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
MDB
Mongo Db, Inc.

Technology
4.38K
+ 44.14%
$232.81 - $350.13 $1.02M - $1.53M
14.3K $3.33M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
32K
+ 21.95%
$22.1 - $22.59 $707K - $722K
178K $3.94M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
15.7K
+ 13.2%
$47.58 - $48.56 $749K - $764K
135K $6.44M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
38.3K
+ 44.85%
$15.9 - $17.05 $609K - $653K
124K $2.06M
WRB
Berkley W R Corp

Financial Services
9.53K
+ 20.41%
$56.48 - $64.94 $538K - $619K
56.3K $3.29M
ITM
Vaneck Intermediate Muni ETF

ETFs
17.1K
+ 9.75%
$45.56 - $46.97 $781K - $805K
193K $8.89M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
9.58K
+ 18.68%
$56.81 - $61.22 $544K - $586K
60.9K $3.58M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
918
+ 2.91%
$101.51 - $140.63 $93.2K - $129K
32.5K $4.08M
RGTI
Rigetti Computing, Inc.

Technology
23.1K
+ 118.85%
$0.74 - $17.08 $17.1K - $394K
42.5K $652K
LUV
Southwest Airlines CO

Industrials
7.07K
+ 7.11%
$28.99 - $34.84 $205K - $246K
106K $3.58M
TM
Toyota Motor Corp

Consumer Cyclical
1.51K
+ 7.19%
$169.2 - $199.52 $255K - $301K
22.5K $4.38M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
25.4K
+ 15.55%
$25.0 - $25.11 $635K - $638K
189K $4.73M
UNM
Unum Group

Financial Services
2.11K
+ 6.04%
$58.88 - $77.07 $124K - $162K
37K $2.7M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.6K
+ 12.76%
$193.7 - $235.05 $310K - $376K
14.1K $3.24M
HUBB
Hubbell Inc

Industrials
1.64K
+ 23.28%
$418.89 - $472.12 $685K - $772K
8.66K $3.63M
JFR
Nuveen Floating Rate Income Fund

Financial Services
68K
+ 58.03%
$8.74 - $9.22 $594K - $627K
185K $1.65M
NOM
Nuveen Missouri Quality Municipal Income Fund

Financial Services
50.9K
+ 357.2%
$10.26 - $11.9 $522K - $606K
65.2K $775K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.39K
+ 13.47%
$83.95 - $99.75 $368K - $438K
36.9K $3.3M
NYF
Ishares New York Muni Bond ETF

ETFs
13.7K
+ 13.01%
$52.85 - $54.34 $726K - $747K
119K $6.35M
MGM
Mgm Resorts International

Consumer Cyclical
28.3K
+ 34.19%
$33.44 - $41.99 $945K - $1.19M
111K $3.84M
RTO
Rentokil Initial PLC

Industrials
24K
+ 277.37%
$22.92 - $26.98 $550K - $648K
32.7K $827K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
17.8K
+ 27.38%
$37.86 - $39.07 $675K - $696K
82.9K $3.15M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
24.5K
+ 9.34%
$25.33 - $27.57 $619K - $674K
286K $7.42M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
45.3K
+ 17.21%
$31.92 - $36.14 $1.45M - $1.64M
309K $9.85M
SHEL
Shell PLC

Energy
18.3K
+ 10.83%
$60.63 - $70.23 $1.11M - $1.29M
187K $11.8M
CALM
Cal Maine Foods Inc

Consumer Defensive
1.81K
+ 12.34%
$75.41 - $112.24 $137K - $203K
16.5K $1.7M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
23.5K
+ 187.2%
$26.38 - $35.44 $620K - $832K
36K $953K
VONE
Vanguard Russell 1000 ETF

ETFs
890
+ 1.65%
$257.18 - $277.76 $229K - $247K
54.7K $14.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
337K
+ 213.4%
$27.54 - $83.04 $9.27M - $28M
495K $13.7M
OKTA
Okta, Inc.

Technology
6.79K
+ 53.96%
$71.81 - $86.11 $488K - $585K
19.4K $1.53M
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.06K
+ 3.33%
$50.63 - $59.0 $205K - $239K
126K $6.82M
EVN
Eaton Vance Municipal Income Trust

Financial Services
64.7K
+ 76.88%
$9.93 - $11.06 $643K - $716K
149K $1.51M
AIZ
Assurant, Inc.

Financial Services
1.51K
+ 8.87%
$186.6 - $228.68 $283K - $346K
18.6K $3.96M
ESLT
Elbit Systems LTD

Industrials
8
+ 0.08%
$201.1 - $263.5 $1.61K - $2.11K
9.72K $2.51M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
23.7K
+ 173.43%
$24.5 - $25.72 $580K - $608K
37.3K $916K
FAAR
First Trust Vii Alternative Ab

ETFs
19.4K
+ 16.44%
$27.44 - $28.42 $533K - $552K
138K $3.85M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
5.93K
+ 76.98%
$94.54 - $104.98 $560K - $622K
13.6K $1.3M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.33K
+ 85.46%
$202.45 - $354.85 $269K - $471K
2.88K $889K
NRG
Nrg Energy, Inc.

Utilities
6.82K
+ 10.57%
$85.3 - $101.61 $581K - $693K
71.3K $6.43M
OC
Owens Corning

Industrials
3.94K
+ 21.25%
$169.41 - $210.81 $667K - $830K
22.4K $3.82M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.01K
+ 8.3%
$129.13 - $198.21 $131K - $201K
13.2K $2.45M
ONOF
Global X Fds Adaptive U S Risk

ETFs
10.1K
+ 3.76%
$33.86 - $36.59 $343K - $371K
280K $9.81M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
33.7K
+ 28.93%
$18.04 - $18.54 $607K - $624K
150K $2.71M
CG
Carlyle Group Inc.

Financial Services
5.05K
+ 12.61%
$43.2 - $54.81 $218K - $277K
45.1K $2.28M
CRDO
Credo Technology Group Holding LTD

Technology
3.73K
+ 45.38%
$30.16 - $77.25 $113K - $288K
12K $806K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
37.1K
+ 37.04%
$13.54 - $14.25 $502K - $528K
137K $1.92M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
14.4K
+ 55.3%
$41.17 - $43.34 $593K - $625K
40.5K $1.67M
EWBC
East West Bancorp Inc

Financial Services
3.26K
+ 17.96%
$80.04 - $111.23 $261K - $363K
21.4K $2.05M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
28.6K
+ 69.14%
$20.28 - $21.2 $581K - $607K
70K $1.43M
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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email