Cetera Trust Company, N.A Incresed Positions in Q2 2025

Cetera Trust Company, N.A

  • $167 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
90
+ 0.72%
$146.29 - $275.65 $13.2K - $24.8K
12.6K $3.48B
MCHP
Microchip Technology Inc

Technology
1.16K
+ 5.18%
$35.34 - $71.6 $40.8K - $82.7K
23.4K $1.65B
DIS
Walt Disney CO

Communication Services
125
+ 0.85%
$81.72 - $124.01 $10.2K - $15.5K
14.8K $1.84B
BAC
Bank Of America Corp

Financial Services
125
+ 0.19%
$34.39 - $47.46 $4.3K - $5.93K
67K $3.17B
CW
Curtiss Wright Corp

Industrials
90
+ 6.23%
$283.18 - $488.55 $25.5K - $44K
1.54K $750M
ATI
Allegheny Technologies Inc

Industrials
375
+ 5.52%
$41.97 - $86.8 $15.7K - $32.6K
7.17K $619M
RTX
Raytheon Technologies Corp

Industrials
75
+ 0.4%
$113.75 - $148.48 $8.53K - $11.1K
18.8K $2.75B
HON
Honeywell International Inc

Industrials
145
+ 1.38%
$182.86 - $232.88 $26.5K - $33.8K
10.6K $2.47B
DAL
Delta Air Lines, Inc.

Industrials
850
+ 2.47%
$35.88 - $52.99 $30.5K - $45K
35.3K $1.74B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
75
+ 2.16%
$141.37 - $228.57 $10.6K - $17.1K
3.56K $805M
MTZ
Mastec Inc

Industrials
175
+ 6.12%
$106.07 - $171.99 $18.6K - $30.1K
3.04K $517M
EVR
Evercore Inc.

Financial Services
100
+ 5.81%
$163.77 - $271.5 $16.4K - $27.2K
1.82K $491M
Coherent Corp
300
+ 6.05%
N/A
5.26K $469M
CACI
Caci International Inc

Technology
45
+ 5.33%
N/A
890 $424M
SNX
Td Synnex Corp

Technology
205
+ 8.25%
$95.81 - $137.79 $19.6K - $28.2K
2.69K $365M
ASML
Asml Holding Nv

Technology
43
+ 8.74%
$595.37 - $815.24 $25.6K - $35.1K
535 $429M
IWM
Ishares Russell 2000 ETF

ETFs
405
+ 70.56%
$174.82 - $215.79 $70.8K - $87.4K
979 $211M
SE
Sea LTD

Consumer Cyclical
310
+ 21.09%
$105.57 - $170.4 $32.7K - $52.8K
1.78K $285M
GM
General Motors CO

Consumer Cyclical
125
+ 0.33%
$42.48 - $50.46 $5.31K - $6.31K
37.7K $1.86B
MKSI
Mks Instruments Inc

Technology
390
+ 15.45%
$58.78 - $100.27 $22.9K - $39.1K
2.92K $290M
AX
Axos Financial, Inc.

Financial Services
340
+ 6.63%
$56.36 - $76.85 $19.2K - $26.1K
5.47K $416M
PHM
Pultegroup Inc

Consumer Cyclical
480
+ 4.84%
$92.02 - $106.54 $44.2K - $51.1K
10.4K $1.1B
LPLA
Lpl Financial Holdings Inc.

Financial Services
55
+ 4.76%
$283.31 - $388.96 $15.6K - $21.4K
1.21K $454M
AMG
Affiliated Managers Group, Inc.

Financial Services
170
+ 12.06%
$143.35 - $197.67 $24.4K - $33.6K
1.58K $311M
KT
Kt Corp

Communication Services
1.88K
+ 17.08%
$16.71 - $20.78 $31.3K - $39K
12.9K $267M
NXPI
Nxp Semiconductors N.V.

Technology
85
+ 4.49%
$153.5 - $218.72 $13K - $18.6K
1.98K $433M
GTLS
Chart Industries Inc

Industrials
250
+ 16.39%
$115.08 - $175.5 $28.8K - $43.9K
1.78K $292M
BYD
Boyd Gaming Corp

Consumer Cyclical
320
+ 9.05%
$60.8 - $79.02 $19.5K - $25.3K
3.86K $302M
IWR
Ishares Russell Mid Cap ETF

ETFs
675
+ 90.0%
$74.88 - $91.97 $50.5K - $62.1K
1.43K $131M
CVS
Cvs Health Corp

Healthcare
725
+ 6.28%
$60.04 - $70.18 $43.5K - $50.9K
12.3K $846M
IRM
Iron Mountain Inc

Real Estate
35
+ 0.97%
$76.93 - $105.25 $2.69K - $3.68K
3.66K $375M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
600
+ 19.35%
$58.52 - $71.7 $35.1K - $43K
3.7K $254M
NBIX
Neurocrine Biosciences Inc

Healthcare
240
+ 10.96%
$87.54 - $128.18 $21K - $30.8K
2.43K $305M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
415
+ 244.12%
$49.95 - $128.54 $20.7K - $53.3K
585 $72.8M
NCR
Ncr Corp

Technology
2.85K
+ 19.85%
N/A
17.2K $202M
ADUS
Addus Home Care Corp

Healthcare
205
+ 8.99%
$96.32 - $118.0 $19.7K - $24.2K
2.49K $286M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
240
+ 8.86%
$90.58 - $109.05 $21.7K - $26.2K
2.95K $322M
SNV
Synovus Financial Corp

Financial Services
590
+ 10.68%
$38.27 - $51.75 $22.6K - $30.5K
6.11K $316M
AMRC
Ameresco, Inc.

Industrials
2.42K
+ 35.51%
$8.66 - $16.53 $20.9K - $39.9K
9.22K $140M
PFGC
Performance Food Group CO

Consumer Defensive
250
+ 6.89%
$71.62 - $89.56 $17.9K - $22.4K
3.88K $339M
NVEE
Nv5 Global, Inc.

Industrials
1.38K
+ 24.17%
$15.12 - $23.09 $20.9K - $31.9K
7.09K $164M
LYG
Lloyds Banking Group PLC

Financial Services
2.65K
+ 2.73%
$3.32 - $4.29 $8.8K - $11.4K
99.7K $424M
PUK
Prudential PLC

Financial Services
1.25K
+ 22.24%
$18.03 - $25.49 $22.5K - $31.9K
6.87K $172M
VOD
Vodafone Group Public LTD CO

Communication Services
1.63K
+ 6.71%
$8.19 - $10.66 $13.3K - $17.3K
25.9K $276M
LGND
Ligand Pharmaceuticals Inc

Healthcare
225
+ 8.47%
$96.67 - $118.22 $21.8K - $26.6K
2.88K $327M
EVH
Evolent Health, Inc.

Healthcare
3.13K
+ 47.35%
$7.21 - $11.26 $22.5K - $35.2K
9.73K $110M
NVS
Novartis Ag

Healthcare
100
+ 2.76%
$101.96 - $121.01 $10.2K - $12.1K
3.73K $451M
CDNA
Care Dx, Inc.

Healthcare
1.23K
+ 11.17%
$14.18 - $20.08 $17.4K - $24.6K
12.2K $238M
Digitalbridge Group Inc
1.23K
+ 6.17%
N/A
21.1K $218M
Activity Summary
Buys All Purchases 127 New Holdings 4 Increased Positions 123 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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