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Cetera Advisors LLC

SEC CIK
0001534400
Latest filing
May 24, 2024

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
1,782
+92 vs. Q3 2023
Portfolio value
$7.22B
+$816.0M (+12.7%) vs. Q3 2023
Filed
Feb 13, 2024
SEC
Holdings of Cetera Advisors LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF497,093$236.3M3.3%+75,339+17.9%AddedHistory
AAPLApple Inc.Stock1,205,363$232.1M3.2%−6,730−0.6%ReducedHistory
iShares Core S&P 500 ETF464287200ETF413,942$197.7M2.7%+37,278+9.9%Added–
MSFTMicrosoft CorpStock339,154$127.5M1.8%+17,113+5.3%AddedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,264,963$118.7M1.6%+25,327+2.0%Added–
iShares Russell 1000 Growth ETF464287614ETF325,061$98.5M1.4%−8,927−2.7%Reduced–
Vanguard S&P 500 ETF922908363ETF220,242$96.2M1.3%+21,817+11.0%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,156,060$90.2M1.3%−18,057−1.5%Reduced–
Invesco QQQ Trust Series I46090E103ETF208,606$85.4M1.2%+44,064+26.8%Added–
AMZNAmazon Com IncStock551,885$83.9M1.2%+23,481+4.4%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF332,377$78.8M1.1%−7,725−2.3%Reduced–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,173,790$70.0M1.0%−64,349−5.2%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF246,246$57.3M0.8%+7,358+3.1%Added–
BRK.BBerkshire Hathaway IncStock159,557$56.9M0.8%+1,694+1.1%AddedHistory
GOOGLAlphabet Inc.Stock388,748$54.3M0.8%+8,768+2.3%AddedHistory
NVDANVIDIA CorpStock109,483$54.2M0.8%+2,129+2.0%AddedHistory
First Tr Exchange-Traded FD336917109SHS1,494,080$53.6M0.7%+30,404+2.1%Added–
iShares Tr46434V613CORE UNIVRSL USD1,146,518$52.8M0.7%+5,877+0.5%Added–
American Centy ETF Tr025072349US LARGE CAP VLU912,075$52.7M0.7%+203,628+28.7%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM920,046$50.6M0.7%−2,444−0.3%Reduced–
TSLATesla, Inc.Stock196,984$48.9M0.7%+6,571+3.5%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF173,611$48.1M0.7%−15,403−8.1%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF314,111$46.2M0.6%+73,939+30.8%Added–
Vanguard Total Bond Market ETF921937835ETF627,299$46.1M0.6%−27,245−4.2%Reduced–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF571,654$45.8M0.6%−3,146−0.5%Reduced–
iShares S&P 500 Value ETF464287408ETF262,635$45.7M0.6%+26,174+11.1%Added–
iShares Russell 1000 Value ETF464287598ETF275,519$45.5M0.6%−24,598−8.2%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF494,770$45.2M0.6%+378,883+326.9%Added–
iShares Russell Midcap ETF464287499ETF577,075$44.9M0.6%−468,812−44.8%Reduced–
HDHome Depot, Inc.Stock122,774$42.5M0.6%−1,079−0.9%ReducedHistory
JPMJPMorgan Chase & CoStock249,572$42.5M0.6%+17,953+7.8%AddedHistory
Schwab US Dividend Equity ETF808524797ETF536,340$40.8M0.6%−129,451−19.4%Reduced–
iShares S&P 500 Growth ETF464287309ETF516,921$38.8M0.5%−40,934−7.3%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F642,217$37.2M0.5%+16,283+2.6%Added–
Vanguard Dividend Appreciation ETF921908844ETF215,053$36.6M0.5%+18,489+9.4%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS618,235$36.1M0.5%+15,701+2.6%Added–
iShares Core S&P Small Cap ETF464287804ETF325,946$35.3M0.5%+6,155+1.9%Added–
iShares Tr464288588MBS ETF374,585$35.2M0.5%+7,174+2.0%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF354,482$35.2M0.5%+169,918+92.1%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT220,705$34.8M0.5%−2,589−1.2%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF303,110$33.8M0.5%−5,030−1.6%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF640,941$33.3M0.5%+75,325+13.3%Added–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM1,451,216$32.9M0.5%+672,505+86.4%Added–
First Tr Exchange-Traded FD33734H106SHS790,672$32.1M0.4%−9,636−1.2%Reduced–
Capital Group Dividend Value14020W106SHS CREAT UNIT1,069,973$31.9M0.4%+149,544+16.2%Added–
LLYEli Lilly & CoStock54,272$31.6M0.4%+6,289+13.1%AddedHistory
iShares Russell 2000 ETF464287655ETF157,133$31.5M0.4%−72,855−31.7%Reduced–
iShares Core Dividend Growth ETF46434V621ETF575,332$31.0M0.4%+3,211+0.6%Added–
VanEck Semiconductor ETF92189F676ETF173,574$30.4M0.4%+18,853+12.2%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF265,602$29.4M0.4%+32,285+13.8%Added–
WisdomTree Tr97717X669US QTLY DIV GRT409,005$28.7M0.4%+153,213+59.9%Added–
GLDSPDR Gold TrustETF149,819$28.6M0.4%+894+0.6%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF339,065$28.1M0.4%+19,423+6.1%Added–
CVXChevron CorpStock186,948$27.9M0.4%+12,123+6.9%AddedHistory
VVisa Inc.Stock106,046$27.6M0.4%+4,893+4.8%AddedHistory
CRMSalesforce, Inc.Stock103,100$27.1M0.4%+2,706+2.7%AddedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF558,056$27.0M0.4%+44,698+8.7%Added–
COSTCostco Wholesale CorpStock40,807$26.9M0.4%+4,254+11.6%AddedHistory
iShares Tr46428743220 YR TR BD ETF272,093$26.9M0.4%+43,401+19.0%Added–
METAMeta Platforms, Inc.Stock75,770$26.8M0.4%+6,124+8.8%AddedHistory
GOOGAlphabet Inc.Stock189,313$26.7M0.4%+7,718+4.3%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF83,369$25.9M0.4%+8,888+11.9%Added–
Vanguard Ftse Developed Markets ETF921943858ETF540,558$25.9M0.4%+64,054+13.4%Added–
JNJJohnson & JohnsonStock160,083$25.1M0.3%+12,940+8.8%AddedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT872,320$24.7M0.3%+20,167+2.4%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF180,775$24.7M0.3%+14,843+8.9%Added–
iShares Core MSCI Eafe ETF46432F842ETF347,233$24.4M0.3%+6,949+2.0%Added–
iShares Tr464287150CORE S&P TTL STK232,080$24.4M0.3%+23,049+11.0%Added–
MAMastercard IncStock55,672$23.7M0.3%+5,009+9.9%AddedHistory
PGProcter & Gamble CoStock156,374$22.9M0.3%+1,987+1.3%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF430,011$22.2M0.3%−25,852−5.7%Reduced–
HONHoneywell International IncCOM103,216$21.6M0.3%−7,058−6.4%ReducedHistory
iShares Tr464287721U.S. TECH ETF175,576$21.6M0.3%+23,293+15.3%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF111,255$21.4M0.3%+4,331+4.1%Added–
Vanguard Health Care ETF92204A504ETF83,901$21.0M0.3%−5,502−6.2%Reduced–
LMTLockheed Martin CorpStock46,252$21.0M0.3%+3,465+8.1%AddedHistory
DEDeere & CoStock51,805$20.7M0.3%−45−0.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM206,887$20.7M0.3%+8,019+4.0%AddedHistory
ABBVAbbVie Inc.Stock132,159$20.5M0.3%+2,387+1.8%AddedHistory
Vanguard Total International Bond ETF92203J407ETF411,528$20.3M0.3%−8,868−2.1%Reduced–
iShares Tr464288877EAFE VALUE ETF389,446$20.3M0.3%−33,561−7.9%Reduced–
UNHUnitedHealth Group IncStock38,529$20.3M0.3%+2,299+6.3%AddedHistory
Goldman Sachs ETF Tr381430107ACTIVEBETA INT593,448$19.4M0.3%+6,384+1.1%Added–
Vanguard Morningstar Value ETF922908744ETF127,479$19.1M0.3%+22,349+21.3%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF367,293$18.6M0.3%−5,984−1.6%Reduced–
SPGIS&P Global Inc.Stock41,713$18.4M0.3%+866+2.1%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF358,616$18.0M0.2%−153,568−30.0%Reduced–
PECOPhillips Edison & Company, Inc.COMMON STOCK493,202$18.0M0.2%−16,495−3.2%ReducedHistory
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF656,508$17.4M0.2%+73,354+12.6%Added–
MCDMcDonalds CorpStock58,412$17.3M0.2%+3,133+5.7%AddedHistory
CATCaterpillar IncStock55,930$16.5M0.2%−2,769−4.7%ReducedHistory
iShares Tr46434V860TRS FLT RT BD326,247$16.5M0.2%+22,967+7.6%Added–
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500314,159$16.2M0.2%+27,074+9.4%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF192,825$16.2M0.2%−47,196−19.7%Reduced–
Capital Group Growth ETF14020G101SHS CREAT UNIT569,249$16.1M0.2%+11,289+2.0%Added–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY704,282$16.0M0.2%+145,808+26.1%Added–
Invesco Nasdaq 100 ETF46138G649ETF93,490$15.8M0.2%+16,685+21.7%Added–
First Tr Exchng Traded FD VI33740F474FT VEST US EQT478,853$15.7M0.2%−130,506−21.4%Reduced–
AVGOBroadcom Inc.Stock14,056$15.7M0.2%+871+6.6%AddedHistory
iShares Tr464288414NATIONAL MUN ETF144,038$15.6M0.2%−4,781−3.2%Reduced–

Options (6)

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 2023
SecurityClassPutsCalls
Global X Uranium ETF37954Y871ETF$47.6K–
AFRMAffirm Holdings, Inc.COM CL A$25.1K–
PANWPalo Alto Networks IncStock$17.6K–
CRWDCrowdStrike Holdings, Inc.Stock$3.34K–
Invesco QQQ Trust Series I46090E103ETF$1.06K–
FIGSFIGS, Inc.CL A–$36

Sold out since Q3 2023 (97)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Cetera Advisors LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Invesco Exch TRD SLF Idx FD46138J858BULSHS 2023 HY469,108$11.0M0.2%–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD268,544$7.98M0.1%History
MMacy's, Inc.COM186,806$2.17M<0.1%History
DBCInvesco DB Commodity Index Tracking FundUNIT67,232$1.68M<0.1%History
ETF Ser Solutions26922A172NATIONWIDE RSK73,097$1.47M<0.1%–
iShares Tr46434VAX8IBONDS DEC23 ETF55,708$1.41M<0.1%–
ANAutonation, Inc.COM9,116$1.38M<0.1%History
LSCCLattice Semiconductor CorpCOM14,076$1.21M<0.1%History
IEPIcahn Enterprises L.P.DEPOSITARY UNIT51,751$1.02M<0.1%History
TDWTidewater IncCOM14,285$1.02M<0.1%History
SGENSeagen Inc.COM4,763$1.01M<0.1%History
WisdomTree Tr97717W802ITL HIGH DIV FD25,030$906.0K<0.1%–
VMWVmware LLCCL A COM5,372$894.4K<0.1%History
TNKTeekay Tankers Ltd.CL A18,686$777.9K<0.1%History
Invesco Exchange Traded FD T46137V688NEXT GEN CON ETF9,850$752.6K<0.1%–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB33,943$720.6K<0.1%–
ProShares Tr74348A608SHT 7-10 YR TR23,500$717.3K<0.1%–
GASSStealthGas Inc.SHS127,054$639.7K<0.1%History
ARLPAlliance Resource Partners LPStock27,381$616.9K<0.1%History
SBLKStar Bulk Carriers Corp.SHS PAR29,411$567.1K<0.1%History
ATVIActivision Blizzard, Inc.COM5,649$529.0K<0.1%History
UUnity Software Inc.COM16,168$507.5K<0.1%History
ASURAsure Software IncCOM52,641$498.0K<0.1%History
OPRAOpera LtdSPONSORED ADS42,961$484.2K<0.1%History
iShares Tr46436E882IBONDS 23 TRM TS19,003$471.7K<0.1%–
GLADGladstone Capital CorpCOM47,001$453.1K<0.1%History
EBSEmergent BioSolutions Inc.COM125,112$425.4K<0.1%History
TRMDTORM plcSHS CL A14,601$401.8K<0.1%History
INSWInternational Seaways, Inc.COM8,360$376.2K<0.1%History
TDOCTeladoc Health, Inc.COM19,759$367.3K<0.1%History
SPDR Series Trust78464A656ST STR TIPS ETF14,772$366.9K<0.1%–
OPPRiverNorth/DoubleLine Strategic Opportunity Fund, Inc.COM45,829$362.5K<0.1%History
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE3,693$346.7K<0.1%–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF11,271$328.6K<0.1%–
American Centy ETF Tr025072802INTL SMCP VLU5,654$327.1K<0.1%–
ELFe.l.f. Beauty, Inc.COM2,944$323.3K<0.1%History
iShares MSCI India ETF46429B598ETF7,105$314.2K<0.1%–
Cambria ETF Tr132061839TRINITY12,739$311.5K<0.1%–
BILLBILL Holdings, Inc.Stock2,833$307.6K<0.1%History
UALUnited Airlines Holdings, Inc.COM7,027$297.2K<0.1%History
SPDR Series Trust78468R200ST STR RATE ETF9,327$286.5K<0.1%–
NNOXNano-X Imaging Ltd.ORD SHS43,491$285.3K<0.1%History
OSISOsi Systems IncCOM2,415$285.1K<0.1%History
SQMChemical & Mining Co of Chile IncSPON ADR SER B4,748$283.3K<0.1%History
SDIGStronghold Digital Mining, Inc.CLASS A COM63,141$274.7K<0.1%History
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,095$266.6K<0.1%History
iShares Tr46432F859CORE 1 5 YR USD5,624$260.8K<0.1%–
ProShares Ultrashort S&P 50074347G416ETF6,920$256.8K<0.1%–
DPZDominos Pizza IncCOM677$256.4K<0.1%History
iShares Tr46435U150IBONDS 23 TRM HG10,545$249.3K<0.1%–
MPAAMotorcar Parts of America IncCOM30,271$244.9K<0.1%History
First Tr Exchng Traded FD VI33740F631FT VEST US7,454$241.5K<0.1%–
Schwab Fundamental International Small Equity ETF808524748ETF7,290$234.3K<0.1%–
PIMCO ETF Tr72201R627SR LN ACTIVE ETF4,531$227.9K<0.1%–
ARK ETF Tr00214Q203AUTNMUS TECHNLGY4,292$225.2K<0.1%–
ILMNIllumina, Inc.COM1,638$224.9K<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock1,983$222.5K<0.1%History
PBTPermian Basin Royalty TrustUNIT BEN INT10,436$221.8K<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E4,686$221.0K<0.1%–
AIC3.ai, Inc.Stock8,647$220.7K<0.1%History
ATKRAtkore Inc.COM1,468$219.0K<0.1%History
Invesco Exchange Traded FD T46137V225S&P MIDCAP 4002,489$217.3K<0.1%–
AGRAvangrid, Inc.COM7,197$217.1K<0.1%History
ALGNAlign Technology IncCOM694$211.9K<0.1%History
RHIRobert Half Inc.COM2,884$211.4K<0.1%History
CNHCNH Industrial N.V.SHS17,272$211.0K<0.1%History
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF4,664$210.2K<0.1%–
UTGReaves Utility Income FundCOM SH BEN INT8,495$209.4K<0.1%History
HSBCHSBC Holdings PLCSPON ADR NEW5,264$207.7K<0.1%History
Amplify ETF Tr032108888BLACKSWAN GRWT8,687$207.4K<0.1%–
iShares Tr46435U663ESG AWARE MSCI6,109$205.6K<0.1%–
CHRDChord Energy CorpCOM NEW1,267$205.3K<0.1%History
Dimensional ETF Trust25434V864SHOR DUR FIX ETF4,394$203.8K<0.1%–
HASHasbro, Inc.COM3,055$202.1K<0.1%History
LACLithium Americas Corp.COM NEW11,331$192.7K<0.1%History
INTTIntest CorpCOM12,674$192.3K<0.1%History
Nuveen Calif Select Tax Free67063R103SH BEN INT15,000$182.6K<0.1%–
YEXTYext, Inc.COM25,742$162.9K<0.1%History
MHDBlackRock Muniholdings Fund, Inc.COM14,451$149.0K<0.1%History
AGDabrdn Global Dynamic Dividend FundCOM14,899$129.0K<0.1%History
NIMNuveen Select Maturities Municipal FundSH BEN INT14,160$119.9K<0.1%History
PMLPIMCO Municipal Income Fund IICOM15,007$115.4K<0.1%History
EOLSEvolus, Inc.COM11,477$104.9K<0.1%History
AXGNAxogen, Inc.COM18,399$92.0K<0.1%History
EMDWestern Asset Emerging Markets Debt Fund Inc.COM10,380$86.2K<0.1%History
RWTRedwood Trust IncCOM11,422$81.4K<0.1%History
First Tr Exchng Traded FD VI33740F540SKYB CRY IND ETF13,847$68.4K<0.1%–
GUTGabelli Utility TrustCOM12,239$64.9K<0.1%History
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM10,424$51.1K<0.1%History
FAXAbrdn Asia-Pacific Income Fund, Inc.COM17,827$43.7K<0.1%History
ACBAurora Cannabis IncCOM55,050$32.2K<0.1%History
FPAYFlexShopper, Inc.COM NEW27,400$28.6K<0.1%History
LUMNLumen Technologies, Inc.Stock16,503$23.4K<0.1%History
Ironwood Pharmaceuticals Inc46333XAF5NOTE 0.750% 6/121,000$20.6K<0.1%–
PRAXPraxis Precision Medicines, Inc.COM11,194$19.1K<0.1%History
Hope Bancorp Inc43940TAB5NOTE 2.000% 5/118,000$17.8K<0.1%–
NVTAInvitae CorpCOM11,377$6.88K<0.1%History