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Cetera Advisors LLC

SEC CIK
0001534400
Latest filing
May 24, 2024

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
1,353
−47 vs. Q1 2022
Portfolio value
$4.39B
−$619.6M (−12.4%) vs. Q1 2022
Filed
Aug 11, 2022
SEC
Holdings of Cetera Advisors LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,182,619$161.7M3.7%−4,158−0.4%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF340,586$128.5M2.9%+2,156+0.6%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF906,923$92.0M2.1%−67,271−6.9%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,287,823$90.4M2.1%−16,869−1.3%Reduced–
iShares Core S&P 500 ETF464287200ETF228,539$86.7M2.0%−16,190−6.6%Reduced–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG875,610$65.6M1.5%−21,175−2.4%Reduced–
MSFTMicrosoft CorpStock221,335$56.8M1.3%−3,541−1.6%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF241,932$52.9M1.2%−5,463−2.2%Reduced–
Vanguard S&P 500 ETF922908363ETF148,280$51.4M1.2%+180.0%Added–
AMZNAmazon Com IncStock461,521$49.0M1.1%+51,921+12.7%AddedConverted for a 20-for-1 splitHistory
iShares S&P 500 Value ETF464287408ETF349,061$48.0M1.1%+215,083+160.5%Added–
First Tr Exchange-Traded FD33734H106SHS995,817$38.6M0.9%+78,283+8.5%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT283,952$38.1M0.9%−2,663−0.9%Reduced–
Invesco QQQ Trust Series I46090E103ETF132,394$37.1M0.8%+5,647+4.5%Added–
GOOGLAlphabet Inc.Stock16,852$36.7M0.8%+4,818+40.0%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF896,748$36.7M0.8%+9,109+1.0%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF517,693$36.2M0.8%+37,369+7.8%Added–
iShares Core S&P Small Cap ETF464287804ETF376,650$34.8M0.8%−15,834−4.0%Reduced–
TSLATesla, Inc.Stock51,079$34.4M0.8%+718+1.4%AddedHistory
Schwab US Dividend Equity ETF808524797ETF466,333$33.4M0.8%+123,237+35.9%Added–
iShares Core S&P Mid-Cap ETF464287507ETF144,481$32.7M0.7%+55,880+63.1%Added–
iShares Select Dividend ETF464287168ETF276,487$32.5M0.7%+192,827+230.5%Added–
First Tr Exchange-Traded FD336917109SHS916,771$32.3M0.7%+192,854+26.6%Added–
Vanguard Total Bond Market ETF921937835ETF426,144$32.1M0.7%+13,209+3.2%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW536,728$31.9M0.7%+52,452+10.8%Added–
BRK.BBerkshire Hathaway IncStock116,349$31.8M0.7%−88−0.1%ReducedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK851,050$28.4M0.6%−16,968−2.0%ReducedHistory
HDHome Depot, Inc.Stock103,252$28.3M0.6%+1,154+1.1%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F543,403$28.0M0.6%+7,934+1.5%Added–
iShares Core Dividend Growth ETF46434V621ETF580,627$27.7M0.6%+66,752+13.0%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF137,550$27.1M0.6%+40,640+41.9%Added–
CVXChevron CorpStock176,997$25.6M0.6%+4,712+2.7%AddedHistory
GLDSPDR Gold TrustETF145,720$24.5M0.6%+767+0.5%AddedHistory
JNJJohnson & JohnsonStock133,695$23.7M0.5%−4,783−3.5%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF125,452$23.7M0.5%+30,985+32.8%Added–
Vanguard High Dividend Yield Index ETF921946406ETF229,844$23.4M0.5%+9,575+4.3%Added–
iShares Russell 1000 Value ETF464287598ETF154,646$22.4M0.5%+17,926+13.1%Added–
JPMJPMorgan Chase & CoStock196,899$22.2M0.5%+3,312+1.7%AddedHistory
DISWalt Disney CoStock230,460$21.8M0.5%+14,767+6.8%AddedHistory
First Tr Exchange Trad FD VI33739H101FST TR GLB FD799,510$21.4M0.5%−208,262−20.7%Reduced–
PGProcter & Gamble CoStock146,633$21.1M0.5%−6,728−4.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM234,912$20.1M0.5%−4,823−2.0%ReducedHistory
VZVerizon Communications IncStock384,626$19.5M0.4%+15,092+4.1%AddedHistory
iShares Russell 2000 ETF464287655ETF113,870$19.3M0.4%−25,517−18.3%Reduced–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF392,460$19.1M0.4%+104,235+36.2%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM341,781$19.0M0.4%+45,351+15.3%Added–
NVDANVIDIA CorpStock118,026$17.9M0.4%+24,408+26.1%AddedHistory
HONHoneywell International IncCOM100,468$17.5M0.4%+414+0.4%AddedHistory
INTCIntel CorpStock442,672$16.6M0.4%+243,788+122.6%AddedHistory
LMTLockheed Martin CorpStock38,330$16.5M0.4%−3,789−9.0%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF317,704$15.9M0.4%+14,208+4.7%Added–
GOOGAlphabet Inc.Stock7,275$15.9M0.4%+624+9.4%AddedHistory
iShares MSCI Eafe ETF464287465ETF247,602$15.5M0.4%−16,559−6.3%Reduced–
iShares Russell Midcap ETF464287499ETF238,623$15.4M0.4%+34,925+17.1%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF327,816$15.4M0.3%+8,149+2.5%Added–
Invesco S&P 500 Quality ETF46137V241ETF364,652$15.3M0.3%−27,625−7.0%Reduced–
Vanguard Health Care ETF92204A504ETF63,386$14.9M0.3%+3,349+5.6%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF187,061$14.8M0.3%+1,059+0.6%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX295,161$14.8M0.3%+20,227+7.4%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF629,479$14.7M0.3%+21,993+3.6%Added–
CRMSalesforce, Inc.Stock87,899$14.5M0.3%+4,220+5.0%AddedHistory
COSTCostco Wholesale CorpStock30,172$14.5M0.3%+3,604+13.6%AddedHistory
MOAltria Group, Inc.Stock341,431$14.3M0.3%+3,442+1.0%AddedHistory
VVisa Inc.Stock72,132$14.2M0.3%+206+0.3%AddedHistory
MCDMcDonalds CorpStock56,978$14.1M0.3%−874−1.5%ReducedHistory
iShares Tr464288687PFD AND INCM SEC426,202$14.0M0.3%+86,704+25.5%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF151,894$13.9M0.3%+3,862+2.6%Added–
TAT&T Inc.Stock660,376$13.8M0.3%+60,340+10.1%AddedHistory
ORealty Income CorpREIT201,904$13.8M0.3%+3,617+1.8%AddedHistory
Goldman Sachs ETF Tr381430107ACTIVEBETA INT491,959$13.7M0.3%+16,170+3.4%Added–
IBMInternational Business Machines CorpStock95,793$13.5M0.3%+1,949+2.1%AddedHistory
iShares S&P 500 Growth ETF464287309ETF222,781$13.4M0.3%+4,880+2.2%Added–
KOCoca Cola CoStock207,683$13.1M0.3%+1,485+0.7%AddedHistory
DEDeere & CoStock42,976$12.9M0.3%−1,383−3.1%ReducedHistory
MAMastercard IncStock39,787$12.6M0.3%+100.0%AddedHistory
PFEPfizer IncStock236,668$12.4M0.3%+4,919+2.1%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF96,342$12.4M0.3%+10,486+12.2%Added–
iShares Core MSCI Eafe ETF46432F842ETF208,599$12.3M0.3%−6,833−3.2%Reduced–
UNHUnitedHealth Group IncStock23,750$12.2M0.3%+2,415+11.3%AddedHistory
First Tr Exchng Traded FD VI33740U778VEST BUFFERED691,147$12.2M0.3%+382,726+124.1%Added–
First Tr Exchng Traded FD VI33740F649FT VEST NAS651,178$12.2M0.3%+96,455+17.4%Added–
WisdomTree Tr97717W588US LARGECAP FUND296,822$12.1M0.3%+91,089+44.3%Added–
METAMeta Platforms, Inc.Stock74,860$12.1M0.3%+5,212+7.5%AddedHistory
BMYBristol Myers Squibb CoStock156,630$12.1M0.3%+22,798+17.0%AddedHistory
AMTAmerican Tower CorpREIT47,121$12.0M0.3%−516−1.1%ReducedHistory
EPDEnterprise Products Partners L.P.Stock486,018$11.8M0.3%+44,376+10.0%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF52,642$11.7M0.3%+1,731+3.4%Added–
ABBVAbbVie Inc.Stock75,181$11.5M0.3%−1,861−2.4%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF107,122$11.4M0.3%+18,971+21.5%Added–
Lattice Strategies Tr518416607HARTFORD MLT DIV464,446$11.4M0.3%+464,446New–
State Street Energy Select Sector SPDR ETF81369Y506ETF157,510$11.3M0.3%+57,870+58.1%Added–
iShares Tips Bond ETF464287176ETF97,537$11.1M0.3%−24,844−20.3%Reduced–
iShares Tr46435G425ESG AWR MSCI USA132,215$11.1M0.3%+2,873+2.2%Added–
WPCW. P. Carey Inc.COM133,757$11.1M0.3%+11,572+9.5%AddedHistory
PYPLPayPal Holdings, Inc.Stock157,873$11.0M0.3%−828−0.5%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF74,940$10.8M0.2%+10,341+16.0%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF94,895$10.4M0.2%+47,586+100.6%Added–
PEPPepsiCo IncStock62,494$10.4M0.2%−2,199−3.4%ReducedHistory
iShares Russell 2000 Growth ETF464287648ETF49,906$10.3M0.2%−1,485−2.9%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF137,419$9.92M0.2%+18,183+15.2%Added–

Options (10)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Cetera Advisors LLC in Q2 2022
SecurityClassPutsCalls
SLBSLB LimitedStock$172.0K–
AMZNAmazon Com IncStock$161.0K–
COPConocoPhillipsStock$116.0K–
TWTRTwitter, Inc.COM$55.0K–
BMYBristol Myers Squibb CoStock$39.0K–
MRNAModerna, Inc.Stock$20.0K–
UNHUnitedHealth Group IncStock$16.0K–
AAPLApple Inc.Stock$6.00K–
DALDelta Air Lines, Inc.COM NEW–$5.00K
ARK Innovation ETF00214Q104ETF$2.00K–

Sold out since Q1 2022 (159)

Positions held at the end of Q1 2022 that are gone from this filing.

The largest 100 of 159 by value last quarter.

Positions of Cetera Advisors LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN1,127,220$32.7M0.7%–
EHEHang Holdings LtdADS777,931$9.33M0.2%History
Barclays BK PLC06746P456ETN LKD 4857,205$3.82M0.1%–
Kraneshares Trust500767306CSI CHI INTERNET110,402$3.15M0.1%–
First Tr Exchng Traded FD VI33740F656FT VEST INTE143,489$2.93M0.1%–
CERNCERNER CorpCOM19,775$1.85M<0.1%History
Ssga Active ETF Tr78467V608ST STR BL LN ETF40,170$1.81M<0.1%–
SPDR Ser Tr78468R655S&P KENSHO CLEAN18,115$1.63M<0.1%–
SPDR Index Shs FDS78463X541ST STR NAT ETF21,450$1.35M<0.1%–
Alps ETF Tr00162Q478DISRUPTIVE TECH26,049$1.11M<0.1%–
Signature BK New York N Y82669G104COM3,121$916.0K<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF34,218$898.0K<0.1%–
J P Morgan Exchange Traded F46641Q753US VALUE FACTR24,246$896.0K<0.1%–
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT16,086$867.0K<0.1%–
RBB FD Inc74933W601MOTLEY FOL ETF17,249$705.0K<0.1%–
Global X FDS37954Y830GLOBAL X COPPER15,166$690.0K<0.1%–
Indexiq ETF Tr45409B396IQ CHAIKIN US19,495$685.0K<0.1%–
BMEBlackRock Health Sciences TrustCOM14,640$666.0K<0.1%History
HSBCHSBC Holdings PLCSPON ADR NEW17,872$612.0K<0.1%History
PENGPenguin Solutions, Inc.SHS20,451$528.0K<0.1%History
CMCanadian Imperial Bank of CommerceCOM4,132$503.0K<0.1%History
TAKTakeda Pharmaceutical Co LtdADR33,714$483.0K<0.1%History
iShares Tr46434VBA7IBONDS DEC22 ETF19,157$480.0K<0.1%–
Barclays Bank PLC06746P548ETN LKD 485,990$469.0K<0.1%–
Barclays BK PLC06746P431ETN LKD 483,575$466.0K<0.1%–
VanEck ETF Trust92189H805RARE EARTH AND S3,916$463.0K<0.1%–
Barclays Bank PLC06746P563ETN LKD 487,445$456.0K<0.1%–
SPDR Series Trust78468R861STATE STRET SPDR22,019$455.0K<0.1%–
VVRInvesco Senior Income TrustCOM106,637$454.0K<0.1%History
CRCrane CoCOM4,000$433.0K<0.1%History
Barclays BK PLC06746P571ETN LKD 485,895$427.0K<0.1%–
MSTRStrategy IncStock823$400.0K<0.1%History
NETCloudflare, Inc.CL A COM3,299$395.0K<0.1%History
Ssga Active ETF Tr78467V848ST STR TOTAL ETF8,529$382.0K<0.1%–
Osi ETF Tr67110P704OSHS GBL INTER10,164$382.0K<0.1%–
iShares Tr464288174GL TIMB FORE ETF4,175$373.0K<0.1%–
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN5,546$353.0K<0.1%–
SPDR Series Trust78468R739ST NUVE TERM ETF7,453$353.0K<0.1%–
iShares Inc464286285JP MRGN EM HI BD8,827$351.0K<0.1%–
VanEck ETF Trust92189F452MORTGAGE REIT20,008$342.0K<0.1%–
DJTTrump Media & Technology Group Corp.Stock5,160$333.0K<0.1%History
PNWPinnacle West Capital CorpCOM4,240$331.0K<0.1%History
EDRYEuroDry Ltd.COM9,755$331.0K<0.1%History
JKHYJack Henry & Associates IncStock1,663$328.0K<0.1%History
VRTVVeritiv CorpCOM2,442$326.0K<0.1%History
Global X FDS37954Y384CYBRSCURTY ETF10,359$325.0K<0.1%–
Vanguard Total World Stock ETF922042742ETF3,136$318.0K<0.1%–
iShares Tr464288604MRGSTR SM CP GR6,917$306.0K<0.1%–
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH4,574$305.0K<0.1%–
WBDWarner Bros. Discovery, Inc.COM SER A12,239$305.0K<0.1%History
Industrias Bachoco SAB456463108SPON ADR B6,505$304.0K<0.1%–
TNDMTandem Diabetes Care IncCOM NEW2,586$301.0K<0.1%History
LACLithium Americas Corp.COM NEW7,738$298.0K<0.1%History
SAMBoston Beer Co IncCL A759$295.0K<0.1%History
BCRXBiocryst Pharmaceuticals IncCOM18,155$295.0K<0.1%History
TRGPTarga Resources Corp.COM3,907$295.0K<0.1%History
AFRMAffirm Holdings, Inc.COM CL A6,290$291.0K<0.1%History
SPDR Series Trust78464A284ST NUVE HIGH ETF5,210$287.0K<0.1%–
iShares Inc464286665MSCI PAC JP ETF5,788$285.0K<0.1%–
VSXYVictoria's Secret & Co.COMMON STOCK5,539$284.0K<0.1%History
Global X FDS37954Y814FINTECH ETF8,766$281.0K<0.1%–
LOBLive Oak Bancshares, Inc.COM5,498$280.0K<0.1%History
ACCAmerican Campus Communities IncCOM4,995$280.0K<0.1%History
EOLSEvolus, Inc.COM24,795$278.0K<0.1%History
EAElectronic Arts Inc.COM2,179$276.0K<0.1%History
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH8,317$275.0K<0.1%–
iShares Tr46434V456MSCI INTL QUALTY7,426$274.0K<0.1%–
iShares Tr46434V4070-5YR HI YL CP6,233$274.0K<0.1%–
COFCapital One Financial CorpStock2,080$273.0K<0.1%History
MKSIMKS IncCOM1,798$270.0K<0.1%History
FNFabrinetSHS2,567$270.0K<0.1%History
SGOLabrdn Gold ETF TrustETF14,407$268.0K<0.1%History
SCCOSouthern Copper CorpStock3,476$264.0K<0.1%History
MROMarathon Oil CorpCOM10,428$262.0K<0.1%History
EXPEExpedia Group, Inc.Stock1,335$261.0K<0.1%History
TDYTeledyne Technologies IncCOM547$259.0K<0.1%History
Asymmetric ETFs Trust04651A101500 ETF9,110$259.0K<0.1%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US4,441$257.0K<0.1%–
ALGNAlign Technology IncCOM584$255.0K<0.1%History
Vanguard Whitehall FDS921946810INTL DVD ETF3,168$250.0K<0.1%–
OGSONE Gas, Inc.COM2,823$249.0K<0.1%History
ILMNIllumina, Inc.COM712$249.0K<0.1%History
Innovator ETFs Trust45782C698US EQUT BUFR AUG7,535$247.0K<0.1%–
FISFidelity National Information Services, Inc.Stock2,447$246.0K<0.1%History
BRGBluerock Residential Growth REIT, Inc.COM CL A9,144$243.0K<0.1%History
BBYBest Buy Co IncStock2,659$242.0K<0.1%History
First Trust Multi Cap Growth Alphadex Fund33733F101ETF2,145$241.0K<0.1%–
IIPRInnovative Industrial Properties IncCOM1,175$241.0K<0.1%History
DBX ETF Tr233051432XTRACK USD HIGH6,307$238.0K<0.1%–
Alps ETF Tr00162Q205EQUAL SEC ETF2,192$238.0K<0.1%–
MMacy's, Inc.COM9,790$238.0K<0.1%History
WABWestinghouse Air Brake Technologies CorpStock2,468$237.0K<0.1%History
BIIBBiogen Inc.COM1,123$237.0K<0.1%History
MTCHMatch Group, Inc.COM2,159$235.0K<0.1%History
First Tr Exchange Traded FD33738R878DORSEY WRIGHT6,421$235.0K<0.1%–
JCIJohnson Controls International plcStock3,571$234.0K<0.1%History
Fidelity Covington Trust316092303CONSMR STAPLES5,104$234.0K<0.1%–
First Tr Exchange-Traded FD33734X150INDLS PROD DUR4,096$232.0K<0.1%–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM8,619$232.0K<0.1%History
SUISun Communities IncCOM1,318$231.0K<0.1%History