1%
53 WMT 0.33% 2,016,616 $197M $97.78 $25M +52,148 +2.6%
54 XLK 0.33% 777,886 $197M $253.23 $32M -20,355 -2.5%
55 COST 0.33% 196,685 $195M $989.94 $26M +18,775 +10.6%
56 SPYV 0.33% 3,709,949 $194M $52.34 $28M +464,938 +14.3%
57 SCHD 0.32% 7,104,121 $188M $26.50 -$2M +285,560 +4.2%
58 CGGO 0.32% 5,855,934 $187M $31.97 $96M +2,636,977 +81.9%
59 SDVY 0.32% 5,276,231 $186M $35.28 $19M +273,077 +5.5%
60 GOOG 0.31% 1,036,455 $184M $177.39 $25M +21,051 +2.1%
61 VGT 0.31% 274,197 $182M $663.28 $40M +12,333 +4.7%
62 CGUS 0.30% 4,826,699 $178M $36.93 $50M +983,350 +25.6%
63 MBB 0.30% 1,869,787 $176M $93.89 $792K +6,254 +0.3%
64 RDVY 0.30% 2,795,239 $175M $62.74 $17M +97,920 +3.6%
65 TLH 0.29% 1,695,013 $172M $101.60 $35M +376,115 +28.5%
66 VBR 0.29% 880,807 $172M $195.01 $38M +162,575 +22.6%
67 HD 0.29% 464,772 $170M $366.64 $2M +6,186 +1.4%
68 VWO 0.29% 3,426,755 $169M $49.46 $24M +213,095 +6.6%
69 MUB 0.29% 1,621,081 $169M $104.48 -$186K +12,990 +0.8%
70 DGRW 0.28% 1,954,303 $164M $83.74 -$17M -303,909 -13.5%
71 XOM 0.28% 1,513,569 $163M $107.80 -$11M +49,370 +3.4%
72 PLTR 0.27% 1,172,140 $160M $136.32 $64M +39,743 +3.5%
73 IJH 0.27% 2,574,014 $160M $62.02 $4M -92,363 -3.5%
74 IQLT 0.27% 3,669,541 $159M $43.22 $38M +618,577 +20.3%
75 VB 0.26% 657,402 $156M $236.98 $26M +70,144 +11.9%
76 IWM 0.26% 710,230 $153M $215.79 $12M +358 +0.1%
77 BSV 0.25% 1,899,521 $149M $78.70 $7M +72,858 +4.0%
78 TCHP 0.25% 3,282,913 $149M $45.35 $89M +1,711,474 +108.9%
79 BINC 0.25% 2,793,061 $148M $52.84 $20M +348,615 +14.3%
80 EFG 0.25% 1,315,205 $147M $112.00 $22M +62,786 +5.0%
81 DGRO 0.25% 2,258,921 $144M $63.94 $19M +224,242 +11.0%
82 PVAL 0.24% 3,552,531 $143M $40.23 $37M +758,283 +27.1%
83 RSP 0.24% 772,732 $140M $181.74 -$34M -235,006 -23.3%
84 MA 0.23% 246,114 $138M $561.94 $7M +6,975 +2.9%
85 IDEV 0.23% 1,772,283 $135M $76.04 $71M +849,341 +92.0%
86 NFLX 0.23% 99,681 $133M $1,339.12 $51M +11,105 +12.5%
87 FTCS 0.23% 1,462,525 $133M $90.89 $1M -4,375 -0.3%
88 CWB 0.22% 1,557,744 $129M $82.66 $7M -29,646 -1.9%
89 IXUS 0.22% 1,649,600 $128M $77.31 $13M +14,872 +0.9%
90 ABBV 0.21% 681,311 $126M $185.62 -$10M +28,786 +4.4%
91 TSM 0.21% 554,607 $126M $226.49 $40M +38,421 +7.4%
92 XLV 0.21% 929,752 $125M $134.79 -$13M -15,842 -1.7%
93 PG 0.21% 779,227 $124M $159.32 -$9M -213 -0.0%
94 CGCP 0.20% 5,312,064 $120M $22.50 $10M +452,421 +9.3%
95 VGSH 0.20% 2,025,138 $119M $58.78 $895K +12,136 +0.6%
96 IYW 0.20% 679,018 $118M $173.27 $19M -24,215 -3.4%
97 XLF 0.19% 2,190,869 $115M $52.37 -$2M -146,797 -6.3%
98 GSLC 0.19% 936,162 $114M $121.38 $15M +37,346 +4.2%
99 SMH 0.19% 405,109 $113M $278.88 $31M +15,193 +3.9%
100 PM 0.19% 611,612 $111M $182.13 $15M +5,204 +0.9%

Options Breakdown

26 Calls $1M Call Value 29 Puts $271K Put Value 0.21 P/C Ratio

Top Calls

SymbolSharesValueStatus
AMD 15,200 $480K
NVDA 12,000 $405K
VRT 8,000 $127K
SOC 7,800 $73K NEW
AMZN 1,000 $53K
SOFI 4,200 $36K NEW
AG 15,100 $31K
AAPL 9,500 $27K NEW
MRVL 900 $23K NEW
GTLS 400 $16K NEW

Top Puts

SymbolSharesValueStatus
XPEV 17,300 $56K NEW
SPY 3,800 $52K
AAPL 5,900 $49K
IWM 5,500 $47K NEW
DIA 1,700 $17K
KTOS 10,200 $15K NEW
NVDA 3,100 $13K
AMZN 600 $8K
URA 7,400 $4K NEW
TSLA 200 $2K

New Positions

SymbolValue% Port
BAI $25M 0.04%
CRWV $9M 0.02%
CGMM $8M 0.01%
REMG $7M 0.01%
SMA $5M 0.01%
VCRB $4M 0.01%
FDEM $4M 0.01%
XUDV $4M 0.01%
B $4M 0.01%
GLXY $3M —%
XIDV $3M —%
RKLB $3M —%
IVES $2M —%
ETHA $2M —%
ULVM $2M —%

Sold Out Positions

SymbolValue% Port
CCS —%
FINV —%
FFA —%
CPS —%
EPC —%
NSP —%
RNG —%
BCSF —%
PD —%
CLW —%
DXC —%
CMP —%
YELP —%
BCO —%
BBD —%
View SEC EDGAR Filings for Cetera Investment Advisers →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms