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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.25 Million 0.03% of portfolio
308,670
Q4 2024 Added 58.29%
$0
$9.45 Million 0.03% of portfolio
203,417
Q4 2024 Added 5.94%
$0
$7.79 Million 0.03% of portfolio
185,208
Q4 2024 Reduced 1.42%
$0
$7.98 Million 0.03% of portfolio
172,378
Q4 2024 Reduced 4.55%
-
$9.13 Million 0.03% of portfolio
-
Q4 2024 Added 34.74%
$7.5B
$8.82 Million 0.03% of portfolio
101,327
Q4 2024 Added 10.05%
Janus Detroit Str Tr Henderson
-
$10 Million 0.03% of portfolio
-
Q4 2024 Added 2.72%
$103B
$10.2 Million 0.03% of portfolio
16,212
Q4 2024 Reduced 20.21%
$46.8B
$7.76 Million 0.03% of portfolio
126,879
Q4 2024 Added 0.93%
Listed Fd Tr Roundhill
-
$10.3 Million 0.03% of portfolio
-
Q4 2024 Added 150.64%
$4.41B
$8.15 Million 0.03% of portfolio
139,042
Q4 2024 Added 1.23%
$74.1B
$9.82 Million 0.03% of portfolio
70,413
Q4 2024 Reduced 2.09%
$67.1B
$8.74 Million 0.03% of portfolio
106,724
Q4 2024 Added 4.25%
$89B
$8.53 Million 0.03% of portfolio
142,750
Q4 2024 Reduced 2.23%
$71.7B
$9.98 Million 0.03% of portfolio
21,595
Q4 2024 Reduced 7.22%
$84.9B
$8.42 Million 0.03% of portfolio
111,269
Q4 2024 Reduced 11.25%
$76.2B
$9.5 Million 0.03% of portfolio
20,242
Q4 2024 Added 2.05%
$239B
$10.2 Million 0.03% of portfolio
104,927
Q4 2024 Added 98.47%
$32.7B
$8.29 Million 0.03% of portfolio
71,032
Q4 2024 Reduced 1.63%
$0
$7.85 Million 0.03% of portfolio
518,404
Q4 2024 Added 0.76%
$0
$7.64 Million 0.03% of portfolio
546,195
Q4 2024 Added 1.8%
$0
$9.79 Million 0.03% of portfolio
265,262
Q4 2024 Reduced 2.63%
$0
$8.36 Million 0.03% of portfolio
175,892
Q4 2024 Added 22.85%
$82.5B
$9.35 Million 0.03% of portfolio
14,700
Q4 2024 Reduced 12.4%
$52.2B
$7.63 Million 0.03% of portfolio
54,383
Q4 2024 Added 0.74%
Pimco
-
$9.22 Million 0.03% of portfolio
-
Q4 2024 Added 11.35%
$102B
$7.82 Million 0.03% of portfolio
73,968
Q4 2024 Reduced 3.06%
$0
$7.58 Million 0.03% of portfolio
93,926
Q4 2024 Added 0.2%
$0
$8.4 Million 0.03% of portfolio
226,341
Q4 2024 Added 11.86%
$39.8B
$8.63 Million 0.03% of portfolio
27,294
Q4 2024 Added 2.74%
$253B
$8.06 Million 0.03% of portfolio
128,690
Q4 2024 Reduced 10.53%
$0
$9.59 Million 0.03% of portfolio
109,895
Q4 2024 Added 8.72%
$0
$8.61 Million 0.03% of portfolio
157,467
Q4 2024 Reduced 7.6%
$0
$9.42 Million 0.03% of portfolio
306,428
Q4 2024 Added 0.18%
$0
$7.76 Million 0.03% of portfolio
60,824
Q4 2024 Added 29.86%
$0
$7.71 Million 0.03% of portfolio
289,341
Q4 2024 Added 10.03%
$0
$10.5 Million 0.03% of portfolio
460,371
Q4 2024 Added 176.47%
$0
$8.53 Million 0.03% of portfolio
101,382
Q4 2024 Added 86.47%
$52.2B
$7.97 Million 0.03% of portfolio
51,610
Q4 2024 Added 39.73%
$0
$7.91 Million 0.03% of portfolio
370,806
Q4 2024 Added 0.31%
$322B
$8.43 Million 0.03% of portfolio
38,190
Q4 2024 Reduced 40.22%
$65B
$9.57 Million 0.03% of portfolio
200,027
Q4 2024 Reduced 3.14%
$50.9B
$8.26 Million 0.03% of portfolio
67,360
Q4 2024 Reduced 0.19%
$0
$8.73 Million 0.03% of portfolio
304,362
Q4 2024 Added 1.05%
-
$9.79 Million 0.03% of portfolio
-
Q4 2024 Reduced 9.04%
$0
$8.92 Million 0.03% of portfolio
109,803
Q4 2024 Added 174.81%
$0
$8.06 Million 0.03% of portfolio
107,810
Q4 2024 Reduced 24.61%
$0
$10.1 Million 0.03% of portfolio
201,777
Q4 2024 Reduced 8.63%
$0
$9.08 Million 0.03% of portfolio
197,604
Q4 2024 Added 4.22%

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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