Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
244K
+ 272.94%
$21.16 - $21.77 $5.17M - $5.32M
334K $7.27M
VT
Vanguard Total World Stk Index

ETFs
52.4K
+ 10.86%
$115.08 - $123.97 $6.03M - $6.5M
535K $62.1M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
116K
New
$39.44 - $47.66 $4.58M - $5.53M
116K $5.3M
ITA
Ishares Tr

ETFs
22.9K
+ 10.1%
$144.84 - $159.5 $3.32M - $3.66M
250K $38.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
103K
+ 70.36%
$50.72 - $50.92 $5.23M - $5.25M
250K $12.7M
BSX
Boston Scientific Corp

Healthcare
15.6K
+ 4.88%
$89.38 - $106.18 $1.39M - $1.65M
335K $33.8M
ETR
Entergy Corp

Utilities
36K
+ 16.02%
$75.26 - $87.89 $2.71M - $3.16M
260K $22.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
57K
+ 7.55%
$77.7 - $78.94 $4.43M - $4.5M
813K $64.2M
EUFN
Ishares Msci Europe Financials

ETFs
182K
New
$23.03 - $29.47 $4.19M - $5.36M
182K $5.18M
HDV
Ishares Core High Dividend ETF

ETFs
18.3K
+ 5.52%
$110.86 - $121.12 $2.03M - $2.22M
350K $42.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
101K
+ 31.04%
$45.92 - $47.58 $4.64M - $4.81M
427K $20.3M
SBUX
Starbucks Corp

Consumer Cyclical
17.1K
+ 3.44%
$91.75 - $115.81 $1.57M - $1.98M
514K $50.5M
PH
Parker Hannifin Corp

Industrials
10.8K
+ 21.26%
$591.65 - $707.05 $6.37M - $7.61M
61.4K $37.3M
ROP
Roper Technologies Inc

Industrials
7.04K
+ 53.99%
$502.71 - $593.81 $3.54M - $4.18M
20.1K $11.8M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
197K
+ 163.87%
$25.44 - $25.58 $5.01M - $5.03M
317K $8.09M
STLG
Ishares Factors Us Growth Styl

ETFs
99.7K
+ 60.25%
N/A
265K $13.3M
PPA
Invesco Exchange Traded Fd Tr

ETFs
39.3K
+ 16.33%
$113.59 - $123.29 $4.46M - $4.84M
280K $32.6M
PHYS
Sprott Physical Gold Trust

Financial Services
23.6K
+ 2.09%
$20.25 - $24.06 $478K - $568K
1.16M $27.8M
NOC
Northrop Grumman Corp

Industrials
4.95K
+ 8.61%
$433.45 - $513.82 $2.14M - $2.54M
62.4K $31.9M
VBR
Vanguard Small Cap Value ETF

ETFs
68.1K
+ 10.48%
$183.02 - $207.75 $12.5M - $14.2M
718K $134M
BK
Bank Of New York Mellon Corp

Financial Services
37.7K
+ 14.72%
$75.42 - $88.95 $2.84M - $3.35M
294K $24.6M
VPN
Global X Fds Data Ctr Reits &

ETFs
310K
+ 213.56%
N/A
455K $7.24M
FREL
Fidelity Covington Tr Msci Rea

ETFs
178K
+ 1219.99%
$25.98 - $28.59 $4.61M - $5.08M
192K $5.28M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
203K
+ 82.78%
$23.9 - $24.43 $4.84M - $4.95M
447K $10.8M
LHX
L3 Harris Technologies, Inc.

Industrials
23.2K
+ 35.21%
$194.65 - $222.86 $4.52M - $5.18M
89.2K $18.7M
MSTR
Microstrategy Inc

Technology
17.1K
+ 17.01%
$239.27 - $396.5 $4.09M - $6.78M
118K $33.9M
FSMD
Fidelity Covington Tr Small Mi

ETFs
135K
+ 56.15%
$38.04 - $43.22 $5.13M - $5.83M
375K $14.7M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
107K
New
$40.34 - $45.45 $4.32M - $4.87M
107K $4.73M
BAC
Bank Of America Corp

Financial Services
171K
+ 15.68%
$39.61 - $47.74 $6.77M - $8.16M
1.26M $52.6M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
214K
+ 86.2%
$20.83 - $21.52 $4.46M - $4.61M
463K $9.95M
WMT
Walmart Inc.

Consumer Defensive
108K
+ 5.79%
$84.5 - $105.05 $9.09M - $11.3M
1.96M $172M
PEP
Pepsico Inc

Consumer Defensive
37.1K
+ 8.19%
$142.64 - $156.42 $5.29M - $5.8M
490K $73.4M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
151K
New
$29.5 - $33.51 $4.44M - $5.05M
151K $4.59M
SLB
Schlumberger Limited

Energy
91.3K
+ 42.54%
$38.4 - $43.74 $3.51M - $3.99M
306K $12.8M
ASA
Asa Gold & Precious Metals LTD

Financial Services
131K
+ 223.89%
$20.8 - $30.14 $2.72M - $3.93M
189K $5.69M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
564K
New
$7.72 - $9.45 $4.35M - $5.33M
564K $4.51M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
117K
+ 196.66%
$40.15 - $47.73 $4.71M - $5.6M
177K $7.21M
VO
Vanguard Mid Cap ETF

ETFs
33.4K
+ 4.39%
$251.87 - $277.95 $8.42M - $9.3M
796K $206M
WFC
Wells Fargo & Company

Financial Services
47.1K
+ 7.17%
$66.78 - $81.42 $3.14M - $3.83M
704K $50.5M
HYHG
Proshares High Yield Interest

ETFs
68.5K
New
$64.04 - $66.96 $4.39M - $4.59M
68.5K $4.39M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
75.9K
+ 19.33%
$50.82 - $52.7 $3.86M - $4M
469K $24.6M
BMY
Bristol Myers Squibb CO

Healthcare
25K
+ 3.93%
$53.9 - $63.11 $1.35M - $1.58M
662K $40.4M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
123K
+ 254.26%
$31.25 - $34.24 $3.85M - $4.22M
172K $5.86M
FLGV
Franklin Templeton ETF Trfrank

ETFs
207K
+ 263.17%
$19.92 - $20.57 $4.13M - $4.26M
286K $5.88M
DFIV
Dimensional ETF Tr

ETFs
45.7K
+ 7.17%
$35.33 - $40.77 $1.62M - $1.86M
683K $26.9M
ACN
Accenture PLC

Technology
27.3K
+ 25.43%
$300.91 - $398.25 $8.22M - $10.9M
135K $42.1M
DHS
Wisdomtree Tr U.S

ETFs
22.4K
+ 6.38%
$91.55 - $99.74 $2.05M - $2.23M
373K $37M
WPC
W. P. Carey Inc.

Real Estate
32.6K
+ 12.85%
$53.5 - $65.05 $1.74M - $2.12M
286K $18.1M
PDI
Pimco Dynamic Income Fund

Financial Services
134K
+ 12.67%
$18.51 - $20.05 $2.48M - $2.69M
1.19M $23.6M
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