Cetera Investment Advisers Purchases in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXR
Extra Space Storage Inc.

Real Estate
744
+ 1.72%
$142.35 - $178.32 $106K - $133K
44K $6.58M
IFN
India Fund Inc

Financial Services
10.6K
+ 2.5%
$15.71 - $18.91 $166K - $200K
434K $6.84M
ADI
Analog Devices Inc

Technology
1.91K
+ 2.08%
$206.35 - $236.48 $395K - $453K
94K $20M
COP
Conocophillips

Energy
7.26K
+ 2.26%
$95.12 - $114.72 $691K - $833K
328K $32.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
23.5K
+ 4.69%
$99.2 - $108.47 $2.33M - $2.55M
525K $52.2M
DOW
Dow Inc.

Basic Materials
47.1K
+ 21.44%
$39.1 - $55.34 $1.84M - $2.61M
267K $10.7M
SNY
Sanofi

Healthcare
9.82K
+ 5.19%
$45.89 - $57.31 $451K - $563K
199K $9.61M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.75K
+ 1.69%
$60.13 - $67.31 $225K - $252K
226K $13.7M
DVY
Ishares Tr

ETFs
621
+ 0.16%
$129.55 - $143.41 $80.5K - $89.1K
386K $50.7M
ITB
Ishares Tr

ETFs
10.4K
+ 10.03%
$103.31 - $129.34 $1.08M - $1.35M
115K $11.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
18.7K
+ 5.22%
$79.93 - $88.06 $1.49M - $1.65M
376K $30.1M
MELI
Mercadolibre Inc

Consumer Cyclical
213
+ 4.05%
$1666.0 - $2117.3 $355K - $451K
5.48K $9.31M
GIS
General Mills Inc

Consumer Defensive
8.54K
+ 4.23%
$62.78 - $74.62 $536K - $637K
211K $13.4M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
620
+ 0.12%
$30.93 - $33.94 $19.2K - $21K
506K $15.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
828K
+ 110.88%
$18.41 - $40.87 $15.2M - $33.8M
1.57M $29.1M
BLDR
Builders First Source, Inc.

Industrials
2.34K
+ 6.24%
$142.93 - $198.25 $335K - $464K
39.9K $5.7M
AFL
Aflac Inc

Financial Services
4.56K
+ 1.86%
$100.37 - $115.27 $457K - $525K
250K $25.8M
MPWR
Monolithic Power Systems Inc

Technology
1.47K
+ 19.6%
$560.06 - $942.58 $820K - $1.38M
8.94K $5.29M
VKTX
Viking Therapeutics, Inc.

Healthcare
5.63K
+ 6.99%
$38.28 - $78.03 $216K - $440K
86.2K $3.47M
SBUX
Starbucks Corp

Consumer Cyclical
15.1K
+ 3.14%
$87.44 - $102.5 $1.32M - $1.55M
497K $45.3M
DUK
Duke Energy Corp

Utilities
13.4K
+ 3.12%
$105.76 - $120.76 $1.42M - $1.62M
444K $47.9M
SLV
I Shares Silver Trust

ETFs
10.1K
+ 0.99%
$26.33 - $31.74 $265K - $320K
1.03M $27.1M
KMB
Kimberly Clark Corp

Consumer Defensive
440
+ 0.25%
$130.37 - $146.09 $57.4K - $64.3K
179K $23.5M
NUE
Nucor Corp

Basic Materials
12.4K
+ 12.16%
$115.78 - $167.74 $1.44M - $2.08M
115K $13.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
275K
+ 82.88%
$22.63 - $47.53 $6.22M - $13.1M
606K $13.8M
LYB
Lyondell Basell Industries N.V.

Basic Materials
176
+ 0.18%
$72.97 - $96.75 $12.8K - $17K
97.3K $7.23M
PSA
Public Storage

Real Estate
2.07K
+ 4.65%
$289.33 - $360.21 $599K - $746K
46.6K $14M
GD
General Dynamics Corp

Industrials
5.56K
+ 5.64%
$260.28 - $314.03 $1.45M - $1.75M
104K $27.4M
FDL
First Tr Morningstar Dividend

ETFs
15.5K
+ 0.87%
$39.59 - $43.95 $615K - $682K
1.8M $72.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
754K
+ 185.66%
$25.79 - $80.4 $19.4M - $60.6M
1.16M $30.2M
MDT
Medtronic PLC

Healthcare
12.8K
+ 3.77%
$79.61 - $92.24 $1.02M - $1.18M
352K $28.1M
HD
Home Depot, Inc.

Consumer Cyclical
11.5K
+ 2.68%
$385.02 - $431.37 $4.42M - $4.96M
440K $171M
MSFT
Microsoft Corp

Technology
34.3K
+ 1.77%
$406.35 - $454.46 $14M - $15.6M
1.98M $834M
URI
United Rentals, Inc.

Industrials
629
+ 2.19%
$704.44 - $880.32 $443K - $554K
29.4K $20.7M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
494
+ 5.65%
$701.85 - $1046.91 $347K - $517K
9.24K $6.58M
FNDF
Schwab Fundamental Intl Large

ETFs
27.6K
+ 3.25%
$32.92 - $37.15 $909K - $1.03M
878K $29.2M
CGCP
Capital Group Core Plus Income

ETFs
57.6K
+ 1.36%
$22.13 - $23.17 $1.28M - $1.34M
4.29M $95.2M
SO
Southern CO

Utilities
17.2K
+ 3.3%
$81.5 - $94.15 $1.4M - $1.62M
538K $44.3M
FCX
Freeport Mcmoran Inc

Basic Materials
18K
+ 6.22%
$38.08 - $50.82 $687K - $916K
308K $11.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
167K
+ 6.22%
$44.04 - $49.49 $7.36M - $8.27M
2.85M $126M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
328
+ 0.61%
$396.64 - $516.74 $130K - $169K
54K $21.7M
LOW
Lowes Companies Inc

Consumer Cyclical
8.96K
+ 3.88%
$244.52 - $284.07 $2.19M - $2.55M
240K $59.2M
ZTS
Zoetis Inc.

Healthcare
554
+ 0.51%
$162.24 - $194.42 $89.9K - $108K
109K $17.8M
HAP
Vaneck ETF Tr Natural Resource

ETFs
3.64K
+ 0.69%
$45.28 - $53.12 $165K - $193K
530K $24.2M
MCHP
Microchip Technology Inc

Technology
589
+ 0.36%
$55.51 - $79.05 $32.7K - $46.6K
165K $9.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
+ 0.16%
$442.29 - $483.08 $451K - $492K
640K $290M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
36.3K
+ 0.79%
$56.06 - $61.35 $2.03M - $2.22M
4.61M $260M
ADBE
Adobe Inc.

Technology
4.89K
+ 5.62%
$437.39 - $552.96 $2.14M - $2.7M
91.8K $40.8M
MU
Micron Technology Inc

Technology
2.64K
+ 1.15%
$84.16 - $113.41 $222K - $300K
232K $19.5M
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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email