Cetera Investment Advisers Sells in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-598K
- 11.0%
$96.64 - $101.23 $57.8M - $60.5M
4.83M $468M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-137K
- 2.69%
$58.88 - $64.8 $8.05M - $8.86M
4.95M $291M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-335K
- 3.11%
$45.07 - $47.1 $15.1M - $15.8M
10.4M $472M
AMD
Advanced Micro Devices Inc

Technology
-6.08K
- 0.76%
$118.88 - $172.8 $723K - $1.05M
789K $95.4M
IWX
Ishares Tr Russell 200 Value E

ETFs
-373K
- 84.63%
$78.25 - $85.17 $29.2M - $31.7M
67.7K $5.35M
GVI
Ishares Tr

ETFs
-273K
- 69.34%
$103.89 - $107.05 $28.4M - $29.2M
121K $12.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-142K
- 10.71%
$87.1 - $98.49 $12.4M - $14M
1.19M $104M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-115K
- 84.34%
$202.91 - $229.76 $23.4M - $26.5M
21.4K $4.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-200K
- 19.68%
$75.1 - $82.99 $15M - $16.6M
818K $61.8M
DFAI
Dimensional ETF Tr

ETFs
-647K
- 61.47%
$29.0 - $31.6 $18.8M - $20.4M
405K $11.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-225K
- 5.84%
$57.53 - $60.83 $12.9M - $13.7M
3.62M $209M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-407K
- 71.79%
$44.21 - $46.46 $18M - $18.9M
160K $7.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-315K
- 15.35%
$43.84 - $48.76 $13.8M - $15.4M
1.74M $76.4M
LMT
Lockheed Martin Corp

Industrials
-91
- 0.05%
$479.66 - $614.62 $43.6K - $55.9K
189K $91.8M
UNH
Unitedhealth Group Inc

Healthcare
-933
- 0.41%
$485.52 - $625.25 $453K - $583K
227K $115M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-340K
- 22.11%
$42.84 - $45.38 $14.6M - $15.5M
1.2M $51.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-337K
- 14.29%
$50.37 - $50.6 $17M - $17M
2.02M $102M
TFLO
Ishares Treasury Floating Rate

ETFs
-328K
- 16.14%
$50.37 - $50.63 $16.5M - $16.6M
1.71M $86.1M
HDV
Ishares Core High Dividend ETF

ETFs
-120K
- 26.56%
$110.82 - $121.28 $13.3M - $14.6M
332K $37.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-152K
- 56.62%
$100.22 - $100.73 $15.3M - $15.4M
117K $11.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-103K
- 5.66%
$88.59 - $94.57 $9.15M - $9.77M
1.72M $153M
VHT
Vanguard Health Care ETF

ETFs
-16.2K
- 5.12%
$250.81 - $283.3 $4.06M - $4.58M
300K $76M
XLU
Utilities Sector Spdr

ETFs
-112K
- 12.84%
$74.89 - $82.93 $8.4M - $9.3M
762K $57.6M
MRK
Merck & Co., Inc.

Healthcare
-28.7K
- 4.04%
$96.31 - $114.76 $2.76M - $3.29M
681K $67.7M
NVO
Novo Nordisk A S

Healthcare
-36.8K
- 12.82%
$85.0 - $120.04 $3.13M - $4.42M
250K $21.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
-142K
- 11.92%
$87.25 - $95.52 $12.4M - $13.6M
1.05M $93M
PULS
Pgim ETF Tr

ETFs
-242K
- 22.76%
$49.51 - $49.79 $12M - $12.1M
822K $40.7M
PCF
High Income Securities Fund

Financial Services
-1.69M
- 98.31%
$6.35 - $6.87 $10.8M - $11.6M
29.2K $190K
PEP
Pepsico Inc

Consumer Defensive
-20.2K
- 4.27%
$151.29 - $176.1 $3.05M - $3.55M
453K $68.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-14.9K
- 1.23%
$87.85 - $98.6 $1.31M - $1.47M
1.2M $107M
SOXX
Ishares Semiconductor ETF

ETFs
-38.8K
- 20.09%
$211.27 - $239.8 $8.19M - $9.29M
154K $33.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-119K
- 31.07%
$90.66 - $99.46 $10.8M - $11.8M
264K $24M
VZ
Verizon Communications Inc

Communication Services
-47K
- 2.52%
$39.6 - $45.21 $1.86M - $2.13M
1.82M $72.8M
O
Realty Income Corp

Real Estate
-21.7K
- 2.2%
$51.76 - $64.71 $1.13M - $1.41M
965K $51.5M
AMAT
Applied Materials Inc

Technology
-7.49K
- 3.12%
$161.44 - $213.89 $1.21M - $1.6M
233K $37.9M
DGRO
Ishares Core Dividend Growth E

ETFs
-120K
- 5.64%
$60.73 - $64.94 $7.26M - $7.76M
2M $123M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-31.6K
- 34.27%
$260.96 - $307.26 $8.25M - $9.72M
60.6K $16.4M
ELV
Elevance Health, Inc.

Healthcare
-4.05K
- 7.48%
$365.96 - $514.62 $1.48M - $2.09M
50.1K $18.5M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-72K
- 35.66%
$125.5 - $148.67 $9.03M - $10.7M
130K $17.2M
QCOM
Qualcomm Inc

Technology
-3.87K
- 0.74%
$150.4 - $178.04 $581K - $688K
516K $79.2M
UBER
Uber Technologies, Inc

Technology
-5.87K
- 0.99%
$59.93 - $86.34 $352K - $507K
585K $35.3M
WPC
W. P. Carey Inc.

Real Estate
-105K
- 29.35%
$53.44 - $61.33 $5.63M - $6.46M
253K $13.8M
CAT
Caterpillar Inc

Industrials
-4.47K
- 1.88%
$360.37 - $416.88 $1.61M - $1.86M
234K $84.7M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-181K
- 71.6%
$46.18 - $48.09 $8.37M - $8.72M
71.9K $3.41M
GHC
Graham Holdings CO

Consumer Defensive
-9.8K
- 96.42%
$771.16 - $960.36 $7.56M - $9.41M
364 $317K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-190K
- 62.58%
$41.96 - $43.69 $7.97M - $8.3M
114K $4.92M
PAVE
Global X Fds Us Infrastructure

ETFs
-177K
- 19.49%
$40.41 - $45.95 $7.17M - $8.15M
733K $29.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-12.5K
- 0.48%
$26.05 - $29.17 $325K - $364K
2.59M $67.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
-146K
- 50.57%
$54.6 - $68.9 $7.98M - $10.1M
143K $8.62M
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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