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
$54.7B
$4.03 Million 0.01% of portfolio
23,596
Q1 2025 Reduced 21.7%
$15.1B
$4.08 Million 0.01% of portfolio
50,093
Q1 2025 Added 2.56%
$25.2B
$3.72 Million 0.01% of portfolio
42,327
Q1 2025 Added 22.24%
$0
$3.73 Million 0.01% of portfolio
122,814
Q1 2025 Added 2.07%
$24.5B
$2.85 Million 0.01% of portfolio
16,231
Q1 2025 Added 4.47%
$18.2B
$3.38 Million 0.01% of portfolio
101,780
Q1 2025 Reduced 20.02%
$542M
$2.79 Million 0.01% of portfolio
214,543
Q1 2025 Reduced 0.25%
$22.2B
$3.65 Million 0.01% of portfolio
68,244
Q1 2025 Added 48.24%
-
$4.08 Million 0.01% of portfolio
-
Q1 2025 Added 250.43%
$0
$2.05 Million 0.01% of portfolio
71,870
Q1 2025 Added 71.12%
$0
$3.31 Million 0.01% of portfolio
146,544
Q1 2025 Added 38.78%
ETF Opportunities Trust
-
$2.35 Million 0.01% of portfolio
-
Q1 2025 Added 4.76%
ETF Opportunities Trust
-
$2.13 Million 0.01% of portfolio
-
Q1 2025 Reduced 8.42%
$8.91B
$1.57 Million 0.01% of portfolio
17,845
Q1 2025 Reduced 42.6%
$0
$2 Million 0.01% of portfolio
342,128
Q1 2025 Added 3.07%
$0
$2.07 Million 0.01% of portfolio
89,002
Q1 2025 Reduced 5.05%
$0
$2.78 Million 0.01% of portfolio
336,599
Q1 2025 Reduced 18.07%
$0
$2.55 Million 0.01% of portfolio
312,908
Q1 2025 Added 11.78%
$0
$1.68 Million 0.01% of portfolio
198,106
Q1 2025 Added 1.03%
$42.6B
$3.26 Million 0.01% of portfolio
48,151
Q1 2025 Reduced 3.86%
$18.9B
$1.52 Million 0.01% of portfolio
25,759
Q1 2025 Reduced 17.7%
$45.6B
$2.06 Million 0.01% of portfolio
28,459
Q1 2025 Reduced 15.9%
$41.9B
$1.54 Million 0.01% of portfolio
10,680
Q1 2025 Reduced 1.58%
$23.1B
$3.96 Million 0.01% of portfolio
10,700
Q1 2025 Added 146.6%
$31.3B
$2.48 Million 0.01% of portfolio
10,187
Q1 2025 Added 70.27%
$9.79B
$3.65 Million 0.01% of portfolio
92,272
Q1 2025 Added 13.14%
$15.4B
$3.22 Million 0.01% of portfolio
46,717
Q1 2025 Reduced 0.74%
$21.7B
$4.12 Million 0.01% of portfolio
66,402
Q1 2025 Added 14.91%
$0
$3.91 Million 0.01% of portfolio
75,890
Q1 2025 Added 2.23%
$0
$1.52 Million 0.01% of portfolio
39,929
Q1 2025 Added 0.15%
$13B
$3.11 Million 0.01% of portfolio
84,092
Q1 2025 Added 22.03%
$25.1B
$2.14 Million 0.01% of portfolio
12,750
Q1 2025 Reduced 17.22%
$19.6B
$2.02 Million 0.01% of portfolio
13,580
Q1 2025 Added 0.5%
$4.88B
$3.5 Million 0.01% of portfolio
259,885
Q1 2025 Reduced 14.37%
$16.1B
$1.81 Million 0.01% of portfolio
3,979
Q1 2025 Added 0.56%
$45.6B
$3.27 Million 0.01% of portfolio
1,771
Q1 2025 Reduced 4.53%
$23.4B
$3.86 Million 0.01% of portfolio
49,729
Q1 2025 Reduced 2.53%
-
$1.49 Million 0.01% of portfolio
-
Q1 2025 Added 37.68%
Federated Hermes ETF Trust Mdt
-
$2.1 Million 0.01% of portfolio
-
Q1 2025 Added 1,041.73%
$0
$3 Million 0.01% of portfolio
35,499
Q1 2025 Reduced 2.56%
$0
$2.02 Million 0.01% of portfolio
43,062
Q1 2025 Added 108.73%
$0
$2.21 Million 0.01% of portfolio
99,962
Q1 2025 Added 4.39%
$0
$3.41 Million 0.01% of portfolio
133,304
Q1 2025 Added 1.4%
$0
$3.42 Million 0.01% of portfolio
49,171
Q1 2025 Reduced 3.13%
$0
$3.04 Million 0.01% of portfolio
63,349
Q1 2025 Added 112.94%
$0
$2.06 Million 0.01% of portfolio
34,601
Q1 2025 Reduced 8.1%
$0
$2.03 Million 0.01% of portfolio
31,663
Q1 2025 New
$0
$3.27 Million 0.01% of portfolio
50,200
Q1 2025 Added 5.01%
$0
$2.59 Million 0.01% of portfolio
42,786
Q1 2025 Reduced 24.26%

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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