Cetera Investment Advisers Incresed Positions in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
93.3K
+ 12.24%
$74.7 - $80.27 $6.97M - $7.49M
855K $67.4M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
233K
+ 572.15%
$41.51 - $44.56 $9.65M - $10.4M
273K $11.5M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
99.7K
+ 16.6%
$53.69 - $62.68 $5.35M - $6.25M
700K $42.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10.8K
+ 20.05%
$402.49 - $513.76 $4.35M - $5.56M
64.8K $31.4M
SCHQ
Schwab Strategic Tr Long Term

ETFs
288K
+ 687.34%
$30.72 - $33.22 $8.84M - $9.56M
330K $10.8M
CSCO
Cisco Systems, Inc.

Technology
112K
+ 11.97%
$58.74 - $64.87 $6.6M - $7.29M
1.05M $64.8M
OUNZ
Van Eck Merk Gold Trust

ETFs
47.6K
+ 2.96%
$25.41 - $30.14 $1.21M - $1.43M
1.66M $49.9M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
182K
+ 31.1%
$49.75 - $50.27 $9.05M - $9.14M
766K $38.3M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
182K
+ 48.9%
$51.3 - $56.76 $9.32M - $10.3M
553K $29.3M
CVS
Cvs Health Corp

Healthcare
26.2K
+ 8.21%
$44.22 - $68.64 $1.16M - $1.8M
345K $23.4M
CTAS
Cintas Corp

Industrials
29K
+ 22.61%
$182.09 - $208.14 $5.28M - $6.04M
157K $32.3M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
111K
+ 21.94%
$66.9 - $71.57 $7.4M - $7.92M
615K $43.3M
ABT
Abbott Laboratories

Healthcare
11.1K
+ 2.96%
$111.1 - $140.22 $1.23M - $1.55M
385K $51M
SO
Southern CO

Utilities
38.3K
+ 7.12%
$80.96 - $92.96 $3.1M - $3.56M
576K $53M
FDVV
Fidelity High Dividend ETF

ETFs
179K
+ 28.46%
$48.86 - $52.28 $8.75M - $9.36M
809K $40.1M
XLI
Industrial Sector Spdr

ETFs
68.1K
+ 17.52%
$128.78 - $141.67 $8.77M - $9.64M
457K $59.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
168K
+ 19.97%
$44.68 - $46.49 $7.51M - $7.81M
1.01M $46.8M
FDL
First Tr Morningstar Dividend

ETFs
66.4K
+ 3.7%
$39.69 - $43.83 $2.63M - $2.91M
1.86M $80.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
65.8K
+ 23.55%
$106.22 - $111.09 $6.98M - $7.3M
345K $38.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
138K
+ 23.21%
$89.18 - $104.04 $12.3M - $14.3M
732K $67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
134K
+ 6.68%
$168.16 - $186.21 $22.6M - $25M
2.15M $367M
VNQ
Vanguard Specialized Funds Van

ETFs
73.6K
+ 6.14%
$85.55 - $94.34 $6.3M - $6.94M
1.27M $115M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
50.4K
+ 13.43%
$196.12 - $229.48 $9.89M - $11.6M
426K $86.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
154K
+ 15.38%
$50.87 - $51.09 $7.85M - $7.88M
1.16M $59.1M
PSI
Invesco Exchange Traded Fd Tr

ETFs
173K
+ 772.09%
$47.38 - $64.98 $8.2M - $11.2M
195K $9.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
83.7K
+ 11.31%
$79.17 - $82.04 $6.62M - $6.86M
823K $67.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
91.1K
+ 34.01%
$99.5 - $110.97 $9.07M - $10.1M
359K $36.2M
AVEM
American Centy ETF Tr Avantis

ETFs
126K
+ 59.19%
$57.11 - $62.4 $7.17M - $7.83M
338K $20.3M
HOOD
Robinhood Markets, Inc.

Technology
176K
+ 169.78%
$35.63 - $65.28 $6.26M - $11.5M
279K $11.6M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
529K
+ 58.13%
$14.22 - $14.83 $7.53M - $7.85M
1.44M $20.8M
WMB
Williams Companies, Inc.

Energy
74K
+ 12.64%
$54.02 - $61.09 $4M - $4.52M
659K $39.4M
O
Realty Income Corp

Real Estate
54.5K
+ 5.65%
$51.67 - $58.49 $2.82M - $3.19M
1.02M $59.1M
ELV
Elevance Health, Inc.

Healthcare
9.86K
+ 19.65%
$365.9 - $436.25 $3.61M - $4.3M
60K $26.1M
AVDV
American Centy ETF Tr Avantis

ETFs
105K
+ 193.69%
$63.74 - $71.96 $6.66M - $7.52M
158K $11.1M
SCHO
Schwab Short Term Us Treasury

ETFs
297K
+ 37.17%
$24.1 - $24.34 $7.17M - $7.24M
1.1M $26.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
89.6K
+ 4.89%
$33.84 - $37.77 $3.03M - $3.38M
1.92M $69.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
73.1K
+ 20.65%
$99.16 - $99.52 $7.25M - $7.28M
427K $42.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
9.57K
+ 14.47%
$275.89 - $345.24 $2.64M - $3.3M
75.7K $26.1M
VFH
Vanguard Financial ETF

ETFs
56.8K
+ 13.78%
$114.07 - $127.34 $6.47M - $7.23M
469K $56M
IJS
Ishares S&P Smallcap 600 Value

ETFs
85.1K
+ 90.5%
$96.3 - $112.23 $8.19M - $9.55M
179K $17.5M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
169K
+ 22.78%
$42.38 - $43.28 $7.17M - $7.32M
912K $38.8M
FTSL
First Trust Senior Ln Fund

ETFs
160K
+ 60.18%
$45.65 - $46.48 $7.28M - $7.41M
425K $19.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
25.2K
+ 3.09%
$74.85 - $84.89 $1.89M - $2.14M
843K $68.9M
XLC
Select Sector Spdr Tr Communic

ETFs
74.3K
+ 17.29%
$94.84 - $105.31 $7.05M - $7.83M
504K $48.6M
CRGY
Crescent Energy CO

Energy
682K
+ 322.37%
$10.3 - $16.74 $7.02M - $11.4M
894K $10M
OHI
Omega Healthcare Investors Inc

Real Estate
177K
+ 190.23%
$35.7 - $38.33 $6.32M - $6.79M
270K $10.3M
HAP
Vaneck ETF Tr Natural Resource

ETFs
86K
+ 16.22%
$45.93 - $50.37 $3.95M - $4.33M
616K $30.7M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
59.5K
+ 12.93%
$100.56 - $108.28 $5.99M - $6.45M
520K $53.6M
URTH
Ishares Msci World ETF

ETFs
43K
+ 119.79%
$151.24 - $164.09 $6.5M - $7.05M
78.8K $12.1M
Activity Summary
Buys All Purchases 2772 New Holdings 351 Increased Positions 2421 Sells All Sells 1102 Reductions 1102 Sold out 0 Options Calls 9 Puts 13
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