Cambridge Investment Research Advisors, Inc. Purchases in Q1 2025

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
168K
+ 7.44%
$57.22 - $63.39 $9.61M - $10.6M
2.43M $142M
Capital Group Core Balanced
277K
+ 21.82%
N/A
1.55M $48M
SCHG
Schwab Strategic Tr Us Large C

ETFs
661K
+ 22.25%
$24.91 - $29.02 $16.5M - $19.2M
3.63M $91M
KO
Coca Cola CO

Consumer Defensive
18.8K
+ 2.59%
$60.81 - $72.32 $1.14M - $1.36M
745K $53.3M
COST
Costco Wholesale Corp

Consumer Defensive
4.56K
+ 3.66%
$890.62 - $1076.86 $4.06M - $4.91M
129K $122M
Dimensional ETF Trust
132K
+ 217.61%
N/A
193K $11.9M
UBER
Uber Technologies, Inc

Technology
62.9K
+ 23.49%
$63.17 - $81.49 $3.97M - $5.12M
331K $24.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
96.5K
+ 22.58%
$91.76 - $103.26 $8.85M - $9.96M
524K $48.5M
HFGO
Hartford Fds Exchange Traded T

ETFs
375K
New
$20.75 - $24.89 $7.78M - $9.33M
375K $7.82M
IEMG
Ishares Inc

ETFs
125K
+ 20.57%
N/A
731K $39.4M
Blackrock ETF Trust
261K
New
N/A
261K $7.65M
VEU
Vanguard Ftse All World Ex Us

ETFs
102K
+ 24.61%
$56.51 - $62.98 $5.75M - $6.41M
515K $31.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
62.1K
+ 26.64%
$97.25 - $104.79 $6.04M - $6.5M
295K $30.6M
SLV
I Shares Silver Trust

ETFs
91.3K
+ 9.41%
$26.93 - $31.32 $2.46M - $2.86M
1.06M $32.9M
GILD
Gilead Sciences, Inc.

Healthcare
38.5K
+ 25.31%
$89.14 - $117.41 $3.43M - $4.52M
191K $21.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
19.1K
+ 14.59%
$408.78 - $448.82 $7.82M - $8.59M
150K $63.1M
MCD
Mcdonalds Corp

Consumer Cyclical
10.2K
+ 5.59%
$279.74 - $321.29 $2.85M - $3.27M
192K $60.1M
WM
Waste Management Inc

Industrials
16.3K
+ 13.88%
$200.54 - $233.78 $3.27M - $3.81M
134K $31M
MO
Altria Group, Inc.

Consumer Defensive
34.1K
+ 5.21%
$50.81 - $60.02 $1.73M - $2.04M
687K $41.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
124K
+ 8.4%
$44.72 - $46.25 $5.54M - $5.73M
1.6M $73.7M
GS
Goldman Sachs Group Inc

Financial Services
14.7K
+ 38.56%
$524.81 - $672.19 $7.69M - $9.85M
52.6K $28.8M
SAMT
Advisors Inn.Circle Fd Iii Str
237K
New
$28.43 - $33.08 $6.75M - $7.86M
237K $6.93M
SPTL
Spdr Portfolio Long Term Treas

ETFs
228K
+ 36.61%
$25.54 - $27.64 $5.82M - $6.3M
851K $23.2M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
343K
+ 74.56%
$19.43 - $19.62 $6.66M - $6.72M
802K $15.7M
STLG
Ishares Factors Us Growth Styl

ETFs
151K
+ 76.81%
N/A
348K $17.8M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
131K
+ 11.46%
$50.03 - $50.27 $6.57M - $6.6M
1.28M $64M
IQLT
Ishares Msci Intl Quality Fact

ETFs
110K
+ 13.83%
$36.91 - $41.03 $4.07M - $4.52M
908K $36M
DUK
Duke Energy Corp

Utilities
20.9K
+ 7.74%
$105.87 - $121.97 $2.22M - $2.55M
292K $35.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
22.8K
+ 5.27%
$34.58 - $45.97 $788K - $1.05M
455K $20.9M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
1.16M
+ 142.26%
$5.74 - $7.6 $6.67M - $8.83M
1.98M $12.4M
PG
Procter & Gamble CO

Consumer Defensive
24.8K
+ 3.84%
$158.56 - $176.26 $3.93M - $4.37M
670K $114M
GVI
Ishares Tr

ETFs
56K
+ 192.28%
$103.49 - $106.02 $5.79M - $5.93M
85.1K $9.02M
BBUS
J P Morgan Exchg Traded Fd

ETFs
82.4K
+ 17.65%
$99.5 - $110.97 $8.2M - $9.15M
550K $55.4M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
285K
+ 57.13%
$20.05 - $20.4 $5.72M - $5.82M
784K $16M
CLX
Clorox CO

Consumer Defensive
44.2K
+ 106.57%
$141.76 - $162.89 $6.27M - $7.21M
85.8K $12.6M
OEF
Ishares S&P 100 ETF

ETFs
28.7K
+ 26.59%
N/A
137K $37.1M
JNK
Spdr Bloomberg High Yield Bond

ETFs
59.4K
+ 106.9%
$94.86 - $97.12 $5.64M - $5.77M
115K $11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
56.5K
+ 9.83%
$168.16 - $186.21 $9.49M - $10.5M
631K $108M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
108K
+ 26.94%
N/A
511K $25.6M
CGUS
Capital Group Core Equity ETF
258K
+ 12.82%
$33.08 - $36.62 $8.52M - $9.44M
2.27M $75.7M
HYG
Ishares Tr

ETFs
68.4K
+ 45.37%
$78.51 - $80.11 $5.37M - $5.48M
219K $17.3M
MMM
3 M CO

Industrials
17.8K
+ 11.84%
$129.7 - $155.12 $2.31M - $2.76M
168K $24.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
153K
+ 14.88%
$92.45 - $106.69 $14.1M - $16.3M
1.18M $109M
PFFA
Etfis Ser Tr I

ETFs
251K
+ 99.97%
$21.21 - $22.3 $5.32M - $5.6M
502K $10.7M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
78.5K
+ 352.43%
$61.9 - $66.89 $4.86M - $5.25M
101K $6.41M
EWQ
Ishares Msci France ETF

ETFs
125K
New
$35.35 - $41.99 $4.41M - $5.23M
125K $4.96M
META
Meta Platforms, Inc.

Communication Services
13K
+ 4.51%
$576.36 - $736.67 $7.5M - $9.58M
301K $174M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
243K
+ 52.22%
$19.42 - $19.54 $4.71M - $4.74M
708K $13.8M
GLDM
World Gold Trust

ETFs
13.7K
+ 3.48%
$52.19 - $61.89 $714K - $847K
407K $25.2M
Activity Summary
Buys All Purchases 1919 New Holdings 226 Increased Positions 1693 Sells All Sells 1493 Reductions 1493 Sold out 0 Options Calls 0 Puts 0
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