Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cetera Advisors LLC (CIK 1534400) reported $7.22B across 1,769 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: SPY ($236.3M, 3.27%), AAPL ($232.1M, 3.22%), IVV ($197.7M, 2.74%), MSFT ($127.5M, 1.77%), GSLC ($118.7M, 1.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $236.3M | 3.27% | 497,093 | Added |
| 2 | AAPL | APPLE INC | $232.1M | 3.22% | 1.2M | Trimmed |
| 3 | IVV | ISHARES TR | $197.7M | 2.74% | 413,942 | Added |
| 4 | MSFT | MICROSOFT CORP | $127.5M | 1.77% | 339,154 | Added |
| 5 | GSLC | GOLDMAN SACHS ETF TR | $118.7M | 1.64% | 1.3M | Added |
| 6 | IWF | ISHARES TR | $98.5M | 1.37% | 325,061 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $96.2M | 1.33% | 220,242 | Added |
| 8 | USMV | ISHARES TR | $90.2M | 1.25% | 1.2M | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $85.4M | 1.18% | 209,806 | Added |
| 10 | AMZN | AMAZON COM INC | $83.9M | 1.16% | 551,885 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $78.8M | 1.09% | 332,377 | Trimmed |
| 12 | FTSM | FIRST TR EXCHANGE-TRADED FD | $70.0M | 0.97% | 1.2M | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $57.3M | 0.79% | 246,246 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.9M | 0.79% | 159,557 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $54.2M | 0.75% | 109,483 | Added |
| 16 | GOOGL | ALPHABET INC | $54.3M | 0.75% | 388,748 | Added |
| 17 | FDL | FIRST TR MORNINGSTAR DIVID L | $53.6M | 0.74% | 1.5M | Added |
| 18 | IUSB | ISHARES TR | $52.8M | 0.73% | 1.1M | Added |
| 19 | AVLV | AMERICAN CENTY ETF TR | $52.7M | 0.73% | 912,075 | Added |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $50.6M | 0.70% | 920,046 | Trimmed |
| 21 | TSLA | TESLA INC | $48.9M | 0.68% | 196,984 | Added |
| 22 | IJH | ISHARES TR | $48.1M | 0.67% | 173,611 | Trimmed |
| 23 | BND | VANGUARD BD INDEX FDS | $46.1M | 0.64% | 627,299 | Trimmed |
| 24 | QUAL | ISHARES TR | $46.2M | 0.64% | 314,111 | Added |
| 25 | BIL | SPDR SER TR | $45.2M | 0.63% | 494,770 | Added |
Source: SEC Form 13F filings · as of 2023-12-31