Institutional manager

Cetera Investment Advisers

Holds positions in 511 of the S&P 500, worth $24.4bn as reported for the quarter ended 31-mar-2026.

Positions held511of 488 index companies covered

Reported value$24.4bnS&P 500 positions only

Top ten weight36%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 511 held. The rest are smaller than every one of these.

Apple Inc.AAPL7.1m$1.79bnInformation Technology NvidiaNVDA9.6m$1.68bnInformation Technology MicrosoftMSFT2.9m$1.07bnInformation Technology Alphabet Inc. (Class A)GOOGL3.7m$1.06bnCommunication Services AmazonAMZN4.5m$931mConsumer Discretionary Berkshire HathawayBRK.B975,280$489mFinancials BroadcomAVGO1.6m$487mInformation Technology Meta PlatformsMETA761,399$436mCommunication Services JPMorgan ChaseJPM1.4m$417mFinancials ExxonMobilXOM2.4m$404mEnergy Tesla, Inc.TSLA959,446$357mConsumer Discretionary WalmartWMT2.8m$350mConsumer Staples Lilly (Eli)LLY345,970$318mHealth Care Johnson & JohnsonJNJ1.0m$253mHealth Care Visa Inc.V834,891$252mFinancials Chevron CorporationCVX1.2m$248mEnergy Taiwan Semiconductor ManufacturingTSM732,609$248m Palantir TechnologiesPLTR1.7m$244mInformation Technology CostcoCOST241,260$240mConsumer Staples AbbVieABBV965,429$210mHealth Care Caterpillar Inc.CAT295,811$210mIndustrials Home Depot (The)HD579,533$191mConsumer Discretionary Advanced Micro DevicesAMD899,004$183mInformation Technology Procter & GamblePG1.0m$151mConsumer Staples Lockheed MartinLMT245,231$148mIndustrials VerizonVZ2.9m$147mCommunication Services Merck & Co.MRK1.2m$144mHealth Care NetflixNFLX1.5m$143mCommunication Services McDonald'sMCD459,267$143mConsumer Discretionary MastercardMA280,577$140mFinancials CiscoCSCO1.8m$137mInformation Technology Coca-Cola Company (The)KO1.8m$135mConsumer Staples GE VernovaGEV151,989$133mIndustrials Micron TechnologyMU385,997$130mInformation Technology RTX CorporationRTX661,761$128mIndustrials AmgenAMGN345,260$121mHealth Care Philip Morris InternationalPM715,827$118mConsumer Staples IBMIBM482,924$117mInformation Technology AT&TT4.0m$116mCommunication Services Oracle CorporationORCL787,215$116mInformation Technology PepsiCoPEP705,976$110mConsumer Staples GE AerospaceGE383,987$109mIndustrials AltriaMO1.6m$105mConsumer Staples Goldman SachsGS123,607$105mFinancials NextEra EnergyNEE1.1m$101mUtilities Bank of AmericaBAC2.1m$101mFinancials Applied MaterialsAMAT283,850$97mInformation Technology UnitedHealth GroupUNH349,690$95mHealth Care Duke EnergyDUK689,224$90mUtilities PfizerPFE3.2m$90mHealth Care Eaton CorporationETN243,977$87mIndustrials Waste ManagementWM376,980$87mIndustrials CrowdStrikeCRWD218,699$85mInformation Technology TJX CompaniesTJX529,600$85mConsumer Discretionary Deere & CompanyDE149,219$84mIndustrials OneokOKE916,445$83mEnergy ASML HoldingASML62,131$82m Wells FargoWFC1.0m$81mFinancials Lam ResearchLRCX377,593$81mInformation Technology QualcommQCOM615,378$79mInformation Technology

What this page is not

Positions in the companies this site covers, 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.