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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Cetera Investment Advisers ⇄ Bank Of America Corp /De/

60Shared positions
58.6%Name overlap (Jaccard)
15+Only Cetera…
15+Only Bank Of…

Shared holdings · Q2 2026

SecurityCetera Investment… weightBank Of America… weight
AAPL Apple Inc. 1.9% 2.4%
NVDA NVIDIA Corporation 1.8% 2.5%
IVV iShares Core S&P 500 ETF 3.2% 1.1%
VTV Vanguard Morningstar… 1.6% 1.9%
VUG Vanguard Morningstar… 1.1% 1.9%
MSFT Microsoft Corporation 1.0% 1.8%
SPY State Street SPDR S&P 500… 1.3% 1.5%
VOO Vanguard S&P 500 ETF 1.4% 1.2%
AMZN Amazon.com, Inc. 1.0% 1.4%
GOOGL Alphabet Inc. 0.7% 1.7%
QQQ Invesco QQQ Trust, Series… 1.5% 0.8%
IEFA iShares Core MSCI EAFE ETF 1.0% 1.3%
AVGO Broadcom Inc. 0.6% 1.5%
JPM JPMorgan Chase & Co. 0.4% 1.5%
AGG iShares Core U.S.… 1.4% 0.4%
IEMG iShares Core MSCI… 0.6% 1.2%
VONG Vanguard Russell 1000… 1.1% 0.6%
IWF iShares Russell 1000… 0.7% 0.9%
VTI Vanguard Morningstar… 1.2% 0.3%
VEA Vanguard FTSE Developed… 0.5% 0.9%
LLY Eli Lilly and Company 0.4% 0.9%
GOOG Alphabet Inc. 0.5% 0.7%
MU Micron Technology, Inc. 0.5% 0.8%
META Meta Platforms, Inc. 0.4% 0.8%
VGT Vanguard Information… 0.3% 0.9%
IWM iShares Russell 2000 ETF 0.5% 0.7%
WT WisdomTree, Inc. 0.8% 0.2%
IWD iShares Russell 1000… 0.3% 0.7%
GOVT iShares U.S. Treasury… 0.2% 0.7%
AMD Advanced Micro Devices… 0.5% 0.5%
CGDV Capital Group Dividend… 0.8% 0.1%
TSLA Tesla, Inc. 0.4% 0.5%
VWO Vanguard FTSE Emerging… 0.3% 0.6%
XONA.DE Exxon Mobil Corporation 0.3% 0.6%
SCHD Schwab U.S. Dividend… 0.7% 0.1%
VO Vanguard Morningstar… 0.4% 0.4%
TSM Taiwan Semiconductor… 0.3% 0.5%
IVW iShares S&P 500 Growth ETF 0.6% 0.2%
WMT Walmart Inc. 0.3% 0.5%
V Visa Inc. 0.3% 0.5%
IVE iShares S&P 500 Value ETF 0.6% 0.1%
VB Vanguard Morningstar… 0.3% 0.4%
IUSG iShares Core S&P U.S.… 0.1% 0.6%
VCIT Vanguard… 0.1% 0.6%
BRK-B Berkshire Hathaway Inc. 0.5% 0.3%
SPYM State Street SPDR… 0.4% 0.3%
SMH VanEck Semiconductor ETF 0.3% 0.4%
IWR iShares Russell Mid-Cap… 0.2% 0.5%
IJR iShares Core S&P… 0.4% 0.3%
IUSV iShares Core S&P U.S.… 0.1% 0.6%
QQQM Invesco NASDAQ 100 ETF 0.7% 0.0%
BNDX Vanguard Total… 0.3% 0.4%
VXUS Vanguard Total… 0.5% 0.1%
MUB iShares National Muni… 0.4% 0.3%
CAT Caterpillar Inc. 0.3% 0.4%
COST Costco Wholesale… 0.2% 0.4%
JNJ Johnson & Johnson 0.3% 0.4%
PANW Palo Alto Networks, Inc. 0.1% 0.5%
BND Vanguard Total Bond… 0.5% 0.1%
SCHG Schwab U.S. Large-Cap… 0.6% 0.0%

Distinctively Cetera Investment…

BUFR FT Vest Laddered… 0.5%
BDYN iShares Dynamic… 0.1%
CORO iShares International… 0.1%
IDEF iShares Defense… 0.1%
IALT iShares Systematic… 0.1%
BRIE 0.1%
RDVI FT Vest Rising… 0.1%
RGLO 0.1%
BDVL iShares Disciplined… 0.1%
BUFQ 0.1%
GGOV iShares Global… 0.1%
BUFD FT Vest Laddered Deep… 0.1%
FTCB First Trust Core… 0.1%
PSFF 0.1%
LMUB iShares Long-Term… 0.1%

Distinctively Bank Of America Corp…

CRUX Columbia Core Bond ETF 0.0%
CARY 0.0%
PRAX Praxis Precision… 0.0%
NATL NCR Atleos Corporation 0.0%
APGE Apogee Therapeutics… 0.0%
VPLS 0.0%
LINE Lineage, Inc. 0.0%
CELC Celcuity Inc. 0.0%
SYRE Spyre Therapeutics… 0.0%
PTGX Protagonist… 0.0%
LLYVA Liberty Live Group 0.0%
DISV Dimensional -… 0.0%
BKDV BNY Mellon Dynamic… 0.0%
PTCT PTC Therapeutics, Inc. 0.0%
TAC TransAlta Corporation 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology