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
$3 Million 0.01% of portfolio
45,973
Q1 2025 Added 10.56%
$0
$4.23 Million 0.01% of portfolio
85,518
Q1 2025 Reduced 6.46%
$0
$1.63 Million 0.01% of portfolio
45,936
Q1 2025 Reduced 10.85%
$0
$3.04 Million 0.01% of portfolio
73,438
Q1 2025 Added 2.69%
$0
$1.83 Million 0.01% of portfolio
26,266
Q1 2025 Added 447.89%
$0
$2.34 Million 0.01% of portfolio
25,716
Q1 2025 Reduced 42.12%
$0
$3.22 Million 0.01% of portfolio
34,801
Q1 2025 Added 4.91%
$10.5B
$2.47 Million 0.01% of portfolio
18,796
Q1 2025 Added 1,113.43%
$54.5B
$2.86 Million 0.01% of portfolio
5,917
Q1 2025 Added 7.64%
$0
$2.36 Million 0.01% of portfolio
63,931
Q1 2025 Reduced 8.15%
$709M
$2.13 Million 0.01% of portfolio
248,139
Q1 2025 Added 197.72%
$144B
$2.54 Million 0.01% of portfolio
41,213
Q1 2025 Added 5.97%
$29.2B
$2.42 Million 0.01% of portfolio
7,656
Q1 2025 Added 540.67%
Ark 21 Shares
-
$3.37 Million 0.01% of portfolio
-
Q1 2025 Reduced 4.63%
$53.1B
$3.57 Million 0.01% of portfolio
13,617
Q1 2025 Added 1.71%
$5.01B
$1.56 Million 0.01% of portfolio
9,390
Q1 2025 Added 243.2%
Bank America
-
$1.61 Million 0.01% of portfolio
-
Q1 2025 Added 8.02%
$0
$3.83 Million 0.01% of portfolio
108,542
Q1 2025 New
$990M
$1.98 Million 0.01% of portfolio
207,157
Q1 2025 Reduced 6.32%
$0
$1.99 Million 0.01% of portfolio
84,874
Q1 2025 Added 6.12%
$37B
$1.87 Million 0.01% of portfolio
96,369
Q1 2025 Reduced 11.04%
$19.6B
$1.74 Million 0.01% of portfolio
24,494
Q1 2025 Reduced 12.63%
$117B
$2.97 Million 0.01% of portfolio
61,277
Q1 2025 Added 5.43%
Bitwise
-
$4.28 Million 0.01% of portfolio
-
Q1 2025 Added 6.05%
$3.63B
$2.83 Million 0.01% of portfolio
46,708
Q1 2025 Added 1.29%
$0
$1.96 Million 0.01% of portfolio
50,654
Q1 2025 Added 14.09%
$0
$1.52 Million 0.01% of portfolio
176,809
Q1 2025 Added 0.35%
$0
$3.43 Million 0.01% of portfolio
151,132
Q1 2025 Added 39.23%
$0
$2.79 Million 0.01% of portfolio
290,878
Q1 2025 Added 26.86%
$0
$1.75 Million 0.01% of portfolio
121,151
Q1 2025 Reduced 8.11%
$0
$2.14 Million 0.01% of portfolio
64,713
Q1 2025 Reduced 3.63%
$0
$2.37 Million 0.01% of portfolio
164,392
Q1 2025 Added 6.89%
$5.16B
$3.06 Million 0.01% of portfolio
94,565
Q1 2025 Added 36.8%
$0
$3.71 Million 0.01% of portfolio
61,155
Q1 2025 Reduced 1.8%
$0
$3.23 Million 0.01% of portfolio
41,728
Q1 2025 Added 43.08%
$0
$1.55 Million 0.01% of portfolio
41,277
Q1 2025 New
$0
$1.68 Million 0.01% of portfolio
44,634
Q1 2025 New
$11.2B
$1.48 Million 0.01% of portfolio
22,059
Q1 2025 Reduced 33.07%
$0
$1.97 Million 0.01% of portfolio
114,155
Q1 2025 Added 4.93%
Bowhead Specialty Hldgs
-
$3.89 Million 0.01% of portfolio
-
Q1 2025 New
$671M
$2.35 Million 0.01% of portfolio
423,222
Q1 2025 Reduced 0.68%
$36.5B
$3.15 Million 0.01% of portfolio
12,994
Q1 2025 Reduced 2.04%
$30.7B
$2.31 Million 0.01% of portfolio
18,603
Q1 2025 Added 21.97%
$17.9B
$2.5 Million 0.01% of portfolio
20,010
Q1 2025 Added 18.55%
$24B
$1.49 Million 0.01% of portfolio
6,573
Q1 2025 Reduced 27.71%
$20B
$2.11 Million 0.01% of portfolio
28,139
Q1 2025 Added 7.98%
$21.5B
$2.81 Million 0.01% of portfolio
97,299
Q1 2025 Reduced 9.95%
Calamos
-
$2.04 Million 0.01% of portfolio
-
Q1 2025 New
Calamos
-
$3.94 Million 0.01% of portfolio
-
Q1 2025 Added 0.23%

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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