Cetera Investment Advisers

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$45.7B
Signature - Title
Kristy Haley - Chief Compliance Office
Location
Schaumburg, IL
Summary
This page shows a list of all the recent 13F filings made by Cetera Investment Advisers. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cetera Investment Advisers reported 3682 stock holdings with total value $45.7B as of Q3 2024. Top holdings included AAPL, IVV, MSFT, NVDA, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 3,682 $45.7B +$2.93B -$2.8B +$137M AAPL, IVV, MSFT, NVDA, SPY 13F-HR 11/13/2024, 05:10 PM
Q2 2024 3,683 $43.4B +$2.93B -$1.86B +$1.07B IVV, AAPL, MSFT, NVDA, QQQ 13F-HR 8/22/2024, 12:47 PM
Q1 2024 3,658 $42.4B +$29.4B -$64.3M +$29.3B IVV, AAPL, MSFT, QQQ, SPY Restatement 5/24/2024, 02:40 PM
Q4 2023 2,211 $12.3B +$1.02B -$1.37B -$351M IVV, AAPL, VTI, QQQ, MSFT 13F-HR 2/13/2024, 02:52 PM
Q3 2023 2,178 $11.6B +$934M -$790M +$144M IVV, AAPL, VTI, MSFT, IUSB 13F-HR 11/14/2023, 01:53 PM
Q2 2023 2,173 $11.9B +$675M -$710M -$34.8M IVV, AAPL, VTI, BSV, IUSB 13F-HR 8/9/2023, 06:33 PM
Q1 2023 2,145 $11.4B +$985M -$850M +$136M IVV, AAPL, VTI, BSV, IUSB 13F-HR 5/15/2023, 11:51 AM
Q4 2022 2,088 $10.8B +$4.73B -$151M +$4.58B IVV, VTI, AAPL, BSV, SCHD 13F-HR 2/14/2023, 02:45 PM
Q3 2022 1,716 $5.01B +$470M -$573M -$102M SCHD, IVV, BSV, JPST, VTI 13F-HR 11/10/2022, 09:14 PM
Q2 2022 1,807 $6.29B +$720M -$348M +$372M AAPL, SCHD, FTCS, IVV, BSV 13F-HR 8/11/2022, 04:51 PM
Q1 2022 1,859 $6.96B +$696M -$363M +$334M AAPL, SCHD, IVV, FTCS, MSFT 13F-HR 5/12/2022, 09:13 PM
Q4 2021 1,846 $6.98B +$527M -$280M +$247M AAPL, SCHD, QQQ, FTCS, MSFT 13F-HR 2/11/2022, 08:47 PM
Q3 2021 1,774 $6.29B +$464M -$289M +$175M AAPL, QQQ, SCHD, FTCS, VTI 13F-HR 11/16/2021, 02:14 PM
Q2 2021 1,762 $6.22B +$1.04B -$182M +$854M AAPL, QQQ, FTCS, SCHD, VTI 13F-HR 8/13/2021, 03:52 PM
Q1 2021 1,591 $5.08B +$489M -$675M -$185M AAPL, QQQ, FTCS, VTI, SCHD 13F-HR 5/17/2021, 10:06 AM
Q4 2020 1,555 $5.05B +$3.72B -$20.9M +$3.7B AAPL, QQQ, VTI, AMZN, MSFT 13F-HR 2/16/2021, 05:43 PM
Q3 2020 640 $1.22B +$153M -$56M +$96.6M VUG, AAPL, QQQ, VTV, FVD 13F-HR 11/13/2020, 10:52 AM
Q2 2020 610 $1.08B +$146M -$65.9M +$80.6M VUG, QQQ, AAPL, VTV, AMZN 13F-HR 8/13/2020, 01:17 PM
Q1 2020 540 $786M +$106M -$58.5M +$47.7M QQQ, VUG, FVD, AAPL, SPY 13F-HR 5/7/2020, 06:06 PM
Q4 2019 582 $996M +$137M -$17.3M +$120M VUG, AAPL, FVD, SDY, QQQ 13F-HR 2/7/2020, 05:33 PM
Q3 2019 536 $823M +$79.3M -$40.2M +$39.1M VUG, FVD, SDY, QQQ, SPY 13F-HR 11/6/2019, 04:17 PM
Q2 2019 518 $776M +$80.2M -$32.2M +$48M VUG, IWF, SPY, SDY, FVD 13F-HR 8/12/2019, 03:35 PM
Q1 2019 483 $708M +$57.8M -$34.9M +$22.9M VUG, IWF, SDY, IJR, QQQ 13F-HR 5/3/2019, 05:45 PM
Q4 2018 452 $613M +$74.4M -$63.8M +$10.6M VUG, IWF, SPY, QQQ, SDY 13F-HR 2/15/2019, 01:35 PM
Q3 2018 480 $695M +$119M -$17.9M +$101M IWF, VUG, QQQ, AAPL, IWR 13F-HR 11/13/2018, 05:57 PM
Q2 2018 422 $569M +$97.5M -$71.5M +$26M IWF, VUG, QQQ, IWR, IWD 13F-HR 8/14/2018, 04:06 PM
Q1 2018 386 $534M +$58.5M -$59.9M -$1.42M IWF, VUG, QQQ, IWD, AGG 13F-HR 5/9/2018, 02:58 PM
Q4 2017 410 $545M +$91.2M -$17.2M +$74M IWF, VUG, IWD, AGG, QQQ 13F-HR 2/8/2018, 12:05 PM
Q3 2017 393 $452M +$56.1M -$26.5M +$29.6M IWF, VUG, AAPL, QQQ, AGG 13F-HR 11/15/2017, 07:19 PM
Q2 2017 384 $408M +$51.5M -$11.5M +$40M VUG, IWF, VTV, AAPL, AGG Restatement 8/17/2017, 03:08 PM
Q1 2017 359 $362M +$67.1M -$15.9M +$51.3M VUG, IWF, VTV, SPY, AAPL 13F-HR 5/15/2017, 04:10 PM
Q4 2016 327 $300M +$82M -$17.8M +$64.2M VUG, SPY, IWF, VTV, AAPL 13F-HR 2/14/2017, 07:00 PM
Q3 2016 278 $233M +$33.3M -$60.1M -$26.8M VUG, AGG, IWF, AAPL, VTV 13F-HR 11/15/2016, 12:16 PM
Q2 2016 296 $255M +$32.1M -$12.6M +$19.5M VUG, SPY, AGG, T, AAPL 13F-HR 8/9/2016, 09:20 PM
Q1 2016 277 $231M +$27.6M -$18M +$9.62M SPY, VUG, AGG, AAPL, T 13F-HR 5/13/2016, 03:41 PM
Q4 2015 258 $218M $0 $0 SPY, VUG, IWF, AAPL, T 13F-HR 2/16/2016, 12:08 PM