Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARGT
Global X Msci Argentina ETF

ETFs
10.4K
New
$78.45 - $89.29 $819K - $932K
10.4K $843K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
38K
+ 18.57%
$19.0 - $19.66 $722K - $747K
243K $4.77M
GNR
Spdr S&P Global Natural Resour

ETFs
12.5K
+ 25.17%
$50.12 - $54.48 $626K - $681K
62.1K $3.31M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
16.3K
+ 48.85%
$44.87 - $56.71 $730K - $922K
49.6K $2.41M
FAF
First American Financial Corp

Financial Services
12.2K
+ 137.81%
$57.7 - $66.47 $705K - $812K
21.1K $1.38M
OKTA
Okta, Inc.

Technology
3.03K
+ 15.62%
$78.83 - $116.72 $238K - $353K
22.4K $2.36M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
69.5K
+ 22.43%
$39.97 - $48.7 $2.78M - $3.38M
379K $15.2M
PAGP
Plains Gp Holdings LP

Energy
13.4K
+ 7.4%
$18.52 - $22.13 $249K - $297K
195K $4.16M
NUE
Nucor Corp

Basic Materials
3.41K
+ 2.97%
$114.48 - $142.52 $390K - $486K
118K $14.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
11.6K
+ 18.78%
$203.38 - $274.79 $2.37M - $3.2M
73.6K $15.1M
SJM
J M Smucker CO

Consumer Defensive
5.24K
+ 21.94%
$100.41 - $118.41 $526K - $621K
29.1K $3.45M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
21K
+ 22.71%
$49.85 - $56.22 $1.04M - $1.18M
113K $5.75M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
30.2K
+ 24.8%
$20.29 - $22.36 $614K - $676K
152K $3.36M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
18.3K
+ 332.5%
$42.64 - $44.05 $780K - $806K
23.8K $1.04M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
16.5K
+ 25.51%
$77.67 - $90.15 $1.28M - $1.49M
81.4K $6.37M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10.4K
+ 2.28%
$90.0 - $96.32 $935K - $1M
467K $43.1M
SSB
South State Corp

Financial Services
8.99K
+ 188.51%
$89.4 - $108.33 $804K - $974K
13.8K $1.28M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
23.7K
+ 19.12%
$17.15 - $21.07 $407K - $500K
148K $2.96M
CRSP
Crispr Therapeutics Ag

Healthcare
28.1K
+ 94.13%
$34.03 - $53.02 $956K - $1.49M
57.9K $1.97M
EPOL
Ishares Tr Msci Poland ETF

ETFs
28.1K
New
$20.91 - $29.15 $587K - $818K
28.1K $785K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
78.5K
New
$9.85 - $10.28 $774K - $807K
78.5K $779K
USXF
Ishares Esg Advanced Msci Usa

Technology
34.8K
+ 12.55%
$46.38 - $52.65 $1.61M - $1.83M
312K $14.6M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
33.8K
New
$21.92 - $22.89 $741K - $774K
33.8K $773K
ENFR
Alerian Energy Infrastructure

ETFs
22.8K
+ 192.52%
$30.27 - $34.12 $689K - $776K
34.6K $1.13M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
14.4K
+ 38.74%
$28.12 - $37.59 $405K - $541K
51.6K $1.78M
CNP
Centerpoint Energy Inc

Utilities
9.59K
+ 10.4%
$30.87 - $36.25 $296K - $347K
102K $3.69M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
27.2K
+ 26.28%
$31.06 - $33.33 $844K - $906K
131K $4.1M
BRBR
Bellring Brands, Inc.

Consumer Defensive
10.5K
+ 51.28%
$65.4 - $79.39 $685K - $831K
30.9K $2.3M
FNB
Fnb Corp

Financial Services
68.5K
+ 55.74%
$13.08 - $15.95 $897K - $1.09M
192K $2.58M
BIDU
Baidu, Inc.

Communication Services
6.25K
+ 26.26%
$77.43 - $102.51 $484K - $640K
30K $2.76M
FIW
First Trust Water ETF

ETFs
9.17K
+ 7.37%
$99.48 - $106.74 $912K - $979K
134K $13.4M
HTAB
Hartford Fds Exchange Traded

ETFs
41.8K
+ 17.99%
$18.95 - $19.6 $791K - $818K
274K $5.25M
XCEM
Columbia ETF Tr Ii

ETFs
25.7K
+ 26.51%
$29.18 - $30.72 $751K - $791K
123K $3.63M
DEW
Wisdomtree Tr Global High Divi

ETFs
9.66K
+ 17.33%
$51.48 - $56.43 $498K - $545K
65.4K $3.67M
EH
E Hang Holdings LTD

Industrials
36.1K
New
$14.1 - $26.45 $509K - $954K
36.1K $753K
FXO
First Tr Exchange Traded Fd Fi

ETFs
16.8K
+ 13.37%
$50.93 - $57.24 $858K - $964K
143K $7.57M
APH
Amphenol Corp

Technology
22.1K
+ 12.16%
$61.62 - $78.55 $1.36M - $1.74M
204K $13.4M
FNV
Franco Nevada Corp

Basic Materials
2.94K
+ 40.98%
$120.72 - $157.56 $355K - $463K
10.1K $1.59M
EWD
Ishares Inc Msci Sweden ETF

ETFs
17.8K
New
$37.28 - $45.14 $664K - $803K
17.8K $748K
IXN
Ishares Global Information Tec

ETFs
24.7K
+ 19.83%
$75.73 - $88.4 $1.87M - $2.18M
149K $11.3M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
34.3K
+ 15.48%
$14.13 - $16.72 $484K - $573K
256K $3.95M
KULR
Kulr Technology Group, Inc.

Technology
564K
New
$1.13 - $3.47 $637K - $1.96M
564K $743K
JBL
Jabil Inc

Technology
7.53K
+ 20.64%
$130.51 - $173.33 $983K - $1.31M
44K $5.99M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
68.1K
+ 17.95%
$58.23 - $69.12 $3.96M - $4.71M
447K $26.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31K
+ 15.11%
N/A
236K $5.61M
EWN
Ishares Msci Netherlnds ETF

ETFs
15.7K
New
$44.27 - $49.49 $697K - $779K
15.7K $735K
BSM
Black Stone Minerals, L.P.

Energy
46.8K
+ 179.79%
$14.48 - $15.59 $677K - $729K
72.8K $1.11M
FNDE
Schwab Fundamental Emerging Mk

ETFs
18.2K
+ 19.04%
$28.11 - $32.0 $513K - $584K
114K $3.51M
WRB
Berkley W R Corp

Financial Services
167
+ 0.3%
$56.7 - $71.27 $9.47K - $11.9K
56.4K $4.01M
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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email