— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Cetera Investment Advisers

Q4 2025 · Filed 2026-02-17
Market Value
$90.8B
+6.1%
Holdings
4,496
+155
New Purchases
246
Added To
2,382
Closed
175
Reduced
1,645
Top 10 Concentration
17.4%
Turnover
9.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 0.74% 0.60% +0.15% $677M
IVE 0.80% 0.67% +0.12% $723M
LLY 0.39% 0.28% +0.11% $354M
GOOG 0.51% 0.40% +0.11% $462M
FENI 0.12% 0.03% +0.09% $108M
CGDV 0.79% 0.70% +0.08% $716M
FBND 0.30% 0.22% +0.08% $270M
PVAL 0.34% 0.27% +0.08% $312M
AAPL 2.08% 2.01% +0.07% $1.9B
IEMG 0.69% 0.63% +0.06% $629M
QQQM 0.58% 0.53% +0.06% $530M
AMZN 1.10% 1.04% +0.06% $999M
DFAI 0.09% 0.03% +0.06% $80M
AVEM 0.14% 0.09% +0.05% $127M
SLV 0.13% 0.08% +0.04% $114M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 1.47% 1.60% -0.14% $1.3B
QUAL 0.33% 0.47% -0.13% $304M
VONG 1.37% 1.48% -0.11% $1.2B
AGG 1.70% 1.77% -0.08% $1.5B
SCHD 1.05% 1.12% -0.07% $949M
ORCL 0.16% 0.22% -0.07% $142M
NVDA 1.97% 2.03% -0.06% $1.8B
VNLA 0.01% 0.06% -0.06% $6M
HD 0.21% 0.27% -0.05% $194M
META 0.54% 0.59% -0.05% $491M
QQQ 1.51% 1.55% -0.04% $1.4B
NFLX 0.15% 0.19% -0.04% $133M
COST 0.23% 0.27% -0.04% $207M
IWF 0.81% 0.85% -0.04% $740M
MSTR 0.03% 0.07% -0.04% $31M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $28.0B 30.8%
Large Cap 1,049 $43.2B 47.6%
Mid Cap 1,187 $12.2B 13.4%
Small Cap 1,319 $5.9B 6.5%
Micro Cap 859 $1.6B 1.7%

Portfolio Analytics

Avg Market Cap
$25.5B
Median Market Cap
$2.2B
Avg P/E
30.4
Median P/E
19.5
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
2,337
# ETFs / Funds
2,159

Top Holdings (4,496 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 3.05% 4,046,475 $2.8B $684.94 $155M +137,370 +3.5%
2 AAPL 2.08% 6,939,491 $1.9B $271.86 $169M +194,858 +2.9%
3 NVDA 1.97% 9,594,693 $1.8B $186.50 $52M +282,093 +3.0%
4 AGG 1.70% 15,428,160 $1.5B $99.88 $23M +288,863 +1.9%
5 VTV 1.57% 7,443,431 $1.4B $190.99 $53M +106,126 +1.4%
6 QQQ 1.51% 2,227,778 $1.4B $614.31 $42M +18,433 +0.8%
7 MSFT 1.47% 2,754,317 $1.3B $483.62 -$39M +107,166 +4.0%
8 SPY 1.38% 1,831,243 $1.2B $681.92 $75M +68,798 +3.9%
9 VONG 1.37% 10,211,465 $1.2B $121.75 -$26M -317,906 -3.0%
10 VOO 1.34% 1,938,813 $1.2B $627.13 $84M +90,525 +4.9%
11 VTI 1.20% 3,252,250 $1.1B $335.27 $31M +23,277 +0.7%
12 VUG 1.14% 2,124,059 $1.0B $487.86 $41M +48,510 +2.3%
13 AMZN 1.10% 4,328,708 $999M $230.82 $106M +263,158 +6.5%
14 IEFA 1.06% 10,758,681 $962M $89.46 $46M +261,488 +2.5%
15 SCHD 1.05% 34,606,028 $949M $27.43 -$7M -409,891 -1.2%
16 IWF 0.81% 1,563,061 $740M $473.30 $9M +3,816 +0.2%
17 IVE 0.80% 3,409,979 $723M $212.07 $148M +627,109 +22.5%
18 CGDV 0.79% 16,399,426 $716M $43.64 $114M +2,082,860 +14.6%
19 GOOGL 0.74% 2,161,343 $677M $313.00 $167M +66,653 +3.2%
20 IEMG 0.69% 9,358,810 $629M $67.22 $86M +1,123,947 +13.7%
21 BND 0.63% 7,691,585 $570M $74.07 $19M +284,567 +3.8%
22 IVW 0.61% 4,509,307 $556M $123.26 $29M +146,739 +3.4%
23 SCHG 0.61% 16,960,267 $553M $32.62 $62M +1,572,946 +10.2%
24 QQQM 0.58% 2,096,928 $530M $252.92 $80M +276,011 +15.2%
25 AVGO 0.57% 1,495,875 $518M $346.10 $36M +36,652 +2.5%
26 VXUS 0.54% 6,538,784 $493M $75.44 $13M +4,632 +0.1%
27 META 0.54% 743,764 $491M $660.09 -$13M +58,000 +8.5%
28 VEA 0.53% 7,684,136 $480M $62.47 $43M +383,879 +5.3%
29 DYNF 0.52% 7,812,309 $475M $60.81 $53M +686,895 +9.6%
30 BRK-B 0.52% 939,826 $472M $502.65 $15M +30,471 +3.4%
31 GOOG 0.51% 1,472,415 $462M $313.80 $123M +80,981 +5.8%
32 JPM 0.49% 1,393,065 $449M $322.22 $23M +42,721 +3.2%
33 IUSB 0.49% 9,522,893 $443M $46.54 $19M +439,306 +4.8%
34 BUFR 0.49% 12,860,043 $441M $34.26 $33M +671,461 +5.5%
35 IWM 0.47% 1,724,480 $424M $246.16 $20M +51,768 +3.1%
36 TSLA 0.46% 924,947 $416M $449.72 $26M +47,469 +5.4%
37 VYM 0.42% 2,645,151 $380M $143.52 $29M +157,063 +6.3%
38 VO 0.41% 1,279,135 $371M $290.22 $12M +57,793 +4.7%
39 CGGR 0.40% 8,207,815 $365M $44.47 $29M +567,057 +7.4%
40 SPLG 0.39% 4,431,269 $355M $80.22 $25M +215,906 +5.1%
41 LLY 0.39% 329,781 $354M $1,074.68 $117M +18,818 +6.0%
42 GLD 0.39% 889,510 $353M $396.31 $30M -18,283 -2.0%
43 COWZ 0.38% 5,758,501 $346M $60.17 -$3M -326,826 -5.4%
44 IJR 0.38% 2,847,846 $342M $120.18 $26M +183,927 +6.9%
45 SPYG 0.36% 3,098,659 $331M $106.70 -$3M -97,256 -3.0%
46 JEPI 0.35% 5,530,763 $317M $57.24 $22M +370,330 +7.2%
47 PVAL 0.34% 6,853,915 $312M $45.57 $83M +1,484,571 +27.6%
48 WMT 0.34% 2,787,717 $311M $111.41 $35M +116,206 +4.3%
49 QUAL 0.33% 1,530,303 $304M $198.62 -$95M -521,383 -25.4%
50 VB 0.33% 1,168,300 $301M $257.95 $20M +61,529 +5.6%
51 MUB 0.33% 2,794,564 $299M $107.11 $21M +183,706 +7.0%
52 V 0.33% 848,948 $298M $350.71 $10M +5,866 +0.7%
53 SDVY 0.33% 7,715,939 $296M $38.32 $19M +451,662 +6.2%
54 PLTR 0.32% 1,624,163 $289M $177.75 $5M +69,319 +4.5%
55 XOM 0.31% 2,360,306 $284M $120.34 $29M +98,636 +4.4%
56 EFV 0.31% 3,894,184 $278M $71.41 $7M -104,863 -2.6%
57 OEF 0.30% 806,686 $277M $342.97 $25M +50,135 +6.6%
58 IWD 0.30% 1,295,575 $273M $210.34 $5M -16,345 -1.2%
59 FBND 0.30% 5,870,299 $270M $46.04 $82M +1,803,589 +44.4%
60 CGGO 0.30% 7,734,465 $268M $34.65 $27M +684,531 +9.7%
61 BIL 0.29% 2,861,381 $261M $91.38 $18M +203,147 +7.6%
62 RDVY 0.29% 3,744,525 $260M $69.47 $25M +243,551 +7.0%
63 VIG 0.28% 1,175,067 $258M $219.78 -$4M -41,516 -3.4%
64 BNDX 0.28% 5,341,499 $258M $48.32 $11M +336,551 +6.7%
65 VWO 0.28% 4,798,002 $258M $53.76 $10M +217,252 +4.7%
66 XLK 0.28% 1,789,348 $258M $143.97 $24M +961,493 +116.1%
67 VGT 0.28% 336,406 $254M $753.78 -$5M -9,483 -2.7%
68 TLH 0.28% 2,479,826 $252M $101.67 $8M +109,362 +4.6%
69 JAAA 0.27% 4,781,181 $242M $50.58 $21M +426,731 +9.8%
70 VBR 0.26% 1,133,246 $240M $211.79 $17M +62,346 +5.8%
71 BINC 0.26% 4,542,059 $240M $52.77 $24M +486,039 +12.0%
72 IJH 0.26% 3,631,061 $240M $66.00 $18M +229,089 +6.7%
73 CGUS 0.26% 5,940,417 $239M $40.23 $21M +417,787 +7.6%
74 IDEV 0.26% 2,809,719 $232M $82.48 $29M +276,955 +10.9%
75 SPYV 0.25% 3,975,800 $226M $56.81 -$1M -132,126 -3.2%
76 TSM 0.24% 728,701 $221M $303.89 $21M +12,680 +1.8%
77 DGRW 0.24% 2,450,812 $219M $89.43 $1M +1,793 +0.1%
78 IWR 0.24% 2,256,436 $217M $96.27 $7M +81,346 +3.7%
79 ABBV 0.24% 949,572 $217M $228.49 $3M +24,222 +2.6%
80 DGRO 0.24% 3,096,053 $215M $69.42 $39M +512,599 +19.8%
81 JNJ 0.23% 1,023,956 $212M $206.95 $35M +68,118 +7.1%
82 COST 0.23% 239,548 $207M $862.34 -$22M -7,737 -3.1%
83 IQLT 0.22% 4,450,801 $202M $45.45 $26M +452,310 +11.3%
84 RSP 0.22% 1,043,865 $200M $191.56 -$2M -21,944 -2.1%
85 USMV 0.22% 2,123,167 $200M $94.16 $3M +52,128 +2.5%
86 HD 0.21% 562,610 $194M $344.10 -$34M -263 -0.1%
87 SGOV 0.21% 1,907,424 $191M $100.38 -$4M -32,842 -1.7%
88 MBB 0.21% 1,981,427 $189M $95.22 -$4M -38,525 -1.9%
89 IAU 0.21% 2,319,569 $188M $81.17 $24M +57,391 +2.5%
90 AMD 0.20% 864,859 $185M $214.16 $40M -30,103 -3.4%
91 VNQ 0.20% 2,084,736 $184M $88.49 -$2M +48,809 +2.4%
92 BSV 0.20% 2,327,366 $183M $78.81 $6M +79,160 +3.5%
93 EFA 0.20% 1,881,846 $181M $96.03 $11M +68,801 +3.8%
94 SPTL 0.20% 6,780,475 $179M $26.47 $280K +131,151 +2.0%
95 SMH 0.20% 494,813 $178M $360.13 $22M +17,698 +3.7%
96 TCHP 0.20% 3,570,939 $178M $49.86 $13M +189,906 +5.6%
97 CVX 0.20% 1,165,052 $178M $152.41 -$640K +17,485 +1.5%
98 XMMO 0.19% 1,251,835 $173M $138.46 $21M +127,090 +11.3%
99 MA 0.19% 297,146 $170M $570.88 -$382K -1,753 -0.6%
100 CAT 0.18% 287,922 $165M $572.87 $34M +12,500 +4.5%

Options Breakdown

87 Calls $763K Call Value 47 Puts $1M Put Value 1.37 P/C Ratio

Top Calls

SymbolSharesValueStatus
PLTR 6,200 $235K
LLY 400 $160K
AMZN 1,000 $57K
UNH 800 $50K
SPY 3,700 $45K
ORCL 2,200 $24K
RIOT 4,000 $20K
IWM 4,000 $20K
IONQ 3,000 $18K
RDW 17,500 $17K NEW

Top Puts

SymbolSharesValueStatus
QQQ 11,500 $260K NEW
SHW 8,700 $163K NEW
SLV 14,800 $95K NEW
HCA 18,100 $81K NEW
MSFT 2,700 $72K NEW
AAPL 9,900 $71K NEW
OKLO 500 $48K NEW
IWM 5,100 $48K NEW
SPY 2,900 $46K NEW
MRK 14,000 $18K NEW

New Positions

SymbolValue% Port
TOTB.DE $20M 0.02%
AKRE $18M 0.02%
XEMD $8M 0.01%
SQMX $7M 0.01%
BITW $7M 0.01%
PHYL $7M 0.01%
FTMS $6M 0.01%
FLCH $6M 0.01%
Q $4M —%
BBBI $4M —%
AIPO $3M —%
SETM $3M —%
RAFE $3M —%
SOLS $3M —%
ERO $3M —%

Sold Out Positions

SymbolValue% Port
BKKT —%
ABM —%
CCS —%
NUS —%
SSTK —%
COTY —%
CLW —%
DRD —%
NGVC —%
PAGS —%
CARS —%
DK —%
HOV —%
ENR —%
LXP —%
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