Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025

Cambridge Investment Research Advisors, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $32.9 Billion distributed in 3608 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.05B, Apple Inc. with a value of $885M, Nvidia Corp with a value of $874M, Invesco Qqq Trust, Series 1 with a value of $729M, and Vanguard Total Stock Market Et with a value of $620M.

Examining the 13F form we can see an increase of $3.25B in the current position value, from $29.6B to 32.9B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $32.9 Billion
ETFs: $19 Billion
Technology: $3.82 Billion
Financial Services: $1.98 Billion
Consumer Cyclical: $1.21 Billion
Communication Services: $939 Million
Industrials: $892 Million
Healthcare: $851 Million
Consumer Defensive: $755 Million
Other: $1.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.3B
$3.36 Million 0.01% of portfolio
14,150
Q2 2025 Added 48.63%
$34.5B
$4.43 Million 0.01% of portfolio
22,823
Q2 2025 Added 0.86%
Mfs Active Exchange Traded
-
$2.28 Million 0.01% of portfolio
-
Q2 2025 New
$11.2B
$1.7 Million 0.01% of portfolio
51,011
Q2 2025 Added 21.66%
$50.3B
$3.76 Million 0.01% of portfolio
72,905
Q2 2025 Added 7.12%
$6.62B
$4.9 Million 0.01% of portfolio
29,255
Q2 2025 Added 0.62%
$45.5B
$1.87 Million 0.01% of portfolio
3,249
Q2 2025 Added 2.56%
Managed Portfolio Series Kensington
-
$2.06 Million 0.01% of portfolio
-
Q2 2025 Added 48.38%
$58.3B
$3.83 Million 0.01% of portfolio
119,795
Q2 2025 Added 1.41%
$26.1B
$3.3 Million 0.01% of portfolio
1,654
Q2 2025 Reduced 5.11%
$100B
$2.91 Million 0.01% of portfolio
13,319
Q2 2025 Added 6.01%
$38.3B
$4.68 Million 0.01% of portfolio
8,519
Q2 2025 Reduced 8.76%
$13.7B
$2.8 Million 0.01% of portfolio
16,415
Q2 2025 Added 0.03%
$2.76B
$2.09 Million 0.01% of portfolio
485,176
Q2 2025 Added 4.54%
Microstrategy Inc Series A Perp
-
$3.75 Million 0.01% of portfolio
-
Q2 2025 Added 6.95%
$35.8B
$3.83 Million 0.01% of portfolio
54,404
Q2 2025 Reduced 7.92%
$93.1B
$2.29 Million 0.01% of portfolio
4,559
Q2 2025 Reduced 9.45%
Morgan Stanley ETF Trust Eaton Vance
-
$2.12 Million 0.01% of portfolio
-
Q2 2025 New
Morgan Stanley ETF Trust Eaton Vance
-
$2.45 Million 0.01% of portfolio
-
Q2 2025 Added 138.61%
$11.1B
$2.24 Million 0.01% of portfolio
61,521
Q2 2025 Added 9.3%
$26.6B
$2.29 Million 0.01% of portfolio
310
Q2 2025 Reduced 11.43%
Nano Nuclear
-
$2.29 Million 0.01% of portfolio
-
Q2 2025 Added 10.54%
$5.08B
$2.88 Million 0.01% of portfolio
254,973
Q2 2025 Reduced 1.17%
Nextera
-
$2.41 Million 0.01% of portfolio
-
Q2 2025 Added 3.14%
$0
$2.2 Million 0.01% of portfolio
524,646
Q2 2025 Added 1.91%
$9.11B
$3.26 Million 0.01% of portfolio
19,278
Q2 2025 Reduced 0.44%
$12.7B
$2.08 Million 0.01% of portfolio
9,693
Q2 2025 Added 5.46%
Northern Lts Fd Tr Iv Inspire
-
$3.44 Million 0.01% of portfolio
-
Q2 2025 Added 17.56%
$0
$1.84 Million 0.01% of portfolio
53,589
Q2 2025 Added 6.17%
$0
$2.46 Million 0.01% of portfolio
59,459
Q2 2025 Reduced 13.55%
$0
$3.74 Million 0.01% of portfolio
64,475
Q2 2025 Reduced 5.33%
$0
$1.66 Million 0.01% of portfolio
69,265
Q2 2025 Reduced 0.68%
Northern Lights Fd Tr Ocean Park
-
$3.84 Million 0.01% of portfolio
-
Q2 2025 Added 20.42%
$0
$2.19 Million 0.01% of portfolio
65,324
Q2 2025 Added 0.21%
$26.9B
$2.28 Million 0.01% of portfolio
17,956
Q2 2025 Added 10.04%
$0
$2.38 Million 0.01% of portfolio
218,223
Q2 2025 Added 4.97%
$0
$2.71 Million 0.01% of portfolio
239,956
Q2 2025 Reduced 0.84%
$0
$2.21 Million 0.01% of portfolio
124,761
Q2 2025 Reduced 4.95%
$0
$3.32 Million 0.01% of portfolio
278,678
Q2 2025 Added 22.48%
$0
$1.71 Million 0.01% of portfolio
143,290
Q2 2025 Reduced 12.36%
$0
$2.01 Million 0.01% of portfolio
236,866
Q2 2025 Reduced 1.76%
$0
$3.78 Million 0.01% of portfolio
471,113
Q2 2025 Reduced 2.2%
$8.77B
$2.25 Million 0.01% of portfolio
50,586
Q2 2025 Reduced 5.42%
$0
$3.44 Million 0.01% of portfolio
395,558
Q2 2025 Reduced 10.74%
$0
$1.98 Million 0.01% of portfolio
84,619
Q2 2025 Added 0.31%
$0
$3.26 Million 0.01% of portfolio
79,922
Q2 2025 Reduced 25.64%
$0
$2.3 Million 0.01% of portfolio
81,182
Q2 2025 Reduced 7.95%
$42B
$3.96 Million 0.01% of portfolio
94,356
Q2 2025 Reduced 3.61%
$14.3B
$2.87 Million 0.01% of portfolio
28,667
Q2 2025 Reduced 7.6%

Summary

  • Portfolio
  • No. of Stocks 3,608
  • Current Value $32.9 Billion
  • Prior Value $29.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 307 stocks
  • Additional Purchases 1,702 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,528 stocks
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