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
$2.15 Million 0.01% of portfolio
42,012
Q1 2025 Reduced 43.45%
$0
$2.07 Million 0.01% of portfolio
34,891
Q1 2025 Added 2.15%
$0
$3.02 Million 0.01% of portfolio
21,883
Q1 2025 Reduced 71.65%
$0
$3.24 Million 0.01% of portfolio
34,211
Q1 2025 Added 0.65%
$0
$2.26 Million 0.01% of portfolio
20,413
Q1 2025 Added 14.47%
$0
$3.35 Million 0.01% of portfolio
89,086
Q1 2025 Reduced 2.28%
$0
$3.56 Million 0.01% of portfolio
69,141
Q1 2025 Reduced 53.54%
$0
$3.51 Million 0.01% of portfolio
41,233
Q1 2025 Reduced 54.01%
$0
$1.94 Million 0.01% of portfolio
25,864
Q1 2025 Added 33.58%
$0
$2.43 Million 0.01% of portfolio
26,359
Q1 2025 Added 5.55%
$0
$3.25 Million 0.01% of portfolio
30,465
Q1 2025 Reduced 1.8%
$0
$1.64 Million 0.01% of portfolio
45,653
Q4 2024 Reduced 6.52%
$0
$4.22 Million 0.01% of portfolio
109,908
Q1 2025 Added 60.91%
$0
$1.57 Million 0.01% of portfolio
46,543
Q1 2025 Reduced 31.35%
$0
$2.08 Million 0.01% of portfolio
67,447
Q1 2025 Added 14.63%
$0
$1.66 Million 0.01% of portfolio
28,588
Q1 2025 Reduced 55.55%
$0
$1.83 Million 0.01% of portfolio
73,290
Q1 2025 Reduced 22.2%
$0
$2.61 Million 0.01% of portfolio
55,444
Q1 2025 Added 3.9%
$0
$2.3 Million 0.01% of portfolio
55,371
Q1 2025 Reduced 41.08%
$0
$1.9 Million 0.01% of portfolio
38,082
Q1 2025 Added 13.54%
$0
$3.59 Million 0.01% of portfolio
142,121
Q1 2025 Added 35.84%
$0
$3.41 Million 0.01% of portfolio
70,207
Q1 2025 Added 12.68%
$0
$2.07 Million 0.01% of portfolio
89,549
Q1 2025 Added 84.55%
$0
$1.65 Million 0.01% of portfolio
42,155
Q1 2025 Added 49.0%
$0
$1.91 Million 0.01% of portfolio
28,401
Q1 2025 Reduced 28.97%
$0
$3.34 Million 0.01% of portfolio
71,529
Q1 2025 Reduced 0.94%
$0
$2.24 Million 0.01% of portfolio
99,915
Q1 2025 Added 18.78%
$0
$2.33 Million 0.01% of portfolio
101,468
Q1 2025 Added 5.76%
$0
$1.71 Million 0.01% of portfolio
30,553
Q1 2025 Added 5.93%
$0
$3.06 Million 0.01% of portfolio
66,508
Q1 2025 Added 68.34%
$0
$2.34 Million 0.01% of portfolio
20,313
Q1 2025 Reduced 2.71%
$0
$2.69 Million 0.01% of portfolio
53,889
Q1 2025 Added 7.08%
$0
$1.96 Million 0.01% of portfolio
40,869
Q1 2025 Added 24.49%
J P Morgan Exchange Traded
-
$2.64 Million 0.01% of portfolio
-
Q1 2025 Added 59.47%
Jacobs Solutions
-
$2.52 Million 0.01% of portfolio
-
Q1 2025 Reduced 3.65%
$0
$3.51 Million 0.01% of portfolio
72,083
Q1 2025 Added 25.65%
$75.5M
$1.99 Million 0.01% of portfolio
338,050
Q1 2025 Added 3.03%
$0
$3.28 Million 0.01% of portfolio
255,786
Q1 2025 Added 11.84%
$26.8B
$3.36 Million 0.01% of portfolio
40,733
Q1 2025 Added 0.74%
Kenvue
-
$2.55 Million 0.01% of portfolio
-
Q1 2025 Added 3.95%
$15.1B
$1.79 Million 0.01% of portfolio
111,757
Q1 2025 Added 31.26%
$20.1B
$1.65 Million 0.01% of portfolio
130,730
Q1 2025 Added 18.05%
Labcorp Holdings
-
$2.35 Million 0.01% of portfolio
-
Q1 2025 Added 0.92%
$0
$3.89 Million 0.01% of portfolio
55,772
Q1 2025 Reduced 3.53%
$0
$1.51 Million 0.01% of portfolio
36,872
Q1 2025 Reduced 8.11%
$27.1B
$3.16 Million 0.01% of portfolio
27,485
Q1 2025 Reduced 13.12%
$0
$2.9 Million 0.01% of portfolio
443,044
Q1 2025 Reduced 6.03%
$5.62B
$3.42 Million 0.01% of portfolio
95,085
Q1 2025 Reduced 31.77%
$0
$3.18 Million 0.01% of portfolio
145,144
Q1 2025 Reduced 3.84%

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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