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
EQWL
Invesco Exchange Traded Fd Tr

ETFs
30.5K
+ 5.87%
$91.62 - $109.97 $2.8M - $3.36M
550K $60.5M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
102K
+ 111.98%
$49.79 - $62.18 $5.06M - $6.32M
192K $12M
NRG
Nrg Energy, Inc.

Utilities
4.29K
+ 4.63%
$83.61 - $162.67 $359K - $698K
96.9K $15.6M
LMT
Lockheed Martin Corp

Industrials
7.38K
+ 3.68%
$430.82 - $486.45 $3.18M - $3.59M
208K $96.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
293K
+ 8.09%
$22.54 - $23.17 $6.6M - $6.79M
3.91M $90M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
86.1K
+ 7.7%
$27.46 - $33.2 $2.36M - $2.86M
1.2M $40M
XLRE
Select Sector Spdr Tr Real Est

ETFs
166K
+ 23.49%
$37.08 - $42.26 $6.16M - $7.02M
873K $36.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
66.6K
+ 5.91%
$56.84 - $65.5 $3.78M - $4.36M
1.19M $78.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
129K
+ 7.52%
$48.5 - $49.35 $6.24M - $6.35M
1.84M $90.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
72.9K
+ 3.99%
$77.74 - $78.78 $5.66M - $5.74M
1.9M $149M
STRL
Sterling Construction CO Inc

Industrials
16.7K
+ 76.97%
$104.96 - $231.51 $1.75M - $3.87M
38.4K $8.87M
VXF
Vanguard Extended Market ETF

ETFs
5.02K
+ 1.89%
$150.43 - $192.71 $754K - $966K
271K $52.2M
CSWC
Capital Southwest Corp

Financial Services
290K
+ 402.78%
$17.99 - $22.44 $5.21M - $6.5M
362K $7.97M
STX
Seagate Technology Holdings PLC

Technology
9.54K
+ 11.46%
$66.54 - $144.33 $635K - $1.38M
92.8K $13.4M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
47K
+ 16.54%
$63.36 - $80.23 $2.98M - $3.77M
332K $26.6M
MELI
Mercadolibre Inc

Consumer Cyclical
817
+ 13.32%
$1794.73 - $2613.63 $1.47M - $2.14M
6.95K $18.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47.7K
+ 0.91%
$96.84 - $99.46 $4.62M - $4.75M
5.27M $523M
DFAX
Dimensional ETF Tr
161K
+ 34.85%
$23.37 - $29.39 $3.76M - $4.73M
622K $18.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
38.8K
+ 52.72%
$105.69 - $140.64 $4.1M - $5.46M
112K $14.9M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
77.6K
+ 6.12%
$32.61 - $38.62 $2.53M - $3M
1.35M $51.3M
FDL
First Tr Morningstar Dividend

ETFs
214K
+ 11.47%
$38.19 - $43.19 $8.16M - $9.22M
2.08M $86.9M
AUSF
Global X Fds Adaptive U S Fact

ETFs
133K
+ 585.58%
$39.16 - $44.7 $5.22M - $5.96M
156K $6.97M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
49.9K
+ 19.64%
$72.61 - $88.75 $3.63M - $4.43M
304K $27M
JMEE
J P Morgan Exchange Traded Fd

ETFs
70.5K
+ 13.85%
$49.07 - $59.23 $3.46M - $4.18M
580K $34.3M
URI
United Rentals, Inc.

Industrials
2.93K
+ 10.42%
$551.94 - $753.4 $1.61M - $2.2M
31K $23.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6.51K
+ 10.4%
$468.22 - $566.51 $3.05M - $3.69M
69.1K $39.2M
IGM
Ishares Expanded Tech Sector E

ETFs
26.5K
+ 21.79%
$79.8 - $112.34 $2.11M - $2.97M
148K $16.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
26.7K
+ 26.57%
$144.63 - $179.53 $3.86M - $4.79M
127K $20.9M
ES
Eversource Energy

Utilities
85.3K
+ 75.4%
$54.25 - $65.89 $4.63M - $5.62M
198K $12.6M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
21.8K
+ 26.11%
$66.89 - $111.18 $1.46M - $2.42M
105K $11.7M
ASTS
Ast Space Mobile, Inc.

Communication Services
60.2K
+ 54.62%
$20.07 - $51.83 $1.21M - $3.12M
170K $7.96M
BTI
British American Tobacco P.L.C.

Consumer Defensive
89.5K
+ 44.63%
$39.43 - $49.34 $3.53M - $4.42M
290K $13.7M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
47.1K
+ 12.42%
$35.12 - $48.24 $1.65M - $2.27M
426K $20.6M
INDA
Ishares Msci India Index Fund

ETFs
94.6K
+ 303.93%
$49.13 - $55.86 $4.65M - $5.28M
126K $7M
CGXU
Capital Group Intl Focus Equit

ETFs
59.7K
+ 4.37%
$21.44 - $27.35 $1.28M - $1.63M
1.43M $38.7M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
14.8K
+ 2.12%
$53.75 - $67.21 $797K - $996K
715K $47.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
48.4K
+ 25.92%
$73.0 - $85.5 $3.53M - $4.14M
235K $19.8M
HWM
Howmet Aerospace Inc.

Industrials
3.07K
+ 3.81%
$112.33 - $186.13 $345K - $571K
83.7K $15.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
24.7K
+ 9.29%
$141.87 - $164.49 $3.5M - $4.06M
290K $47.8M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
107K
+ 43.8%
$31.29 - $38.89 $3.33M - $4.14M
350K $13.6M
NKE
Nike, Inc.

Consumer Cyclical
49K
+ 24.25%
$53.27 - $72.04 $2.61M - $3.53M
251K $17.8M
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
93.8K
+ 56.09%
$30.94 - $41.09 $2.9M - $3.85M
261K $10.7M
CRM
Salesforce, Inc.

Technology
12.4K
+ 3.53%
$236.26 - $291.15 $2.93M - $3.61M
363K $99.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
61.3K
+ 24.59%
$52.31 - $63.72 $3.21M - $3.91M
311K $19.8M
DFAE
Dimensional ETF Tr

ETFs
152K
+ 96.56%
$22.87 - $28.95 $3.49M - $4.41M
310K $8.98M
QCOM
Qualcomm Inc

Technology
11.7K
+ 2.19%
$124.66 - $159.48 $1.46M - $1.87M
548K $87.2M
CAH
Cardinal Health Inc

Healthcare
8.42K
+ 7.54%
$125.0 - $168.0 $1.05M - $1.41M
120K $20.2M
JHSC
John Hancock ETF Tr Multifacto

ETFs
117K
+ 183.81%
$32.47 - $39.09 $3.79M - $4.56M
180K $7.03M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
33.3K
+ 13.79%
$57.14 - $72.68 $1.9M - $2.42M
274K $19.9M
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
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