Cetera Investment Advisers Incresed Positions in Q3 2025

Cetera Investment Advisers

  • $80.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
139K
+ 10.34%
$58.97 - $60.36 $8.19M - $8.38M
1.48M $89M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
80.6K
+ 13.69%
$102.4 - $103.88 $8.26M - $8.38M
670K $69.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
71.6K
+ 48.43%
$86.92 - $99.32 $6.23M - $7.12M
220K $21.5M
IRM
Iron Mountain Inc

Real Estate
84.9K
+ 50.1%
$89.46 - $104.46 $7.6M - $8.87M
254K $25.9M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
195K
+ 30.93%
$42.75 - $43.37 $8.33M - $8.45M
825K $35.7M
TRV
Travelers Companies, Inc.

Financial Services
28.1K
+ 50.46%
$250.62 - $279.43 $7.04M - $7.85M
83.7K $23.4M
PEG
Public Service Enterprise Group Inc

Utilities
102K
+ 68.86%
$79.99 - $90.14 $8.17M - $9.21M
251K $20.9M
PSLV
Sprott Physical Silver Trust

Financial Services
245K
+ 18.82%
$12.24 - $15.73 $2.99M - $3.85M
1.54M $24.2M
FSMD
Fidelity Covington Tr Small Mi

ETFs
163K
+ 40.12%
$41.29 - $44.71 $6.74M - $7.3M
570K $25.1M
DFAX
Dimensional ETF Tr
222K
+ 35.66%
$29.25 - $31.56 $6.49M - $7M
844K $26.5M
IWN
Ishares Russell2000 Val ETF

ETFs
20.8K
+ 8.83%
$157.1 - $178.94 $3.27M - $3.73M
257K $45.4M
BMY
Bristol Myers Squibb CO

Healthcare
196K
+ 33.14%
$43.31 - $48.98 $8.51M - $9.62M
789K $35.6M
NOW
Service Now, Inc.

Technology
15.4K
+ 27.42%
$850.86 - $1044.69 $13.1M - $16.1M
71.5K $65.8M
HSY
Hershey CO

Consumer Defensive
34.5K
+ 44.16%
$161.95 - $193.45 $5.58M - $6.67M
112K $21M
AJG
Arthur J. Gallagher & Co.

Financial Services
28.7K
+ 36.88%
$284.17 - $319.49 $8.15M - $9.16M
106K $33M
LVHI
Franklin International Low Vol

ETFs
158K
+ 13.56%
$32.69 - $35.19 $5.15M - $5.55M
1.32M $45.9M
SGOL
Abrdn Gold ETF Trust

ETFs
157K
+ 38.5%
$31.18 - $36.81 $4.91M - $5.79M
566K $20.8M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
525K
+ 77.29%
$14.8 - $15.15 $7.77M - $7.95M
1.2M $18M
FDT
First Trust Developed Markets

ETFs
89.6K
+ 52.04%
$68.09 - $76.05 $6.1M - $6.81M
262K $19.7M
KMI
Kinder Morgan, Inc.

Energy
338K
+ 20.05%
$26.23 - $28.5 $8.87M - $9.63M
2.02M $57.3M
ISRG
Intuitive Surgical Inc

Healthcare
33.3K
+ 44.65%
$433.66 - $544.47 $14.4M - $18.1M
108K $48.2M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
192K
+ 14.05%
$30.43 - $31.63 $5.84M - $6.07M
1.56M $49.3M
UNP
Union Pacific Corp

Industrials
27.1K
+ 14.65%
$214.91 - $237.16 $5.81M - $6.42M
212K $50M
FMB
First Tr Exchange Traded Fd Ii

ETFs
142K
+ 55.45%
$49.32 - $50.93 $7.02M - $7.25M
399K $20.2M
FITB
Fifth Third Bancorp

Financial Services
144K
+ 50.4%
$40.91 - $46.28 $5.91M - $6.68M
431K $19.2M
SYK
Stryker Corp

Healthcare
27K
+ 27.28%
$368.57 - $403.53 $9.95M - $10.9M
126K $46.6M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
74.7K
+ 56.94%
$85.93 - $92.12 $6.42M - $6.88M
206K $18.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
21.6K
+ 12.77%
$412.46 - $514.1 $8.91M - $11.1M
191K $93.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
62K
+ 165.35%
$43.07 - $91.37 $2.67M - $5.66M
99.4K $9.09M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
45.8K
+ 21.8%
$68.94 - $86.3 $3.16M - $3.95M
256K $22.1M
MCHP
Microchip Technology Inc

Technology
123K
+ 125.81%
$60.95 - $75.26 $7.49M - $9.24M
220K $14.2M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
141K
+ 21.01%
$47.11 - $48.77 $6.65M - $6.89M
813K $39.4M
MAS
Masco Corp

Industrials
99.8K
+ 259.98%
$64.44 - $76.07 $6.43M - $7.59M
138K $9.73M
EME
Emcor Group, Inc.

Industrials
5.46K
+ 16.86%
$530.88 - $655.83 $2.9M - $3.58M
37.8K $24.6M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
11.8K
+ 22.44%
$393.18 - $439.39 $4.64M - $5.19M
64.4K $28.1M
RPG
Invesco Exchange Traded Fd Tr

ETFs
149K
+ 666.02%
$45.41 - $48.26 $6.78M - $7.21M
172K $8.2M
D
Dominion Energy, Inc

Utilities
101K
+ 48.99%
$56.32 - $62.1 $5.71M - $6.3M
308K $18.9M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
67.5K
+ 241.06%
$95.86 - $104.94 $6.47M - $7.08M
95.4K $9.89M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
35.2K
+ 6.92%
$66.7 - $76.76 $2.35M - $2.71M
545K $41.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
81.9K
+ 21.18%
$86.07 - $90.74 $7.05M - $7.43M
469K $42M
CEG
Constellation Energy Corp

Utilities
19.2K
+ 15.36%
$298.82 - $354.89 $5.74M - $6.82M
144K $47.5M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
182K
+ 57.91%
$35.94 - $38.52 $6.54M - $7.01M
496K $18.5M
BDX
Becton Dickinson & CO

Healthcare
31.3K
+ 37.47%
$172.41 - $199.66 $5.4M - $6.25M
115K $21.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
125K
+ 20.63%
$50.9 - $52.37 $6.36M - $6.55M
731K $38.2M
NTRS
Northern Trust Corp

Financial Services
52.1K
+ 599.54%
$123.6 - $134.6 $6.44M - $7.02M
60.8K $8.19M
UITB
Usaa ETF Tr Core Intermediate

ETFs
140K
+ 15.62%
$46.38 - $47.74 $6.51M - $6.7M
1.04M $49.4M
CSX
Csx Corp

Industrials
164K
+ 38.21%
$32.05 - $36.52 $5.26M - $5.99M
594K $21.1M
NSC
Norfolk Southern Corp

Industrials
14K
+ 21.81%
$259.49 - $300.41 $3.64M - $4.21M
78.3K $23.5M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
145K
+ 12.03%
$33.07 - $34.84 $4.79M - $5.05M
1.35M $47M
Activity Summary
Buys All Purchases 3833 New Holdings 567 Increased Positions 3266 Sells All Sells 626 Reductions 626 Sold out 0 Options Calls 68 Puts 0
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