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Cetera Advisors LLC

SEC CIK
0001534400
Latest filing
May 24, 2024

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
1,591
+239 vs. Q3 2022
Portfolio value
$5.52B
+$1.73B (+45.8%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Cetera Advisors LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,227,319$159.5M2.9%−1,133,205−48.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF337,675$129.1M2.3%−17,534−4.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF325,009$124.9M2.3%+117,185+56.4%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,342,215$96.8M1.8%+11,937+0.9%Added–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,044,359$79.5M1.4%+121,324+13.1%Added–
iShares Select Dividend ETF464287168ETF595,350$71.8M1.3%+200,541+50.8%Added–
Vanguard S&P 500 ETF922908363ETF194,316$68.3M1.2%+42,516+28.0%Added–
MSFTMicrosoft CorpStock283,355$68.0M1.2%+48,558+20.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF355,340$67.9M1.2%+196,081+123.1%Added–
iShares Russell 1000 Growth ETF464287614ETF278,089$59.6M1.1%+31,888+13.0%Added–
Vanguard Total Bond Market ETF921937835ETF803,818$57.7M1.0%+466,579+138.4%Added–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW842,472$50.1M0.9%+249,732+42.1%Added–
iShares S&P 500 Value ETF464287408ETF344,390$50.0M0.9%−18,056−5.0%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F939,116$48.6M0.9%+384,910+69.5%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT333,836$47.2M0.9%+107,413+47.4%Added–
BRK.BBerkshire Hathaway IncStock148,884$46.0M0.8%−104,234−41.2%ReducedHistory
AMZNAmazon Com IncStock532,369$44.7M0.8%−379,921−41.6%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF453,994$43.0M0.8%+56,528+14.2%Added–
First Tr Exchange-Traded FD33734H106SHS1,032,117$41.2M0.7%+54,706+5.6%Added–
Schwab US Dividend Equity ETF808524797ETF543,068$41.0M0.7%+45,901+9.2%Added–
iShares Tr46434V613CORE UNIVRSL USD897,451$40.3M0.7%+753,303+522.6%Added–
iShares Core S&P Mid-Cap ETF464287507ETF162,523$39.3M0.7%+14,568+9.8%Added–
First Tr Exchange-Traded FD336917109SHS1,071,766$39.2M0.7%+97,322+10.0%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM717,617$39.1M0.7%+255,433+55.3%Added–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF521,068$39.1M0.7%−543,126−51.0%Reduced–
HDHome Depot, Inc.Stock115,026$36.3M0.7%+11,732+11.4%AddedHistory
iShares Russell 1000 Value ETF464287598ETF238,549$36.2M0.7%+61,600+34.8%Added–
iShares Tr46429B7470-5 YR TIPS ETF356,934$34.6M0.6%−250,447−41.2%Reduced–
iShares Tr46435G425ESG AWR MSCI USA405,450$34.4M0.6%+265,283+189.3%Added–
Invesco QQQ Trust Series I46090E103ETF127,381$33.9M0.6%−131,801−50.9%Reduced–
GOOGLAlphabet Inc.Stock369,534$32.6M0.6%+25,001+7.3%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF742,170$32.6M0.6%−148,770−16.7%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF158,532$32.3M0.6%−2,290−1.4%Reduced–
CVXChevron CorpStock178,316$32.0M0.6%−4,174−2.3%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF535,930$31.4M0.6%+303,276+130.4%Added–
JPMJPMorgan Chase & CoStock229,620$30.8M0.6%+2,683+1.2%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF614,307$30.7M0.6%+29,834+5.1%Added–
Vanguard High Dividend Yield Index ETF921946406ETF274,234$29.7M0.5%+29,687+12.1%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS493,078$28.5M0.5%+404,638+457.5%Added–
Vanguard Short-Term Bond ETF921937827ETF371,795$28.0M0.5%+330,004+789.7%Added–
XOMExxonMobil Holdings CorpCOM243,540$26.9M0.5%−9,499−3.8%ReducedHistory
JNJJohnson & JohnsonStock146,556$25.9M0.5%+11,762+8.7%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF274,474$25.1M0.5%+117,058+74.4%Added–
PGProcter & Gamble CoStock161,848$24.5M0.4%+17,516+12.1%AddedHistory
HONHoneywell International IncCOM112,266$24.1M0.4%+12,388+12.4%AddedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK717,374$22.8M0.4%−92,070−11.4%ReducedHistory
LMTLockheed Martin CorpStock44,534$21.7M0.4%+6,778+18.0%AddedHistory
iShares Tr464288588MBS ETF233,073$21.6M0.4%+223,690+2,384.0%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF158,675$21.6M0.4%+32,766+26.0%Added–
TSLATesla, Inc.Stock174,454$21.5M0.4%+15,406+9.7%AddedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF442,985$21.0M0.4%+31,221+7.6%Added–
GLDSPDR Gold TrustETF120,813$20.5M0.4%−4,295−3.4%ReducedHistory
NVDANVIDIA CorpStock140,097$20.5M0.4%+5,556+4.1%AddedHistory
DEDeere & CoStock46,673$20.0M0.4%+3,409+7.9%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF866,091$19.7M0.4%+473,196+120.4%Added–
First Tr Exchng Traded FD VI33740U786FT VEST U.S651,266$19.4M0.4%+344,081+112.0%Added–
Pacer US Cash Cows 100 ETF69374H881ETF411,978$19.1M0.3%+184,304+81.0%Added–
VVisa Inc.Stock91,548$19.0M0.3%+19,584+27.2%AddedHistory
Vanguard Health Care ETF92204A504ETF76,287$18.9M0.3%+6,719+9.7%Added–
DISWalt Disney CoStock217,466$18.9M0.3%+2,820+1.3%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF213,894$18.7M0.3%+54,852+34.5%Added–
First Tr Exchng Traded FD VI33740U844FT VEST U.S606,114$18.6M0.3%+208,848+52.6%Added–
iShares Russell 2000 ETF464287655ETF106,310$18.5M0.3%+1,370+1.3%Added–
iShares Tr464287150CORE S&P TTL STK215,471$18.3M0.3%+99,986+86.6%Added–
Vanguard Total International Bond ETF92203J407ETF384,475$18.2M0.3%+331,150+621.0%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF361,390$18.1M0.3%+228,770+172.5%Added–
iShares Tr464288414NATIONAL MUN ETF168,928$17.8M0.3%+28,851+20.6%Added–
UNHUnitedHealth Group IncStock32,193$17.1M0.3%+6,296+24.3%AddedHistory
iShares Tr464288877EAFE VALUE ETF369,342$16.9M0.3%+262,657+246.2%Added–
MAMastercard IncStock48,476$16.9M0.3%+7,965+19.7%AddedHistory
ABBVAbbVie Inc.Stock103,095$16.7M0.3%+20,603+25.0%AddedHistory
Goldman Sachs ETF Tr381430107ACTIVEBETA INT573,025$16.5M0.3%+56,973+11.0%Added–
MOAltria Group, Inc.Stock351,759$16.1M0.3%+26,957+8.3%AddedHistory
KOCoca Cola CoStock251,319$16.0M0.3%+29,038+13.1%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF652,610$15.8M0.3%+13,958+2.2%Added–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF336,609$15.5M0.3%+6,302+1.9%Added–
COSTCostco Wholesale CorpStock32,674$14.9M0.3%+2,762+9.2%AddedHistory
MCDMcDonalds CorpStock56,560$14.9M0.3%+4,947+9.6%AddedHistory
GOOGAlphabet Inc.Stock166,991$14.8M0.3%+15,439+10.2%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF346,349$14.5M0.3%+160,258+86.1%Added–
iShares Russell Midcap ETF464287499ETF214,139$14.4M0.3%−13,376−5.9%Reduced–
Invesco S&P 500 Quality ETF46137V241ETF321,469$14.1M0.3%+10,276+3.3%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF131,655$13.9M0.3%+28,511+27.6%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF247,719$13.8M0.2%+129,876+110.2%Added–
PEPPepsiCo IncStock76,001$13.7M0.2%+10,013+15.2%AddedHistory
VZVerizon Communications IncStock348,348$13.7M0.2%−40,874−10.5%ReducedHistory
PFEPfizer IncStock264,727$13.6M0.2%+34,570+15.0%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF63,370$13.5M0.2%+9,551+17.7%Added–
EPDEnterprise Products Partners L.P.Stock552,668$13.3M0.2%+51,029+10.2%AddedHistory
MRKMerck & Co., Inc.Stock120,106$13.3M0.2%+25,519+27.0%AddedHistory
INTCIntel CorpStock503,965$13.3M0.2%+62,272+14.1%AddedHistory
ORealty Income CorpREIT206,753$13.1M0.2%+1,920+0.9%AddedHistory
iShares Core High Dividend ETF46429B663ETF125,195$13.1M0.2%+46,245+58.6%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF155,173$13.0M0.2%−19,060−10.9%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF85,282$13.0M0.2%+7,513+9.7%Added–
WisdomTree Tr97717W588US LARGECAP FUND310,792$12.9M0.2%+9,660+3.2%Added–
IBMInternational Business Machines CorpStock91,258$12.9M0.2%+3,391+3.9%AddedHistory
iShares Tr464288885EAFE GRWTH ETF153,184$12.8M0.2%+94,615+161.5%Added–
iShares Core MSCI Eafe ETF46432F842ETF208,099$12.8M0.2%+45,569+28.0%Added–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL292,285$12.8M0.2%+24,966+9.3%Added–

Options (12)

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 Q4 2022
SecurityClassPutsCalls
BMRNBiomarin Pharmaceutical IncCOM$63.8K–
CCJCameco CorpStock$55.5K–
CNCCentene CorpStock$52.1K–
MOHMolina Healthcare, Inc.COM$48.5K–
KEYKeycorpCOM$39.2K–
MTBM&T Bank CorpCOM$26.8K–
CBRECbre Group, Inc.CL A$20.8K–
BMYBristol Myers Squibb CoStock$7.33K–
TAT&T Inc.Stock$3.65K–
DALDelta Air Lines, Inc.COM NEW–$1.02K
SPYSPDR S&P 500 ETF TrustETF$665–
VZVerizon Communications IncStock–$185

Sold out since Q3 2022 (95)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Cetera Advisors LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Kraneshares Tr500767736QUADRTC INT RT120,356$2.67M0.1%–
Invesco Bulletshares 2022 HY Bd (BSJM)46138J874BULSHS 2022 HY86,438$1.90M0.1%–
Barclays Bank PLC06746P563ETN LKD 4819,425$1.19M<0.1%–
CCRNCross Country Healthcare IncCOM36,739$1.04M<0.1%History
TWTRTwitter, Inc.COM23,723$1.04M<0.1%History
American Centy ETF Tr025072604AVANTIS EMGMKT22,050$1.01M<0.1%–
MOSMosaic CoCOM18,321$885.0K<0.1%History
AFRMAffirm Holdings, Inc.COM CL A36,912$692.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J551BULSHS 2022 MUNI26,292$665.0K<0.1%–
iShares Tr46435U176IBONDS 22 TRM HG26,640$640.0K<0.1%–
American Centy ETF Tr025072307US QUALITY GROW11,633$639.0K<0.1%–
Golden Ocean Group LtdG39637205SHS NEW74,468$556.0K<0.1%–
ZIMZIM Integrated Shipping Services Ltd.SHS22,987$540.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J676BULLSHS 22 USD21,298$509.0K<0.1%–
ICLICL Group Ltd.SHS62,656$508.0K<0.1%History
WDSWoodside Energy Group LtdADR24,620$496.0K<0.1%History
TROXTronox Holdings plcSHS39,359$482.0K<0.1%History
ARK Next Generation Technology ETF00214Q401ETF10,532$481.0K<0.1%–
First Tr Exch TRD Alphdx FD33737J125LATIN AMER ALP29,704$465.0K<0.1%–
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB21,344$452.0K<0.1%–
iShares Tr46434VBA7IBONDS DEC22 ETF17,920$449.0K<0.1%–
Barclays Bank PLC06742A669IPATH SHILR CAPE23,922$438.0K<0.1%–
DPGDuff & Phelps Utility & Infrastructure Fund Inc.COM28,020$359.0K<0.1%History
WisdomTree Tr97717Y717GROWTH LEADERS13,930$350.0K<0.1%–
SOYBTeucrium Commodity TrustSOYBEAN FD12,395$324.0K<0.1%History
Absolute Shs Tr00400R841WBI BULBEAR TR16,530$300.0K<0.1%–
TBITrueBlue, Inc.COM14,688$280.0K<0.1%History
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF11,887$274.0K<0.1%–
Schwab Strategic Tr8085247141 5YR CORP BD5,800$269.0K<0.1%–
LNTHLantheus Holdings, Inc.Stock3,725$262.0K<0.1%History
Flexshares Tr33939L605IBOXX 5YR TRGT11,200$262.0K<0.1%–
HLITHarmonic Inc.COM19,261$252.0K<0.1%History
iShares Tr46435G250HIGH YLD SYSTM B5,784$246.0K<0.1%–
Vanguard Total World Stock ETF922042742ETF3,097$244.0K<0.1%–
Barclays Bank PLC06746P548ETN LKD 484,165$244.0K<0.1%–
GILGildan Activewear Inc.Stock8,431$238.0K<0.1%History
State Street SPDR S&P Bank ETF78464A797ETF5,330$236.0K<0.1%–
MKSIMKS IncCOM2,836$234.0K<0.1%History
LADLithia Motors IncCOM1,080$232.0K<0.1%History
SWAVShockwave Medical, Inc.COM830$231.0K<0.1%History
LACLithium Americas Corp.COM NEW8,286$219.0K<0.1%History
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG12,892$218.0K<0.1%–
CWHCamping World Holdings, Inc.CL A8,608$218.0K<0.1%History
CHRDChord Energy CorpCOM NEW1,568$214.0K<0.1%History
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS2,319$209.0K<0.1%–
DXCDXC Technology CoStock8,515$208.0K<0.1%History
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP3,866$208.0K<0.1%–
iShares Tr46435U135CYBERSECURITY6,069$206.0K<0.1%–
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE3,581$204.0K<0.1%–
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF3,673$204.0K<0.1%–
PENNPENN Entertainment, Inc.COM7,374$203.0K<0.1%History
ETF Opportunities Trust26923N108AMERICAN CONSER7,500$202.0K<0.1%–
iShares Tr464288794US BR DEL SE ETF2,347$200.0K<0.1%–
Global X FDS37950E549GLB X SUPERDIV25,550$193.0K<0.1%–
BSTZBlackRock Science & Technology Term TrustSHS BEN INT10,719$189.0K<0.1%History
PLYAPlaya Hotels & Resorts N.V.SHS32,240$188.0K<0.1%History
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG11,153$183.0K<0.1%–
LGILazard Global Total Return & Income Fund IncCOM13,098$177.0K<0.1%History
LEOBNY Mellon Strategic Municipals, Inc.COM27,157$165.0K<0.1%History
Eneti IncY2294C107COM24,712$165.0K<0.1%–
EOSEaton Vance Enhanced Equity Income Fund IICOM10,650$163.0K<0.1%History
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM12,466$154.0K<0.1%History
BMAMacro Bank Inc.SPON ADR B10,745$153.0K<0.1%History
NVGNuveen AMT-Free Municipal Credit Income FundCEF10,884$127.0K<0.1%History
KTFDWS Municipal Income TrustCOM14,966$125.0K<0.1%History
CCIFCarlyle Credit Income FundSHS BEN INT12,877$115.0K<0.1%History
CHICalamos Convertible Opportunities & Income FundSH BEN INT11,629$112.0K<0.1%History
CHYCalamos Convertible & High Income FundCOM SHS10,674$108.0K<0.1%History
TELLTellurian Inc.COM39,755$95.0K<0.1%History
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM16,120$91.0K<0.1%History
USALiberty All Star Equity FundSH BEN INT13,633$75.0K<0.1%History
Silvercrest Metals Inc828363101COM13,250$74.0K<0.1%–
DMFBNY Mellon Municipal Income, Inc.COM11,964$72.0K<0.1%History
MNKDMannkind CorpCOM NEW10,400$32.0K<0.1%History
CLVSClovis Oncology, Inc.COM16,330$19.0K<0.1%History
DRRXDurect CorpCOM15,000$9.00K<0.1%History
AEOAmerican Eagle Outfitters IncCOM24,554$00.0%History
BTZBlackRock Credit Allocation Income TrustCOM10,612$00.0%History
BKHBlack Hills CorpCOM3,048$00.0%History
BHKBlackRock Core Bond TrustSHS BEN INT13,304$00.0%History
American Centy ETF Tr025072810FOCUSED DYNAMIC4,578$00.0%–
ADXAdams Diversified Equity Fund, Inc.COM11,310$00.0%History
Abrdn ETFs003261104BBRG ALL COMD K112,634$00.0%–
BEBloom Energy CorpCOM CL A10,624$00.0%History
Amplify ETF Tr032108847CEF HIGH INCOME21,936$00.0%–
UHALU-Haul Holding CoCOM488$00.0%History
ALGNAlign Technology IncCOM990$00.0%History
ALKAlaska Air Group, Inc.COM5,694$00.0%History
BCBPBCB Bancorp IncCOM14,328$00.0%History
FAXAbrdn Asia-Pacific Income Fund, Inc.COM19,808$00.0%History
IAFAbrdn Australia Equity Fund, Inc.COM18,278$00.0%History
Amplify ETF Tr032108805AMPLIFY LITHIUM16,930$00.0%–
BIGGQFormer BL Stores IncCOM10,510$00.0%History
BKCCBlackRock Capital Investment CorpCOM17,278$00.0%History
BlackRock Corpor Hi Yld FD I09255L114RIGHT 10/13/202254,895$00.0%–