Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
20.9K
+ 19.12%
$120.54 - $138.05 $2.52M - $2.89M
130K $16.7M
IGM
Ishares Expanded Tech Sector E

ETFs
45.9K
+ 60.67%
$90.67 - $108.46 $4.16M - $4.98M
121K $11M
UPS
United Parcel Service Inc

Industrials
70.7K
+ 25.37%
$109.66 - $136.26 $7.75M - $9.63M
349K $38.4M
CLX
Clorox CO

Consumer Defensive
28K
+ 49.47%
$141.76 - $162.89 $3.98M - $4.57M
84.7K $12.5M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
52.1K
+ 6.97%
$49.67 - $51.43 $2.59M - $2.68M
799K $40.8M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
54.2K
+ 120.33%
$47.66 - $57.45 $2.58M - $3.11M
99.3K $5.4M
ISRG
Intuitive Surgical Inc

Healthcare
10.1K
+ 15.03%
$476.63 - $610.45 $4.81M - $6.17M
77.3K $38.3M
IWS
Ishares Russell Midcap Value E

ETFs
33.2K
+ 11.32%
$122.59 - $135.24 $4.07M - $4.49M
326K $41.1M
COP
Conocophillips

Energy
12.1K
+ 3.68%
$88.6 - $105.85 $1.07M - $1.28M
340K $35.7M
SCHW
Schwab Charles Corp

Financial Services
19.9K
+ 5.25%
$71.24 - $83.64 $1.42M - $1.66M
399K $31.2M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
77.3K
+ 68.03%
$41.35 - $44.46 $3.2M - $3.44M
191K $8.06M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
160K
+ 111.9%
$19.42 - $19.54 $3.12M - $3.13M
304K $5.92M
CAH
Cardinal Health Inc

Healthcare
7.97K
+ 7.69%
$118.02 - $137.77 $941K - $1.1M
112K $15.4M
AZO
Autozone Inc

Consumer Cyclical
150
+ 3.6%
$3193.96 - $3828.11 $479K - $574K
4.31K $16.4M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
190K
+ 45.75%
$15.0 - $15.91 $2.86M - $3.03M
607K $9.44M
QCOM
Qualcomm Inc

Technology
20.1K
+ 3.9%
$151.94 - $175.86 $3.06M - $3.54M
536K $82.3M
PCEF
Invesco Cef Income Composite E

ETFs
166K
+ 65.99%
$18.8 - $19.89 $3.12M - $3.31M
418K $7.88M
WEC
Wec Energy Group, Inc.

Utilities
7.67K
+ 5.2%
$92.12 - $108.98 $706K - $836K
155K $16.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
87.2K
+ 13.14%
$25.81 - $28.52 $2.25M - $2.49M
751K $20.7M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
69.5K
+ 31.52%
$44.81 - $46.22 $3.11M - $3.21M
290K $13.1M
BDX
Becton Dickinson & CO

Healthcare
12.5K
+ 18.82%
$222.79 - $249.08 $2.78M - $3.11M
78.8K $18.1M
IGRO
Ishares Tr International Divid

ETFs
15.5K
+ 3.69%
$66.91 - $73.87 $1.04M - $1.15M
435K $31.5M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
74.2K
+ 1363.64%
$39.94 - $40.69 $2.96M - $3.02M
79.6K $3.22M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18.7K
+ 5.03%
$100.59 - $103.47 $1.88M - $1.94M
391K $40.4M
GD
General Dynamics Corp

Industrials
7.54K
+ 7.24%
$241.94 - $272.58 $1.82M - $2.05M
112K $30.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.83K
+ 0.55%
$128.74 - $138.67 $493K - $531K
696K $94.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
19.2K
+ 7.15%
$67.08 - $76.14 $1.28M - $1.46M
287K $21.2M
F
Ford Motor CO

Consumer Cyclical
277K
+ 19.13%
$9.12 - $10.43 $2.52M - $2.89M
1.72M $17.3M
DGRO
Ishares Core Dividend Growth E

ETFs
32.9K
+ 1.64%
$60.46 - $64.42 $1.99M - $2.12M
2.03M $126M
PFF
Ishares Trust Ishares Pfd And

ETFs
118K
+ 11.32%
$30.73 - $32.26 $3.63M - $3.81M
1.16M $35.7M
SNY
Sanofi

Healthcare
25.9K
+ 13.03%
$48.15 - $59.42 $1.25M - $1.54M
225K $12.5M
ASML
Asml Holding Nv

Technology
5.81K
+ 17.83%
$662.63 - $776.99 $3.85M - $4.51M
38.4K $25.4M
VST
Vistra Corp.

Utilities
46.1K
+ 36.49%
$108.49 - $191.89 $5M - $8.85M
173K $20.3M
CHKP
Check Point Software Technologies LTD

Technology
868
+ 1.37%
$179.88 - $231.31 $156K - $201K
64.4K $14.7M
XLP
Consumer Staples Sector Spdr

ETFs
37K
+ 4.95%
N/A
784K $59.6M
VRSK
Verisk Analytics, Inc.

Industrials
4.25K
+ 6.1%
$268.63 - $301.33 $1.14M - $1.28M
73.8K $22M
CME
Cme Group Inc.

Financial Services
6.32K
+ 18.65%
$225.82 - $266.54 $1.43M - $1.68M
40.2K $10.7M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
115K
New
$23.18 - $24.68 $2.67M - $2.84M
115K $2.79M
SYK
Stryker Corp

Healthcare
4.45K
+ 4.81%
$355.18 - $399.9 $1.58M - $1.78M
96.8K $36M
IDV
Ishares Tr

ETFs
31.9K
+ 6.52%
$27.0 - $31.7 $862K - $1.01M
521K $16.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
118K
New
$22.61 - $23.14 $2.68M - $2.74M
118K $2.74M
JD
Jd.Com, Inc.

Consumer Cyclical
57K
+ 94.03%
$33.1 - $45.21 $1.89M - $2.58M
118K $4.84M
FYX
First Tr Small Cap Core Alphad

ETFs
42.1K
+ 43.03%
$89.26 - $104.61 $3.75M - $4.4M
140K $12.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
6.16K
+ 8.76%
$142.8 - $176.36 $880K - $1.09M
76.5K $13.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
60.8K
+ 64.7%
$42.93 - $44.71 $2.61M - $2.72M
155K $6.79M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16.1K
+ 60.81%
$175.5 - $209.86 $2.82M - $3.38M
42.6K $7.72M
PSX
Phillips 66

Energy
11.8K
+ 9.29%
$113.93 - $131.55 $1.34M - $1.55M
138K $17.1M
DTE
Dte Energy CO

Utilities
15.4K
+ 51.41%
$117.6 - $138.27 $1.82M - $2.14M
45.5K $6.29M
MCO
Moodys Corp

Financial Services
6.08K
+ 27.22%
$437.8 - $527.48 $2.66M - $3.21M
28.4K $13.2M
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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