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Cetera Investment Advisers

Latest statistics and disclosures from Cetera Investment Advisers's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, VTI, BSV, IUSB, and represent 12.30% of Cetera Investment Advisers's stock portfolio.
Added to shares of these 10 stocks: QUAL (+$84M), FDL (+$75M), IEMG (+$46M), IUSB (+$40M), EFG (+$26M), TFLO (+$25M), QQQM (+$19M), IEF (+$16M), GOVT (+$14M), SPTI (+$12M).
Started 165 new stock positions in BLRX, AI, FTS, TTC, CHK, PATH, FNDE, EDV, XVV, First Tr Exchng Traded Fd Vi.
Reduced shares in these 10 stocks: ESGU (-$86M), EEMV (-$40M), SHYG (-$31M), IJR (-$21M), MINT (-$18M), FNCL (-$17M), AGG (-$17M), JPST (-$16M), EFV (-$16M), SPLG (-$16M).
Sold out of its positions in SBIO, PPLT, WMS, AQN, AR, ARMK, ASPU, LEO, BOH, BEEM.
Cetera Investment Advisers was a net buyer of stock by $137M.
Cetera Investment Advisers has $11B in assets under management (AUM), dropping by 6.05%.
Central Index Key (CIK): 0001666741

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Portfolio Holdings for Cetera Investment Advisers

Cetera Investment Advisers holds 2145 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Cetera Investment Advisers has 2145 total positions. Only the first 250 positions are shown.

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Download the Cetera Investment Advisers March 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.5	$406M		987k	411.08	View chart
Apple (AAPL)	2.7	$312M		1.9M	164.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$274M		1.3M	204.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.9	$218M		2.9M	76.49	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$198M	+25%	4.3M	46.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$188M	+5%	2.6M	73.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$167M		2.3M	73.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$167M		3.0M	55.21	View chart
Microsoft Corporation (MSFT)	1.3	$150M		520k	288.30	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.2	$143M	+8%	2.0M	72.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$140M	-10%	1.4M	99.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$126M	+5%	392k	320.93	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$120M		483k	249.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$105M		759k	138.11	View chart
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$102M	+2%	2.1M	48.92	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$102M	-7%	1.1M	91.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$100M	+513%	805k	124.06	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$99M	+87%	2.0M	48.79	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.9	$97M	-14%	1.9M	50.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$96M	+9%	256k	376.07	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$92M	+11%	975k	94.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$90M	-5%	2.0M	45.17	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$88M	-3%	813k	107.74	View chart
First Tr Morningstar Divid L SHS (FDL)	0.8	$87M	+659%	2.4M	35.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$86M	+41%	922k	93.68	View chart
Amazon (AMZN)	0.7	$81M		783k	103.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$79M		192k	409.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$72M	-3%	475k	152.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$69M	+7%	1.0M	66.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$69M	-55%	758k	90.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$67M	-4%	274k	244.33	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$64M	-19%	1.3M	48.53	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$64M		1.3M	47.87	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$63M	+27%	2.7M	23.38	View chart
NVIDIA Corporation (NVDA)	0.5	$62M		222k	277.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$62M	-25%	636k	96.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$60M	+19%	831k	72.74	View chart
First Tr Value Line Divid In SHS (FVD)	0.5	$58M		1.5M	40.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$58M	+2%	556k	103.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$48M	-4%	951k	49.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$46M	-22%	185k	250.16	View chart
Exxon Mobil Corporation (XOM)	0.4	$45M		409k	109.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$45M		714k	62.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$44M	+14%	416k	106.37	View chart
JPMorgan Chase & Co. (JPM)	0.4	$43M	-2%	332k	130.31	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$40M	+165%	787k	50.59	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$37M	+34%	400k	92.81	View chart
Visa Com Cl A (V)	0.3	$37M	-3%	165k	225.46	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$36M	+8%	789k	45.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$35M		877k	40.40	View chart
Johnson & Johnson (JNJ)	0.3	$35M	+2%	225k	155.00	View chart
Wal-Mart Stores (WMT)	0.3	$35M		235k	147.45	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$35M	+5%	738k	46.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$34M	+4%	417k	82.16	View chart
Tesla Motors (TSLA)	0.3	$34M		165k	207.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$34M	-18%	533k	63.89	View chart
Pfizer (PFE)	0.3	$34M	+4%	823k	40.80	View chart
UnitedHealth (UNH)	0.3	$34M		71k	472.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$33M		318k	104.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$32M	-24%	310k	104.68	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$32M	+102%	324k	99.12	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$32M	+5%	278k	114.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$32M		210k	151.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$32M	+26%	577k	54.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$31M		165k	189.56	View chart
Abbvie (ABBV)	0.3	$31M		196k	159.37	View chart
Chevron Corporation (CVX)	0.3	$31M		188k	163.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$30M		288k	105.50	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$30M	+12%	1.3M	23.47	View chart
Qualcomm (QCOM)	0.3	$30M	+2%	235k	127.58	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$29M	-10%	227k	129.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$29M		381k	76.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$29M	+19%	448k	65.17	View chart
Merck & Co (MRK)	0.3	$29M	-4%	272k	106.39	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$29M	-28%	260k	109.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$28M	-21%	817k	34.80	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$28M	+3%	626k	44.87	View chart
Meta Platforms Cl A (META)	0.2	$28M	-5%	130k	211.94	View chart
Home Depot (HD)	0.2	$28M	-6%	93k	295.12	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$27M	+81%	947k	28.94	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$27M	-10%	217k	123.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$27M	+3%	87k	308.77	View chart
Procter & Gamble Company (PG)	0.2	$27M		179k	148.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$26M		172k	151.76	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$26M	-34%	77k	332.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$25M	+61%	981k	25.48	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$25M	-3%	427k	58.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$25M		300k	83.04	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$24M	+2%	350k	67.69	View chart
Mastercard Incorporated Cl A (MA)	0.2	$23M		63k	363.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$23M		109k	210.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$23M		124k	183.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$23M	+3%	450k	50.66	View chart
Ishares Tr Core Msci Pac (IPAC)	0.2	$23M	-5%	401k	56.57	View chart
Cisco Systems (CSCO)	0.2	$23M	+4%	433k	52.28	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$23M	+47%	380k	59.51	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$23M	+2%	482k	46.55	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$22M	+14%	397k	55.36	View chart
Lockheed Martin Corporation (LMT)	0.2	$22M		46k	472.72	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$22M	+24%	239k	91.31	View chart
Verizon Communications (VZ)	0.2	$22M	+12%	556k	38.89	View chart
Eli Lilly & Co. (LLY)	0.2	$22M		63k	343.42	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$22M	+2%	259k	82.83	View chart
Costco Wholesale Corporation (COST)	0.2	$21M		43k	496.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$21M	-6%	134k	158.76	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$21M	-39%	506k	40.72	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$20M	+11%	90k	226.82	View chart
Pepsi (PEP)	0.2	$20M	+4%	112k	182.30	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$20M		266k	76.64	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$20M	+7%	271k	74.71	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$20M	-13%	182k	110.50	View chart
Lowe's Companies (LOW)	0.2	$20M		100k	199.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$20M	+32%	129k	154.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$20M	+1945%	150k	132.01	View chart
Walt Disney Company (DIS)	0.2	$20M		197k	100.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$20M	+12%	258k	76.23	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$19M	+9%	348k	55.84	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$19M	+43%	221k	86.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$19M	+4%	98k	194.89	View chart
Broadcom (AVGO)	0.2	$19M	+15%	30k	641.53	View chart
Boeing Company (BA)	0.2	$18M	-2%	86k	212.43	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$18M		412k	44.43	View chart
Advanced Micro Devices (AMD)	0.2	$18M	+7%	183k	98.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$18M	-12%	79k	225.23	View chart
At&t (T)	0.2	$18M	+3%	916k	19.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$18M	+67%	549k	32.12	View chart
McDonald's Corporation (MCD)	0.2	$18M		63k	279.61	View chart
Starbucks Corporation (SBUX)	0.2	$18M	-6%	169k	104.13	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$17M	+6%	564k	30.88	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$17M	-24%	339k	50.54	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$17M		279k	60.47	View chart
Bank of America Corporation (BAC)	0.1	$17M	+7%	589k	28.60	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$17M	+19%	399k	42.19	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$17M	-5%	318k	52.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$16M		92k	178.40	View chart
Caterpillar (CAT)	0.1	$16M	+6%	70k	228.84	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$16M	-4%	474k	32.62	View chart
Coca-Cola Company (KO)	0.1	$15M	+4%	246k	62.03	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$15M	+22%	281k	54.09	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$15M	+5%	478k	31.27	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$15M	+12%	39k	385.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$15M	-5%	126k	117.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$15M	-28%	162k	90.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$15M		109k	134.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$15M	+32%	100k	144.62	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$15M	-25%	146k	99.23	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$14M	-14%	284k	50.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$14M	+4%	144k	97.93	View chart
Target Corporation (TGT)	0.1	$14M	-9%	84k	165.63	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$14M	+169%	100k	138.93	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$14M	-49%	125k	110.25	View chart
CVS Caremark Corporation (CVS)	0.1	$14M	-7%	184k	74.31	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$14M	-28%	135k	101.66	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)	0.1	$14M	+298%	432k	31.45	View chart
Amgen (AMGN)	0.1	$14M	+5%	56k	241.75	View chart
United Parcel Service CL B (UPS)	0.1	$14M	+6%	70k	193.99	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$14M	-69%	324k	41.68	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$14M	+4%	382k	35.20	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$13M	+22%	414k	32.49	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$13M	+16%	538k	24.94	View chart
Deere & Company (DE)	0.1	$13M	+19%	32k	412.88	View chart
Southern Company (SO)	0.1	$13M	+6%	191k	69.58	View chart
Netflix (NFLX)	0.1	$13M	-2%	38k	345.48	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$13M	+13%	275k	47.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$13M	+5%	183k	71.52	View chart
Abbott Laboratories (ABT)	0.1	$13M	-6%	129k	101.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$13M	+2%	141k	92.09	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$13M	-9%	525k	24.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$13M	+3%	141k	91.24	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	0.1	$13M	+69%	257k	49.60	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$13M	-2%	265k	47.88	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT)	0.1	$13M	-31%	385k	32.83	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$13M	-2%	190k	65.58	View chart
Adobe Systems Incorporated (ADBE)	0.1	$12M	+5%	32k	385.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$12M		199k	61.95	View chart
First Tr Exchange Traded Us Eqty Oppt Etf (FPX)	0.1	$12M	+2%	146k	84.05	View chart
Bristol Myers Squibb (BMY)	0.1	$12M	+4%	176k	69.31	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$12M	-5%	393k	30.81	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$12M	-26%	149k	81.22	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$12M		478k	25.27	View chart
Comcast Corp Cl A (CMCSA)	0.1	$12M	+11%	318k	37.91	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.1	$12M	+65%	586k	20.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$12M	-15%	361k	32.35	View chart
Applied Materials (AMAT)	0.1	$12M		95k	122.83	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$12M	-53%	397k	29.23	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$12M		479k	24.21	View chart
Philip Morris International (PM)	0.1	$12M	+9%	119k	97.25	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$12M	+8%	488k	23.69	View chart
Innovator Etfs Tr Us Eqty Ultra B (UDEC)	0.1	$12M	+604%	405k	28.51	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$12M	+11%	207k	55.54	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$11M	-33%	181k	62.89	View chart
Wells Fargo & Company (WFC)	0.1	$11M	+27%	304k	37.38	View chart
Thermo Fisher Scientific (TMO)	0.1	$11M	-6%	20k	576.37	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$11M		111k	101.02	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$11M	+15%	250k	44.50	View chart
Goldman Sachs (GS)	0.1	$11M		34k	327.11	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$11M	-3%	306k	35.55	View chart
Dbx Etf Tr Xtrackers Low (HYDW)	0.1	$11M	+26%	235k	46.00	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$11M	+48%	91k	117.65	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$11M	-18%	455k	23.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$11M	-16%	97k	109.24	View chart
Realty Income (O)	0.1	$11M	+4%	166k	63.32	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)	0.1	$11M	+2862%	327k	32.17	View chart
Altria (MO)	0.1	$11M		235k	44.62	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$11M	-30%	157k	66.81	View chart
Medtronic SHS (MDT)	0.1	$10M	+11%	129k	80.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$10M	-14%	332k	31.22	View chart
Ford Motor Company (F)	0.1	$10M	+2%	815k	12.60	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$10M	-3%	75k	137.02	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$10M	+10%	383k	26.65	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$10M	-29%	245k	41.60	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$10M	+16%	303k	33.48	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$10M		71k	140.20	View chart
Nike CL B (NKE)	0.1	$10M	+2%	81k	122.64	View chart
Valero Energy Corporation (VLO)	0.1	$10M	+8%	71k	139.60	View chart
Duke Energy Corp Com New (DUK)	0.1	$9.9M	+5%	103k	96.47	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$9.9M	+134%	291k	34.13	View chart
Oracle Corporation (ORCL)	0.1	$9.9M	+4%	107k	92.92	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.1	$9.8M	-6%	109k	89.96	View chart
Honeywell International (HON)	0.1	$9.8M		51k	191.12	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$9.8M		443k	22.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$9.8M	+9%	140k	69.92	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$9.7M	+60%	310k	31.48	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$9.6M	+24%	94k	102.77	View chart
BlackRock (BLK)	0.1	$9.6M	+4%	14k	669.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$9.5M		129k	73.78	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$9.5M	+29%	141k	67.65	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$9.4M	-62%	194k	48.15	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$9.4M	+4%	33k	285.81	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$9.3M	-8%	195k	47.55	View chart
Prologis (PLD)	0.1	$9.3M	+27%	74k	124.77	View chart
Automatic Data Processing (ADP)	0.1	$9.1M	-7%	41k	222.63	View chart
Citigroup Com New (C)	0.1	$9.1M	+7%	195k	46.89	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$9.1M	-19%	45k	204.51	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$9.0M		136k	66.40	View chart
International Business Machines (IBM)	0.1	$9.0M		69k	131.09	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$9.0M	-37%	119k	75.55	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$8.9M	-13%	38k	238.46	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$8.9M	-6%	143k	62.40	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$8.9M	+14%	96k	93.04	View chart
Ishares Msci Switzerland (EWL)	0.1	$8.9M	-6%	196k	45.32	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$8.9M	+5%	60k	149.54	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$8.9M		82k	107.53	View chart
Servicenow (NOW)	0.1	$8.8M	+4%	19k	464.71	View chart
Waste Management (WM)	0.1	$8.7M		54k	163.17	View chart
Union Pacific Corporation (UNP)	0.1	$8.7M		43k	201.26	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$8.6M	+6%	168k	50.94	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QMAR)	0.1	$8.5M	+2888%	385k	22.18	View chart
Zimmer Holdings (ZBH)	0.1	$8.5M	-7%	66k	129.20	View chart
Us Bancorp Del Com New (USB)	0.1	$8.5M	+18%	235k	36.05	View chart

Past Filings by Cetera Investment Advisers

SEC 13F filings are viewable for Cetera Investment Advisers going back to 2015

Cetera Investment Advisers 2023 Q1 filed May 15, 2023
Cetera Investment Advisers 2022 Q4 filed Feb. 14, 2023
Cetera Investment Advisers 2022 Q3 filed Nov. 14, 2022
Cetera Investment Advisers 2022 Q2 filed Aug. 11, 2022
Cetera Investment Advisers 2022 Q1 filed May 13, 2022
Cetera Investment Advisers 2021 Q4 filed Feb. 14, 2022
Cetera Investment Advisers 2021 Q3 filed Nov. 16, 2021
Cetera Investment Advisers 2021 Q2 filed Aug. 13, 2021
Cetera Investment Advisers 2021 Q1 filed May 17, 2021
Cetera Investment Advisers 2020 Q4 filed Feb. 17, 2021
Cetera Investment Advisers 2020 Q3 filed Nov. 13, 2020
Cetera Investment Advisers 2020 Q2 filed Aug. 13, 2020
Cetera Investment Advisers 2020 Q1 filed May 8, 2020
Cetera Investment Advisers 2019 Q4 filed Feb. 10, 2020
Cetera Investment Advisers 2019 Q3 filed Nov. 6, 2019
Cetera Investment Advisers 2019 Q2 filed Aug. 12, 2019

View all past filings

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Cetera Investment Advisers

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Portfolio Holdings for Cetera Investment Advisers

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Past Filings by Cetera Investment Advisers