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
VBK
Vanguard Small Cap Growth ETF

ETFs
78.1K
+ 27.04%
$219.76 - $276.94 $17.2M - $21.6M
367K $102M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
465K
+ 14.33%
$45.11 - $52.34 $21M - $24.3M
3.71M $194M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.9K
+ 2.98%
$321.63 - $509.31 $1.58M - $2.5M
169K $86.2M
COST
Costco Wholesale Corp

Consumer Defensive
18.8K
+ 10.55%
$908.13 - $1056.85 $17.1M - $19.8M
197K $195M
HOOD
Robinhood Markets, Inc.

Technology
124K
+ 44.45%
$34.17 - $93.63 $4.24M - $11.6M
404K $37.8M
VB
Vanguard Small Cap ETF

ETFs
70.1K
+ 11.94%
$193.73 - $237.37 $13.6M - $16.7M
657K $156M
XLC
Select Sector Spdr Tr Communic

ETFs
177K
+ 34.99%
$86.13 - $108.53 $15.2M - $19.2M
681K $73.9M
GOOG
Alphabet Inc.

Communication Services
21.1K
+ 2.07%
$146.58 - $180.01 $3.09M - $3.79M
1.04M $184M
WMT
Walmart Inc.

Consumer Defensive
52.1K
+ 2.65%
$81.79 - $99.98 $4.27M - $5.21M
2.02M $197M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
476K
+ 13.76%
$49.79 - $50.75 $23.7M - $24.2M
3.94M $200M
VIG
Vanguard Dividend Appreciation

ETFs
130K
+ 14.95%
N/A
1M $182M
XLP
Consumer Staples Sector Spdr

ETFs
308K
+ 39.22%
N/A
1.09M $83M
DWLD
Davis Fundamental ETF Tr

ETFs
552K
+ 794.83%
$33.22 - $41.44 $18.3M - $22.9M
622K $25.8M
OEF
Ishares S&P 100 ETF

ETFs
86.4K
+ 31.73%
N/A
359K $95.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
247K
+ 22.86%
$59.24 - $71.39 $14.7M - $17.7M
1.33M $94.8M
IBM
International Business Machines Corp

Technology
29.1K
+ 9.49%
$221.03 - $294.78 $6.43M - $8.58M
336K $99M
EFG
Msci Eafe Growth ETF

ETFs
62.8K
+ 5.01%
$89.8 - $112.0 $5.64M - $7.03M
1.32M $147M
EFA
Ishares Tr Msci Eafe ETF

ETFs
172K
+ 20.43%
$72.96 - $90.39 $12.6M - $15.6M
1.02M $90.8M
PANW
Palo Alto Networks Inc

Technology
46.3K
+ 13.41%
$152.44 - $204.64 $7.06M - $9.48M
392K $80.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
293K
+ 95.85%
$68.13 - $74.77 $20M - $21.9M
599K $43.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
198K
+ 50.81%
$102.02 - $103.5 $20.2M - $20.5M
589K $60.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
14.1K
+ 3.31%
$180.84 - $240.32 $2.55M - $3.39M
440K $106M
GE
General Electric CO

Industrials
14.9K
+ 5.5%
$166.81 - $257.39 $2.48M - $3.83M
285K $73.4M
DFAU
Dimensional ETF Tr

ETFs
418K
+ 118.98%
$34.04 - $42.36 $14.2M - $17.7M
770K $32.6M
DGRO
Ishares Core Dividend Growth E

ETFs
224K
+ 11.02%
$55.22 - $63.94 $12.4M - $14.3M
2.26M $144M
GS
Goldman Sachs Group Inc

Financial Services
7.08K
+ 8.37%
$462.22 - $707.75 $3.27M - $5.01M
91.6K $64.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
273K
+ 5.46%
$29.52 - $35.31 $8.06M - $9.64M
5.28M $186M
UBER
Uber Technologies, Inc

Technology
39.7K
+ 5.5%
$64.62 - $93.3 $2.56M - $3.7M
761K $71M
CEG
Constellation Energy Corp

Utilities
15.3K
+ 13.97%
$170.96 - $322.76 $2.62M - $4.95M
125K $40.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
71.1K
+ 11.36%
$108.12 - $135.04 $7.69M - $9.61M
698K $94.2M
RDVY
First Trust Rising Dividend Ac

ETFs
97.9K
+ 3.63%
$51.6 - $62.74 $5.05M - $6.14M
2.8M $175M
FNDX
Schwab Fundamental U S Large C

ETFs
601K
+ 21.2%
$20.84 - $24.54 $12.5M - $14.7M
3.44M $84.3M
VST
Vistra Corp.

Utilities
21.4K
+ 12.41%
$98.07 - $195.04 $2.1M - $4.18M
194K $37.6M
AVEM
American Centy ETF Tr Avantis

ETFs
211K
+ 62.4%
$53.08 - $68.54 $11.2M - $14.4M
548K $37.6M
VV
Vanguard Large Cap ETF

ETFs
26.8K
+ 7.9%
$228.25 - $285.3 $6.12M - $7.65M
366K $104M
BNDX
Vanguard Total International B

ETFs
283K
+ 6.69%
$48.77 - $49.55 $13.8M - $14M
4.51M $223M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
265K
+ 115.54%
$50.39 - $60.05 $13.3M - $15.9M
493K $29.6M
COF
Capital One Financial Corp

Financial Services
65.8K
+ 82.69%
$150.57 - $212.76 $9.91M - $14M
145K $30.9M
MSTR
Microstrategy Inc

Technology
7K
+ 5.95%
$237.95 - $421.61 $1.67M - $2.95M
125K $50.4M
FNDF
Schwab Fundamental Intl Large

ETFs
305K
+ 27.92%
$32.25 - $40.02 $9.85M - $12.2M
1.4M $56M
AIQ
Global X Funds Global X Artifi

ETFs
268K
+ 45.22%
$31.5 - $43.69 $8.43M - $11.7M
860K $37.6M
AXON
Axon Enterprise, Inc.

Industrials
11K
+ 48.69%
$497.13 - $827.94 $5.45M - $9.07M
33.5K $27.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
26.8K
+ 13.83%
$376.48 - $440.65 $10.1M - $11.8M
221K $97.2M
NOW
Service Now, Inc.

Technology
3.15K
+ 5.95%
$721.65 - $1040.18 $2.27M - $3.28M
56.1K $57.7M
PM
Philip Morris International Inc.

Consumer Defensive
5.2K
+ 0.86%
$149.23 - $184.95 $777K - $962K
612K $111M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
224K
+ 36.35%
$66.5 - $71.25 $14.9M - $15.9M
839K $58.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
319K
+ 41.2%
$35.35 - $42.68 $11.3M - $13.6M
1.09M $46.5M
IGV
Ishares Expanded Tech Software

ETFs
85.9K
+ 31.85%
$80.15 - $109.5 $6.88M - $9.41M
356K $38.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
43.8K
+ 7.09%
$82.51 - $109.2 $3.61M - $4.78M
661K $72.2M
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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