Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
167K
+ 44.27%
$114.57 - $118.14 $19.2M - $19.8M
545K $64.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
257K
+ 38.66%
$63.77 - $71.36 $16.4M - $18.4M
923K $63.6M
PVAL
Putnam ETF Tr Putnam Focused L
484K
+ 20.93%
$36.8 - $39.59 $17.8M - $19.1M
2.79M $106M
JCPB
J P Morgan Exchange Traded Fd

ETFs
418K
+ 65.74%
$45.56 - $47.23 $19.1M - $19.8M
1.05M $49.6M
COST
Costco Wholesale Corp

Consumer Defensive
16.3K
+ 10.12%
$890.62 - $1076.86 $14.6M - $17.6M
178K $168M
GLDM
World Gold Trust

ETFs
326K
New
$52.19 - $61.89 $17M - $20.2M
326K $20.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
359K
+ 12.59%
$42.5 - $46.71 $15.3M - $16.8M
3.21M $145M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
232K
+ 14.52%
$76.94 - $78.28 $17.8M - $18.1M
1.83M $143M
KO
Coca Cola CO

Consumer Defensive
128K
+ 11.91%
$60.81 - $72.32 $7.77M - $9.24M
1.2M $86M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
377K
+ 13.16%
$49.78 - $53.19 $18.8M - $20.1M
3.25M $166M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
246K
+ 45.27%
$58.04 - $65.84 $14.3M - $16.2M
790K $50.3M
AMGN
Amgen Inc

Healthcare
26.3K
+ 13.16%
$258.59 - $327.36 $6.8M - $8.61M
226K $70.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
325K
+ 39.16%
$51.52 - $52.37 $16.8M - $17M
1.16M $60.6M
UBER
Uber Technologies, Inc

Technology
137K
+ 23.34%
$63.17 - $81.49 $8.62M - $11.1M
721K $52.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
147K
+ 21.6%
$105.1 - $109.61 $15.5M - $16.1M
828K $90M
META
Meta Platforms, Inc.

Communication Services
39K
+ 8.28%
$576.36 - $736.67 $22.5M - $28.7M
510K $294M
TTE
Total Energies Se

Energy
229K
New
N/A
229K $15.7M
MA
Mastercard Inc

Financial Services
19.9K
+ 9.07%
$504.67 - $576.31 $10M - $11.5M
239K $131M
VZ
Verizon Communications Inc

Communication Services
127K
+ 6.95%
$37.81 - $46.49 $4.79M - $5.88M
1.95M $88.3M
FDN
First Tr Fd Dow Jones

ETFs
69.6K
New
$221.38 - $266.86 $15.4M - $18.6M
69.6K $15.5M
UNH
Unitedhealth Group Inc

Healthcare
20.8K
+ 9.18%
$461.52 - $548.18 $9.6M - $11.4M
247K $130M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
170K
+ 16.71%
$73.78 - $76.59 $12.5M - $13M
1.19M $90.7M
FTNT
Fortinet, Inc.

Technology
154K
New
$92.49 - $114.57 $14.2M - $17.6M
154K $14.8M
MO
Altria Group, Inc.

Consumer Defensive
109K
+ 10.2%
$50.81 - $60.02 $5.52M - $6.52M
1.17M $70.5M
JMEE
J P Morgan Exchange Traded Fd

ETFs
279K
+ 120.86%
$54.51 - $63.63 $15.2M - $17.7M
509K $28.5M
TRV
Travelers Companies, Inc.

Financial Services
54.9K
New
$232.43 - $265.13 $12.8M - $14.6M
54.9K $14.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
257K
+ 9.16%
$44.41 - $45.98 $11.4M - $11.8M
3.06M $140M
CGCP
Capital Group Core Plus Income

ETFs
569K
+ 13.25%
$21.94 - $22.64 $12.5M - $12.9M
4.86M $109M
IXUS
Ishares Tr

ETFs
116K
+ 7.66%
$65.06 - $72.31 $7.57M - $8.41M
1.63M $114M
IBM
International Business Machines Corp

Technology
21.6K
+ 7.6%
$217.4 - $264.74 $4.71M - $5.73M
307K $76.2M
PG
Procter & Gamble CO

Consumer Defensive
66.9K
+ 9.39%
$158.56 - $176.26 $10.6M - $11.8M
779K $133M
RWL
Invesco Exchange Traded Fd Tr

ETFs
131K
+ 55.03%
$96.9 - $104.39 $12.7M - $13.7M
369K $36.7M
NFLX
Netflix Inc

Communication Services
10.7K
+ 13.78%
$828.4 - $1058.6 $8.88M - $11.4M
88.6K $82.6M
PSCW
Pacer Fds Tr Swan Sos Conserva

ETFs
518K
+ 1852.11%
$24.93 - $27.07 $12.9M - $14M
546K $13.8M
ABC
Amerisourcebergen Corp

Healthcare
70.5K
New
N/A
70.5K $13.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.33K
+ 0.61%
$34.58 - $45.97 $219K - $291K
1.05M $48.2M
RDVY
First Trust Rising Dividend Ac

ETFs
237K
+ 9.63%
$57.22 - $63.39 $13.6M - $15M
2.7M $158M
JEPI
J P Morgan Exchange Traded Fd

ETFs
241K
+ 6.65%
$56.17 - $59.71 $13.5M - $14.4M
3.87M $221M
PULS
Pgim ETF Tr

ETFs
244K
+ 29.68%
$49.56 - $49.78 $12.1M - $12.1M
1.07M $53M
PWR
Quanta Services, Inc.

Industrials
47.9K
New
$236.71 - $358.03 $11.3M - $17.1M
47.9K $12.2M
GTO
Invesco Actively Managed ETF T

ETFs
257K
+ 183.55%
$45.9 - $47.37 $11.8M - $12.2M
398K $18.7M
DUK
Duke Energy Corp

Utilities
47.1K
+ 10.61%
$105.87 - $121.97 $4.99M - $5.75M
491K $59.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
120K
+ 102.36%
$100.32 - $100.76 $12M - $12M
236K $23.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
76.1K
+ 4.92%
$126.11 - $135.06 $9.6M - $10.3M
1.62M $209M
MDT
Medtronic PLC

Healthcare
91.2K
+ 25.94%
$79.84 - $94.5 $7.28M - $8.62M
443K $39.8M
MCD
Mcdonalds Corp

Consumer Cyclical
16.1K
+ 5.48%
$279.74 - $321.29 $4.5M - $5.16M
310K $96.7M
SLV
I Shares Silver Trust

ETFs
207K
+ 20.13%
$26.93 - $31.32 $5.58M - $6.48M
1.24M $38.3M
WM
Waste Management Inc

Industrials
24.2K
+ 13.66%
$200.54 - $233.78 $4.86M - $5.67M
202K $46.7M
XLE
Energy Sector Spdr

ETFs
39.5K
+ 4.32%
$85.7 - $93.96 $3.39M - $3.71M
955K $89.2M
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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