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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
76.8K
+ 4.07%
$75.88 - $83.21 $5.83M - $6.39M
1.97M $164M
IWM
Ishares Russell 2000 ETF

ETFs
17.2K
+ 2.54%
$200.87 - $224.6 $3.46M - $3.86M
693K $153M
CGUS
Capital Group Core Equity ETF
327K
+ 13.98%
$31.19 - $34.33 $10.2M - $11.2M
2.67M $91.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.19K
+ 0.2%
$117.9 - $128.2 $376K - $409K
1.59M $203M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
488K
+ 52.5%
$27.17 - $28.74 $13.3M - $14M
1.42M $40.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
174K
+ 15.5%
$56.04 - $62.2 $9.73M - $10.8M
1.29M $80.5M
CAT
Caterpillar Inc

Industrials
2.14K
+ 0.91%
$316.8 - $391.12 $676K - $835K
238K $93.1M
ORCL
Oracle Corp

Technology
16.7K
+ 4.28%
$125.9 - $170.35 $2.11M - $2.85M
407K $69.3M
IBM
International Business Machines Corp

Technology
2.17K
+ 0.77%
$175.1 - $223.38 $381K - $486K
286K $63.3M
PLTR
Palantir Technologies Inc.

Technology
153K
+ 21.64%
$24.09 - $37.95 $3.69M - $5.81M
861K $32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
63.5K
+ 2.42%
$41.9 - $48.26 $2.66M - $3.06M
2.69M $129M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
84.8K
+ 3.7%
$60.84 - $67.51 $5.16M - $5.72M
2.37M $160M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
231K
+ 34.73%
$51.02 - $52.74 $11.8M - $12.2M
896K $47.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
217K
+ 13.63%
$44.65 - $47.21 $9.69M - $10.2M
1.81M $84.5M
MA
Mastercard Inc

Financial Services
3.69K
+ 1.74%
$429.6 - $500.99 $1.58M - $1.85M
216K $107M
PM
Philip Morris International Inc.

Consumer Defensive
25.6K
+ 5.25%
$101.25 - $127.45 $2.6M - $3.27M
514K $62.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
29.4K
+ 5.81%
$162.83 - $179.16 $4.78M - $5.26M
535K $95.8M
SBUX
Starbucks Corp

Consumer Cyclical
42.5K
+ 9.66%
$72.51 - $98.6 $3.08M - $4.19M
482K $47M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
178K
+ 39.93%
$55.51 - $61.51 $9.88M - $10.9M
624K $38M
RDVY
First Trust Rising Dividend Ac

ETFs
22.7K
+ 0.91%
$53.68 - $59.24 $1.22M - $1.35M
2.52M $149M
IQLT
Ishares Msci Intl Quality Fact

ETFs
178K
+ 8.55%
$37.37 - $41.82 $6.65M - $7.44M
2.26M $93.7M
VFH
Vanguard Financial ETF

ETFs
79.7K
+ 22.03%
$99.27 - $111.21 $7.91M - $8.86M
441K $48.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
58.5K
+ 3.28%
$92.63 - $105.69 $5.42M - $6.18M
1.84M $192M
MUB
Ishares National Muni Bond ETF

ETFs
83.2K
+ 5.9%
$106.13 - $108.7 $8.83M - $9.05M
1.49M $162M
MBB
Ishares Tr

ETFs
64.2K
+ 4.43%
$90.85 - $96.66 $5.83M - $6.2M
1.51M $145M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
109K
+ 12.6%
$74.26 - $78.84 $8.12M - $8.62M
977K $76.5M
MSTR
Microstrategy Inc

Technology
113K
+ 1803.21%
$114.3 - $1800.09 $12.9M - $203M
119K $20.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
114K
+ 11.15%
$61.47 - $67.36 $6.98M - $7.65M
1.13M $76.1M
O
Realty Income Corp

Real Estate
12.2K
+ 1.25%
$52.36 - $63.42 $638K - $773K
987K $62.6M
VB
Vanguard Small Cap ETF

ETFs
7.57K
+ 1.56%
$214.77 - $237.72 $1.63M - $1.8M
492K $117M
GE
General Electric CO

Industrials
19.6K
+ 7.83%
$156.66 - $189.66 $3.06M - $3.71M
269K $50.8M
FTLS
First Tr Long/Short Equity ETF

ETFs
164K
+ 51.72%
$60.73 - $63.8 $9.93M - $10.4M
480K $30.5M
IEF
Ishares Barclays

ETFs
82K
+ 15.62%
$92.67 - $99.14 $7.6M - $8.13M
607K $59.6M
NEE
Nextera Energy Inc

Utilities
27.8K
+ 4.84%
$69.9 - $84.97 $1.95M - $2.37M
603K $51M
FRI
First Tr S&P Reit Index Fd

ETFs
336K
+ 446.13%
$25.47 - $29.98 $8.55M - $10.1M
411K $12.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
95.7K
+ 4.89%
$42.22 - $48.62 $4.04M - $4.65M
2.05M $95.4M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
121K
+ 174.91%
$74.85 - $82.2 $9.06M - $9.95M
190K $15.5M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
97.9K
+ 12.07%
$58.75 - $64.07 $5.75M - $6.28M
910K $58.3M
ADP
Automatic Data Processing Inc

Industrials
17K
+ 11.83%
$233.44 - $279.45 $3.97M - $4.75M
161K $44.4M
IXUS
Ishares Tr

ETFs
31.8K
+ 2.25%
$64.9 - $73.35 $2.06M - $2.33M
1.45M $105M
FNDX
Schwab Fundamental U S Large C

ETFs
80.9K
+ 10.82%
$65.36 - $71.76 $5.29M - $5.81M
829K $59.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
247K
+ 27.17%
$32.36 - $33.78 $7.98M - $8.33M
1.15M $38.9M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
89.8K
+ 12.23%
$41.22 - $51.19 $3.7M - $4.6M
824K $40.2M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
205K
+ 408.26%
$42.73 - $44.94 $8.75M - $9.2M
255K $11.5M
COST
Costco Wholesale Corp

Consumer Defensive
4.26K
+ 2.84%
$801.83 - $917.05 $3.42M - $3.91M
154K $137M
SPTS
Spdr Portfolio Short Term Trea

ETFs
304K
+ 64.37%
$28.75 - $29.46 $8.74M - $8.96M
776K $22.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
110K
+ 10.43%
$41.02 - $46.01 $4.5M - $5.05M
1.16M $52.9M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
184K
+ 138.96%
$44.46 - $48.11 $8.18M - $8.85M
316K $15.2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
156K
+ 6.39%
$26.69 - $29.87 $4.17M - $4.67M
2.6M $75.7M
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
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