Cetera Trust Company, N.A Purchases in Q1 2025

Cetera Trust Company, N.A

  • $157 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
41K
New
N/A
41K $2.98B
Blackrock Inc
3.04K
New
N/A
3.04K $2.88B
CAT
Caterpillar Inc

Industrials
1.84K
+ 512.26%
$326.75 - $407.63 $601K - $750K
2.2K $725M
TMUS
T Mobile Us, Inc.

Communication Services
100
+ 0.84%
$211.3 - $272.83 $21.1K - $27.3K
12K $3.19B
NEM
Newmont Corp

Basic Materials
8.45K
+ 78.88%
$37.79 - $48.39 $319K - $409K
19.2K $925M
AMGN
Amgen Inc

Healthcare
50
+ 0.54%
$258.59 - $327.36 $12.9K - $16.4K
9.29K $2.89B
CVS
Cvs Health Corp

Healthcare
3.63K
+ 45.78%
$44.22 - $68.64 $160K - $249K
11.5K $782M
CVX
Chevron Corp

Energy
1.28K
+ 16.28%
$146.71 - $167.97 $187K - $214K
9.11K $1.52B
ELV
Elevance Health, Inc.

Healthcare
140
+ 3.53%
$365.9 - $436.25 $51.2K - $61.1K
4.1K $1.78B
AIG
American International Group, Inc.

Financial Services
725
+ 5.14%
$70.5 - $86.94 $51.1K - $63K
14.8K $1.29B
MCD
Mcdonalds Corp

Consumer Cyclical
85
+ 1.02%
$279.74 - $321.29 $23.8K - $27.3K
8.44K $2.64B
KT
Kt Corp

Communication Services
11K
New
$15.57 - $18.63 $171K - $204K
11K $194M
SE
Sea LTD

Consumer Cyclical
1.47K
New
$104.87 - $146.31 $154K - $215K
1.47K $192M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.1K
New
$46.15 - $63.53 $143K - $197K
3.1K $191M
SCHW
Schwab Charles Corp

Financial Services
550
+ 1.96%
$71.24 - $83.64 $39.2K - $46K
28.7K $2.25B
IVE
Ishares S&P 500 Value ETF

ETFs
856
New
$185.78 - $198.58 $159K - $170K
856 $163M
UNH
Unitedhealth Group Inc

Healthcare
100
+ 1.85%
$461.52 - $548.18 $46.2K - $54.8K
5.52K $2.89B
HALO
Halozyme Therapeutics, Inc.

Healthcare
150
+ 2.67%
$47.74 - $65.16 $7.16K - $9.77K
5.78K $369M
PUK
Prudential PLC

Financial Services
2.13K
+ 60.8%
$14.54 - $21.92 $30.9K - $46.6K
5.62K $121M
PHG
Koninklijke Philips Nv

Healthcare
2K
+ 20.81%
$24.92 - $28.61 $49.8K - $57.2K
11.6K $295M
AXS
Axis Capital Holdings LTD

Financial Services
100
+ 3.62%
$85.54 - $100.24 $8.55K - $10K
2.87K $287M
IWM
Ishares Russell 2000 ETF

ETFs
244
+ 73.94%
$198.1 - $229.79 $48.3K - $56.1K
574 $115M
COLD
Americold Realty Trust

Real Estate
1.78K
+ 77.17%
$20.74 - $23.05 $36.8K - $40.9K
4.08K $87.5M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.8K
+ 18.85%
N/A
11.4K $229M
Gsk PLC
30
+ 0.46%
N/A
6.62K $256M
UDR
Udr, Inc.

Real Estate
525
+ 10.5%
$40.09 - $46.04 $21K - $24.2K
5.53K $250M
EXR
Extra Space Storage Inc.

Real Estate
200
+ 11.29%
$143.8 - $161.28 $28.8K - $32.3K
1.97K $293M
VOD
Vodafone Group Public LTD CO

Communication Services
675
+ 2.87%
$8.05 - $9.86 $5.43K - $6.66K
24.2K $227M
PHM
Pultegroup Inc

Consumer Cyclical
775
+ 8.47%
$101.09 - $118.51 $78.3K - $91.8K
9.92K $1.02B
STWD
Starwood Property Trust, Inc.

Real Estate
475
+ 4.88%
$18.41 - $20.53 $8.74K - $9.75K
10.2K $202M
TSLA
Tesla, Inc.

Consumer Cyclical
20
New
$222.15 - $428.22 $4.44K - $8.56K
20 $5.18M
REXR
Rexford Industrial Realty, Inc.

Real Estate
125
+ 35.71%
$37.17 - $41.44 $4.65K - $5.18K
475 $18.6M
RGTI
Rigetti Computing, Inc.

Technology
250
New
$6.05 - $19.51 $1.51K - $4.88K
250 $1.98M
Quantum Biopharma LTD
250
New
N/A
250 $1.93M
CMCSA
Comcast Corp

Communication Services
800
+ 1.79%
$33.19 - $38.23 $26.6K - $30.6K
45.4K $1.67B
MTH
Meritage Homes Corp

Consumer Cyclical
46
+ 100.0%
$69.41 - $152.01 $3.19K - $6.99K
92 $6.52M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
50
+ 4.08%
$92.51 - $102.81 $4.63K - $5.14K
1.28K $118M
SM
Sm Energy CO

Energy
325
+ 13.32%
$27.15 - $44.69 $8.82K - $14.5K
2.77K $82.8M
SNV
Synovus Financial Corp

Financial Services
225
+ 4.25%
$43.7 - $56.87 $9.83K - $12.8K
5.52K $258M
KBR
Kbr, Inc.

Industrials
200
+ 5.61%
$47.88 - $60.47 $9.58K - $12.1K
3.77K $188M
TMO
Thermo Fisher Scientific Inc.

Healthcare
150
+ 3.34%
$497.6 - $606.74 $74.6K - $91K
4.65K $2.31B
Digitalbridge Group Inc
625
+ 3.25%
N/A
19.9K $175M
MKSI
Mks Instruments Inc

Technology
100
+ 4.12%
$78.89 - $122.69 $7.89K - $12.3K
2.53K $202M
GTLS
Chart Industries Inc

Industrials
75
+ 5.17%
$141.99 - $218.35 $10.6K - $16.4K
1.53K $220M
GM
General Motors CO

Consumer Cyclical
3.2K
+ 9.3%
$45.22 - $54.92 $145K - $176K
37.6K $1.77B
MCHP
Microchip Technology Inc

Technology
1.18K
+ 5.57%
$48.41 - $64.3 $56.9K - $75.6K
22.3K $1.08B
HON
Honeywell International Inc

Industrials
50
+ 0.48%
$202.75 - $226.52 $10.1K - $11.3K
10.5K $2.22B
FDX
Fedex Corp

Industrials
100
+ 1.26%
$230.33 - $281.53 $23K - $28.2K
8.03K $1.96B
DAL
Delta Air Lines, Inc.

Industrials
600
+ 1.77%
$43.6 - $69.06 $26.2K - $41.4K
34.5K $1.5B
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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