Cetera Investment Advisers Incresed Positions in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.47M
+ 1179.73%
$76.21 - $82.24 $112M - $121M
1.59M $124M
AMZN
Amazon Com Inc

Consumer Cyclical
67.4K
+ 2.33%
$180.88 - $232.93 $12.2M - $15.7M
2.95M $648M
AAPL
Apple Inc.

Technology
44.7K
+ 0.86%
$221.69 - $259.02 $9.92M - $11.6M
5.24M $1.31B
NVDA
Nvidia Corp

Technology
75.9K
+ 1.11%
$117.0 - $148.88 $8.88M - $11.3M
6.89M $926M
TSLA
Tesla, Inc.

Consumer Cyclical
33.4K
+ 6.05%
$213.65 - $479.86 $7.13M - $16M
585K $236M
CGDV
Capital Group Divid Value ETF

ETFs
2.51M
+ 42.25%
$35.16 - $37.12 $88.2M - $93.1M
8.45M $298M
SPYG
Spdr Portfolio

ETFs
653K
+ 30.52%
$81.74 - $91.38 $53.4M - $59.7M
2.79M $246M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.95M
+ 23.56%
$29.73 - $30.81 $58.1M - $60.2M
10.2M $312M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
501K
+ 432.55%
$119.61 - $136.3 $59.9M - $68.2M
616K $76.1M
XSMO
Invesco S&P Smallcap Momentum

ETFs
935K
+ 959.1%
$65.08 - $73.72 $60.8M - $68.9M
1.03M $68.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
74.8K
+ 5.88%
$521.84 - $558.82 $39M - $41.8M
1.35M $725M
VGIT
Vanguard Intermediate Term Tre

ETFs
892K
+ 257.81%
$57.78 - $60.4 $51.5M - $53.8M
1.24M $71.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
222K
+ 144.86%
$201.32 - $217.44 $44.7M - $48.3M
376K $77.7M
VGSH
Vanguard

ETFs
809K
+ 63.27%
$58.02 - $58.88 $46.9M - $47.6M
2.09M $121M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
265K
+ 4627.1%
$159.11 - $178.39 $42.1M - $47.2M
270K $44.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
996K
+ 55.07%
$44.87 - $46.86 $44.7M - $46.7M
2.8M $126M
GOOGL
Alphabet Inc.

Communication Services
32.8K
+ 2.29%
$161.86 - $196.66 $5.31M - $6.45M
1.46M $277M
PLTR
Palantir Technologies Inc.

Technology
81.6K
+ 9.48%
$36.46 - $82.38 $2.98M - $6.73M
942K $71.3M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.12M
+ 961.67%
$34.83 - $38.05 $39M - $42.6M
1.24M $43.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
740K
+ 75.1%
$48.48 - $49.47 $35.9M - $36.6M
1.72M $83.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
103K
+ 9.99%
$198.04 - $221.51 $20.4M - $22.8M
1.13M $238M
IWY
Ishares Tr Russell 200 Growth

ETFs
120K
+ 70.61%
$216.72 - $244.71 $26.1M - $29.5M
291K $68.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
342K
+ 16.73%
$91.29 - $91.8 $31.2M - $31.4M
2.39M $218M
V
Visa Inc.

Financial Services
13.5K
+ 2.12%
$273.87 - $320.91 $3.68M - $4.32M
647K $204M
JPM
Jpmorgan Chase & CO

Financial Services
16.7K
+ 1.89%
$205.18 - $250.29 $3.42M - $4.17M
899K $215M
RSP
Invesco S&P 500 Equal Weight E

ETFs
172K
+ 32.2%
$174.22 - $187.62 $30M - $32.3M
707K $124M
WMT
Walmart Inc.

Consumer Defensive
123K
+ 7.08%
$79.1 - $95.7 $9.71M - $11.7M
1.86M $168M
PVAL
Putnam ETF Tr Putnam Focused L
757K
+ 48.76%
$36.85 - $39.99 $27.9M - $30.3M
2.31M $85.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
371K
+ 10.07%
$49.03 - $53.35 $18.2M - $19.8M
4.06M $208M
META
Meta Platforms, Inc.

Communication Services
30.3K
+ 6.88%
$554.08 - $632.68 $16.8M - $19.2M
471K $278M
IEMG
Ishares Inc

ETFs
451K
+ 16.31%
N/A
3.22M $173M
CGGR
Capital Group Growth ETF Shs C

ETFs
402K
+ 10.39%
$34.49 - $39.24 $13.9M - $15.8M
4.27M $159M
GOOG
Alphabet Inc.

Communication Services
5.62K
+ 0.57%
$163.08 - $198.16 $917K - $1.11M
998K $190M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
291K
+ 12.26%
$66.77 - $71.52 $19.4M - $20.8M
2.66M $184M
IVE
Ishares S&P 500 Value ETF

ETFs
166K
+ 11.33%
$189.5 - $206.17 $31.5M - $34.2M
1.63M $311M
CRM
Salesforce, Inc.

Technology
12.1K
+ 3.99%
$270.87 - $367.87 $3.27M - $4.45M
315K $105M
IVW
Ishares S&P 500 Growth ETF

ETFs
33.9K
+ 1.07%
$94.43 - $105.47 $3.2M - $3.57M
3.21M $326M
IWD
Ishares Russell 1000 Val ETF

ETFs
127K
+ 11.55%
$183.23 - $199.79 $23.4M - $25.5M
1.23M $228M
XLF
Financial Sector Spdr

ETFs
282K
+ 18.68%
$44.89 - $51.34 $12.7M - $14.5M
1.79M $86.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35.9K
+ 7.83%
$172.07 - $207.36 $6.18M - $7.45M
495K $97.7M
IAU
Ishares Gold Trust

ETFs
355K
+ 52.29%
$48.37 - $52.65 $17.2M - $18.7M
1.03M $51.2M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
175K
+ 97.69%
$99.0 - $99.5 $17.3M - $17.4M
354K $35.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
+ 0.16%
$567.81 - $607.81 $1.16M - $1.24M
1.3M $765M
AOK
Ishares Tr Core Conservative A

ETFs
442K
+ 828.39%
$37.3 - $38.64 $16.5M - $17.1M
496K $18.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
37.3K
+ 22.2%
$417.69 - $450.94 $15.6M - $16.8M
205K $87.4M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
379K
+ 497.78%
$41.66 - $43.47 $15.8M - $16.5M
455K $19.4M
CGUS
Capital Group Core Equity ETF
398K
+ 14.92%
$33.96 - $36.24 $13.5M - $14.4M
3.06M $107M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
153K
+ 18.53%
$100.16 - $100.7 $15.3M - $15.4M
979K $98.2M
NFLX
Netflix Inc

Communication Services
1.1K
+ 1.43%
$687.65 - $936.56 $754K - $1.03M
77.9K $69.4M
Activity Summary
Buys All Purchases 2265 New Holdings 231 Increased Positions 2034 Sells All Sells 1399 Reductions 1399 Sold out 0 Options Calls 8 Puts 15
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