Institutional manager
Cetera Investment Advisers
Holds positions in 487 of the S&P 500, worth $30.4bn as reported for the quarter ended 31-mar-2026.
Positions held487of 488 index companies covered
Reported value$30.4bnS&P 500 positions only
Top ten weight47%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 487 held. The rest are smaller than every one of these.
State Street CorporationSTT62.6m$4.98bnFinancialsApple Inc.AAPL7.1m$1.79bnInformation TechnologyNvidiaNVDA9.6m$1.68bnInformation TechnologyInvescoIVZ2.4m$1.31bnFinancialsMicrosoftMSFT2.9m$1.07bnInformation TechnologyAlphabet Inc. (Class A)GOOGL3.7m$1.06bnCommunication ServicesAmazonAMZN4.5m$931mConsumer DiscretionaryBerkshire HathawayBRK.B975,280$489mFinancialsBroadcomAVGO1.6m$487mInformation TechnologyGoldman SachsGS6.0m$465mFinancialsMeta PlatformsMETA761,399$436mCommunication ServicesJPMorgan ChaseJPM1.4m$417mFinancialsExxonMobilXOM2.4m$404mEnergyTesla, Inc.TSLA959,446$357mConsumer DiscretionaryWalmartWMT2.8m$350mConsumer StaplesLilly (Eli)LLY345,970$318mHealth CareJohnson & JohnsonJNJ1.0m$253mHealth CareVisa Inc.V834,891$252mFinancialsChevron CorporationCVX1.2m$248mEnergyPalantir TechnologiesPLTR1.7m$244mInformation TechnologyCostcoCOST241,260$240mConsumer StaplesAbbVieABBV965,429$210mHealth CareCaterpillar Inc.CAT295,811$210mIndustrialsHome Depot (The)HD579,533$191mConsumer DiscretionaryAdvanced Micro DevicesAMD899,004$183mInformation TechnologyProcter & GamblePG1.0m$151mConsumer StaplesLockheed MartinLMT245,231$148mIndustrialsVerizonVZ2.9m$147mCommunication ServicesMerck & Co.MRK1.2m$144mHealth CareNetflixNFLX1.5m$143mCommunication ServicesMcDonald'sMCD459,267$143mConsumer DiscretionaryMastercardMA280,577$140mFinancialsCiscoCSCO1.8m$137mInformation TechnologyCoca-Cola Company (The)KO1.8m$135mConsumer StaplesGE VernovaGEV151,989$133mIndustrialsMicron TechnologyMU385,997$130mInformation TechnologyT. Rowe PriceTROW3.4m$129mFinancialsRTX CorporationRTX661,761$128mIndustrialsAmgenAMGN345,260$121mHealth CarePhilip Morris InternationalPM715,827$118mConsumer StaplesIBMIBM482,924$117mInformation TechnologyAT&TT4.0m$116mCommunication ServicesOracle CorporationORCL787,215$116mInformation TechnologyPepsiCoPEP705,976$110mConsumer StaplesGE AerospaceGE383,987$109mIndustrialsAltriaMO1.6m$105mConsumer StaplesNextEra EnergyNEE1.1m$102mUtilitiesBank of AmericaBAC2.1m$101mFinancialsApplied MaterialsAMAT283,850$97mInformation TechnologyUnitedHealth GroupUNH349,690$95mHealth CareDuke EnergyDUK689,224$90mUtilitiesPfizerPFE3.2m$90mHealth CareEaton CorporationETN243,977$87mIndustrialsWaste ManagementWM376,980$87mIndustrialsCrowdStrikeCRWD218,699$85mInformation TechnologyTJX CompaniesTJX529,600$85mConsumer DiscretionaryDeere & CompanyDE149,219$84mIndustrialsOneokOKE916,445$83mEnergyWells FargoWFC1.0m$82mFinancialsLam ResearchLRCX377,593$81mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.