Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025

Cambridge Investment Research Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $29.6 Billion distributed in 3495 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $964M, Vanguard Index Fds S&P 500 ETF with a value of $925M, Invesco Qqq Trust, Series 1 with a value of $630M, Nvidia Corp with a value of $603M, and Ishares Core S&P 500 ETF with a value of $579M.

Examining the 13F form we can see an decrease of $295M in the current position value, from $29.9B to 29.6B.

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

Portfolio value $29.6 Billion
ETFs: $17.4 Billion
Technology: $3.09 Billion
Financial Services: $1.9 Billion
Consumer Cyclical: $1.07 Billion
Healthcare: $905 Million
Communication Services: $775 Million
Industrials: $753 Million
Consumer Defensive: $743 Million
Other: $1.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Annaly Capital Management
-
$7.46 Million 0.03% of portfolio
-
Q1 2025 Added 8.43%
$29.4B
$8.04 Million 0.03% of portfolio
167,515
Q1 2025 Added 18.65%
$217B
$8.45 Million 0.03% of portfolio
114,965
Q1 2025 Added 29.18%
$69.4B
$8.37 Million 0.03% of portfolio
2,195
Q1 2025 Reduced 2.66%
$0
$8.22 Million 0.03% of portfolio
165,070
Q1 2025 Reduced 0.33%
Blackrock ETF Trust
-
$7.65 Million 0.03% of portfolio
-
Q1 2025 New
Brookfield Corp Cl A LTD Vt
-
$7.43 Million 0.03% of portfolio
-
Q1 2025 Added 2.1%
$95.9B
$9.37 Million 0.03% of portfolio
28,472
Q1 2025 Reduced 4.66%
$0
$7.5 Million 0.03% of portfolio
278,358
Q1 2025 Added 0.01%
Capital Group
-
$8.61 Million 0.03% of portfolio
-
Q1 2025 Added 3.86%
$18.6B
$8.03 Million 0.03% of portfolio
18,490
Q1 2025 Added 2.36%
$58.7B
$9.03 Million 0.03% of portfolio
39,017
Q1 2025 Added 47.36%
$527M
$8.9 Million 0.03% of portfolio
859,402
Q1 2025 Reduced 5.13%
$22.2B
$7.91 Million 0.03% of portfolio
38,483
Q1 2025 Added 18.43%
$35.8B
$10.2 Million 0.03% of portfolio
92,643
Q1 2025 Added 17.44%
$42.6B
$9.52 Million 0.03% of portfolio
208,035
Q1 2025 Reduced 0.85%
$50.4B
$7.51 Million 0.03% of portfolio
52,413
Q1 2025 Added 23.56%
$0
$9.67 Million 0.03% of portfolio
309,600
Q1 2025 Reduced 3.06%
$0
$7.82 Million 0.03% of portfolio
295,424
Q1 2025 Added 4.86%
$0
$8.47 Million 0.03% of portfolio
215,217
Q1 2025 Reduced 13.59%
$0
$8.21 Million 0.03% of portfolio
195,108
Q1 2025 Reduced 2.8%
$0
$10.2 Million 0.03% of portfolio
807,887
Q1 2025 Reduced 4.6%
$19.5B
$8.14 Million 0.03% of portfolio
233,197
Q1 2025 Added 5.12%
$0
$8.63 Million 0.03% of portfolio
459,951
Q1 2025 Reduced 7.27%
$74.4B
$8.2 Million 0.03% of portfolio
32,335
Q1 2025 Added 12.1%
Tcw ETF Trust
-
$10.1 Million 0.03% of portfolio
-
Q1 2025 Added 6.57%
$0
$9.26 Million 0.03% of portfolio
135,976
Q1 2025 Added 2.47%
$0
$9.77 Million 0.03% of portfolio
249,372
Q1 2025 Added 59.24%
$0
$9.75 Million 0.03% of portfolio
142,632
Q1 2025 Added 8.31%
$0
$10.1 Million 0.03% of portfolio
100,385
Q1 2025 Reduced 26.98%
$0
$8.79 Million 0.03% of portfolio
72,710
Q1 2025 Added 8.64%
$0
$8.56 Million 0.03% of portfolio
111,631
Q1 2025 Reduced 37.07%
$0
$10 Million 0.03% of portfolio
88,642
Q1 2025 Added 11.02%
$0
$8.43 Million 0.03% of portfolio
205,468
Q1 2025 Added 127.73%
First Tr Exchange Traded Fd Intermediate
-
$8.56 Million 0.03% of portfolio
-
Q1 2025 Added 2.05%
$0
$10.1 Million 0.03% of portfolio
534,013
Q1 2025 Added 13.3%
$0
$7.5 Million 0.03% of portfolio
265,171
Q1 2025 Reduced 10.88%
-
$9.67 Million 0.03% of portfolio
-
Q1 2025 Added 89.67%
Ge Healthcare Technologies
-
$7.97 Million 0.03% of portfolio
-
Q1 2025 Reduced 10.52%
$31.5B
$7.46 Million 0.03% of portfolio
124,703
Q1 2025 Reduced 4.25%
$0
$9.14 Million 0.03% of portfolio
231,503
Q1 2025 Added 5.21%
$1.1B
$9.94 Million 0.03% of portfolio
321,994
Q1 2025 Added 47.42%
$0
$10 Million 0.03% of portfolio
644,809
Q1 2025 Added 43.81%
$0
$7.82 Million 0.03% of portfolio
374,858
Q1 2025 New
-
$7.76 Million 0.03% of portfolio
-
Q1 2025 Added 8.12%
$0
$7.49 Million 0.03% of portfolio
169,918
Q1 2025 Reduced 2.58%
$0
$9.61 Million 0.03% of portfolio
383,249
Q1 2025 Added 37.13%
$215B
$9.14 Million 0.03% of portfolio
14,879
Q1 2025 Added 0.09%
$0
$9.49 Million 0.03% of portfolio
846,024
Q1 2025 Reduced 7.9%

Summary

  • Portfolio
  • No. of Stocks 3,495
  • Current Value $29.6 Billion
  • Prior Value $29.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 226 stocks
  • Additional Purchases 1,693 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,493 stocks
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