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Cetera Advisor Networks LLC

SEC CIK
0001534468
Latest filing
May 24, 2024

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
2,578
+43 vs. Q4 2022
Portfolio value
$13.6B
+$1.22B (+9.9%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Cetera Advisor Networks LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock2,212,461$364.8M2.7%+11,991+0.5%AddedHistory
iShares Core S&P 500 ETF464287200ETF719,699$295.9M2.2%−25,020−3.4%Reduced–
MSFTMicrosoft CorpStock868,387$250.4M1.8%+21,369+2.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF773,766$248.3M1.8%+26,793+3.6%Added–
Vanguard Short-Term Bond ETF921937827ETF2,066,094$158.0M1.2%+193,131+10.3%Added–
SPYSPDR S&P 500 ETF TrustETF377,404$154.5M1.1%−4,972−1.3%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF597,388$146.0M1.1%+31,009+5.5%Added–
Vanguard S&P 500 ETF922908363ETF344,637$129.6M1.0%−3,691−1.1%Reduced–
AMZNAmazon Com IncStock1,209,487$124.9M0.9%+82,298+7.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF596,430$121.7M0.9%+165,561+38.4%Added–
Vanguard High Dividend Yield Index ETF921946406ETF1,085,782$114.5M0.8%+68,391+6.7%Added–
Vanguard Total Bond Market ETF921937835ETF1,480,268$109.3M0.8%−55,953−3.6%Reduced–
Vanguard Morningstar Value ETF922908744ETF771,918$106.6M0.8%+19,088+2.5%Added–
iShares Core MSCI Eafe ETF46432F842ETF1,468,144$98.1M0.7%+32,099+2.2%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,933,106$97.3M0.7%+156,166+8.8%Added–
iShares Core S&P Small Cap ETF464287804ETF953,287$92.2M0.7%−85,730−8.3%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF898,036$89.5M0.7%+38,025+4.4%Added–
BRK.BBerkshire Hathaway IncStock277,098$85.6M0.6%+3,386+1.2%AddedHistory
iShares Tr46434V613CORE UNIVRSL USD1,779,327$82.1M0.6%+390,302+28.1%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF892,568$82.0M0.6%−773−0.1%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM1,477,794$80.7M0.6%+530,499+56.0%Added–
Pacer US Cash Cows 100 ETF69374H881ETF1,703,194$80.0M0.6%+161,190+10.5%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,753,341$79.2M0.6%−105,481−5.7%Reduced–
Vanguard Morningstar Growth ETF922908736ETF308,884$77.0M0.6%+57,795+23.0%Added–
NVDANVIDIA CorpStock274,992$76.4M0.6%−8,008−2.8%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF1,445,962$70.5M0.5%+373,126+34.8%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF377,334$70.5M0.5%−5,748−1.5%Reduced–
HDHome Depot, Inc.Stock235,577$69.5M0.5%+7,312+3.2%AddedHistory
iShares Russell 1000 Value ETF464287598ETF455,370$69.3M0.5%−3,974−0.9%Reduced–
iShares Tr46436E7180-3 MTH TREASURY656,899$66.1M0.5%+417,737+174.7%Added–
VVisa Inc.Stock289,608$65.3M0.5%00.0%UnchangedHistory
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM7,542,157$65.2M0.5%+571,677+8.2%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF257,232$64.3M0.5%−1,626−0.6%Reduced–
iShares Tr464288414NATIONAL MUN ETF580,409$62.5M0.5%−29,966−4.9%Reduced–
UNHUnitedHealth Group IncStock129,790$61.3M0.5%+7,624+6.2%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF405,537$61.2M0.5%+140,781+53.2%Added–
PGProcter & Gamble CoStock394,004$58.6M0.4%+10,928+2.9%AddedHistory
XOMExxonMobil Holdings CorpCOM528,704$58.0M0.4%−3,656−0.7%ReducedHistory
JNJJohnson & JohnsonStock368,227$57.1M0.4%+7,693+2.1%AddedHistory
Vanguard Total International Bond ETF92203J407ETF1,129,927$55.3M0.4%+44,750+4.1%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF438,535$54.4M0.4%+301,768+220.6%Added–
iShares Tr4642874571 3 YR TREAS BD660,158$54.2M0.4%+45,128+7.3%Added–
GOOGLAlphabet Inc.Stock521,719$54.1M0.4%+33,878+6.9%AddedHistory
iShares Tr4642874407-10 YR TRSY BD538,395$53.4M0.4%+323,796+150.9%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF975,728$52.2M0.4%−24,024−2.4%Reduced–
Schwab US Dividend Equity ETF808524797ETF704,025$51.5M0.4%+65,398+10.2%Added–
Vanguard Information Technology ETF92204A702ETF131,405$50.7M0.4%+21,185+19.2%Added–
GLDSPDR Gold TrustETF266,758$48.9M0.4%+90,243+51.1%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF950,390$47.5M0.4%+37,830+4.1%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF852,809$47.2M0.3%+209,393+32.5%Added–
iShares Tr464288588MBS ETF497,637$47.1M0.3%+55,651+12.6%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF722,095$47.1M0.3%+82,018+12.8%Added–
CVXChevron CorpStock286,030$46.7M0.3%+11,186+4.1%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF302,738$46.6M0.3%+25,431+9.2%Added–
iShares Select Dividend ETF464287168ETF396,998$46.5M0.3%+11,414+3.0%Added–
SPDR Series Trust78464A763ST STR SP DIV375,836$46.5M0.3%+6,522+1.8%Added–
GOOGAlphabet Inc.Stock439,305$45.7M0.3%+30,510+7.5%AddedHistory
ABBVAbbVie Inc.Stock285,237$45.5M0.3%+10,031+3.6%AddedHistory
JPMJPMorgan Chase & CoStock347,696$45.3M0.3%+5,442+1.6%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F819,504$45.2M0.3%−2,521−0.3%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF345,217$44.7M0.3%+215+0.1%Added–
TSLATesla, Inc.Stock206,160$42.8M0.3%+28,111+15.8%AddedHistory
MRKMerck & Co., Inc.Stock395,706$42.1M0.3%+1,239+0.3%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF572,287$41.6M0.3%+64,667+12.7%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT286,420$41.4M0.3%+79,720+38.6%Added–
VZVerizon Communications IncStock1,056,035$41.1M0.3%+69,097+7.0%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF850,280$40.9M0.3%+28,298+3.4%Added–
METAMeta Platforms, Inc.Stock190,710$40.4M0.3%+20,405+12.0%AddedHistory
iShares Tr46436E874IBONDS 24 TRM TS1,663,150$39.9M0.3%−50,988−3.0%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF358,086$39.2M0.3%−15,221−4.1%Reduced–
MCDMcDonalds CorpStock140,331$39.2M0.3%+6,449+4.8%AddedHistory
iShares Core High Dividend ETF46429B663ETF382,397$38.9M0.3%+78,965+26.0%Added–
iShares Russell Midcap ETF464287499ETF553,322$38.7M0.3%+22,991+4.3%Added–
WMTWalmart Inc.Stock259,822$38.3M0.3%+7,077+2.8%AddedHistory
iShares Tr464288885EAFE GRWTH ETF404,479$37.9M0.3%+105,581+35.3%Added–
PEPPepsiCo IncStock206,900$37.7M0.3%+8,937+4.5%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF197,221$37.4M0.3%+51,846+35.7%Added–
First Tr Exchange-Traded FD336917109SHS1,044,303$37.1M0.3%+17,869+1.7%Added–
PFEPfizer IncStock905,042$36.9M0.3%+30,218+3.5%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF173,978$36.7M0.3%+4,391+2.6%Added–
iShares MSCI Eafe ETF464287465ETF507,933$36.3M0.3%+115,312+29.4%Added–
SPDR Series Trust78464A672ST INTER ETF1,252,306$36.2M0.3%+940,329+301.4%Added–
UPSUnited Parcel Service IncStock186,545$36.2M0.3%+25,680+16.0%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA386,209$34.9M0.3%−366,502−48.7%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF420,695$34.8M0.3%−222,314−34.6%Reduced–
iShares Core MSCI Total International Stock ETF46432F834ETF555,462$34.4M0.3%+396,342+249.1%Added–
CSCOCisco Systems, Inc.Stock650,234$34.0M0.3%+23,449+3.7%AddedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT693,781$33.2M0.2%−30,284−4.2%Reduced–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF812,582$33.1M0.2%−211,590−20.7%Reduced–
iShares Tr464288877EAFE VALUE ETF676,492$32.8M0.2%−120,943−15.2%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF803,920$32.5M0.2%+7,426+0.9%Added–
LMTLockheed Martin CorpStock68,353$32.3M0.2%−870−1.3%ReducedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF440,607$32.1M0.2%−45,408−9.3%Reduced–
COSTCostco Wholesale CorpStock64,298$31.9M0.2%+1,062+1.7%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF416,087$31.1M0.2%+13,702+3.4%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,046,619$31.0M0.2%+113,679+12.2%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF684,506$30.7M0.2%−71,498−9.5%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD384,554$29.3M0.2%+36,992+10.6%Added–
iShares Russell 2000 ETF464287655ETF164,192$29.3M0.2%−2,574−1.5%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF431,224$29.3M0.2%+7,905+1.9%Added–

Options (14)

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 Advisor Networks LLC in Q1 2023
SecurityClassPutsCalls
AGFirst Majestic Silver CorpCOM–$23.9K
FDXFedEx CorpStock$1.78K$10.9K
Invesco QQQ Trust Series I46090E103ETF–$8.21K
ARK Innovation ETF00214Q104ETF$2.82K$4.25K
iShares Tr46428743220 YR TR BD ETF$3.80K$2.10K
SPYSPDR S&P 500 ETF TrustETF$5.02K–
Yamana Gold Inc98462Y100COM–$3.94K
MRKMerck & Co., Inc.Stock–$3.50K
NVDANVIDIA CorpStock$1.06K–
VanEck Semiconductor ETF92189F676ETF$1.03K–
State Street Financial Select Sector SPDR ETF81369Y605ETF–$825
ARK Blockchain & Fintech Innovation ETF00214Q708ETF–$110
Kraneshares Trust500767306CSI CHI INTERNET–$106
SCHWSchwab Charles CorpStock–$90

Sold out since Q4 2022 (118)

Positions held at the end of Q4 2022 that are gone from this filing.

The largest 100 of 118 by value last quarter.

Positions of Cetera Advisor Networks LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
STORStore Capital LLCCOM53,066$1.70M<0.1%History
GFSGLOBALFOUNDRIES Inc.Stock22,483$1.21M<0.1%History
DBX ETF Tr233051143XTRACKRS S&P 50032,353$1.12M<0.1%–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF39,794$956.7K<0.1%–
iShares Tr46432FAN7IBNDS MAR23 ETF34,498$836.9K<0.1%–
First Tr Exchng Traded FD VI33740F680FT VEST US EQT26,823$822.1K<0.1%–
SJISouth Jersey Industries IncCOM22,996$817.0K<0.1%History
Columbia ETF Tr II19762B202EM CORE EX ETF31,631$808.2K<0.1%–
Starboard Invt Tr85521B767ADAPTIVE HIGH IN95,260$794.5K<0.1%–
WLKWestlake CorpCOM7,638$783.2K<0.1%History
VanEck Vectors ETF Tr92189F841NAT RES ETF14,420$710.0K<0.1%–
FDUSFidus Investment CorpCOM36,588$696.3K<0.1%History
OSHOak Street Health, Inc.COM31,539$678.4K<0.1%History
SPDR Index Shs FDS78463X855S&P GBLINF ETF11,328$593.8K<0.1%–
SRPTSarepta Therapeutics, Inc.COM4,075$528.0K<0.1%History
SIVBSVB Financial GroupCOM2,227$512.5K<0.1%History
Starboard Invt Tr85521B791AI QUALITY GROWT41,731$507.4K<0.1%–
GMABGenmab A/SSPONSORED ADS11,671$494.6K<0.1%History
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF19,442$487.5K<0.1%–
Fidelity Merrimack STR Tr316188200LTD TRM BD ETF10,036$481.4K<0.1%–
CAJPYCanon IncSPONSORED ADR20,305$440.2K<0.1%History
SJTSan Juan Basin Royalty TrustUNIT BEN INT38,393$438.5K<0.1%History
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF19,544$437.0K<0.1%–
GMEDGlobus Medical IncStock5,871$436.0K<0.1%History
AGYSAgilysys IncCOM5,488$434.3K<0.1%History
DISH Network CORP25470MAB5NOTE 3.375% 8/1612,000$383.4K<0.1%–
Tata MTRS Ltd876568502SPONSORED ADR16,075$371.5K<0.1%–
Victory Portfolios II92647N527CORE BD ETF8,096$368.3K<0.1%–
BAPCredicorp LtdCOM2,684$364.1K<0.1%History
BBIOBridgeBio Pharma, Inc.COM47,528$362.2K<0.1%History
Franklin Templeton ETF Tr35473P587FTSE SAUDI ARB10,708$355.4K<0.1%–
AQUAEvoqua Water Technologies Corp.COM8,744$346.3K<0.1%History
KSSKOHLS CorpStock11,768$297.1K<0.1%History
GIBCgi IncCL A3,443$296.6K<0.1%History
BHMBluerock Homes Trust, Inc.COM CL A13,852$295.2K<0.1%History
TWITitan International IncCOM19,076$292.2K<0.1%History
ASBAssociated Banc-CorpCOM12,236$282.5K<0.1%History
First Tr Exchange-Traded FD33736Q104UT COM SHS ETF5,244$275.8K<0.1%–
PPCPilgrims Pride CorpStock11,375$269.9K<0.1%History
Columbia ETF Tr I19761L805RESH ENHNC VLU13,659$267.2K<0.1%–
MMYTMakeMyTrip LtdStock9,580$264.1K<0.1%History
TYGTortoise Energy Infrastructure CorpCOM8,279$263.0K<0.1%History
iShares Tr464287333GLOBAL FINLS ETF3,740$262.9K<0.1%–
SUMSummit Materials, Inc.CL A8,814$250.2K<0.1%History
MEDMedifast IncCOM2,163$249.5K<0.1%History
EWBCEast West Bancorp IncCOM3,771$248.5K<0.1%History
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED11,772$248.3K<0.1%–
Copel-ADR20441B605ADR34,035$244.7K<0.1%–
GILTGilat Satellite Networks LtdSHS NEW42,125$244.3K<0.1%History
SLDPSolid Power, Inc.CLASS A COM96,173$244.3K<0.1%History
CGNXCognex CorpCOM5,158$243.0K<0.1%History
AXIAYAXIA Energia S.A.SPONSORED ADR30,557$242.3K<0.1%History
First Tr Exchng Traded FD VI33740F714FT VEST US EQT7,467$241.3K<0.1%–
ONTOnterris, Inc.COM5,343$237.2K<0.1%History
Davis Fundamental ETF Tr23908L306SELECT WRLD WI9,474$235.5K<0.1%–
Signature BK New York N Y82669G104COM2,013$231.9K<0.1%–
Invesco Actively Managed ETF46090A507MDRTLY CNSRTIV17,222$231.1K<0.1%–
BBWIBath & Body Works, Inc.COM5,457$230.0K<0.1%History
MFGMizuho Financial Group IncSPONSORED ADR80,605$228.9K<0.1%History
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS2,304$228.7K<0.1%History
Innovator ETFs Trust45783Y848US EQTY ACCELRT99,734$225.9K<0.1%–
WSBCWesbanco IncCOM6,097$225.4K<0.1%History
AERAerCap Holdings N.V.SHS3,861$225.2K<0.1%History
Invesco Exch TRD SLF Idx FD46138J650BULLSHS 24 USD9,285$223.4K<0.1%–
TFXTeleflex IncCOM882$220.2K<0.1%History
PNFPPinnacle Financial Partners, Inc.COM2,984$219.0K<0.1%History
PEOAdams Natural Resources Fund, Inc.COM10,026$218.6K<0.1%History
BURLBurlington Stores, Inc.COM1,066$216.1K<0.1%History
Alps Clean Energy ETF00162Q460ETF4,735$215.4K<0.1%–
IONSIonis Pharmaceuticals IncCOM5,672$214.2K<0.1%History
GENGen Digital Inc.Stock9,968$213.6K<0.1%History
UPBDUpbound Group, Inc.COM9,359$211.0K<0.1%History
UNFIUnited Natural Foods IncCOM5,411$209.5K<0.1%History
SPTNSpartanNash CoCOM6,824$206.4K<0.1%History
WisdomTree Tr97717W778INTL MIDCAP DV3,708$205.7K<0.1%–
Invesco Exchange Traded FD T46137V175S&P SML600 GWT1,765$205.6K<0.1%–
SPDR Series Trust78464A722ST STR SP PHARMA4,968$203.4K<0.1%–
YETIYETI Holdings, Inc.COM4,871$201.2K<0.1%History
Fidelity Covington Trust316092386STOCK FOR INFL6,465$200.1K<0.1%–
NIDNuveen Intermediate Duration Municipal Term FundCOM14,559$191.0K<0.1%History
NPFDNuveen Variable Rate Preferred & Income FundCOM10,827$190.1K<0.1%History
FPIFarmland Partners Inc.COM15,230$189.8K<0.1%History
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG10,506$186.9K<0.1%–
VREVeris Residential, Inc.COM11,488$183.0K<0.1%History
EXELExelixis, Inc.COM10,750$172.4K<0.1%History
JLSNuveen Mortgage & Income FundCOM10,192$164.9K<0.1%History
JWNNordstrom IncStock10,150$163.8K<0.1%History
DSXDiana Shipping Inc.COM41,465$161.7K<0.1%History
Invesco Actively Managed ETF46090A309CNSRTV MLT AST13,000$154.6K<0.1%–
RRGBRed Robin Gourmet Burgers IncCOM26,061$145.4K<0.1%History
BGHBarings Global Short Duration High Yield FundCOM11,054$140.2K<0.1%History
OCSLOaktree Specialty Lending CorpCOM16,812$115.5K<0.1%History
Delaware Invts Div & Income245915103COM11,331$92.1K<0.1%–
Parsons Corp70202LAB8NOTE 0.250% 8/180,000$90.9K<0.1%–
Adamas Trust, Inc.649604501COM PAR $.0231,056$79.5K<0.1%–
ALTOAlto Ingredients, Inc.COM24,510$70.6K<0.1%History
Silvercrest Metals Inc828363101COM10,750$64.3K<0.1%–
Burlington Stores, Inc.122017AB2NOTE 2.250% 4/151,000$58.6K<0.1%–
HYREHC Liquidating, Inc.COM111,450$47.3K<0.1%History
Spinnaker ETF Series84858T400CANNABIS ETF18,191$47.1K<0.1%–