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
$0
$5.19 Million 0.02% of portfolio
39,877
Q1 2025 Added 1.15%
$0
$7.04 Million 0.02% of portfolio
86,471
Q1 2025 Added 1.15%
$0
$5.73 Million 0.02% of portfolio
54,219
Q1 2025 Reduced 4.55%
$0
$5.91 Million 0.02% of portfolio
79,705
Q1 2025 Added 4.79%
$0
$6.26 Million 0.02% of portfolio
53,777
Q1 2025 Added 0.28%
$0
$7.4 Million 0.02% of portfolio
116,522
Q1 2025 Added 7.2%
$0
$7.12 Million 0.02% of portfolio
69,568
Q1 2025 Reduced 19.02%
$0
$5.24 Million 0.02% of portfolio
99,673
Q1 2025 Added 59.89%
$0
$5.39 Million 0.02% of portfolio
56,561
Q1 2025 Reduced 43.66%
$0
$5.62 Million 0.02% of portfolio
48,944
Q1 2025 Reduced 3.36%
$0
$5.78 Million 0.02% of portfolio
70,370
Q1 2025 Added 6.55%
$0
$5.8 Million 0.02% of portfolio
132,110
Q1 2025 Reduced 12.19%
$0
$5.07 Million 0.02% of portfolio
106,732
Q1 2025 Reduced 19.0%
$0
$6.85 Million 0.02% of portfolio
195,935
Q1 2025 Reduced 1.94%
$0
$5.91 Million 0.02% of portfolio
234,826
Q1 2025 Added 5.56%
$0
$5.64 Million 0.02% of portfolio
67,499
Q1 2025 Added 8.09%
$0
$6.05 Million 0.02% of portfolio
83,462
Q1 2025 Reduced 4.43%
$0
$5.38 Million 0.02% of portfolio
222,097
Q1 2025 Added 28.2%
$0
$4.86 Million 0.02% of portfolio
209,242
Q1 2025 Added 1.8%
$0
$5.01 Million 0.02% of portfolio
111,109
Q1 2025 Reduced 35.54%
$0
$5.29 Million 0.02% of portfolio
143,578
Q1 2025 Reduced 1.26%
$0
$5.15 Million 0.02% of portfolio
212,873
Q1 2025 Added 27.49%
$0
$7.08 Million 0.02% of portfolio
326,034
Q1 2025 Added 17.51%
$0
$4.69 Million 0.02% of portfolio
200,580
Q1 2025 Added 1.1%
$0
$6.41 Million 0.02% of portfolio
100,834
Q1 2025 Added 352.43%
$0
$6.11 Million 0.02% of portfolio
99,347
Q1 2025 Added 22.01%
J P Morgan Exchange Traded
-
$5.68 Million 0.02% of portfolio
-
Q1 2025 Added 258.44%
$20.3B
$6.7 Million 0.02% of portfolio
49,679
Q1 2025 Added 16.91%
Listed Fd Tr Roundhill
-
$5.37 Million 0.02% of portfolio
-
Q1 2025 Reduced 37.86%
$0
$5.32 Million 0.02% of portfolio
210,679
Q1 2025 Reduced 12.49%
$33.6B
$4.46 Million 0.02% of portfolio
9,337
Q1 2025 Reduced 8.21%
$62.7B
$7.02 Million 0.02% of portfolio
114,015
Q1 2025 Added 0.88%
$18.3B
$5.43 Million 0.02% of portfolio
65,949
Q1 2025 Reduced 4.67%
$35.7B
$5.09 Million 0.02% of portfolio
53,288
Q1 2025 Added 70.06%
$42.3B
$4.6 Million 0.02% of portfolio
60,680
Q1 2025 Reduced 4.13%
$6.66B
$6.18 Million 0.02% of portfolio
34,484
Q1 2025 Added 1.84%
$249B
$6.52 Million 0.02% of portfolio
58,465
Q1 2025 Reduced 44.28%
$0
$6.94 Million 0.02% of portfolio
483,240
Q1 2025 Reduced 6.78%
$0
$7.32 Million 0.02% of portfolio
558,246
Q1 2025 Added 2.21%
$0
$6.13 Million 0.02% of portfolio
209,595
Q1 2025 Added 2.05%
$42.5B
$4.83 Million 0.02% of portfolio
97,890
Q1 2025 Reduced 0.92%
$6.69B
$5.74 Million 0.02% of portfolio
117,436
Q1 2025 Added 1.74%
$5.27B
$4.9 Million 0.02% of portfolio
334,490
Q1 2025 Added 0.86%
Pgim ETF Tr Aaa
-
$7.4 Million 0.02% of portfolio
-
Q1 2025 Added 35.29%
$0
$4.58 Million 0.02% of portfolio
186,582
Q1 2025 Added 24.48%
$24.9B
$4.47 Million 0.02% of portfolio
123,756
Q1 2025 Added 3.62%
$0
$6.17 Million 0.02% of portfolio
216,146
Q1 2025 Added 10.33%
$0
$6.57 Million 0.02% of portfolio
454,333
Q1 2025 Added 4.32%
$0
$5 Million 0.02% of portfolio
99,296
Q1 2025 Added 0.9%

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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