Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.9 Billion
  • Q4 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $29.9 Billion distributed in 3460 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.1B, Vanguard Index Fds S&P 500 ETF with a value of $997M, Nvidia Corp with a value of $770M, Invesco Qqq Trust, Series 1 with a value of $679M, and Ishares Core S&P 500 ETF with a value of $617M.

Examining the 13F form we can see an increase of $528M in the current position value, from $29.4B to 29.9B.

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

Portfolio value $29.9 Billion
ETFs: $17.5 Billion
Technology: $3.57 Billion
Financial Services: $1.77 Billion
Consumer Cyclical: $1.25 Billion
Healthcare: $830 Million
Communication Services: $812 Million
Industrials: $773 Million
Consumer Defensive: $696 Million
Other: $1.16 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.1B
$3.49 Million 0.01% of portfolio
113,496
Q4 2024 Reduced 0.37%
$25.3B
$3.02 Million 0.01% of portfolio
1,748
Q4 2024 Added 1.45%
$114B
$2.65 Million 0.01% of portfolio
12,483
Q4 2024 Added 0.86%
$10.6B
$1.63 Million 0.01% of portfolio
11,941
Q4 2024 Added 353.34%
$6.76B
$1.55 Million 0.01% of portfolio
27,517
Q4 2024 Reduced 2.33%
$2.96B
$1.85 Million 0.01% of portfolio
468,412
Q4 2024 Added 10.37%
$28.6B
$1.7 Million 0.01% of portfolio
1,385
Q4 2024 Added 54.75%
$0
$2.05 Million 0.01% of portfolio
557,056
Q4 2024 Added 60.86%
$30.8B
$2.08 Million 0.01% of portfolio
36,239
Q4 2024 Reduced 8.6%
$12.1B
$1.64 Million 0.01% of portfolio
28,567
Q4 2024 Added 50.67%
$19.9B
$1.73 Million 0.01% of portfolio
7,450
Q4 2024 Reduced 2.56%
$25.9B
$2 Million 0.01% of portfolio
37,974
Q4 2024 Added 3.86%
$95.8B
$2.62 Million 0.01% of portfolio
5,532
Q4 2024 Added 5.79%
$25.3B
$2.83 Million 0.01% of portfolio
31,334
Q4 2024 Added 1.38%
$23.7B
$2.5 Million 0.01% of portfolio
306
Q4 2024 Reduced 6.42%
$7.16B
$1.68 Million 0.01% of portfolio
41,063
Q4 2024 Added 0.66%
$5.08B
$2.76 Million 0.01% of portfolio
255,100
Q4 2024 Reduced 5.75%
$0
$3.3 Million 0.01% of portfolio
540,815
Q4 2024 Reduced 3.15%
$233M
$1.93 Million 0.01% of portfolio
122,759
Q4 2024 Reduced 0.65%
$11.2B
$2.04 Million 0.01% of portfolio
12,020
Q4 2024 Added 28.1%
$16.1B
$1.85 Million 0.01% of portfolio
50,263
Q4 2024 Reduced 17.3%
$12.4B
$2.49 Million 0.01% of portfolio
11,906
Q4 2024 Reduced 29.49%
$23.1B
$1.53 Million 0.01% of portfolio
14,959
Q4 2024 Added 1.21%
$0
$2.9 Million 0.01% of portfolio
256,741
Q4 2024 Reduced 50.82%
$0
$2.75 Million 0.01% of portfolio
235,711
Q4 2024 Added 11.61%
$0
$2.51 Million 0.01% of portfolio
141,254
Q4 2024 Added 3.85%
$0
$3.42 Million 0.01% of portfolio
281,146
Q4 2024 Reduced 41.52%
$0
$2.51 Million 0.01% of portfolio
204,784
Q4 2024 Reduced 58.04%
$0
$1.95 Million 0.01% of portfolio
218,318
Q4 2024 Reduced 4.47%
$0
$3.51 Million 0.01% of portfolio
446,237
Q4 2024 Reduced 1.78%
$981M
$2.62 Million 0.01% of portfolio
146,354
Q4 2024 Reduced 3.42%
$8.71B
$2.05 Million 0.01% of portfolio
49,617
Q4 2024 Added 36.29%
$0
$4.02 Million 0.01% of portfolio
468,217
Q4 2024 Reduced 0.3%
$14.6B
$2.37 Million 0.01% of portfolio
30,055
Q4 2024 Added 2.69%
$23.1B
$1.53 Million 0.01% of portfolio
8,667
Q4 2024 Reduced 24.59%
$16.8B
$3.6 Million 0.01% of portfolio
41,787
Q4 2024 Added 1.47%
$8.52B
$2.14 Million 0.01% of portfolio
56,566
Q4 2024 Added 2.67%
$22.5B
$1.89 Million 0.01% of portfolio
30,036
Q4 2024 Reduced 8.82%
$3.63B
$2.72 Million 0.01% of portfolio
150,000
Q4 2024 Reduced 4.35%
$40.3B
$2.9 Million 0.01% of portfolio
31,302
Q4 2024 Added 0.66%
$4.26B
$1.91 Million 0.01% of portfolio
12,091
Q4 2024 Reduced 15.7%
$0
$3.14 Million 0.01% of portfolio
254,463
Q4 2024 Added 2.11%
$0
$3.92 Million 0.01% of portfolio
149,895
Q4 2024 Added 341.02%
$27.7B
$3.21 Million 0.01% of portfolio
26,909
Q4 2024 Reduced 1.36%
$24.8B
$3.88 Million 0.01% of portfolio
119,428
Q4 2024 Reduced 2.03%
$0
$1.79 Million 0.01% of portfolio
131,709
Q4 2024 Reduced 13.61%
$36.8B
$2.33 Million 0.01% of portfolio
22,385
Q4 2024 Added 20.27%
$19.9B
$3.54 Million 0.01% of portfolio
15,724
Q4 2024 Reduced 2.09%
$12.6B
$3.08 Million 0.01% of portfolio
15,003
Q4 2024 Reduced 3.22%

Summary

  • Portfolio
  • No. of Stocks 3,460
  • Current Value $29.9 Billion
  • Prior Value $29.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 261 stocks
  • Additional Purchases 1,618 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,501 stocks
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