Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLIA
Franklin Templeton ETF Tr Libe

ETFs
131K
New
$20.04 - $20.39 $2.63M - $2.68M
131K $2.66M
MELI
Mercadolibre Inc

Consumer Cyclical
658
+ 12.02%
$1739.0 - $2260.0 $1.14M - $1.49M
6.13K $12M
PINS
Pinterest, Inc.

Communication Services
79.3K
+ 92.24%
$29.79 - $40.0 $2.36M - $3.17M
165K $5.12M
PFEB
Innovator U.S. Equity Power Bu

ETFs
78K
+ 45.29%
$35.54 - $37.44 $2.77M - $2.92M
250K $8.97M
FVAL
Fidelity Covington Tr Value Fa

ETFs
47.6K
+ 40.53%
$58.79 - $65.0 $2.8M - $3.09M
165K $9.83M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
42.1K
+ 20.31%
$75.47 - $84.24 $3.18M - $3.55M
250K $19.2M
ET
Energy Transfer LP

Energy
213K
+ 15.22%
$17.26 - $21.08 $3.67M - $4.48M
1.61M $29.9M
EWS
Ishares Inc Msci Singapore ETF

ETFs
107K
New
$21.65 - $24.17 $2.33M - $2.6M
107K $2.55M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.7K
+ 13.25%
$497.6 - $606.74 $3.83M - $4.67M
65.8K $32.8M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
84.5K
+ 149.1%
$30.75 - $33.98 $2.6M - $2.87M
141K $4.39M
HWM
Howmet Aerospace Inc.

Industrials
7.86K
+ 10.8%
$110.79 - $139.39 $871K - $1.1M
80.6K $10.5M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
54.8K
+ 20.26%
$55.58 - $62.24 $3.05M - $3.41M
326K $18.4M
PAYX
Paychex Inc

Industrials
3.33K
+ 2.36%
$136.06 - $154.52 $453K - $514K
144K $22.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
29.2K
+ 12.46%
$73.11 - $77.43 $2.14M - $2.26M
264K $20M
DNP
Dnp Select Income Fund Inc

Financial Services
114K
+ 9.04%
$8.93 - $9.92 $1.02M - $1.13M
1.38M $13.6M
ED
Consolidated Edison Inc

Utilities
5.28K
+ 5.98%
$88.0 - $110.59 $465K - $584K
93.6K $10.3M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
40.1K
New
$58.31 - $62.66 $2.34M - $2.51M
40.1K $2.47M
SRLN
Ssga Active Trust

ETFs
64.3K
+ 20.59%
$41.02 - $41.99 $2.64M - $2.7M
377K $15.5M
CBOE
Cboe Global Markets, Inc.

Financial Services
5.09K
+ 12.04%
$190.84 - $226.29 $972K - $1.15M
47.4K $10.7M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
52.9K
+ 180.62%
$45.88 - $46.8 $2.43M - $2.48M
82.2K $3.8M
NSC
Norfolk Southern Corp

Industrials
9.82K
+ 17.23%
$227.69 - $259.76 $2.24M - $2.55M
66.8K $15.8M
VRT
Vertiv Holdings CO

Industrials
28.2K
+ 13.01%
N/A
245K $21.2M
IYH
Ishares Tr

ETFs
33.5K
+ 21.8%
$58.32 - $62.76 $1.95M - $2.1M
187K $11.4M
FE
Firstenergy Corp

Utilities
58.3K
+ 58.5%
$37.95 - $43.5 $2.21M - $2.54M
158K $6.39M
EWG
Ishares Msci Germany ETF

ETFs
65.3K
New
$31.57 - $39.31 $2.06M - $2.57M
65.3K $2.42M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
71.4K
+ 6.61%
$24.73 - $25.62 $1.76M - $1.83M
1.15M $29.4M
NRG
Nrg Energy, Inc.

Utilities
21.3K
+ 29.86%
$84.82 - $113.33 $1.81M - $2.41M
92.6K $8.84M
DVN
Devon Energy Corp

Energy
33.3K
+ 13.52%
$33.15 - $38.55 $1.1M - $1.28M
280K $10.5M
COIN
Coinbase Global, Inc.

Technology
30.6K
+ 81.07%
$172.23 - $301.3 $5.26M - $9.21M
68.3K $11.8M
BAR
Granite Shares Gold Trust

ETFs
23K
+ 6.77%
$26.01 - $30.84 $599K - $711K
363K $11.2M
FIVA
Fidelity Covington Tr

ETFs
89.8K
New
$23.99 - $28.04 $2.15M - $2.52M
89.8K $2.39M
UNM
Unum Group

Financial Services
25.5K
+ 69.06%
$71.8 - $83.34 $1.83M - $2.13M
62.5K $5.09M
FOXA
Fox Corp

Communication Services
38.6K
+ 156.72%
$47.9 - $58.0 $1.85M - $2.24M
63.3K $3.58M
APD
Air Products & Chemicals, Inc.

Basic Materials
6.31K
+ 6.03%
$283.24 - $338.07 $1.79M - $2.13M
111K $32.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
44.4K
+ 10.18%
$50.44 - $50.7 $2.24M - $2.25M
480K $24.3M
ENB
Enbridge Inc

Energy
15.2K
+ 1.69%
$41.54 - $45.45 $631K - $691K
913K $40.5M
HCA
Hca Healthcare, Inc.

Healthcare
3K
+ 10.27%
$296.7 - $345.55 $889K - $1.04M
32.2K $11.1M
MP
Mp Materials Corp.

Basic Materials
81.3K
+ 193.12%
$16.39 - $26.93 $1.33M - $2.19M
123K $3.01M
EXC
Exelon Corp

Utilities
7.47K
+ 3.14%
$37.3 - $46.08 $279K - $344K
246K $11.3M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
168K
New
$10.99 - $17.37 $1.85M - $2.92M
168K $2.35M
DRI
Darden Restaurants Inc

Consumer Cyclical
6.76K
+ 15.13%
$180.02 - $208.56 $1.22M - $1.41M
51.4K $10.7M
STX
Seagate Technology Holdings PLC

Technology
28.2K
+ 51.12%
$84.92 - $108.42 $2.39M - $3.05M
83.2K $7.07M
WPM
Wheaton Precious Metals Corp.

Basic Materials
8.52K
+ 11.1%
$55.75 - $77.63 $475K - $661K
85.2K $6.62M
SGOL
Abrdn Gold ETF Trust

ETFs
3.58K
+ 0.78%
$25.14 - $29.82 $90.1K - $107K
461K $13.7M
BP
Bp PLC

Energy
22.8K
+ 6.38%
$29.93 - $35.31 $684K - $807K
381K $12.9M
FAST
Fastenal CO

Industrials
18.1K
+ 11.54%
$71.11 - $79.98 $1.29M - $1.45M
175K $13.6M
CL
Colgate Palmolive CO

Consumer Defensive
20.3K
+ 14.96%
$85.68 - $97.5 $1.74M - $1.98M
156K $14.6M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
28.6K
+ 38.81%
$79.96 - $87.71 $2.29M - $2.51M
102K $8.4M
VNLA
Janus Henderson Short Duration

ETFs
42.2K
+ 5.9%
$48.89 - $49.21 $2.06M - $2.07M
757K $37.2M
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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