Cetera Investment Advisers Incresed Positions in Q3 2025

Cetera Investment Advisers

  • $80.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.06M
+ 111.12%
$620.67 - $670.08 $1.28B - $1.38B
3.91M $2.62B
VONG
Vanguard Russell 1000 Growth E

ETFs
9.87M
+ 1492.76%
$108.08 - $121.73 $1.07B - $1.2B
10.5M $1.27B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.87M
+ 187.3%
$97.75 - $100.75 $965M - $994M
15.1M $1.52B
VTV
Vanguard Value ETF

ETFs
4.2M
+ 133.93%
$175.51 - $186.57 $737M - $784M
7.34M $1.37B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.9M
+ 392.9%
$26.38 - $27.95 $736M - $780M
35M $956M
AAPL
Apple Inc.

Technology
1.31M
+ 24.17%
$202.38 - $256.87 $266M - $337M
6.74M $1.72B
IEFA
Ishares Tr

ETFs
6.53M
+ 164.74%
$81.7 - $87.53 $534M - $572M
10.5M $917M
NVDA
Nvidia Corp

Technology
1.83M
+ 24.45%
$153.3 - $186.58 $280M - $341M
9.31M $1.74B
VUG
Vanguard Growth ETF

ETFs
749K
+ 56.49%
$433.97 - $484.08 $325M - $363M
2.08M $995M
QQQ
Invesco Qqq Trust, Series 1

ETFs
512K
+ 30.17%
$546.99 - $602.2 $280M - $308M
2.21M $1.33B
MSFT
Microsoft Corp

Technology
517K
+ 24.27%
$491.09 - $535.64 $254M - $277M
2.65M $1.37B
IWM
Ishares Russell 2000 ETF

ETFs
962K
+ 135.52%
$214.92 - $244.84 $207M - $236M
1.67M $405M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
283K
+ 18.07%
$567.77 - $614.76 $161M - $174M
1.85M $1.13B
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.12M
+ 65.99%
$28.92 - $32.19 $177M - $197M
15.4M $491M
GOOGL
Alphabet Inc.

Communication Services
432K
+ 26.0%
$174.36 - $254.72 $75.4M - $110M
2.09M $509M
IWF
Ishares Russell 1000 Gr ETF

ETFs
286K
+ 22.45%
$420.11 - $472.68 $120M - $135M
1.56M $730M
AMZN
Amazon Com Inc

Consumer Cyclical
828K
+ 25.56%
$211.65 - $238.24 $175M - $197M
4.07M $893M
VTI
Vanguard Total Stock Market Et

ETFs
328K
+ 11.32%
$303.93 - $329.86 $99.8M - $108M
3.23M $1.06B
TSLA
Tesla, Inc.

Consumer Cyclical
186K
+ 26.86%
$293.94 - $444.72 $54.6M - $82.6M
877K $390M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.08M
+ 32.79%
$108.97 - $121.65 $117M - $131M
4.36M $527M
IVE
Ishares S&P 500 Value ETF

ETFs
670K
+ 31.71%
$194.44 - $206.51 $130M - $138M
2.78M $575M
IEMG
Ishares Inc

ETFs
3M
+ 57.38%
N/A
8.23M $442M
AVGO
Broadcom Inc.

Technology
287K
+ 24.51%
$264.74 - $369.57 $76.1M - $106M
1.46M $481M
GOOG
Alphabet Inc.

Communication Services
355K
+ 34.25%
$175.16 - $255.24 $62.2M - $90.6M
1.39M $339M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.04M
+ 40.08%
$54.35 - $59.32 $111M - $121M
7.13M $422M
CGDV
Capital Group Divid Value ETF

ETFs
2.47M
+ 20.81%
$39.59 - $42.21 $97.7M - $104M
14.3M $602M
JPM
Jpmorgan Chase & CO

Financial Services
338K
+ 33.4%
$282.78 - $316.06 $95.6M - $107M
1.35M $426M
VB
Vanguard Small Cap ETF

ETFs
449K
+ 68.36%
$237.58 - $259.17 $107M - $116M
1.11M $281M
PLTR
Palantir Technologies Inc.

Technology
383K
+ 32.65%
$130.68 - $186.97 $50M - $71.6M
1.55M $284M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
362K
+ 24.85%
$225.11 - $247.9 $81.6M - $89.8M
1.82M $450M
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.23M
+ 174.95%
$25.67 - $27.21 $109M - $115M
6.65M $179M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
203K
+ 28.69%
$459.11 - $506.91 $93.1M - $103M
909K $457M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
808K
+ 43.56%
$108.46 - $120.63 $87.7M - $97.5M
2.66M $317M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
678K
+ 37.48%
$132.9 - $142.03 $90.1M - $96.3M
2.49M $351M
MUB
Ishares National Muni Bond ETF

ETFs
990K
+ 61.06%
$103.24 - $106.68 $102M - $106M
2.61M $278M
META
Meta Platforms, Inc.

Communication Services
149K
+ 27.79%
$695.21 - $791.73 $104M - $118M
686K $504M
VEA
Vanguard Ftse Developed Market

ETFs
1.5M
+ 25.92%
$56.02 - $60.3 $84.2M - $90.6M
7.3M $437M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.37M
+ 22.72%
$72.57 - $74.72 $99.5M - $102M
7.41M $551M
OEF
Ishares S&P 100 ETF

ETFs
398K
+ 110.84%
N/A
757K $201M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.04M
+ 91.39%
$92.26 - $97.51 $95.8M - $101M
2.18M $210M
VO
Vanguard Mid Cap ETF

ETFs
280K
+ 29.72%
$279.83 - $293.74 $78.3M - $82.2M
1.22M $359M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.42M
+ 30.42%
$55.15 - $58.11 $78.3M - $82.5M
6.09M $350M
XOM
Exxon Mobil Corp

Energy
748K
+ 49.43%
$105.83 - $117.22 $79.2M - $87.7M
2.26M $255M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.99M
+ 37.68%
$35.42 - $38.65 $70.4M - $76.8M
7.26M $276M
ABBV
Abb Vie Inc.

Healthcare
244K
+ 35.82%
$184.85 - $231.54 $45.1M - $56.5M
925K $214M
GLD
Spdr Gold Trust

ETFs
137K
+ 17.8%
$300.96 - $355.47 $41.3M - $48.8M
908K $323M
ORCL
Oracle Corp

Technology
206K
+ 43.6%
$218.96 - $328.33 $45.1M - $67.6M
679K $191M
PVAL
Putnam ETF Tr Putnam Focused L
1.82M
+ 51.14%
$39.93 - $42.72 $72.5M - $77.6M
5.37M $229M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.47M
+ 39.66%
$55.61 - $57.37 $81.5M - $84.1M
5.16M $295M
Activity Summary
Buys All Purchases 3833 New Holdings 567 Increased Positions 3266 Sells All Sells 626 Reductions 626 Sold out 0 Options Calls 68 Puts 0
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