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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 ⇄ Truist Financial Corp

60Shared positions
52.0%Name overlap (Jaccard)
15+Only Cetera…
15+Only Truist…

Shared holdings · Q2 2026

SecurityCetera Investment… weightTruist Financial… weight
IVV iShares Core S&P 500 ETF 3.2% 6.4%
AAPL Apple Inc. 1.9% 2.4%
NVDA NVIDIA Corporation 1.8% 2.4%
SPY State Street SPDR S&P 500… 1.3% 2.7%
MSFT Microsoft Corporation 1.0% 1.9%
IEFA iShares Core MSCI EAFE ETF 1.0% 1.9%
VOO Vanguard S&P 500 ETF 1.4% 1.4%
QQQ Invesco QQQ Trust, Series… 1.5% 0.9%
GOVT iShares U.S. Treasury… 0.2% 2.1%
AGG iShares Core U.S.… 1.4% 0.9%
AMZN Amazon.com, Inc. 1.0% 1.2%
VTV Vanguard Morningstar… 1.6% 0.6%
GOOG Alphabet Inc. 0.5% 1.6%
IEMG iShares Core MSCI… 0.6% 1.5%
IWF iShares Russell 1000… 0.7% 1.2%
AVGO Broadcom Inc. 0.6% 1.3%
GOOGL Alphabet Inc. 0.7% 1.1%
VUG Vanguard Morningstar… 1.1% 0.7%
JPM JPMorgan Chase & Co. 0.4% 1.2%
VTI Vanguard Morningstar… 1.2% 0.4%
KO The Coca-Cola Company 0.1% 1.4%
XLK State Street Technology… 0.3% 1.1%
VONG Vanguard Russell 1000… 1.1% 0.3%
IJR iShares Core S&P… 0.4% 1.0%
IJH iShares Core S&P Mid-Cap… 0.3% 1.0%
LRCX Lam Research Corporation 0.2% 0.9%
META Meta Platforms, Inc. 0.4% 0.6%
ABBV AbbVie Inc. 0.2% 0.8%
LLY Eli Lilly and Company 0.4% 0.6%
CGDV Capital Group Dividend… 0.8% 0.1%
KLAC KLA Corporation 0.1% 0.8%
RSP Invesco S&P 500 Equal… 0.2% 0.7%
JNJ Johnson & Johnson 0.3% 0.7%
V Visa Inc. 0.3% 0.6%
IWM iShares Russell 2000 ETF 0.5% 0.4%
IWD iShares Russell 1000… 0.3% 0.6%
VEA Vanguard FTSE Developed… 0.5% 0.4%
CSCO Cisco Systems, Inc. 0.2% 0.7%
WT WisdomTree, Inc. 0.8% 0.1%
SCHD Schwab U.S. Dividend… 0.7% 0.1%
BRK-B Berkshire Hathaway Inc. 0.5% 0.4%
MBB iShares MBS ETF 0.2% 0.6%
WMT Walmart Inc. 0.3% 0.5%
TSLA Tesla, Inc. 0.4% 0.4%
IVW iShares S&P 500 Growth ETF 0.6% 0.2%
XLF State Street Financial… 0.1% 0.7%
AMD Advanced Micro Devices… 0.5% 0.3%
EFA iShares MSCI EAFE ETF 0.2% 0.6%
IWR iShares Russell Mid-Cap… 0.2% 0.5%
QQQM Invesco NASDAQ 100 ETF 0.7% 0.1%
IVE iShares S&P 500 Value ETF 0.6% 0.1%
BND Vanguard Total Bond… 0.5% 0.3%
SPYG State Street SPDR… 0.4% 0.4%
SCHG Schwab U.S. Large-Cap… 0.6% 0.1%
PM Philip Morris… 0.1% 0.6%
IUSB iShares Core Universal… 0.6% 0.1%
ADI Analog Devices, Inc. 0.1% 0.6%
USIG iShares Broad USD… 0.1% 0.6%
TSM Taiwan Semiconductor… 0.3% 0.3%
MU Micron Technology, Inc. 0.5% 0.2%

Distinctively Cetera Investment…

BDYN iShares Dynamic… 0.1%
JPEF 0.1%
CGIE Capital Group… 0.1%
BRIE 0.1%
FLQM Franklin U.S. Mid Cap… 0.1%
BBUS JPMorgan BetaBuilders… 0.1%
BDVL iShares Disciplined… 0.1%
LVHI Franklin… 0.1%
GSUS Goldman Sachs… 0.1%
PSFF 0.1%
LMUB iShares Long-Term… 0.1%
PBUS Invesco MSCI USA ETF 0.1%
JMEE JPMorgan Small & Mid… 0.1%
OUSM 0.0%
RAAX 0.0%

Distinctively Truist Financial Corp

FTRB 0.1%
LQDT Liquidity Services… 0.1%
UBND 0.0%
EMEQ 0.0%
BKDV BNY Mellon Dynamic… 0.0%
VSDM 0.0%
PSC Principal U.S.… 0.0%
AVIG 0.0%
VCRM 0.0%
ONT Onterris, Inc. 0.0%
FSCC 0.0%
AVNM 0.0%
BINV 0.0%
SMIZ 0.0%
RFDA 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