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
$552M
$554,000 0.0% of portfolio
22,290
Q3 2024 Reduced 26.41%
$4.74B
$424,000 0.0% of portfolio
11,386
Q4 2024 New
$4.91B
$763,000 0.0% of portfolio
2,162
Q4 2024 Added 10.14%
$5.45B
$562,000 0.0% of portfolio
15,314
Q4 2024 Added 1.42%
$1.73B
$389,000 0.0% of portfolio
1,075
Q4 2024 New
$4.88B
$453,000 0.0% of portfolio
4,965
Q4 2024 Reduced 7.28%
$10.1B
$482,000 0.0% of portfolio
1,193
Q4 2024 Added 9.65%
$4.2B
$723,000 0.0% of portfolio
7,023
Q4 2024 Reduced 4.44%
$0
$1.35 Million 0.0% of portfolio
112,940
Q4 2024 Added 6.85%
$0
$164,000 0.0% of portfolio
14,368
Q4 2024 New
$0
$806,000 0.0% of portfolio
119,426
Q4 2024 Added 24.64%
$0
$1.3 Million 0.0% of portfolio
106,807
Q4 2024 Added 8.97%
$0
$637,000 0.0% of portfolio
42,944
Q4 2024 Reduced 24.62%
$12.7B
$284,000 0.0% of portfolio
2,444
Q4 2024 Reduced 9.51%
$11.6B
$1.43 Million 0.0% of portfolio
34,102
Q4 2024 Added 76.45%
$56.2B
$498,000 0.0% of portfolio
7,880
Q4 2024 Added 5.64%
$646M
$727,000 0.0% of portfolio
33,307
Q4 2024 Added 6.41%
$858M
$504,000 0.0% of portfolio
85,356
Q4 2024 Reduced 6.64%
$75.6M
$424,000 0.0% of portfolio
330,505
Q4 2024 Added 441.8%
$2.56B
$1.21 Million 0.0% of portfolio
44,869
Q4 2024 Added 284.32%
$18.7B
$1.22 Million 0.0% of portfolio
24,111
Q4 2024 Reduced 2.57%
$718M
$243,000 0.0% of portfolio
9,102
Q3 2024 New
$1.69B
$988,000 0.0% of portfolio
37,508
Q4 2024 Added 13.42%
$9.72B
$74,000 0.0% of portfolio
13,138
Q4 2024 Reduced 10.46%
$32.2B
$489,000 0.0% of portfolio
8,066
Q4 2024 Reduced 17.43%
$29.6B
$255,000 0.0% of portfolio
16,838
Q4 2024 New
$21B
$1.38 Million 0.0% of portfolio
43,408
Q4 2024 Reduced 9.33%
$959M
$1.32 Million 0.0% of portfolio
19,953
Q4 2024 Added 11.23%
$1.31B
$731,000 0.0% of portfolio
15,994
Q4 2024 Reduced 0.16%
$1.91B
$473,000 0.0% of portfolio
25,939
Q4 2024 New
$9.88B
$1.48 Million 0.0% of portfolio
20,409
Q4 2024 Reduced 49.94%
$328M
$32,000 0.0% of portfolio
20,860
Q4 2024 Added 21.14%
$150M
$105,000 0.0% of portfolio
12,252
Q1 2024 New
$275M
$119,000 0.0% of portfolio
111,451
Q4 2024 Reduced 7.95%
$7.73B
$333,000 0.0% of portfolio
1,803
Q4 2024 Reduced 8.85%
$57.9B
$983,000 0.0% of portfolio
2,866
Q4 2024 Reduced 12.91%
$8.25B
$831,000 0.0% of portfolio
1,568
Q4 2024 Reduced 88.8%
$2.54B
$174,000 0.0% of portfolio
10,277
Q4 2024 Reduced 9.67%
$29.8B
$847,000 0.0% of portfolio
15,946
Q4 2024 Reduced 6.28%
$69.8M
$35,000 0.0% of portfolio
13,285
Q4 2024 Added 0.82%
$10.4B
$1.34 Million 0.0% of portfolio
13,415
Q4 2024 Added 162.06%
$2.16B
$556,000 0.0% of portfolio
4,584
Q4 2024 Added 22.93%
$4.57B
$1.41 Million 0.0% of portfolio
10,537
Q4 2024 Reduced 12.05%
$1.5B
$288,000 0.0% of portfolio
62,050
Q4 2024 Added 0.21%
$6.1B
$580,000 0.0% of portfolio
5,828
Q4 2024 New
$1.77B
$515,000 0.0% of portfolio
4,350
Q4 2024 Reduced 0.43%
$4.27B
$567,000 0.0% of portfolio
12,367
Q4 2024 Added 0.76%
$12.4B
$1.04 Million 0.0% of portfolio
4,512
Q4 2024 Added 10.86%
$696M
$123,000 0.0% of portfolio
48,913
Q4 2024 Added 42.92%

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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