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
$177B
$96.7 Million 0.32% of portfolio
1,278,991
Q4 2024 Added 1.01%
$0
$93.3 Million 0.31% of portfolio
2,508,892
Q4 2024 Added 10.26%
$0
$92 Million 0.31% of portfolio
147,969
Q4 2024 Added 2.19%
$371B
$90.9 Million 0.3% of portfolio
233,779
Q4 2024 Added 2.21%
$0
$90.7 Million 0.3% of portfolio
377,332
Q4 2024 Added 18.14%
$358B
$87 Million 0.29% of portfolio
489,811
Q4 2024 Reduced 1.06%
$0
$88.3 Million 0.29% of portfolio
2,897,183
Q4 2024 Reduced 2.25%
$0
$86.1 Million 0.29% of portfolio
928,301
Q4 2024 Added 9.86%
$0
$83.8 Million 0.28% of portfolio
726,948
Q4 2024 Added 16.17%
$0
$82.8 Million 0.28% of portfolio
2,971,333
Q4 2024 Added 371.71%
$0
$80.4 Million 0.27% of portfolio
625,381
Q4 2024 Reduced 3.49%
$0
$76.5 Million 0.26% of portfolio
2,133,057
Q4 2024 Added 17.8%
$0
$74.1 Million 0.25% of portfolio
335,461
Q4 2024 Added 29.67%
$0
$75.3 Million 0.25% of portfolio
683,441
Q4 2024 Reduced 18.62%
$0
$75.1 Million 0.25% of portfolio
1,480,370
Q4 2024 Added 32.36%
$435B
$75.2 Million 0.25% of portfolio
84,359
Q4 2024 Added 2.17%
$0
$72.2 Million 0.24% of portfolio
1,654,142
Q4 2024 Added 1.49%
$0
$72.1 Million 0.24% of portfolio
1,025,860
Q4 2024 Added 2.66%
$0
$73.2 Million 0.24% of portfolio
1,663,748
Q4 2024 Reduced 11.44%
$0
$71.1 Million 0.24% of portfolio
3,067,870
Q4 2024 Added 195.02%
$0
$72.8 Million 0.24% of portfolio
1,447,452
Q4 2024 Added 0.57%
$0
$70.3 Million 0.23% of portfolio
2,009,096
Q4 2024 Added 11.5%
$179B
$67.4 Million 0.23% of portfolio
185,720
Q4 2024 Reduced 1.95%
$326B
$69 Million 0.23% of portfolio
476,163
Q4 2024 Added 2.43%
$0
$69.2 Million 0.23% of portfolio
362,416
Q4 2024 Added 12.8%
$0
$65.6 Million 0.22% of portfolio
1,461,377
Q4 2024 Added 62.47%
$0
$65.8 Million 0.22% of portfolio
1,055,918
Q4 2024 Added 4.67%
$0
$66.7 Million 0.22% of portfolio
1,474,729
Q4 2024 Reduced 5.68%
$0
$62.6 Million 0.21% of portfolio
2,143,750
Q4 2024 Added 6.16%
$0
$62.1 Million 0.21% of portfolio
1,039,013
Q4 2024 Reduced 11.45%
$0
$63.4 Million 0.21% of portfolio
157,826
Q4 2024 Added 14.03%
$0
$61.6 Million 0.21% of portfolio
1,004,154
Q4 2024 Added 4.0%
$0
$61.4 Million 0.21% of portfolio
1,217,114
Q4 2024 Reduced 0.06%
$427B
$63.5 Million 0.21% of portfolio
439,103
Q4 2024 Reduced 4.65%
$0
$61.8 Million 0.21% of portfolio
615,556
Q4 2024 Reduced 38.76%
$0
$63.7 Million 0.21% of portfolio
852,848
Q4 2024 Reduced 0.26%
$0
$60.3 Million 0.2% of portfolio
286,564
Q4 2024 Added 23.83%
$0
$59.5 Million 0.2% of portfolio
681,300
Q4 2024 Reduced 26.34%
$0
$58.9 Million 0.2% of portfolio
1,044,682
Q4 2024 Added 140.26%
$0
$59.9 Million 0.2% of portfolio
681,037
Q4 2024 Added 0.65%
$0
$61 Million 0.2% of portfolio
711,606
Q4 2024 Added 34.39%
$482B
$58.5 Million 0.2% of portfolio
115,631
Q4 2024 Reduced 4.84%
$221B
$57 Million 0.19% of portfolio
259,263
Q4 2024 Added 0.77%
$0
$57.4 Million 0.19% of portfolio
1,144,956
Q4 2024 Reduced 19.41%
$0
$55.8 Million 0.19% of portfolio
131,170
Q4 2024 Added 9.32%
$0
$58.2 Million 0.19% of portfolio
1,205,194
Q4 2024 Added 35.65%
$0
$56.1 Million 0.19% of portfolio
231,682
Q4 2024 Added 12.12%
$201B
$54.1 Million 0.18% of portfolio
2,375,675
Q4 2024 Added 0.92%
$172B
$53.6 Million 0.18% of portfolio
443,550
Q4 2024 Reduced 2.55%

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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