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
NOC
Northrop Grumman Corp

Industrials
4.95K
+ 8.61%
$433.45 - $513.82 $2.14M - $2.54M
62.4K $31.9M
VBR
Vanguard Small Cap Value ETF

ETFs
68.1K
+ 10.48%
$183.02 - $207.75 $12.5M - $14.2M
718K $134M
BK
Bank Of New York Mellon Corp

Financial Services
37.7K
+ 14.72%
$75.42 - $88.95 $2.84M - $3.35M
294K $24.6M
VPN
Global X Fds Data Ctr Reits &

ETFs
310K
+ 213.56%
N/A
455K $7.24M
FREL
Fidelity Covington Tr Msci Rea

ETFs
178K
+ 1219.99%
$25.98 - $28.59 $4.61M - $5.08M
192K $5.28M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
203K
+ 82.78%
$23.9 - $24.43 $4.84M - $4.95M
447K $10.8M
LHX
L3 Harris Technologies, Inc.

Industrials
23.2K
+ 35.21%
$194.65 - $222.86 $4.52M - $5.18M
89.2K $18.7M
MSTR
Microstrategy Inc

Technology
17.1K
+ 17.01%
$239.27 - $396.5 $4.09M - $6.78M
118K $33.9M
FSMD
Fidelity Covington Tr Small Mi

ETFs
135K
+ 56.15%
$38.04 - $43.22 $5.13M - $5.83M
375K $14.7M
BAC
Bank Of America Corp

Financial Services
171K
+ 15.68%
$39.61 - $47.74 $6.77M - $8.16M
1.26M $52.6M
WMT
Walmart Inc.

Consumer Defensive
108K
+ 5.79%
$84.5 - $105.05 $9.09M - $11.3M
1.96M $172M
PEP
Pepsico Inc

Consumer Defensive
37.1K
+ 8.19%
$142.64 - $156.42 $5.29M - $5.8M
490K $73.4M
SLB
Schlumberger Limited

Energy
91.3K
+ 42.54%
$38.4 - $43.74 $3.51M - $3.99M
306K $12.8M
ASA
Asa Gold & Precious Metals LTD

Financial Services
131K
+ 223.89%
$20.8 - $30.14 $2.72M - $3.93M
189K $5.69M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
117K
+ 196.66%
$40.15 - $47.73 $4.71M - $5.6M
177K $7.21M
VO
Vanguard Mid Cap ETF

ETFs
33.4K
+ 4.39%
$251.87 - $277.95 $8.42M - $9.3M
796K $206M
WFC
Wells Fargo & Company

Financial Services
47.1K
+ 7.17%
$66.78 - $81.42 $3.14M - $3.83M
704K $50.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
75.9K
+ 19.33%
$50.82 - $52.7 $3.86M - $4M
469K $24.6M
BMY
Bristol Myers Squibb CO

Healthcare
25K
+ 3.93%
$53.9 - $63.11 $1.35M - $1.58M
662K $40.4M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
123K
+ 254.26%
$31.25 - $34.24 $3.85M - $4.22M
172K $5.86M
FLGV
Franklin Templeton ETF Trfrank

ETFs
207K
+ 263.17%
$19.92 - $20.57 $4.13M - $4.26M
286K $5.88M
DFIV
Dimensional ETF Tr

ETFs
45.7K
+ 7.17%
$35.33 - $40.77 $1.62M - $1.86M
683K $26.9M
ACN
Accenture PLC

Technology
27.3K
+ 25.43%
$300.91 - $398.25 $8.22M - $10.9M
135K $42.1M
DHS
Wisdomtree Tr U.S

ETFs
22.4K
+ 6.38%
$91.55 - $99.74 $2.05M - $2.23M
373K $37M
WPC
W. P. Carey Inc.

Real Estate
32.6K
+ 12.85%
$53.5 - $65.05 $1.74M - $2.12M
286K $18.1M
PDI
Pimco Dynamic Income Fund

Financial Services
134K
+ 12.67%
$18.51 - $20.05 $2.48M - $2.69M
1.19M $23.6M
ROL
Rollins Inc

Consumer Cyclical
27.3K
+ 7.74%
$45.65 - $54.03 $1.24M - $1.47M
380K $20.5M
PPL
Ppl Corp

Utilities
96.1K
+ 53.46%
$31.68 - $36.11 $3.05M - $3.47M
276K $9.96M
WELL
Welltower Inc.

Real Estate
11.5K
+ 13.26%
$124.05 - $156.86 $1.43M - $1.8M
98.2K $15.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
48.5K
+ 1.87%
$25.54 - $27.64 $1.24M - $1.34M
2.64M $71.9M
LVHI
Franklin International Low Vol

ETFs
65.3K
+ 6.17%
$30.53 - $32.85 $2M - $2.15M
1.13M $36.4M
VIG
Vanguard Dividend Appreciation

ETFs
22.1K
+ 2.6%
N/A
870K $158M
C
Citigroup Inc

Financial Services
53.3K
+ 14.12%
$67.23 - $84.63 $3.58M - $4.51M
431K $30.6M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
69.4K
+ 71.02%
$47.39 - $54.26 $3.29M - $3.77M
167K $8.69M
VDE
Vanguard Energy ETF

ETFs
14.9K
+ 6.13%
$119.14 - $132.76 $1.78M - $1.98M
258K $33.5M
NEM
Newmont Corp

Basic Materials
51K
+ 37.79%
$37.79 - $48.39 $1.93M - $2.47M
186K $8.99M
VOE
Vanguard Mid Cap Value Index F

ETFs
26.4K
+ 11.04%
$156.61 - $168.02 $4.14M - $4.44M
266K $42.7M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
225K
+ 30.84%
$19.04 - $20.15 $4.28M - $4.53M
953K $18.1M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
78.2K
+ 9.32%
$50.03 - $50.27 $3.91M - $3.93M
917K $46M
VPU
Vanguard Utilities ETF

ETFs
14.1K
+ 6.93%
$161.24 - $173.33 $2.28M - $2.45M
218K $37.3M
FCX
Freeport Mcmoran Inc

Basic Materials
105K
+ 34.18%
$34.5 - $43.01 $3.63M - $4.53M
413K $15.7M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
73.5K
+ 13.11%
$46.18 - $47.84 $3.39M - $3.51M
634K $30.1M
DMAR
First Tr Ex Tr Viii Cboe Vest
104K
+ 192.22%
$36.82 - $39.1 $3.83M - $4.07M
158K $5.96M
COF
Capital One Financial Corp

Financial Services
21K
+ 35.85%
$163.87 - $209.82 $3.44M - $4.41M
79.6K $14.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
110K
+ 13.77%
$25.69 - $26.89 $2.83M - $2.97M
912K $24.5M
DFAX
Dimensional ETF Tr
127K
+ 38.1%
$24.45 - $27.2 $3.11M - $3.46M
461K $12.1M
SPOT
Spotify Technology S.A.

Communication Services
2.92K
+ 14.16%
$457.79 - $648.32 $1.34M - $1.89M
23.5K $12.9M
NEE
Nextera Energy Inc

Utilities
59.2K
+ 9.46%
$66.96 - $76.16 $3.97M - $4.51M
686K $48.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
5.8K
+ 3.65%
$308.86 - $455.36 $1.79M - $2.64M
164K $58M
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
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