Cetera Investment Advisers Incresed Positions in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
201K
+ 2.75%
$94.31 - $157.99 $18.9M - $31.7M
7.48M $1.18B
MSFT
Microsoft Corp

Technology
62.2K
+ 3.01%
$354.56 - $497.45 $22.1M - $31M
2.13M $1.06B
VTI
Vanguard Total Stock Market Et

ETFs
590K
+ 25.56%
$243.75 - $303.93 $144M - $179M
2.9M $882M
VUG
Vanguard Growth ETF

ETFs
206K
+ 18.43%
$329.49 - $438.4 $68M - $90.5M
1.33M $581M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.4K
+ 1.03%
$416.06 - $551.64 $7.23M - $9.58M
1.7M $936M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
111K
+ 7.62%
$456.74 - $568.03 $50.6M - $62.9M
1.57M $889M
AVGO
Broadcom Inc.

Technology
65.7K
+ 5.94%
$146.29 - $275.65 $9.61M - $18.1M
1.17M $323M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.37M
+ 26.4%
$55.54 - $69.09 $76.3M - $94.9M
6.58M $454M
VTV
Vanguard Value ETF

ETFs
685K
+ 27.92%
$153.67 - $176.74 $105M - $121M
3.14M $554M
AMZN
Amazon Com Inc

Consumer Cyclical
125K
+ 4.03%
$167.32 - $223.3 $21M - $28M
3.24M $710M
CGDV
Capital Group Divid Value ETF

ETFs
1.73M
+ 17.1%
$31.93 - $39.49 $55.2M - $68.3M
11.9M $468M
META
Meta Platforms, Inc.

Communication Services
26.7K
+ 5.24%
$484.66 - $738.09 $12.9M - $19.7M
537K $396M
CGGO
Capital Group Global Growth Eq

ETFs
2.64M
+ 81.92%
$25.31 - $32.17 $66.7M - $84.8M
5.86M $187M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
944K
+ 79.86%
$100.35 - $100.71 $94.7M - $95M
2.13M $214M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
222K
+ 17.92%
$171.4 - $227.1 $38M - $50.3M
1.46M $331M
TCHP
T Rowe Price Exchange Traded F

Technology
1.71M
+ 108.91%
$34.07 - $45.35 $58.3M - $77.6M
3.28M $149M
IWF
Ishares Russell 1000 Gr ETF

ETFs
17.4K
+ 1.39%
$320.42 - $424.58 $5.58M - $7.39M
1.27M $541M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.25M
+ 25.21%
$30.53 - $40.65 $38.1M - $50.7M
6.2M $252M
EFV
Msci Eafe Value ETF

ETFs
1.09M
+ 39.2%
$52.4 - $64.65 $56.9M - $70.2M
3.86M $245M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.13K
+ 0.31%
$496.48 - $617.85 $2.05M - $2.55M
1.33M $821M
SPYG
Spdr Portfolio

ETFs
473K
+ 21.23%
$71.83 - $95.32 $34M - $45.1M
2.7M $258M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.4M
+ 418.43%
$50.09 - $51.09 $70M - $71.4M
1.73M $88.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
849K
+ 92.03%
$61.79 - $76.67 $52.5M - $65.1M
1.77M $135M
IEMG
Ishares Inc

ETFs
1.28M
+ 32.28%
N/A
5.23M $281M
PLTR
Palantir Technologies Inc.

Technology
39.7K
+ 3.51%
$74.01 - $144.25 $2.94M - $5.73M
1.17M $160M
VO
Vanguard Mid Cap ETF

ETFs
146K
+ 18.28%
$228.54 - $279.83 $33.3M - $40.7M
942K $263M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
401K
+ 72.36%
$82.32 - $112.47 $33M - $45.2M
956K $108M
JPM
Jpmorgan Chase & CO

Financial Services
42.9K
+ 4.42%
$210.28 - $289.91 $9.01M - $12.4M
1.01M $293M
VEA
Vanguard Ftse Developed Market

ETFs
329K
+ 6.01%
$45.65 - $57.01 $15M - $18.7M
5.8M $331M
TSLA
Tesla, Inc.

Consumer Cyclical
43.9K
+ 6.77%
$221.86 - $362.89 $9.73M - $15.9M
692K $220M
NFLX
Netflix Inc

Communication Services
11.1K
+ 12.54%
$855.86 - $1339.13 $9.5M - $14.9M
99.7K $133M
CGUS
Capital Group Core Equity ETF
983K
+ 25.59%
$29.93 - $36.93 $29.4M - $36.3M
4.83M $178M
IEFA
Ishares Tr

ETFs
247K
+ 6.64%
$67.83 - $84.09 $16.7M - $20.8M
3.97M $331M
GOOGL
Alphabet Inc.

Communication Services
83.9K
+ 5.31%
$144.7 - $178.6 $12.1M - $15M
1.66M $293M
DFIV
Dimensional ETF Tr

ETFs
988K
+ 144.56%
$34.67 - $43.21 $34.2M - $42.7M
1.67M $71.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
643K
+ 6.21%
$27.3 - $31.8 $17.6M - $20.5M
11M $350M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
446K
+ 26.29%
$85.42 - $94.39 $38.1M - $42.1M
2.14M $201M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
38.4K
+ 7.44%
$141.37 - $228.57 $5.43M - $8.78M
555K $126M
VGT
Vanguard Information Technolog

ETFs
12.3K
+ 4.71%
$470.37 - $663.28 $5.8M - $8.18M
274K $182M
IVE
Ishares S&P 500 Value ETF

ETFs
153K
+ 7.8%
$168.34 - $195.42 $25.7M - $29.9M
2.11M $413M
VBR
Vanguard Small Cap Value ETF

ETFs
163K
+ 22.64%
$162.76 - $195.77 $26.5M - $31.8M
881K $172M
ORCL
Oracle Corp

Technology
4.5K
+ 0.96%
$122.82 - $218.63 $552K - $983K
473K $103M
IQLT
Ishares Msci Intl Quality Fact

ETFs
619K
+ 20.27%
$35.9 - $43.76 $22.2M - $27.1M
3.67M $159M
AMD
Advanced Micro Devices Inc

Technology
61.5K
+ 8.5%
$78.21 - $143.81 $4.81M - $8.84M
785K $111M
PVAL
Putnam ETF Tr Putnam Focused L
758K
+ 27.14%
$33.6 - $40.23 $25.5M - $30.5M
3.55M $143M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
376K
+ 28.52%
$97.29 - $105.63 $36.6M - $39.7M
1.7M $172M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
187K
+ 11.52%
$114.78 - $133.31 $21.5M - $24.9M
1.81M $241M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15.2K
+ 3.9%
$179.95 - $278.88 $2.73M - $4.24M
405K $113M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
501K
+ 505.2%
$48.22 - $60.41 $24.2M - $30.3M
601K $35.9M
Activity Summary
Buys All Purchases 2506 New Holdings 246 Increased Positions 2260 Sells All Sells 1452 Reductions 1452 Sold out 0 Options Calls 17 Puts 16
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