Cetera Trust Company, N.A - Portfolio overview

Cetera Trust Company, N.A has 365 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.66%
2. LRCX - LAM RESEARCH CORP, 4.42%
3. MCK - MCKESSON CORP, 2.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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