Cetera Investment Advisers Reduced Holdings in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-3.82K
- 2.17%
$223.15 - $249.32 $853K - $953K
172K $39.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
-26.5K
- 8.66%
$106.33 - $110.69 $2.82M - $2.93M
279K $29.8M
RVT
Royce Value Trust, Inc.

Financial Services
-255K
- 84.11%
$15.15 - $16.9 $3.86M - $4.3M
48.1K $759K
OMFL
Invesco Exchange Traded Self I

ETFs
-77.7K
- 43.46%
$52.49 - $56.58 $4.08M - $4.39M
101K $5.48M
PHM
Pultegroup Inc

Consumer Cyclical
-4.14K
- 4.06%
$108.86 - $149.04 $451K - $617K
98K $10.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-73K
- 24.99%
$55.86 - $60.21 $4.08M - $4.4M
219K $12.5M
COPX
Global X Copper Miners ETF

ETFs
-78.4K
- 74.82%
$38.17 - $48.57 $2.99M - $3.81M
26.4K $1.01M
GBIL
Goldman Sachs Access Treasury

ETFs
-38.3K
- 21.83%
$99.85 - $100.22 $3.82M - $3.84M
137K $13.7M
CL
Colgate Palmolive CO

Consumer Defensive
-20.1K
- 12.9%
$90.22 - $102.31 $1.82M - $2.06M
136K $12.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-32K
- 3.22%
$81.68 - $82.93 $2.62M - $2.66M
963K $78.9M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-80.1K
- 57.32%
$44.2 - $49.46 $3.54M - $3.96M
59.7K $2.73M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-395K
- 87.54%
$8.61 - $9.3 $3.4M - $3.67M
56.2K $486K
RDVY
First Trust Rising Dividend Ac

ETFs
-58.6K
- 2.33%
$58.65 - $64.37 $3.44M - $3.77M
2.46M $146M
EWJ
Ishares Msci Japan ETF

ETFs
-45.5K
- 34.14%
$66.18 - $71.84 $3.01M - $3.27M
87.7K $5.89M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-33K
- 56.31%
$101.77 - $113.02 $3.36M - $3.73M
25.6K $2.71M
CCI
Crown Castle International Corp

Real Estate
-4.18K
- 3.59%
$89.78 - $119.11 $375K - $498K
112K $10.2M
ITA
Ishares Tr

ETFs
-17.3K
- 7.07%
$144.31 - $157.31 $2.49M - $2.72M
227K $33M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-113K
- 31.57%
$30.67 - $30.84 $3.48M - $3.5M
246K $7.55M
CVX
Chevron Corp

Energy
-12.1K
- 1.68%
$141.15 - $162.53 $1.71M - $1.97M
711K $103M
NOC
Northrop Grumman Corp

Industrials
-201
- 0.35%
$466.52 - $543.88 $93.8K - $109K
57.4K $26.9M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-142K
- 50.97%
$23.14 - $26.91 $3.3M - $3.83M
137K $3.27M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-71.9K
- 18.35%
$51.33 - $58.78 $3.69M - $4.22M
320K $17.3M
BCE
Bce Inc

Communication Services
-72.5K
- 49.08%
$22.53 - $34.84 $1.63M - $2.53M
75.2K $1.74M
BEN
Franklin Resources Inc

Financial Services
-167K
- 65.36%
$19.35 - $22.76 $3.23M - $3.8M
88.5K $1.8M
RIO
Rio Tinto PLC

Basic Materials
-34.6K
- 32.51%
$58.59 - $71.15 $2.03M - $2.46M
71.8K $4.22M
GOLD
Barrick Gold Corp

Basic Materials
-133K
- 48.25%
$15.23 - $21.19 $2.03M - $2.83M
143K $2.22M
VLO
Valero Energy Corp

Energy
-15.5K
- 13.99%
$118.59 - $144.02 $1.83M - $2.23M
95K $11.6M
IT
Gartner Inc

Technology
-5.5K
- 24.17%
$481.22 - $551.8 $2.65M - $3.03M
17.2K $8.35M
ICF
Ishares Tr

ETFs
-10.9K
- 2.5%
$58.8 - $66.61 $642K - $727K
425K $25.6M
DVN
Devon Energy Corp

Energy
-38.3K
- 13.46%
$30.52 - $42.96 $1.17M - $1.65M
246K $8.07M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-59K
- 5.11%
$32.65 - $33.68 $1.93M - $1.99M
1.1M $35.9M
IBB
Ishares Biotechnology ETF

ETFs
-14.7K
- 18.42%
$131.21 - $148.85 $1.93M - $2.19M
65.3K $8.63M
PECO
Phillips Edison & Company, Inc.

Real Estate
-74.7K
- 8.77%
$35.96 - $39.8 $2.69M - $2.97M
777K $29.1M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-22.1K
- 24.12%
$103.53 - $112.72 $2.29M - $2.49M
69.5K $7.24M
SPG
Simon Property Group Inc

Real Estate
-18.5K
- 30.08%
$167.23 - $183.84 $3.1M - $3.41M
43.1K $7.42M
ROP
Roper Technologies Inc

Industrials
-4.37K
- 25.09%
$519.85 - $575.95 $2.27M - $2.51M
13K $6.78M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-19.3K
- 6.73%
$67.29 - $73.38 $1.3M - $1.42M
268K $18.2M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-80.5K
- 18.6%
$37.81 - $38.94 $3.04M - $3.13M
352K $13.6M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-294K
- 96.22%
$9.32 - $10.4 $2.74M - $3.06M
11.6K $112K
AZN
Astrazeneca PLC

Healthcare
-5.11K
- 2.55%
$63.2 - $79.58 $323K - $406K
195K $12.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-42.6K
- 13.28%
$33.93 - $38.37 $1.45M - $1.64M
278K $9.56M
PSX
Phillips 66

Energy
-4.24K
- 3.24%
$110.35 - $138.93 $468K - $589K
127K $14.4M
EIX
Edison International

Utilities
-24.8K
- 23.34%
$77.93 - $88.36 $1.93M - $2.19M
81.5K $6.51M
MMM
3 M CO

Industrials
-9.94K
- 5.17%
$124.74 - $137.12 $1.24M - $1.36M
182K $23.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-35.9K
- 5.73%
$124.26 - $134.12 $4.46M - $4.81M
590K $75.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.62K
- 10.0%
$219.66 - $257.62 $1.01M - $1.19M
41.6K $9.18M
VTC
Vanguard Scottsdale Fds Total

ETFs
-32.5K
- 48.15%
$75.59 - $79.31 $2.46M - $2.58M
35K $2.65M
MOH
Molina Healthcare, Inc.

Healthcare
-7.48K
- 78.15%
$274.73 - $341.91 $2.06M - $2.56M
2.09K $609K
MPC
Marathon Petroleum Corp

Energy
-4.07K
- 4.58%
$131.65 - $174.84 $536K - $712K
84.7K $11.8M
Activity Summary
Buys All Purchases 2265 New Holdings 231 Increased Positions 2034 Sells All Sells 1399 Reductions 1399 Sold out 0 Options Calls 8 Puts 15
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