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
UNP
Union Pacific Corp

Industrials
9.58K
+ 5.55%
$225.21 - $254.42 $2.16M - $2.44M
182K $43M
ICF
Ishares Tr

ETFs
50.9K
+ 11.98%
$57.98 - $63.8 $2.95M - $3.25M
476K $29.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.02K
+ 0.18%
$56.51 - $62.98 $114K - $127K
1.09M $66.3M
FNDX
Schwab Fundamental U S Large C

ETFs
162K
+ 6.07%
$23.03 - $25.01 $3.74M - $4.06M
2.83M $66.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
52.8K
+ 68.32%
$77.91 - $92.26 $4.11M - $4.87M
130K $10.3M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
52.7K
+ 171.66%
$73.27 - $96.21 $3.86M - $5.07M
83.4K $6.11M
AWK
American Water Works Company, Inc.

Utilities
17.2K
+ 37.81%
$121.01 - $149.31 $2.08M - $2.57M
62.8K $9.26M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
210K
+ 4.55%
$53.6 - $58.97 $11.2M - $12.4M
4.82M $264M
VB
Vanguard Small Cap ETF

ETFs
60K
+ 11.38%
$217.89 - $252.64 $13.1M - $15.2M
587K $130M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
98.5K
+ 9.64%
$27.64 - $28.58 $2.72M - $2.81M
1.12M $32M
IWR
Ishares Russell Mid Cap ETF

ETFs
82.5K
+ 7.84%
$82.81 - $92.93 $6.83M - $7.66M
1.13M $96.5M
AVLV
American Centy ETF Tr Avantis
80K
+ 7.22%
$63.51 - $70.42 $5.08M - $5.63M
1.19M $77.5M
AVUV
American Centy ETF Tr Avantis

ETFs
62.6K
+ 29.42%
$84.95 - $100.62 $5.32M - $6.3M
275K $24M
PGR
Progressive Corp

Financial Services
618
+ 0.82%
$235.61 - $291.22 $146K - $180K
76.3K $21.6M
RING
Ishares Inc Msci Global Gold M

ETFs
49K
+ 32.22%
$28.64 - $38.36 $1.4M - $1.88M
201K $7.72M
NEAR
Blackrock Short Maturity Bond

ETFs
63.7K
+ 12.76%
$50.4 - $50.89 $3.21M - $3.24M
563K $28.6M
EPD
Enterprise Products Partners L.P.

Energy
19.7K
+ 2.0%
$31.75 - $34.14 $624K - $671K
1M $34.3M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
152K
+ 12.16%
$23.19 - $23.5 $3.52M - $3.56M
1.4M $32.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
39.7K
+ 5.17%
N/A
807K $69.2M
AOA
Ishares Tr Core Aggressive All

ETFs
44.2K
+ 63.23%
$75.7 - $80.01 $3.34M - $3.53M
114K $8.72M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
56.8K
+ 11.81%
$62.72 - $71.92 $3.56M - $4.08M
538K $33.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
104K
+ 13.27%
$29.82 - $30.1 $3.09M - $3.12M
886K $26.7M
EOG
Eog Resources Inc

Energy
20.9K
+ 19.12%
$120.54 - $138.05 $2.52M - $2.89M
130K $16.7M
IGM
Ishares Expanded Tech Sector E

ETFs
45.9K
+ 60.67%
$90.67 - $108.46 $4.16M - $4.98M
121K $11M
UPS
United Parcel Service Inc

Industrials
70.7K
+ 25.37%
$109.66 - $136.26 $7.75M - $9.63M
349K $38.4M
CLX
Clorox CO

Consumer Defensive
28K
+ 49.47%
$141.76 - $162.89 $3.98M - $4.57M
84.7K $12.5M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
52.1K
+ 6.97%
$49.67 - $51.43 $2.59M - $2.68M
799K $40.8M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
54.2K
+ 120.33%
$47.66 - $57.45 $2.58M - $3.11M
99.3K $5.4M
ISRG
Intuitive Surgical Inc

Healthcare
10.1K
+ 15.03%
$476.63 - $610.45 $4.81M - $6.17M
77.3K $38.3M
IWS
Ishares Russell Midcap Value E

ETFs
33.2K
+ 11.32%
$122.59 - $135.24 $4.07M - $4.49M
326K $41.1M
COP
Conocophillips

Energy
12.1K
+ 3.68%
$88.6 - $105.85 $1.07M - $1.28M
340K $35.7M
SCHW
Schwab Charles Corp

Financial Services
19.9K
+ 5.25%
$71.24 - $83.64 $1.42M - $1.66M
399K $31.2M
PSLV
Sprott Physical Silver Trust

Financial Services
105K
+ 10.4%
$9.86 - $11.68 $1.03M - $1.22M
1.11M $12.9M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
77.3K
+ 68.03%
$41.35 - $44.46 $3.2M - $3.44M
191K $8.06M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
160K
+ 111.9%
$19.42 - $19.54 $3.12M - $3.13M
304K $5.92M
CAH
Cardinal Health Inc

Healthcare
7.97K
+ 7.69%
$118.02 - $137.77 $941K - $1.1M
112K $15.4M
AZO
Autozone Inc

Consumer Cyclical
150
+ 3.6%
$3193.96 - $3828.11 $479K - $574K
4.31K $16.4M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
190K
+ 45.75%
$15.0 - $15.91 $2.86M - $3.03M
607K $9.44M
QCOM
Qualcomm Inc

Technology
20.1K
+ 3.9%
$151.94 - $175.86 $3.06M - $3.54M
536K $82.3M
PCEF
Invesco Cef Income Composite E

ETFs
166K
+ 65.99%
$18.8 - $19.89 $3.12M - $3.31M
418K $7.88M
WEC
Wec Energy Group, Inc.

Utilities
7.67K
+ 5.2%
$92.12 - $108.98 $706K - $836K
155K $16.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
87.2K
+ 13.14%
$25.81 - $28.52 $2.25M - $2.49M
751K $20.7M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
69.5K
+ 31.52%
$44.81 - $46.22 $3.11M - $3.21M
290K $13.1M
BDX
Becton Dickinson & CO

Healthcare
12.5K
+ 18.82%
$222.79 - $249.08 $2.78M - $3.11M
78.8K $18.1M
IGRO
Ishares Tr International Divid

ETFs
15.5K
+ 3.69%
$66.91 - $73.87 $1.04M - $1.15M
435K $31.5M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
74.2K
+ 1363.64%
$39.94 - $40.69 $2.96M - $3.02M
79.6K $3.22M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18.7K
+ 5.03%
$100.59 - $103.47 $1.88M - $1.94M
391K $40.4M
GD
General Dynamics Corp

Industrials
7.54K
+ 7.24%
$241.94 - $272.58 $1.82M - $2.05M
112K $30.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.83K
+ 0.55%
$128.74 - $138.67 $493K - $531K
696K $94.4M
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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