Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025

Cambridge Investment Research Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $29.6 Billion distributed in 3495 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $964M, Vanguard Index Fds S&P 500 ETF with a value of $925M, Invesco Qqq Trust, Series 1 with a value of $630M, Nvidia Corp with a value of $603M, and Ishares Core S&P 500 ETF with a value of $579M.

Examining the 13F form we can see an decrease of $295M in the current position value, from $29.9B to 29.6B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $29.6 Billion
ETFs: $17.4 Billion
Technology: $3.09 Billion
Financial Services: $1.9 Billion
Consumer Cyclical: $1.07 Billion
Healthcare: $905 Million
Communication Services: $775 Million
Industrials: $753 Million
Consumer Defensive: $743 Million
Other: $1.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.23T
$964 Million 3.25% of portfolio
4,338,721
Q1 2025 Reduced 0.84%
$0
$925 Million 3.12% of portfolio
1,799,132
Q1 2025 Reduced 2.81%
$0
$630 Million 2.12% of portfolio
1,342,830
Q1 2025 Added 1.05%
$358B
$603 Million 2.04% of portfolio
5,566,705
Q1 2025 Reduced 2.87%
$0
$579 Million 1.95% of portfolio
1,029,935
Q1 2025 Reduced 1.73%
$0
$552 Million 1.86% of portfolio
2,007,919
Q1 2025 Added 1.33%
$3.56T
$447 Million 1.51% of portfolio
1,190,110
Q1 2025 Added 0.28%
$2.14T
$440 Million 1.48% of portfolio
2,311,347
Q1 2025 Reduced 2.05%
$0
$399 Million 1.35% of portfolio
6,423,392
Q1 2025 Added 1.05%
$631B
$373 Million 1.26% of portfolio
699,458
Q1 2025 Added 1.9%
$0
$362 Million 1.22% of portfolio
646,336
Q1 2025 Added 11.52%
$0
$246 Million 0.83% of portfolio
4,485,533
Q1 2025 Added 0.78%
$0
$204 Million 0.69% of portfolio
2,776,239
Q1 2025 Reduced 5.71%
$0
$189 Million 0.64% of portfolio
6,768,332
Q1 2025 Reduced 4.67%
$0
$178 Million 0.6% of portfolio
5,005,523
Q1 2025 Added 12.95%
$1.53T
$174 Million 0.59% of portfolio
301,208
Q1 2025 Added 4.51%
$0
$175 Million 0.59% of portfolio
900,389
Q1 2025 Added 0.28%
$0
$169 Million 0.57% of portfolio
456,900
Q1 2025 Reduced 1.03%
$0
$165 Million 0.56% of portfolio
954,384
Q1 2025 Reduced 7.74%
$807B
$152 Million 0.51% of portfolio
621,666
Q1 2025 Added 4.14%
$0
$151 Million 0.51% of portfolio
2,991,624
Q1 2025 Reduced 20.88%
$995B
$147 Million 0.5% of portfolio
953,604
Q1 2025 Reduced 0.96%
$1.02T
$142 Million 0.48% of portfolio
908,650
Q1 2025 Added 2.02%
$0
$142 Million 0.48% of portfolio
2,425,054
Q1 2025 Added 7.44%
$0
$141 Million 0.47% of portfolio
2,768,339
Q1 2025 Added 9.05%
$478B
$136 Million 0.46% of portfolio
1,144,315
Q1 2025 Reduced 1.29%
$0
$136 Million 0.46% of portfolio
1,479,845
Q1 2025 Added 11.03%
$725B
$135 Million 0.45% of portfolio
163,237
Q1 2025 Added 2.53%
$554B
$132 Million 0.45% of portfolio
377,861
Q1 2025 Added 3.51%
$0
$131 Million 0.44% of portfolio
756,599
Q1 2025 Added 11.86%
$1.02T
$132 Million 0.44% of portfolio
507,637
Q1 2025 Added 1.14%
$0
$129 Million 0.43% of portfolio
2,637,714
Q1 2025 Reduced 24.49%
$434B
$122 Million 0.41% of portfolio
129,151
Q1 2025 Added 3.66%
$0
$122 Million 0.41% of portfolio
1,299,607
Q1 2025 Reduced 6.34%
$0
$116 Million 0.39% of portfolio
1,175,400
Q1 2025 Reduced 11.99%
$0
$117 Million 0.39% of portfolio
2,043,548
Q1 2025 Added 3.73%
$377B
$114 Million 0.39% of portfolio
670,060
Q1 2025 Added 3.84%
$0
$114 Million 0.38% of portfolio
1,729,956
Q1 2025 Reduced 3.82%
$0
$113 Million 0.38% of portfolio
875,530
Q1 2025 Added 1.96%
$261B
$112 Million 0.38% of portfolio
1,273,236
Q1 2025 Added 2.06%
$101B
$109 Million 0.37% of portfolio
653,773
Q1 2025 Added 3.61%
$0
$109 Million 0.37% of portfolio
1,177,743
Q1 2025 Added 14.88%
$328B
$107 Million 0.36% of portfolio
511,060
Q1 2025 Added 4.34%
$0
$108 Million 0.36% of portfolio
630,590
Q1 2025 Added 9.83%
$0
$106 Million 0.36% of portfolio
1,354,586
Q1 2025 Added 3.16%
$270B
$104 Million 0.35% of portfolio
1,228,336
Q1 2025 Reduced 3.96%
$0
$100 Million 0.34% of portfolio
485,860
Q1 2025 Reduced 0.84%
$0
$94.1 Million 0.32% of portfolio
2,747,942
Q1 2025 Added 9.53%
$0
$94.5 Million 0.32% of portfolio
1,054,497
Q1 2025 Reduced 4.28%

Summary

  • Portfolio
  • No. of Stocks 3,495
  • Current Value $29.6 Billion
  • Prior Value $29.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 226 stocks
  • Additional Purchases 1,693 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,493 stocks
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