Cetera Investment Advisers Incresed Positions in Q3 2024

Cetera Investment Advisers

  • $44.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.64M
+ 43.43%
$96.25 - $101.98 $158M - $168M
5.43M $550M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.81M
+ 20.18%
$44.83 - $47.42 $81.1M - $85.8M
10.8M $508M
EFV
Msci Eafe Value ETF

ETFs
1.31M
+ 90.57%
$51.72 - $57.96 $67.9M - $76.1M
2.76M $159M
CGDV
Capital Group Divid Value ETF

ETFs
884K
+ 17.48%
$32.96 - $36.48 $29.1M - $32.2M
5.94M $216M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26K
+ 4.25%
$405.19 - $478.57 $10.5M - $12.4M
638K $294M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.6K
+ 1.48%
$475.2 - $527.7 $8.82M - $9.79M
1.27M $670M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.6K
+ 0.66%
$517.38 - $573.86 $4.45M - $4.93M
1.3M $747M
QUAL
Ishares Msci Usa Quality Facto

ETFs
155K
+ 8.5%
$162.64 - $179.3 $25.1M - $27.7M
1.97M $354M
TCHP
T Rowe Price Exchange Traded F

Technology
964K
+ 763.22%
$35.14 - $40.43 $33.9M - $39M
1.09M $43.2M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
946K
+ 12.87%
$28.1 - $29.89 $26.6M - $28.3M
8.29M $248M
META
Meta Platforms, Inc.

Communication Services
7.48K
+ 1.73%
$453.41 - $572.44 $3.39M - $4.28M
441K $252M
IVE
Ishares S&P 500 Value ETF

ETFs
60.1K
+ 4.28%
$181.06 - $197.17 $10.9M - $11.9M
1.47M $289M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
701K
+ 28.93%
$32.65 - $36.69 $22.9M - $25.7M
3.12M $114M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
415K
+ 16.77%
$48.51 - $52.86 $20.2M - $22M
2.89M $153M
VTV
Vanguard Value ETF

ETFs
1.45K
+ 0.06%
$159.75 - $174.57 $231K - $253K
2.25M $393M
CGGR
Capital Group Growth ETF Shs C

ETFs
718K
+ 22.77%
$30.71 - $34.79 $22.1M - $25M
3.87M $135M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
459K
+ 14.22%
$44.24 - $49.47 $20.3M - $22.7M
3.69M $182M
IWX
Ishares Tr Russell 200 Value E

ETFs
373K
+ 557.87%
$74.49 - $81.27 $27.8M - $30.3M
440K $35.8M
VGSH
Vanguard

ETFs
501K
+ 64.34%
$57.74 - $59.13 $28.9M - $29.6M
1.28M $75.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
246K
+ 57.36%
$100.75 - $111.62 $24.8M - $27.5M
675K $73.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
228K
+ 5.24%
$53.41 - $57.9 $12.2M - $13.2M
4.58M $265M
BND
Vanguard Bd Index Fd Inc Total

ETFs
163K
+ 3.31%
$71.45 - $75.64 $11.6M - $12.3M
5.08M $381M
HD
Home Depot, Inc.

Consumer Cyclical
1.06K
+ 0.25%
$333.64 - $405.2 $352K - $428K
428K $174M
WMT
Walmart Inc.

Consumer Defensive
41.7K
+ 2.46%
$66.91 - $81.4 $2.79M - $3.39M
1.73M $140M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
376K
+ 29.83%
$56.04 - $62.99 $21.1M - $23.7M
1.64M $100M
CGCP
Capital Group Core Plus Income

ETFs
948K
+ 28.84%
$22.12 - $23.31 $21M - $22.1M
4.23M $97.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36.3K
+ 0.72%
$58.03 - $65.37 $2.1M - $2.37M
5.08M $329M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
48.3K
+ 2.77%
$105.53 - $118.34 $5.09M - $5.71M
1.79M $210M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
458K
+ 18.75%
$50.52 - $50.95 $23.1M - $23.3M
2.9M $148M
VO
Vanguard Mid Cap ETF

ETFs
26.7K
+ 3.66%
$237.84 - $263.83 $6.35M - $7.04M
756K $199M
LMT
Lockheed Martin Corp

Industrials
1.25K
+ 0.67%
$460.3 - $584.56 $577K - $732K
189K $110M
IEFA
Ishares Tr

ETFs
58.2K
+ 1.75%
$70.09 - $78.74 $4.08M - $4.58M
3.39M $265M
PVAL
Putnam ETF Tr Putnam Focused L
521K
+ 50.53%
$35.03 - $37.94 $18.3M - $19.8M
1.55M $58.9M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
427K
+ 278.61%
$46.5 - $49.42 $19.8M - $21.1M
580K $28.5M
GLD
Spdr Gold Trust

ETFs
9.34K
+ 1.39%
$215.56 - $246.98 $2.01M - $2.31M
683K $166M
AVGO
Broadcom Inc.

Technology
969K
+ 937.69%
$136.27 - $1745.86 $132M - $1.69B
1.07M $185M
DGRO
Ishares Core Dividend Growth E

ETFs
137K
+ 6.89%
$57.47 - $62.76 $7.85M - $8.58M
2.12M $133M
TLT
Ishares Barclays 20+ Year Trea

ETFs
110K
+ 9.05%
$89.91 - $101.33 $9.91M - $11.2M
1.33M $130M
UNH
Unitedhealth Group Inc

Healthcare
2.38K
+ 1.06%
$488.01 - $604.18 $1.16M - $1.44M
228K $133M
HDV
Ishares Core High Dividend ETF

ETFs
129K
+ 40.15%
$107.62 - $118.76 $13.9M - $15.4M
452K $53.2M
VEA
Vanguard Ftse Developed Market

ETFs
50.5K
+ 1.11%
$47.6 - $53.31 $2.4M - $2.69M
4.58M $242M
SHV
Ishares Tr

ETFs
162K
+ 29.67%
$110.05 - $110.63 $17.8M - $17.9M
706K $78.1M
XLU
Utilities Sector Spdr

ETFs
101K
+ 13.08%
$67.67 - $80.78 $6.84M - $8.17M
874K $70.6M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
153K
+ 60.53%
$93.07 - $102.32 $14.3M - $15.7M
407K $41.6M
VUG
Vanguard Growth ETF

ETFs
18.2K
+ 1.75%
$341.08 - $391.94 $6.22M - $7.15M
1.06M $406M
MCD
Mcdonalds Corp

Consumer Cyclical
12K
+ 4.47%
$245.82 - $304.51 $2.96M - $3.67M
282K $85.8M
VBR
Vanguard Small Cap Value ETF

ETFs
28.9K
+ 4.76%
$179.99 - $201.6 $5.2M - $5.82M
635K $128M
ABBV
Abb Vie Inc.

Healthcare
3.2K
+ 0.52%
$163.84 - $199.33 $525K - $638K
613K $121M
CGGO
Capital Group Global Growth Eq

ETFs
499K
+ 28.17%
$27.25 - $30.52 $13.6M - $15.2M
2.27M $68.4M
Activity Summary
Buys All Purchases 2114 New Holdings 229 Increased Positions 1885 Sells All Sells 1499 Reductions 1499 Sold out 0 Options Calls 6 Puts 12
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