Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.68M
New
$468.34 - $539.52 $787M - $906M
1.68M $788M
FTCS
First Trust Capital Strength E

ETFs
1.47M
New
$86.39 - $91.35 $127M - $134M
1.47M $131M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51.3K
+ 8.02%
$442.66 - $534.52 $22.7M - $27.4M
691K $368M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
654K
+ 98.28%
$97.25 - $104.79 $63.6M - $68.5M
1.32M $137M
GLD
Spdr Gold Trust

ETFs
107K
+ 15.05%
$243.19 - $288.14 $26.1M - $31M
822K $237M
CGDV
Capital Group Divid Value ETF

ETFs
1.67M
+ 19.8%
$34.95 - $37.36 $58.5M - $62.5M
10.1M $361M
IVE
Ishares S&P 500 Value ETF

ETFs
329K
+ 20.15%
$185.78 - $198.58 $61.1M - $65.3M
1.96M $374M
OEF
Ishares S&P 100 ETF

ETFs
191K
+ 234.63%
N/A
272K $72.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
301K
+ 42.51%
$169.43 - $182.84 $50.9M - $55M
1.01M $175M
VEA
Vanguard Ftse Developed Market

ETFs
712K
+ 14.96%
$47.4 - $52.99 $33.7M - $37.7M
5.47M $278M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
388K
+ 8.04%
$95.85 - $99.25 $37.2M - $38.6M
5.22M $517M
IAU
Ishares Gold Trust

ETFs
614K
+ 59.38%
$49.74 - $58.96 $30.5M - $36.2M
1.65M $97.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.56M
+ 45.14%
$32.49 - $37.99 $50.6M - $59.1M
5M $168M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.07M
+ 26.27%
$48.06 - $53.73 $51.2M - $57.3M
5.12M $250M
BND
Vanguard Bd Index Fd Inc Total

ETFs
437K
+ 7.98%
$71.17 - $73.66 $31.1M - $32.2M
5.92M $435M
IEFA
Ishares Tr

ETFs
290K
+ 8.47%
$69.57 - $78.65 $20.2M - $22.8M
3.72M $281M
IEMG
Ishares Inc

ETFs
739K
+ 22.97%
N/A
3.96M $212M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
753K
+ 199.12%
$49.69 - $50.76 $37.4M - $38.2M
1.13M $56.6M
MGC
Vanguard Mega Cap ETF

ETFs
179K
+ 190.39%
$199.2 - $222.69 $35.6M - $39.8M
273K $55M
XOM
Exxon Mobil Corp

Energy
149K
+ 11.31%
$105.44 - $118.93 $15.7M - $17.7M
1.46M $174M
PM
Philip Morris International Inc.

Consumer Defensive
70.8K
+ 13.21%
$117.15 - $158.79 $8.29M - $11.2M
606K $96.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
258K
+ 5.21%
$58.01 - $64.46 $15M - $16.6M
5.2M $323M
HEFA
Ishares Currency Hedged Msci E

ETFs
827K
+ 94.33%
$34.83 - $37.52 $28.8M - $31M
1.7M $61.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.04M
+ 27.86%
$24.91 - $29.02 $50.7M - $59.1M
9.34M $234M
XLF
Financial Sector Spdr

ETFs
544K
+ 30.32%
$47.32 - $52.19 $25.7M - $28.4M
2.34M $116M
MBB
Ishares Tr

ETFs
278K
+ 17.53%
$90.37 - $94.08 $25.1M - $26.1M
1.86M $175M
V
Visa Inc.

Financial Services
18.7K
+ 2.89%
$306.92 - $362.71 $5.74M - $6.78M
666K $233M
VTV
Vanguard Value ETF

ETFs
116K
+ 4.96%
$167.73 - $179.21 $19.4M - $20.8M
2.45M $424M
IQLT
Ishares Msci Intl Quality Fact

ETFs
526K
+ 20.82%
$36.91 - $41.03 $19.4M - $21.6M
3.05M $121M
ABBV
Abb Vie Inc.

Healthcare
28.8K
+ 4.63%
$169.2 - $216.66 $4.88M - $6.25M
653K $137M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.44M
New
$17.53 - $17.87 $25.2M - $25.7M
1.44M $25.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
750K
+ 12.36%
$27.01 - $28.54 $20.3M - $21.4M
6.82M $191M
PLTR
Palantir Technologies Inc.

Technology
190K
+ 20.15%
$64.98 - $124.62 $12.3M - $23.7M
1.13M $95.6M
LLY
Eli Lilly & CO

Healthcare
13.7K
+ 5.89%
$725.72 - $929.72 $9.93M - $12.7M
246K $203M
IWX
Ishares Tr Russell 200 Value E

ETFs
277K
+ 409.28%
$78.54 - $84.86 $21.8M - $23.5M
345K $28.3M
T
At&T Inc.

Communication Services
276K
+ 10.15%
$21.56 - $28.28 $5.95M - $7.81M
2.99M $84.7M
JNJ
Johnson & Johnson

Healthcare
53K
+ 8.08%
$142.06 - $167.7 $7.53M - $8.89M
709K $118M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
253K
+ 83.99%
$91.76 - $103.26 $23.2M - $26.2M
555K $51.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
109K
+ 8.12%
$507.05 - $563.67 $55.4M - $61.6M
1.45M $748M
JPM
Jpmorgan Chase & CO

Financial Services
70.7K
+ 7.87%
$225.19 - $279.95 $15.9M - $19.8M
969K $238M
XLV
Select Sector Spdr Fund Health

ETFs
104K
+ 12.33%
$137.61 - $149.68 $14.3M - $15.5M
946K $138M
TCHP
T Rowe Price Exchange Traded F

Technology
673K
+ 74.97%
$37.86 - $44.2 $25.5M - $29.8M
1.57M $59.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
428K
+ 14.11%
$50.48 - $51.04 $21.6M - $21.8M
3.46M $175M
CVX
Chevron Corp

Energy
33.7K
+ 4.74%
$146.71 - $167.97 $4.95M - $5.66M
745K $125M
TGT
Target Corp

Consumer Defensive
207K
New
$103.65 - $142.5 $21.4M - $29.4M
207K $21.6M
CGUS
Capital Group Core Equity ETF
780K
+ 25.45%
$33.08 - $36.62 $25.8M - $28.5M
3.84M $128M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
872K
+ 110.04%
$23.87 - $24.35 $20.8M - $21.2M
1.66M $39.9M
IEF
Ishares Barclays

ETFs
197K
+ 28.18%
$91.17 - $95.39 $18M - $18.8M
896K $85.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
203K
+ 20.71%
$100.34 - $100.68 $20.3M - $20.4M
1.18M $119M
Activity Summary
Buys All Purchases 2772 New Holdings 351 Increased Positions 2421 Sells All Sells 1102 Reductions 1102 Sold out 0 Options Calls 9 Puts 13
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