Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.4 Billion
  • Q3 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $29.4 Billion distributed in 3409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.05B, Vanguard Index Fds S&P 500 ETF with a value of $975M, Nvidia Corp with a value of $685M, Invesco Qqq Trust, Series 1 with a value of $624M, and Ishares Core S&P 500 ETF with a value of $603M.

Examining the 13F form we can see an increase of $2.35B in the current position value, from $27.1B to 29.4B.

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

Portfolio value $29.4 Billion
ETFs: $17.3 Billion
Technology: $3.4 Billion
Financial Services: $1.74 Billion
Consumer Cyclical: $1.13 Billion
Healthcare: $953 Million
Industrials: $812 Million
Communication Services: $756 Million
Consumer Defensive: $712 Million
Other: $1.24 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.37B
$335,000 0.0% of portfolio
18,027
Q3 2024 Reduced 35.3%
$1.24B
$105,000 0.0% of portfolio
28,530
Q2 2024 Reduced 0.14%
$330M
$206,000 0.0% of portfolio
28,548
Q3 2024 Reduced 2.96%
$14.9B
$409,000 0.0% of portfolio
935
Q3 2024 Added 31.5%
$5.95B
$316,000 0.0% of portfolio
6,569
Q3 2024 Reduced 16.86%
$191M
$105,000 0.0% of portfolio
28,330
Q3 2024 Reduced 3.52%
$1.73B
$432,000 0.0% of portfolio
72,016
Q3 2024 Added 77.23%
$1.67B
$369,000 0.0% of portfolio
11,769
Q3 2024 Reduced 32.05%
$335M
$22,000 0.0% of portfolio
25,790
Q3 2024 Added 1.18%
$12.1B
$674,000 0.0% of portfolio
5,397
Q3 2024 Reduced 14.75%
$10.6B
$334,000 0.0% of portfolio
4,579
Q3 2024 Reduced 9.52%
$644M
$491,000 0.0% of portfolio
26,497
Q3 2024 Added 0.11%
$6.8B
$726,000 0.0% of portfolio
5,213
Q3 2024 Added 3.56%
$4.2B
$1.16 Million 0.0% of portfolio
13,318
Q3 2024 Reduced 3.56%
$65B
$1.13 Million 0.0% of portfolio
11,984
Q3 2024 Reduced 11.2%
$1.14B
$832,000 0.0% of portfolio
49,545
Q3 2024 Reduced 2.87%
$140M
$9,000 0.0% of portfolio
26,274
Q3 2024 Reduced 0.94%
$5.78B
$719,000 0.0% of portfolio
30,072
Q3 2024 Added 29.53%
$14B
$607,000 0.0% of portfolio
7,696
Q3 2024 Reduced 4.02%
$456M
$76,000 0.0% of portfolio
16,724
Q3 2024 Reduced 1.59%
$195M
$762,000 0.0% of portfolio
55,356
Q3 2024 Reduced 0.36%
$5.2B
$255,000 0.0% of portfolio
2,468
Q3 2024 Reduced 11.22%
$926M
$379,000 0.0% of portfolio
8,634
Q3 2024 Added 52.92%
$501M
$141,000 0.0% of portfolio
11,208
Q3 2024 New
$16.6M
$36,000 0.0% of portfolio
12,500
Q4 2023 Reduced 44.69%
$0
$1.26 Million 0.0% of portfolio
87,158
Q3 2024 New
$1.46B
$1.39 Million 0.0% of portfolio
149,456
Q3 2024 Added 6.96%
-
$340,000 0.0% of portfolio
-
Q3 2024 Reduced 14.02%
-
$769,000 0.0% of portfolio
-
Q3 2024 New
$8.06B
$247,000 0.0% of portfolio
1,292
Q3 2024 Reduced 6.71%
$8.59B
$428,000 0.0% of portfolio
6,403
Q3 2024 Reduced 37.13%
$5.82B
$718,000 0.0% of portfolio
8,448
Q3 2024 Added 5.55%
$619M
$261,000 0.0% of portfolio
20,145
Q3 2024 Added 1.29%
$9.4B
$1.37 Million 0.0% of portfolio
15,249
Q3 2024 Reduced 3.16%
$618M
$397,000 0.0% of portfolio
13,625
Q3 2024 Added 4.78%
$15.8B
$493,000 0.0% of portfolio
46,087
Q3 2024 Reduced 70.4%
$11B
$780,000 0.0% of portfolio
18,716
Q3 2024 Reduced 36.15%
$906M
$399,000 0.0% of portfolio
26,520
Q3 2024 Reduced 0.51%
$5B
$531,000 0.0% of portfolio
9,728
Q3 2024 Reduced 23.05%
$34.1M
$31,000 0.0% of portfolio
25,708
Q2 2024 Reduced 8.86%
$1.19B
$338,000 0.0% of portfolio
72,593
Q3 2024 Reduced 33.4%
$8.42B
$373,000 0.0% of portfolio
3,837
Q3 2024 Added 1.32%
$7.85B
$654,000 0.0% of portfolio
91,941
Q3 2024 Added 11.3%
$3.42B
$368,000 0.0% of portfolio
11,312
Q3 2024 Reduced 4.72%
$22.9M
$53,000 0.0% of portfolio
22,261
Q3 2024 Added 6.22%
$3.84B
$381,000 0.0% of portfolio
5,667
Q3 2024 Reduced 25.5%
$7.85M
$13,000 0.0% of portfolio
52,086
Q2 2024 Added 0.06%
$325M
$192,000 0.0% of portfolio
12,754
Q3 2024 Added 0.69%
$0
$140,000 0.0% of portfolio
14,258
Q3 2024 Reduced 25.6%

Summary

  • Portfolio
  • No. of Stocks 3,409
  • Current Value $29.4 Billion
  • Prior Value $27.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 251 stocks
  • Additional Purchases 1,699 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,368 stocks
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