Cetera Trust Company, N.A

CIK: 0002005547SEC EDGAR →

Portfolio Value

$186.9B

Holdings

358

As of

Q4 2025

New Positions

7

Closed Positions

13

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

40,992$11.1B
5.96%
2

LAM RESEARCH CORP

39,910$6.8B
3.65%
3

MICROSOFT CORP

13,620$6.6B
3.52%
4

ALPHABET INC

17,908$5.6B
3.00%
5

JPMORGAN CHASE & CO.

16,869$5.4B
2.91%
6

MCKESSON CORP

6,325$5.2B
2.78%
7

AMAZON COM INC

20,732$4.8B
2.56%
8

WALMART INC

41,890$4.7B
2.50%
9

BROADCOM INC

12,450$4.3B
2.30%
10

HCA HEALTHCARE INC

7,955$3.7B
1.99%

Quarterly Changes

Top Buys

TMO↑ Increased
$542.7M
DAL↑ Increased
$485.6M
AMGN↑ Increased
$472.6M
MSFT↑ Increased
$465.9M
FDX↑ Increased
$440.2M

Top Sells

LRCX↓ Decreased
$1.4B
GOOGL↓ Decreased
$1.2B
CMCSA↓ Decreased
$837.0M
GOOG↓ Decreased
$575.5M
TMUS↓ Decreased
$460.6M

New Positions (8)

$302.0M · 5K shares
$75.0M · 1K shares
$42.0M · 517 shares
$41.0M · 468 shares
$31.0M · 686 shares
$31.0M · 347 shares
$29.0M · 383 shares
$25.0M · 209 shares

Closed Positions (3)

$396.0M · 7K shares
$338.5M · 21K shares
$257.6M · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology47$40.7B21.8%
Financial Services62$37.9B20.3%
Healthcare41$28.0B15.0%
Industrials46$18.1B9.7%
Communication Services15$14.8B7.9%
Consumer Cyclical30$13.7B7.4%
Consumer Defensive17$10.2B5.5%
Real Estate33$7.5B4.0%
Unknown25$6.8B3.6%
Basic Materials13$4.0B2.1%
Energy21$3.9B2.1%
Utilities8$1.1B0.6%