Cetera Trust Company, N.A

CIK: 0002005547SEC EDGAR →

Portfolio Value

$186.9M

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$11.1M
5.96%
2

LAM RESEARCH CORP

39,910$6.8M
3.65%
3

MICROSOFT CORP

13,620$6.6M
3.52%
4

ALPHABET INC

17,908$5.6M
3.00%
5

JPMORGAN CHASE & CO.

16,869$5.4M
2.91%
6

MCKESSON CORP

6,325$5.2M
2.78%
7

AMAZON COM INC

20,732$4.8M
2.56%
8

WALMART INC

41,890$4.7M
2.50%
9

BROADCOM INC

12,450$4.3M
2.30%
10

HCA HEALTHCARE INC

7,955$3.7M
1.99%

Quarterly Changes

Top Buys

TMO↑ Increased
$543K
DAL↑ Increased
$486K
AMGN↑ Increased
$473K
MSFT↑ Increased
$466K
FDX↑ Increased
$440K

Top Sells

LRCX↓ Decreased
$1.4M
GOOGL↓ Decreased
$1.2M
CMCSA↓ Decreased
$837K
GOOG↓ Decreased
$575K
TMUS↓ Decreased
$461K

New Positions (8)

$302K · 5K shares
$75K · 1K shares
$42K · 517 shares
$41K · 468 shares
$31K · 686 shares
$31K · 347 shares
$29K · 383 shares
$25K · 209 shares

Closed Positions (3)

$396K · 7K shares
$338K · 21K shares
$258K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology48$40.7M21.8%
Financial Services62$37.9M20.3%
Healthcare41$28.0M15.0%
Industrials45$18.1M9.7%
Communication Services15$14.8M7.9%
Consumer Cyclical30$13.7M7.4%
Consumer Defensive17$10.2M5.5%
Real Estate33$7.5M4.0%
Unknown25$6.8M3.6%
Basic Materials13$4.0M2.1%
Energy21$3.9M2.1%
Utilities8$1.1M0.6%