Fund Holdings — Cetera Trust Company, N.A

Total Portfolio Value
$178.59M
Total Bought
$4.14M
Total Sold
$11.28M
Net Transaction
-$7.14M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)43,39240,992-2,4008,90310,4385.84%+1,535
LAM RESEARCH CORP(LRCX)41,01040,760-2503,9925,4583.06%+1,466
ALPHABET INC(GOOG)18,24318,218-253,2154,4292.48%+1,214
BROADCOM INC(AVGO)12,62512,550-753,4804,1402.32%+660
ALPHABET INC(GOOG)8,5198,444-751,5112,0571.15%+545
NEWMONT CORP(NEM)19,13319,233+1001,1151,6220.91%+507
GENERAL MTRS CO(GM)37,73437,73401,8572,3011.29%+444
JPMORGAN CHASE & CO.(JPM)16,99416,969-254,9275,3533.00%+426
THERMO FISHER SCIENTIFIC INC(TMO)4,5064,586+801,8272,2241.25%+397
RTX CORPORATION(RTX)18,82718,752-752,7493,1381.76%+389
BLACKROCK INC(BLK)3,0243,047+233,1733,5521.99%+379
HCA HEALTHCARE INC(HCA)7,9407,94003,0423,3841.89%+342
DELTA AIR LINES INC DEL(DAL)35,30435,654+3501,7362,0231.13%+287
BANK AMERICA CORP66,99366,818-1753,1703,4471.93%+277
PULTE GROUP INC(PHM)10,40210,252-1501,0971,3550.76%+258
MCKESSON CORP(MCK)6,4506,45004,7264,9832.79%+256
JFROG LTD(FROG)05,395+5,39502550.14%+255
WAYSTAR HLDG CORP(WAY)06,430+6,43002440.14%+244
ICU MED INC(ICUI)01,965+1,96502360.13%+236
MICROSOFT CORP(MSFT)13,74513,615-1306,8377,0523.95%+215
MAGNITE INC(MGNI)09,860+9,86002150.12%+215
HAEMONETICS CORP MASS(HAE)04,375+4,37502130.12%+213
BAKER HUGHES COMPANY(BKR)26,89125,491-1,4001,0311,2420.70%+211
WALMART INC(WMT)42,20241,890-3124,1274,3172.42%+191
LIGAND PHARMACEUTICALS INC(LGND)2,8802,88003275100.29%+183
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,5553,530-258059860.55%+181
AMERESCO INC9,2159,21501403090.17%+169
MATADOR RES CO(MTDR)03,595+3,59501620.09%+162
AMERICAN CENTY ETF TR29,43729,43702,1792,3231.30%+144
UNITEDHEALTH GROUP INC(UNH)5,3255,215-1101,6611,8011.01%+140
HALOZYME THERAPEUTICS INC(HALO)6,2006,20003234550.25%+132
MASTEC INC(MTZ)3,0353,03505176460.36%+129
EVERCORE INC(EVR)1,8201,82004916140.34%+122
SCHWAB CHARLES CORP(SCHW)28,60528,505-1002,6102,7211.52%+111
CHEVRON CORP NEW(CVX)9,1069,10601,3041,4140.79%+110
E L F BEAUTY INC(ELF)5851,350+765731790.10%+106
CVS HEALTH CORP(CVS)12,26812,593+3258469490.53%+103
CUSHMAN WAKEFIELD PLC(CWK)21,26021,26002353380.19%+103
AMERICAN CENTY ETF TR15,35715,35701,0531,1530.65%+101
COHERENT CORP(COHR)5,2605,26004695670.32%+97
ASML HOLDING N V
N Y REGISTRY SHS
53553504295180.29%+89
MCDONALDS CORP(MCD)8,4348,394-402,4642,5511.43%+87
SPDR S&P 500 ETF TR(SPY)1,6361,63601,0111,0900.61%+79
CURTISS WRIGHT CORP(CW)1,5351,525-107508280.46%+78
FLEX LTD(FLEX)9,6009,60004795570.31%+77
TD SYNNEX CORPORATION(SNX)2,6902,69003654400.25%+75
WELLS FARGO CO NEW(WFC)20,22620,22601,6211,6950.95%+75
ING GROEP N.V.(ING)17,43017,43003814550.25%+73
MITSUBISHI UFJ FINL GROUP IN(MUFG)33,02033,02004535260.29%+73
MKS INC.(MKSI)2,9152,91502903610.20%+71
MORGAN STANLEY(MS)3,8043,80405366050.34%+69
AFFILIATED MANAGERS GROUP IN1,5801,58003113770.21%+66
PERFORMANCE FOOD GROUP CO(PFGC)3,8763,87603394030.23%+64
CHART INDS INC1,7751,77502923550.20%+63
PROGYNY INC1,3104,210+2,90029910.05%+62
FEDEX CORP(FDX)7,9507,925-251,8071,8691.05%+62
CRANE NXT CO(CXT)4,6804,68002523140.18%+62
ADVANCED DRAIN SYS INC DEL(WMS)2,5752,57502963570.20%+61
WELLTOWER INC(WELL)2,4902,49003834440.25%+61
JOHNSON & JOHNSON(JNJ)1,6941,69402593140.18%+55
GE AEROSPACE(GE)1,2421,24203203740.21%+54
METLIFE INC(MET)27,43527,43502,2062,2601.27%+53
OPEN LENDING CORP307,500307,50005976490.36%+52
SIMON PPTY GROUP INC NEW(SPG)1,9151,91503083590.20%+52
GSK PLC(GSK)6,9957,395+4002693190.18%+51
UNITED RENTALS INC(URI)24624601852350.13%+50
SONY GROUP CORP(SONY)17,45017,45004545020.28%+48
AXOS FINANCIAL INC(AX)5,4705,47004164630.26%+47
AMERICAN EXPRESS CO(AXP)3,2603,26001,0401,0830.61%+43
ALBEMARLE CORP(ALB)2,3102,31001451870.10%+43
TOYOTA MOTOR CORP(TM)2,2152,21503824230.24%+42
NEXSTAR MEDIA GROUP INC(NXST)1,6601,66002873280.18%+41
KONINKLIJKE PHILIPS N V(PHG)12,17312,17302923320.19%+40
ACI WORLDWIDE INC5,3105,31002442800.16%+36
NEUROCRINE BIOSCIENCES INC(NBIX)2,4302,43003053410.19%+36
BANK NEW YORK MELLON CORP1,9301,93001762100.12%+34
NEXTRACKER INC1,7411,7410951290.07%+34
MERCK & CO INC(MRK)7,0547,05405585920.33%+34
SEA LTD(SE)1,7801,78002853180.18%+33
VENTAS INC(VTR)4,8654,86503073410.19%+33
ASTRAZENECA PLC(AZN)4,7454,74503323640.20%+32
BOYD GAMING CORP(BYD)3,8553,85503023330.19%+32
ACADEMY SPORTS & OUTDOORS IN(ASO)3,3453,620+2751501810.10%+31
NEXTERA ENERGY INC(NEE)5,1045,10403543850.22%+31
ABBVIE INC(ABBV)66866801241550.09%+31
INVESCO QQQ TR62762703463760.21%+31
3M CO(MMM)10,35610,35601,5771,6070.90%+30
F N B CORP(FNB)19,14019,14002793080.17%+29
ISHARES TR66666602833120.17%+29
LLOYDS BANKING GROUP PLC(LYG)99,72599,72504244530.25%+29
DIGITALBRIDGE GROUP INC(DBRG)21,07521,07502182470.14%+28
AMGEN INC(AMGN)9,3539,35302,6112,6391.48%+28
BROADSTONE NET LEASE INC(BNL)14,75014,75002372640.15%+27
GE VERNOVA INC(GEV)30930901641900.11%+26
PROLOGIS INC.(PLD)2,7922,79202933200.18%+26
DOLLAR GEN CORP NEW(DG)4,9105,685+7755625880.33%+26
BXP INC(BXP)3,7003,70002502750.15%+25
VODAFONE GROUP PLC NEW(VOD)25,85025,85002763000.17%+24
BERKSHIRE HATHAWAY INC DEL1,3871,38706746970.39%+24
NVIDIA CORPORATION(NVDA)82082001301530.09%+23
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Cetera Trust Company, N.A — 13F Holdings — Q3 2025 | TickerTrail