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
Litman Gregory Fds Tr Imgp
-
$2.91 Million 0.01% of portfolio
-
Q1 2025 Reduced 14.19%
$27.8B
$2.7 Million 0.01% of portfolio
9,520
Q1 2025 Reduced 35.05%
$32B
$4.05 Million 0.01% of portfolio
22,629
Q1 2025 Added 4.31%
$0
$3.53 Million 0.01% of portfolio
1,114,528
Q1 2025 Added 13.94%
$51.7B
$3.64 Million 0.01% of portfolio
68,062
Q1 2025 Added 5.62%
$6.46B
$4.27 Million 0.01% of portfolio
29,074
Q1 2025 Added 1.97%
$43.6B
$1.79 Million 0.01% of portfolio
3,168
Q1 2025 Reduced 1.22%
$57.9B
$3.68 Million 0.01% of portfolio
118,128
Q1 2025 Added 4.08%
$26.5B
$3.26 Million 0.01% of portfolio
1,743
Q1 2025 Reduced 0.29%
$107B
$3.07 Million 0.01% of portfolio
12,564
Q1 2025 Added 0.65%
$12.8B
$1.92 Million 0.01% of portfolio
16,410
Q1 2025 Added 37.43%
$2.66B
$2.8 Million 0.01% of portfolio
464,097
Q1 2025 Reduced 0.92%
$0
$1.98 Million 0.01% of portfolio
536,356
Q1 2025 Reduced 3.72%
Microstrategy Inc Series A Perp
-
$2.43 Million 0.01% of portfolio
-
Q1 2025 New
$38.1B
$2.86 Million 0.01% of portfolio
59,086
Q1 2025 Added 63.05%
$17.2B
$3.04 Million 0.01% of portfolio
9,229
Q1 2025 Added 581.11%
$86.1B
$2.35 Million 0.01% of portfolio
5,035
Q1 2025 Reduced 8.98%
$12.5B
$1.52 Million 0.01% of portfolio
56,284
Q1 2025 Added 36.15%
$23B
$2.54 Million 0.01% of portfolio
350
Q1 2025 Added 14.38%
Nano Nuclear
-
$1.59 Million 0.01% of portfolio
-
Q1 2025 Added 43.39%
$3.3B
$1.56 Million 0.01% of portfolio
421,383
Q1 2025 Added 3.67%
$1.05B
$1.58 Million 0.01% of portfolio
143,111
Q1 2025 Reduced 0.2%
$5.08B
$2.95 Million 0.01% of portfolio
257,992
Q1 2025 Added 1.13%
Nextera
-
$2.37 Million 0.01% of portfolio
-
Q1 2025 Added 6.19%
$0
$1.97 Million 0.01% of portfolio
514,815
Q1 2025 Reduced 4.81%
$10.3B
$2.99 Million 0.01% of portfolio
19,363
Q1 2025 Added 61.09%
$16B
$1.9 Million 0.01% of portfolio
47,315
Q1 2025 Reduced 5.87%
$12B
$1.85 Million 0.01% of portfolio
9,191
Q1 2025 Reduced 22.8%
Northern Lts Fd Tr Iv Inspire
-
$2.62 Million 0.01% of portfolio
-
Q1 2025 Added 15.0%
$0
$1.55 Million 0.01% of portfolio
50,475
Q1 2025 Reduced 18.34%
$0
$2.64 Million 0.01% of portfolio
68,778
Q1 2025 Added 5.86%
$0
$3.48 Million 0.01% of portfolio
68,108
Q1 2025 Reduced 3.27%
$0
$1.66 Million 0.01% of portfolio
69,740
Q1 2025 Reduced 0.66%
Northern Lights Fd Tr Ocean Park
-
$3.12 Million 0.01% of portfolio
-
Q1 2025 Added 291.71%
$0
$2.06 Million 0.01% of portfolio
65,188
Q1 2025 Added 214.42%
$23.3B
$1.61 Million 0.01% of portfolio
16,317
Q1 2025 Added 9.08%
$0
$2.33 Million 0.01% of portfolio
207,895
Q1 2025 Reduced 19.03%
$0
$2.79 Million 0.01% of portfolio
241,993
Q1 2025 Added 2.67%
$0
$2.22 Million 0.01% of portfolio
131,255
Q1 2025 Reduced 7.08%
$0
$2.78 Million 0.01% of portfolio
227,528
Q1 2025 Reduced 19.07%
$0
$2.02 Million 0.01% of portfolio
163,498
Q1 2025 Reduced 20.16%
$0
$2.04 Million 0.01% of portfolio
241,110
Q1 2025 Added 10.44%
$0
$3.83 Million 0.01% of portfolio
481,711
Q1 2025 Added 7.95%
$1.58B
$2.73 Million 0.01% of portfolio
193,098
Q1 2025 Added 31.94%
$8.8B
$2.46 Million 0.01% of portfolio
53,484
Q1 2025 Added 7.79%
$0
$3.89 Million 0.01% of portfolio
443,128
Q1 2025 Reduced 5.36%
$0
$1.97 Million 0.01% of portfolio
84,358
Q1 2025 Reduced 1.61%
$0
$4.12 Million 0.01% of portfolio
107,476
Q1 2025 Reduced 0.76%
$0
$2.46 Million 0.01% of portfolio
88,190
Q1 2025 Added 631.69%

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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