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
Calamos ETF Tr Russell
-
$3.3 Million 0.01% of portfolio
-
Q1 2025 Added 0.04%
Calamos
-
$3.77 Million 0.01% of portfolio
-
Q1 2025 Reduced 41.17%
$0
$1.5 Million 0.01% of portfolio
70,265
Q1 2025 Reduced 8.53%
$0
$2.86 Million 0.01% of portfolio
176,813
Q1 2025 Reduced 0.04%
$29.5B
$3.09 Million 0.01% of portfolio
75,031
Q1 2025 Added 4.15%
$69B
$1.78 Million 0.01% of portfolio
18,235
Q1 2025 Reduced 5.78%
$38.5B
$3.82 Million 0.01% of portfolio
124,039
Q1 2025 Reduced 9.48%
Capital Group
-
$2.79 Million 0.01% of portfolio
-
Q1 2025 Added 191.68%
Capital Grp
-
$4.12 Million 0.01% of portfolio
-
Q1 2025 Added 11.45%
Capital Grp
-
$2.02 Million 0.01% of portfolio
-
Q1 2025 Added 13.7%
Capital Group New Geography
-
$2.04 Million 0.01% of portfolio
-
Q1 2025 Added 43.29%
Capitol Ser Tr Hull
-
$1.67 Million 0.01% of portfolio
-
Q1 2025 Added 20.88%
$18.3B
$3.9 Million 0.01% of portfolio
11,459
Q1 2025 Added 35.08%
$10.8B
$3.49 Million 0.01% of portfolio
44,845
Q1 2025 Added 4.79%
$12.3B
$3.5 Million 0.01% of portfolio
19,333
Q1 2025 Reduced 1.3%
Cava Group
-
$2.84 Million 0.01% of portfolio
-
Q1 2025 Added 1.75%
$3.28B
$1.62 Million 0.01% of portfolio
45,517
Q1 2025 Added 21.35%
$22.5B
$1.55 Million 0.01% of portfolio
42,882
Q1 2025 Reduced 1.21%
$958M
$1.58 Million 0.01% of portfolio
24,322
Q1 2025 Added 21.9%
$2.88B
$1.5 Million 0.01% of portfolio
24,115
Q1 2025 Reduced 2.32%
$5.22B
$2.81 Million 0.01% of portfolio
19,487
Q1 2025 Added 4.88%
$4.67B
$1.79 Million 0.01% of portfolio
55,052
Q1 2025 Reduced 27.67%
$20.7B
$1.72 Million 0.01% of portfolio
41,964
Q1 2025 Reduced 5.68%
$3.6B
$1.92 Million 0.01% of portfolio
233,356
Q1 2025 Added 35.17%
$0
$3.5 Million 0.01% of portfolio
278,629
Q1 2025 Added 18.94%
$0
$3.71 Million 0.01% of portfolio
306,880
Q1 2025 Added 2.37%
$0
$2.35 Million 0.01% of portfolio
92,082
Q1 2025 Reduced 29.75%
$17.9B
$2.93 Million 0.01% of portfolio
9,082
Q1 2025 Added 6.12%
$7.25B
$1.79 Million 0.01% of portfolio
28,799
Q1 2025 Reduced 5.44%
$10.3B
$3.34 Million 0.01% of portfolio
125,064
Q1 2025 Added 3.06%
$26.2B
$2.74 Million 0.01% of portfolio
14,904
Q1 2025 Reduced 41.58%
$11.4B
$1.73 Million 0.01% of portfolio
30,558
Q1 2025 Added 1.69%
$0
$3.88 Million 0.01% of portfolio
521,955
Q1 2025 Added 28.04%
$53B
$3.11 Million 0.01% of portfolio
49,377
Q1 2025 Added 12.42%
$32.4B
$3.02 Million 0.01% of portfolio
38,131
Q1 2025 Added 6.24%
$6.07B
$1.99 Million 0.01% of portfolio
18,747
Q1 2025 Added 246.2%
$43.4B
$3.39 Million 0.01% of portfolio
32,540
Q1 2025 Reduced 38.46%
$0
$1.54 Million 0.01% of portfolio
35,012
Q1 2025 Added 32.18%
$25.6B
$4.42 Million 0.01% of portfolio
31,968
Q1 2025 Reduced 1.13%
$27.6B
$3.01 Million 0.01% of portfolio
14,489
Q1 2025 Added 8.92%
$37.1B
$1.96 Million 0.01% of portfolio
19,737
Q1 2025 Reduced 12.46%
$2.7B
$2 Million 0.01% of portfolio
17,864
Q1 2025 Added 17.85%
$30.9B
$1.55 Million 0.01% of portfolio
22,707
Q1 2025 Reduced 6.93%
$57.4B
$4.07 Million 0.01% of portfolio
38,788
Q1 2025 Added 1.85%
$9.65B
$3.81 Million 0.01% of portfolio
18,911
Q1 2025 Added 4.52%
$0
$3.57 Million 0.01% of portfolio
126,913
Q1 2025 Reduced 11.58%
$0
$2.7 Million 0.01% of portfolio
81,465
Q1 2025 Reduced 22.66%
$0
$3.83 Million 0.01% of portfolio
80,635
Q1 2025 Added 12.68%
$0
$1.86 Million 0.01% of portfolio
63,421
Q1 2025 Added 67.08%

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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