Notify me when Cetera Investment Advisers files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 4,495 | $86,045,867,698 | +$23,818,394,252 | -$914,937,253 | +$22,903,456,999 | IVV, NVDA, AAPL, AGG, MSFT | 13F-HR | 14 Nov 2025, 14:51 |
| Q2 2025 | 4,044 | $59,253,989,578 | +$5,260,092,020 | -$1,684,452,381 | +$3,575,639,639 | NVDA, IVV, AAPL, MSFT, QQQ | 13F-HR | 08 Aug 2025, 15:14 |
| Q1 2025 | 3,942 | $51,628,908,903 | +$6,176,309,928 | -$1,253,523,261 | +$4,922,786,667 | IVV, AAPL, NVDA, QQQ, MSFT | 13F-HR | 06 May 2025, 15:08 |
| Q4 2024 | 3,725 | $47,826,914,852 | +$4,044,507,576 | -$1,364,976,957 | +$2,679,530,619 | AAPL, IVV, NVDA, MSFT, SPY | 13F-HR | 13 Feb 2025, 19:58 |
| Q3 2024 | 3,682 | $45,713,930,299 | +$2,932,839,978 | -$2,795,944,991 | +$136,894,987 | AAPL, IVV, MSFT, NVDA, SPY | 13F-HR | 13 Nov 2024, 17:10 |
| Q2 2024 | 3,683 | $43,422,305,347 | +$2,928,238,950 | -$1,855,431,653 | +$1,072,807,297 | IVV, AAPL, MSFT, NVDA, QQQ | 13F-HR | 22 Aug 2024, 12:47 |
| Q1 2024 | 3,658 | $42,396,113,055 | +$29,394,123,750 | -$64,304,995 | +$29,329,818,755 | IVV, AAPL, MSFT, QQQ, SPY | Restatement | 24 May 2024, 14:40 |
| Q4 2023 | 2,211 | $12,309,541,304 | +$1,020,316,889 | -$1,371,605,802 | -$351,288,913 | IVV, AAPL, VTI, QQQ, MSFT | 13F-HR | 13 Feb 2024, 14:52 |
| Q3 2023 | 2,178 | $11,584,568,012 | +$933,831,657 | -$789,722,251 | +$144,109,406 | IVV, AAPL, VTI, MSFT, IUSB | 13F-HR | 14 Nov 2023, 13:53 |
| Q2 2023 | 2,173 | $11,895,034,946 | +$674,902,536 | -$709,665,305 | -$34,762,769 | IVV, AAPL, VTI, BSV, IUSB | 13F-HR | 09 Aug 2023, 18:33 |
| Q1 2023 | 2,145 | $11,441,285,430 | +$985,114,338 | -$849,597,909 | +$135,516,429 | IVV, AAPL, VTI, BSV, IUSB | 13F-HR | 15 May 2023, 11:51 |
| Q4 2022 | 2,088 | $10,789,894,791 | +$4,734,064,195 | -$150,597,362 | +$4,583,466,833 | IVV, VTI, AAPL, BSV, SCHD | 13F-HR | 14 Feb 2023, 14:45 |
| Q3 2022 | 1,716 | $5,007,319,000 | +$470,457,544 | -$572,582,652 | -$102,125,108 | SCHD, IVV, BSV, JPST, VTI | 13F-HR | 10 Nov 2022, 21:14 |
| Q2 2022 | 1,807 | $6,286,403,000 | +$719,516,603 | -$347,820,104 | +$371,696,499 | AAPL, SCHD, FTCS, IVV, BSV | 13F-HR | 11 Aug 2022, 16:51 |
| Q1 2022 | 1,859 | $6,961,735,000 | +$696,328,046 | -$362,656,844 | +$333,671,202 | AAPL, SCHD, IVV, FTCS, MSFT | 13F-HR | 12 May 2022, 21:13 |
| Q4 2021 | 1,846 | $6,981,658,000 | +$526,966,960 | -$280,111,999 | +$246,854,961 | AAPL, SCHD, QQQ, FTCS, MSFT | 13F-HR | 11 Feb 2022, 20:47 |
| Q3 2021 | 1,774 | $6,288,941,000 | +$463,534,920 | -$288,650,232 | +$174,884,688 | AAPL, QQQ, SCHD, FTCS, VTI | 13F-HR | 16 Nov 2021, 14:14 |
| Q2 2021 | 1,762 | $6,216,377,000 | +$1,035,505,664 | -$181,739,821 | +$853,765,843 | AAPL, QQQ, FTCS, SCHD, VTI | 13F-HR | 13 Aug 2021, 15:52 |
| Q1 2021 | 1,591 | $5,081,124,000 | +$489,426,613 | -$674,905,131 | -$185,478,518 | AAPL, QQQ, FTCS, VTI, SCHD | 13F-HR | 17 May 2021, 10:06 |
| Q4 2020 | 1,555 | $5,052,772,000 | +$3,719,806,157 | -$20,885,747 | +$3,698,920,410 | AAPL, QQQ, VTI, AMZN, MSFT | 13F-HR | 16 Feb 2021, 17:43 |
| Q3 2020 | 640 | $1,220,429,000 | +$152,597,289 | -$55,994,480 | +$96,602,809 | VUG, AAPL, QQQ, VTV, FVD | 13F-HR | 13 Nov 2020, 10:52 |
| Q2 2020 | 610 | $1,079,540,000 | +$146,482,065 | -$65,864,616 | +$80,617,449 | VUG, QQQ, AAPL, VTV, AMZN | 13F-HR | 13 Aug 2020, 13:17 |
| Q1 2020 | 540 | $786,128,000 | +$106,294,011 | -$58,548,808 | +$47,745,203 | QQQ, VUG, FVD, AAPL, SPY | 13F-HR | 07 May 2020, 18:06 |
| Q4 2019 | 582 | $995,533,000 | +$137,446,747 | -$17,266,233 | +$120,180,514 | VUG, AAPL, FVD, SDY, QQQ | 13F-HR | 07 Feb 2020, 17:33 |
| Q3 2019 | 536 | $822,889,000 | +$79,270,612 | -$40,177,377 | +$39,093,235 | VUG, FVD, SDY, QQQ, SPY | 13F-HR | 06 Nov 2019, 16:17 |
| Q2 2019 | 518 | $775,568,000 | +$80,158,182 | -$32,202,768 | +$47,955,414 | VUG, IWF, SPY, SDY, FVD | 13F-HR | 12 Aug 2019, 15:35 |
| Q1 2019 | 483 | $708,154,000 | +$57,838,136 | -$34,930,898 | +$22,907,238 | VUG, IWF, SDY, IJR, QQQ | 13F-HR | 03 May 2019, 17:45 |
| Q4 2018 | 452 | $612,722,000 | +$74,410,032 | -$63,803,494 | +$10,606,538 | VUG, IWF, SPY, QQQ, SDY | 13F-HR | 15 Feb 2019, 13:35 |
| Q3 2018 | 480 | $695,058,000 | +$118,801,816 | -$17,870,356 | +$100,931,460 | IWF, VUG, QQQ, AAPL, IWR | 13F-HR | 13 Nov 2018, 17:57 |
| Q2 2018 | 422 | $568,946,000 | +$97,461,199 | -$71,509,273 | +$25,951,926 | IWF, VUG, QQQ, IWR, IWD | 13F-HR | 14 Aug 2018, 16:06 |
| Q1 2018 | 386 | $534,002,000 | +$58,465,170 | -$59,886,755 | -$1,421,585 | IWF, VUG, QQQ, IWD, AGG | 13F-HR | 09 May 2018, 14:58 |
| Q4 2017 | 410 | $544,568,000 | +$91,223,763 | -$17,224,766 | +$73,998,997 | IWF, VUG, IWD, AGG, QQQ | 13F-HR | 08 Feb 2018, 12:05 |
| Q3 2017 | 393 | $451,544,000 | +$56,113,762 | -$26,517,937 | +$29,595,825 | IWF, VUG, AAPL, QQQ, AGG | 13F-HR | 15 Nov 2017, 19:19 |
| Q2 2017 | 384 | $407,938,000 | +$51,465,477 | -$11,464,727 | +$40,000,750 | VUG, IWF, VTV, AAPL, AGG | Restatement | 17 Aug 2017, 15:08 |
| Q1 2017 | 359 | $362,198,000 | +$67,135,754 | -$15,880,271 | +$51,255,483 | VUG, IWF, VTV, SPY, AAPL | 13F-HR | 15 May 2017, 16:10 |
| Q4 2016 | 327 | $299,982,000 | +$82,032,978 | -$17,826,281 | +$64,206,697 | VUG, SPY, IWF, VTV, AAPL | 13F-HR | 14 Feb 2017, 19:00 |
| Q3 2016 | 278 | $232,787,000 | +$33,287,212 | -$60,123,931 | -$26,836,719 | VUG, AGG, IWF, AAPL, VTV | 13F-HR | 15 Nov 2016, 12:16 |
| Q2 2016 | 296 | $255,269,000 | +$32,087,511 | -$12,621,636 | +$19,465,875 | VUG, SPY, AGG, T, AAPL | 13F-HR | 09 Aug 2016, 21:20 |
| Q1 2016 | 277 | $230,842,000 | +$27,610,231 | -$17,993,677 | +$9,616,554 | SPY, VUG, AGG, AAPL, T | 13F-HR | 13 May 2016, 15:41 |
| Q4 2015 | 258 | $217,744,000 | $0 | $0 | $0 | SPY, VUG, IWF, AAPL, T | 13F-HR | 16 Feb 2016, 12:08 |