Cambridge Investment Research Advisors, Inc. Purchases in Q2 2025

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
174K
+ 45.52%
$27.46 - $33.2 $4.78M - $5.78M
556K $18.5M
BA
Boeing CO

Industrials
4.47K
+ 2.87%
$136.59 - $217.51 $610K - $972K
160K $33.6M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
66.8K
+ 49.11%
$60.22 - $80.1 $4.02M - $5.35M
203K $16.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81.1K
+ 5.74%
$29.12 - $35.84 $2.36M - $2.91M
1.49M $53.5M
NOW
Service Now, Inc.

Technology
1.55K
+ 6.79%
$721.65 - $1040.18 $1.11M - $1.61M
24.3K $25M
APP
App Lovin Corp

Technology
13.4K
+ 53.54%
$219.37 - $417.89 $2.95M - $5.62M
38.5K $13.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.29K
+ 1.9%
$272.36 - $339.57 $897K - $1.12M
177K $60M
ETN
Eaton Corp PLC

Industrials
4.11K
+ 6.57%
$246.52 - $356.99 $1.01M - $1.47M
66.6K $23.8M
AMAT
Applied Materials Inc

Technology
12.5K
+ 10.67%
$126.95 - $183.52 $1.59M - $2.3M
130K $23.8M
Capital Group Core Balanced
87.1K
+ 5.62%
N/A
1.64M $54.7M
MBB
Ishares Tr

ETFs
70.8K
+ 22.25%
$91.41 - $94.22 $6.48M - $6.68M
389K $36.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
63.8K
+ 5.43%
$96.84 - $99.46 $6.18M - $6.35M
1.24M $123M
MO
Altria Group, Inc.

Consumer Defensive
128K
+ 18.68%
$55.56 - $60.91 $7.13M - $7.82M
816K $47.8M
PHYS
Sprott Physical Gold Trust

Financial Services
138K
+ 5.82%
$22.82 - $26.29 $3.15M - $3.62M
2.51M $63.5M
CSCO
Cisco Systems, Inc.

Technology
12.8K
+ 1.74%
$53.19 - $69.38 $678K - $885K
747K $51.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
64.3K
+ 17.07%
$59.24 - $71.39 $3.81M - $4.59M
441K $31.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
134K
+ 10.58%
$44.68 - $45.96 $6.01M - $6.18M
1.41M $64.3M
Parnassus Income Fds
246K
New
N/A
246K $6.26M
First Tr Exchange Traded
295K
+ 58.46%
N/A
801K $16.9M
UTES
Virtus Reaves Utilities ETF
50.8K
+ 23.8%
N/A
264K $20M
COST
Costco Wholesale Corp

Consumer Defensive
412
+ 0.32%
$908.13 - $1056.85 $374K - $435K
130K $128M
Pimco
227K
+ 59.65%
N/A
607K $16.1M
Blackrock ETF Trust
210K
New
N/A
210K $6.07M
Global X Fds
78.5K
+ 81.78%
N/A
175K $10.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
168K
+ 24.73%
$22.92 - $28.05 $3.86M - $4.72M
848K $23.8M
IAU
Ishares Gold Trust

ETFs
48.5K
+ 5.58%
$56.1 - $64.74 $2.72M - $3.14M
917K $57.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
30.5K
+ 19.16%
$82.51 - $109.2 $2.51M - $3.33M
189K $20.7M
FEM
First Trust Emerging Markets A

ETFs
228K
+ 117.13%
$19.94 - $24.69 $4.55M - $5.63M
423K $10.4M
NEAR
Blackrock Short Maturity Bond

ETFs
110K
+ 15.54%
$50.41 - $51.17 $5.52M - $5.6M
814K $41.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.8K
+ 2.61%
$90.56 - $109.49 $1.8M - $2.17M
780K $85.2M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
49.9K
+ 8.51%
$70.7 - $82.14 $3.53M - $4.1M
636K $52.2M
PANW
Palo Alto Networks Inc

Technology
3.05K
+ 2.05%
$152.44 - $204.64 $466K - $625K
152K $31M
GLDM
World Gold Trust

ETFs
64K
+ 15.74%
$58.96 - $67.97 $3.77M - $4.35M
471K $30.9M
CRM
Salesforce, Inc.

Technology
18.8K
+ 14.78%
$236.26 - $291.15 $4.43M - $5.46M
146K $39.7M
DELL
Dell Technologies Inc.

Technology
13K
+ 10.12%
$71.63 - $125.98 $933K - $1.64M
142K $17.4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
48.2K
+ 12.22%
$35.12 - $48.24 $1.69M - $2.33M
443K $21.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
45.1K
+ 26.61%
$116.93 - $119.39 $5.28M - $5.39M
215K $25.6M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
215K
+ 20.63%
$24.48 - $24.9 $5.26M - $5.35M
1.26M $31.2M
ACWF
Ishares Msci Global Multifacto

ETFs
114K
New
N/A
114K $5.48M
AXP
American Express CO

Financial Services
2.17K
+ 2.27%
$231.39 - $318.98 $502K - $692K
97.6K $31.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
50.9K
+ 5.61%
$35.9 - $43.76 $1.83M - $2.23M
958K $41.4M
PFFA
Etfis Ser Tr I

ETFs
267K
+ 53.11%
$19.49 - $21.31 $5.2M - $5.68M
769K $16M
ISRG
Intuitive Surgical Inc

Healthcare
6.95K
+ 21.24%
$451.58 - $565.94 $3.14M - $3.94M
39.7K $21.6M
FRI
First Tr S&P Reit Index Fd

ETFs
192K
+ 2423.75%
$24.01 - $27.75 $4.61M - $5.33M
200K $5.41M
FDN
First Tr Fd Dow Jones

ETFs
2.68K
+ 2.83%
$200.29 - $269.33 $536K - $721K
97.3K $26.2M
Coreweave
31.5K
New
N/A
31.5K $5.14M
CGMS
Capital Grp Core Plus Income E
170K
+ 14.62%
N/A
1.33M $36.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
97.7K
+ 7.82%
$17.76 - $22.1 $1.74M - $2.16M
1.35M $29.8M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
82.3K
+ 18.17%
$55.57 - $62.73 $4.58M - $5.17M
536K $33M
Activity Summary
Buys All Purchases 2009 New Holdings 307 Increased Positions 1702 Sells All Sells 1528 Reductions 1528 Sold out 0 Options Calls 0 Puts 0
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