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
PAVE
Global X Fds Us Infrastructure

ETFs
4.69K
+ 0.63%
$33.78 - $43.68 $158K - $205K
752K $32.8M
FYC
First Trust Small Cap Growth A

ETFs
36.4K
+ 23.53%
$61.01 - $79.58 $2.22M - $2.9M
191K $15.2M
ABT
Abbott Laboratories

Healthcare
24K
+ 6.24%
$123.95 - $138.08 $2.98M - $3.32M
409K $55.6M
VONE
Vanguard Russell 1000 ETF

ETFs
11K
+ 20.2%
$225.48 - $280.86 $2.48M - $3.09M
65.4K $18.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
33.6K
+ 11.69%
$65.84 - $80.81 $2.21M - $2.71M
321K $25.7M
HON
Honeywell International Inc

Industrials
519
+ 0.25%
$182.86 - $232.88 $94.9K - $121K
207K $48.3M
TILT
Flexshares Tr

ETFs
19.3K
+ 242.94%
$181.13 - $224.01 $3.5M - $4.32M
27.2K $6.1M
FIX
Comfort Systems Usa Inc

Industrials
4.03K
+ 37.37%
$296.51 - $536.21 $1.19M - $2.16M
14.8K $7.94M
HII
Huntington Ingalls Industries, Inc.

Industrials
12.4K
+ 32.46%
$183.31 - $241.46 $2.27M - $2.99M
50.5K $12.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
45.2K
+ 3.08%
$17.76 - $22.1 $803K - $999K
1.52M $33.5M
LDOS
Leidos Holdings, Inc.

Technology
19.3K
+ 33.75%
$132.9 - $160.3 $2.57M - $3.09M
76.5K $12.1M
SOFI
So Fi Technologies, Inc.

Financial Services
43K
+ 7.98%
$9.5 - $18.21 $408K - $782K
581K $10.6M
DKNG
Draft Kings Inc.

Consumer Cyclical
23.5K
+ 6.85%
$31.67 - $42.89 $743K - $1.01M
366K $15.7M
CARR
Carrier Global Corp

Industrials
35.4K
+ 20.12%
$55.55 - $75.83 $1.97M - $2.69M
212K $15.5M
FTLS
First Tr Long/Short Equity ETF

ETFs
44.5K
+ 7.58%
$60.06 - $66.28 $2.67M - $2.95M
631K $41.8M
DSI
Ishares Msci Kld 400 Social Et

ETFs
17.4K
+ 10.87%
$91.62 - $116.16 $1.6M - $2.03M
178K $20.7M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
91.5K
+ 60.09%
$43.65 - $45.44 $4M - $4.16M
244K $11.1M
LHX
L3 Harris Technologies, Inc.

Industrials
2.04K
+ 2.29%
$200.21 - $256.99 $408K - $524K
91.2K $22.9M
OUNZ
Van Eck Merk Gold Trust

ETFs
41.3K
+ 2.49%
$28.68 - $33.09 $1.18M - $1.37M
1.7M $54.1M
SYY
Sysco Corp

Consumer Defensive
52.2K
+ 16.26%
$68.0 - $75.91 $3.55M - $3.96M
373K $28.2M
IYF
Ishares Tr

ETFs
25.1K
+ 18.31%
$99.23 - $120.99 $2.49M - $3.03M
162K $19.6M
CVNA
Carvana Co.

Consumer Cyclical
3.92K
+ 17.94%
$162.57 - $345.64 $637K - $1.35M
25.8K $8.68M
ADI
Analog Devices Inc

Technology
2.73K
+ 2.87%
$164.6 - $238.02 $449K - $649K
97.7K $23.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.22K
+ 0.34%
$89.63 - $111.92 $109K - $137K
360K $40.3M
SLV
I Shares Silver Trust

ETFs
55.2K
+ 4.47%
$27.08 - $33.74 $1.49M - $1.86M
1.29M $42.3M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
106K
+ 205.14%
$33.92 - $37.71 $3.6M - $4.01M
158K $5.96M
WMB
Williams Companies, Inc.

Energy
31.9K
+ 4.84%
$54.33 - $62.87 $1.73M - $2.01M
691K $43.4M
JPIB
Jpmorgan International Bond Op

ETFs
82K
+ 231.35%
$47.18 - $48.62 $3.87M - $3.99M
118K $5.71M
WSM
Williams Sonoma Inc

Consumer Cyclical
23.8K
+ 157.9%
$137.62 - $174.44 $3.28M - $4.15M
38.9K $6.35M
GBIL
Goldman Sachs Access Treasury

ETFs
39.2K
+ 25.58%
$99.83 - $100.19 $3.92M - $3.93M
193K $19.3M
TTD
Trade Desk, Inc.

Technology
11.2K
+ 6.38%
$45.27 - $79.4 $509K - $893K
188K $13.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
83.1K
+ 9.08%
$20.42 - $25.3 $1.7M - $2.1M
998K $25.2M
ROL
Rollins Inc

Consumer Cyclical
51.4K
+ 13.55%
$50.65 - $58.58 $2.6M - $3.01M
431K $24.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7.44K
+ 3.08%
$61.92 - $81.5 $461K - $606K
249K $20.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
11.8K
+ 8.0%
$149.76 - $186.42 $1.76M - $2.2M
159K $29.7M
DG
Dollar General Corp

Consumer Defensive
3.97K
+ 3.19%
$86.02 - $114.95 $341K - $456K
128K $14.7M
NVS
Novartis Ag

Healthcare
20.7K
+ 16.39%
$101.96 - $121.01 $2.11M - $2.51M
147K $17.8M
IWV
Ishares Russell 3000 ETF

ETFs
1.53K
+ 1.62%
$281.67 - $351.0 $430K - $536K
96.1K $33.7M
BXSL
Blackstone Secured Lending Fund

Financial Services
131K
+ 63.63%
$26.88 - $32.74 $3.51M - $4.28M
336K $10.3M
BSX
Boston Scientific Corp

Healthcare
13.4K
+ 4.01%
$89.7 - $107.41 $1.2M - $1.44M
348K $37.4M
KR
Kroger CO

Consumer Defensive
34.8K
+ 12.55%
$64.62 - $74.0 $2.25M - $2.57M
312K $22.4M
IYR
Ishares Tr

ETFs
38.4K
+ 103.08%
$84.48 - $96.25 $3.24M - $3.7M
75.7K $7.17M
YJUN
First Tr Exchange Traded Fd Vi
103K
+ 18.13%
$21.32 - $24.75 $2.2M - $2.55M
672K $16.5M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
3.69K
+ 8.15%
$160.63 - $257.78 $593K - $951K
48.9K $12.6M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
22.3K
+ 5.27%
$52.66 - $64.01 $1.17M - $1.43M
445K $28.5M
USB
Us Bancorp \De\

Financial Services
31.7K
+ 4.91%
$36.4 - $45.76 $1.15M - $1.45M
677K $30.6M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
52.6K
+ 96.13%
$49.55 - $60.46 $2.61M - $3.18M
107K $6.39M
MCO
Moodys Corp

Financial Services
4.69K
+ 16.5%
$396.7 - $501.59 $1.86M - $2.35M
33.1K $16.6M
QTEC
First Trust Nasdaq 100 Technol

ETFs
3.11K
+ 4.57%
$149.56 - $212.83 $465K - $662K
71.2K $15.2M
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
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