Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
89.6K
+ 4.89%
$33.84 - $37.77 $3.03M - $3.38M
1.92M $69.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
73.1K
+ 20.65%
$99.16 - $99.52 $7.25M - $7.28M
427K $42.5M
FBT
First Trust Nyse Arca Biotechn

ETFs
43.3K
New
$164.86 - $182.19 $7.14M - $7.89M
43.3K $7.36M
AJG
Arthur J. Gallagher & Co.

Financial Services
9.57K
+ 14.47%
$275.89 - $345.24 $2.64M - $3.3M
75.7K $26.1M
VFH
Vanguard Financial ETF

ETFs
56.8K
+ 13.78%
$114.07 - $127.34 $6.47M - $7.23M
469K $56M
BNL
Broadstone Net Lease, Inc.

Real Estate
426K
New
$15.2 - $17.25 $6.48M - $7.35M
426K $7.26M
IJS
Ishares S&P Smallcap 600 Value

ETFs
85.1K
+ 90.5%
$96.3 - $112.23 $8.19M - $9.55M
179K $17.5M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
169K
+ 22.78%
$42.38 - $43.28 $7.17M - $7.32M
912K $38.8M
FTSL
First Trust Senior Ln Fund

ETFs
160K
+ 60.18%
$45.65 - $46.48 $7.28M - $7.41M
425K $19.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
25.2K
+ 3.09%
$74.85 - $84.89 $1.89M - $2.14M
843K $68.9M
CRGY
Crescent Energy CO

Energy
682K
+ 322.37%
$10.3 - $16.74 $7.02M - $11.4M
894K $10M
OHI
Omega Healthcare Investors Inc

Real Estate
177K
+ 190.23%
$35.7 - $38.33 $6.32M - $6.79M
270K $10.3M
HAP
Vaneck ETF Tr Natural Resource

ETFs
86K
+ 16.22%
$45.93 - $50.37 $3.95M - $4.33M
616K $30.7M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
59.5K
+ 12.93%
$100.56 - $108.28 $5.99M - $6.45M
520K $53.6M
URTH
Ishares Msci World ETF

ETFs
43K
+ 119.79%
$151.24 - $164.09 $6.5M - $7.05M
78.8K $12.1M
UITB
Usaa ETF Tr Core Intermediate

ETFs
127K
+ 24.83%
$45.41 - $47.18 $5.79M - $6.01M
641K $30.1M
DE
Deere & CO

Industrials
2.63K
+ 2.28%
$408.57 - $509.27 $1.07M - $1.34M
118K $55.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
58.4K
+ 54.82%
$117.4 - $131.02 $6.85M - $7.65M
165K $19.7M
XLG
Invesco Exchange Traded Fd Tr

ETFs
170K
+ 46.85%
$45.72 - $51.73 $7.77M - $8.79M
532K $24.5M
KR
Kroger CO

Consumer Defensive
74.8K
+ 37.0%
$58.36 - $67.72 $4.37M - $5.07M
277K $18.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
33K
+ 17.37%
$237.72 - $276.98 $7.84M - $9.14M
223K $54.5M
MMM
3 M CO

Industrials
20.4K
+ 11.2%
$129.7 - $155.12 $2.65M - $3.17M
203K $29.8M
VRIG
Invesco Actively Managed ETF F

ETFs
248K
+ 77.33%
$25.06 - $25.19 $6.23M - $6.26M
570K $14.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.31K
+ 7.51%
$1187.71 - $1432.58 $1.55M - $1.87M
18.7K $26.8M
SHV
Ishares Tr

ETFs
53.5K
+ 7.61%
$110.11 - $110.51 $5.89M - $5.91M
756K $83.5M
MCK
Mckesson Corp

Healthcare
3.85K
+ 11.43%
$566.21 - $672.99 $2.18M - $2.59M
37.5K $25.2M
GILD
Gilead Sciences, Inc.

Healthcare
13.4K
+ 5.82%
$89.14 - $117.41 $1.19M - $1.57M
243K $27.3M
CI
Cigna Corp

Healthcare
7.99K
+ 12.47%
$274.49 - $329.0 $2.19M - $2.63M
72.1K $23.7M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
107K
+ 208.54%
$46.83 - $56.05 $5.01M - $6M
158K $8.43M
XAR
Spdr S&P Aerospace & Defense E

ETFs
39.6K
+ 46.97%
$157.71 - $180.77 $6.25M - $7.16M
124K $19.9M
BOND
Pimco Active Bond Exchange Tra

ETFs
53.9K
+ 11.85%
$89.27 - $92.9 $4.81M - $5.01M
509K $47.1M
RSG
Republic Services, Inc.

Industrials
9.44K
+ 10.79%
$200.09 - $242.16 $1.89M - $2.29M
97K $23.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11.7K
+ 12.61%
$208.48 - $244.03 $2.43M - $2.85M
104K $25.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
67.5K
+ 5.46%
$57.44 - $59.4 $3.88M - $4.01M
1.3M $77.5M
AZN
Astrazeneca PLC

Healthcare
56.4K
+ 28.99%
$65.37 - $77.96 $3.69M - $4.4M
251K $18.5M
KMI
Kinder Morgan, Inc.

Energy
140K
+ 9.26%
$26.1 - $31.22 $3.65M - $4.37M
1.65M $47.1M
TJX
Tjx Companies Inc

Consumer Cyclical
43.6K
+ 14.48%
$112.81 - $126.16 $4.92M - $5.5M
345K $42M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
186K
New
$28.25 - $31.5 $5.25M - $5.85M
186K $5.56M
LNG
Cheniere Energy, Inc.

Energy
19K
+ 27.03%
$209.32 - $253.66 $3.97M - $4.81M
89.1K $20.6M
PFE
Pfizer Inc

Healthcare
314K
+ 15.51%
$25.01 - $27.13 $7.84M - $8.51M
2.34M $59.2M
RECS
Columbia ETF Tr I

ETFs
174K
+ 104.84%
$32.64 - $36.08 $5.67M - $6.27M
340K $11.3M
VDC
Vanguard Consumer Staples ETF

ETFs
16.8K
+ 6.78%
$206.54 - $226.16 $3.46M - $3.79M
264K $57.8M
XSMO
Invesco S&P Smallcap Momentum

ETFs
143K
+ 13.84%
$59.97 - $70.03 $8.57M - $10M
1.18M $73.7M
VHT
Vanguard Health Care ETF

ETFs
8.19K
+ 2.73%
$254.06 - $273.83 $2.08M - $2.24M
308K $81.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
96.4K
+ 5.88%
$37.07 - $40.63 $3.57M - $3.92M
1.74M $68.4M
AEP
American Electric Power CO Inc

Utilities
20.1K
+ 10.67%
$90.32 - $109.27 $1.82M - $2.2M
209K $22.8M
KLAC
Kla Corp

Technology
6.15K
+ 24.94%
$636.62 - $777.63 $3.91M - $4.78M
30.8K $20.9M
AMT
American Tower Corp

Real Estate
8.63K
+ 8.4%
$173.46 - $217.6 $1.5M - $1.88M
111K $24.3M
JPIE
J P Morgan Exchange Traded Fd
116K
+ 109.32%
$45.46 - $46.18 $5.27M - $5.35M
222K $10.2M
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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