Cetera Investment Advisers Reduced Holdings in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LGOV
First Tr ETF Iv Long Duration

ETFs
-116K
- 27.34%
$20.73 - $21.92 $2.41M - $2.55M
309K $6.61M
VCR
Vanguard Consumer Discretionar

ETFs
-13.8K
- 19.87%
$290.42 - $364.35 $4M - $5.02M
55.6K $20.1M
CMCSA
Comcast Corp

Communication Services
-29.1K
- 2.57%
$32.84 - $36.72 $956K - $1.07M
1.1M $39.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
-36.3K
- 12.85%
$73.19 - $85.21 $2.66M - $3.09M
246K $21M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
-54.9K
- 78.07%
$37.31 - $43.82 $2.05M - $2.41M
15.4K $675K
AON
Aon PLC

Financial Services
-3.45K
- 14.21%
$335.85 - $398.81 $1.16M - $1.37M
20.8K $7.42M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-96.1K
- 21.49%
$23.13 - $24.23 $2.22M - $2.33M
351K $8.51M
EVR
Evercore Inc.

Financial Services
-12.7K
- 74.42%
$163.77 - $271.5 $2.08M - $3.45M
4.37K $1.18M
PECO
Phillips Edison & Company, Inc.

Real Estate
-32.1K
- 4.4%
$33.53 - $37.33 $1.08M - $1.2M
697K $24.4M
NVO
Novo Nordisk A S

Healthcare
-28.9K
- 9.75%
$58.08 - $81.05 $1.68M - $2.35M
268K $18.5M
OXY
Occidental Petroleum Corp

Energy
-5.73K
- 2.26%
$36.11 - $49.33 $207K - $283K
248K $10.4M
GIS
General Mills Inc

Consumer Defensive
-3.92K
- 1.66%
$50.37 - $60.97 $198K - $239K
232K $12M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-3.49K
- 12.68%
$225.56 - $335.19 $788K - $1.17M
24.1K $5.72M
AFL
Aflac Inc

Financial Services
-5.65K
- 2.24%
$99.77 - $112.45 $564K - $635K
247K $26M
IYH
Ishares Tr

ETFs
-21.5K
- 11.47%
$53.97 - $60.17 $1.16M - $1.29M
166K $9.36M
DVN
Devon Energy Corp

Energy
-14.8K
- 5.3%
$26.8 - $37.92 $398K - $563K
265K $8.43M
ITB
Ishares Tr

ETFs
-19.7K
- 21.08%
$85.52 - $96.61 $1.69M - $1.91M
73.8K $6.88M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-41.7K
- 2.11%
$50.36 - $50.68 $2.1M - $2.11M
1.94M $98.2M
ROST
Ross Stores, Inc.

Consumer Cyclical
-15.6K
- 36.34%
$126.62 - $154.26 $1.98M - $2.41M
27.4K $3.49M
SNA
Snap On Inc

Industrials
-2.34K
- 4.8%
$292.36 - $342.2 $684K - $800K
46.3K $14.4M
NFE
New Fortress Energy Inc.

Utilities
-222K
- 90.27%
$2.04 - $8.57 $452K - $1.9M
23.9K $79K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-66.9K
- 8.81%
$29.07 - $29.38 $1.95M - $1.97M
693K $20.3M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-40.5K
- 43.88%
$46.47 - $47.67 $1.88M - $1.93M
51.8K $2.47M
JETS
ETF Ser Solutions U S Global J

ETFs
-96.1K
- 66.17%
$17.37 - $23.44 $1.67M - $2.25M
49.1K $1.13M
KHC
Kraft Heinz CO

Consumer Defensive
-8.36K
- 2.33%
$25.61 - $30.81 $214K - $258K
351K $9.06M
GLD
Spdr Gold Trust

ETFs
-51.1K
- 6.22%
$273.71 - $316.29 $14M - $16.2M
771K $235M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-16.1K
- 8.61%
$61.03 - $67.59 $981K - $1.09M
171K $10.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-35.9K
- 14.36%
$50.52 - $50.92 $1.81M - $1.83M
214K $10.9M
TGT
Target Corp

Consumer Defensive
-6.31K
- 3.06%
$88.76 - $105.77 $560K - $668K
200K $19.7M
RECS
Columbia ETF Tr I

ETFs
-81.5K
- 24.01%
$29.4 - $36.79 $2.4M - $3M
258K $9.49M
VLUE
Ishares Msci Usa Value Factor

ETFs
-20.1K
- 26.81%
$93.5 - $113.21 $1.88M - $2.27M
54.8K $6.21M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-70.4K
- 23.97%
$29.44 - $33.91 $2.07M - $2.39M
223K $7.3M
TRGP
Targa Resources Corp.

Energy
-3.71K
- 9.12%
$157.32 - $205.72 $584K - $764K
37K $6.44M
XLF
Financial Sector Spdr

ETFs
-147K
- 6.28%
$43.92 - $52.37 $6.45M - $7.69M
2.19M $115M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-13K
- 35.16%
$100.44 - $129.37 $1.31M - $1.69M
24K $2.48M
USXF
Ishares Esg Advanced Msci Usa

Technology
-72.7K
- 23.3%
$41.54 - $53.93 $3.02M - $3.92M
239K $12.9M
ICLR
Icon PLC

Healthcare
-7.08K
- 33.63%
$126.62 - $168.7 $896K - $1.19M
14K $2.03M
FANG
Diamondback Energy, Inc.

Energy
-1.84K
- 2.97%
$119.25 - $161.49 $220K - $298K
60.2K $8.27M
XLY
Select Sector Spdr Consumer Di

ETFs
-35.3K
- 11.53%
$176.34 - $218.59 $6.22M - $7.71M
271K $58.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-821
- 7.76%
$483.07 - $625.6 $397K - $514K
9.75K $5.12M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-37K
- 81.65%
$38.61 - $49.26 $1.43M - $1.82M
8.31K $409K
AGZ
Ishares Agency Bond ETF

ETFs
-14.4K
- 79.38%
$108.32 - $109.92 $1.56M - $1.58M
3.74K $410K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-90.9K
- 44.14%
$15.5 - $20.28 $1.41M - $1.84M
115K $2.33M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-21.2K
- 73.31%
$66.94 - $88.47 $1.42M - $1.87M
7.71K $638K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-62.9K
- 11.81%
$25.27 - $27.14 $1.59M - $1.71M
470K $12.7M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-34.2K
- 14.93%
$45.89 - $47.6 $1.57M - $1.63M
195K $9.27M
TSCO
Tractor Supply CO

Consumer Cyclical
-20.5K
- 12.02%
$47.86 - $55.77 $979K - $1.14M
150K $7.9M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-17.6K
- 49.65%
$81.84 - $93.53 $1.44M - $1.64M
17.8K $1.65M
RHI
Robert Half International Inc.

Industrials
-22K
- 57.23%
$40.31 - $54.71 $888K - $1.2M
16.5K $675K
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
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