Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.9 Billion
  • Q4 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $29.9 Billion distributed in 3460 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.1B, Vanguard Index Fds S&P 500 ETF with a value of $997M, Nvidia Corp with a value of $770M, Invesco Qqq Trust, Series 1 with a value of $679M, and Ishares Core S&P 500 ETF with a value of $617M.

Examining the 13F form we can see an increase of $528M in the current position value, from $29.4B to 29.9B.

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

Portfolio value $29.9 Billion
ETFs: $17.5 Billion
Technology: $3.57 Billion
Financial Services: $1.77 Billion
Consumer Cyclical: $1.25 Billion
Healthcare: $830 Million
Communication Services: $812 Million
Industrials: $773 Million
Consumer Defensive: $696 Million
Other: $1.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$230B
$52.8 Million 0.18% of portfolio
182,192
Q4 2024 Reduced 2.78%
$0
$55.3 Million 0.18% of portfolio
1,219,280
Q4 2024 Reduced 2.43%
$191B
$54.1 Million 0.18% of portfolio
1,352,747
Q4 2024 Added 1.56%
$0
$49.5 Million 0.17% of portfolio
1,429,914
Q4 2024 Reduced 25.95%
$0
$51.5 Million 0.17% of portfolio
523,050
Q4 2024 Added 8.96%
$0
$49.4 Million 0.17% of portfolio
153,325
Q4 2024 Added 3.76%
$0
$49.5 Million 0.17% of portfolio
467,055
Q4 2024 Reduced 4.47%
$523B
$50.9 Million 0.17% of portfolio
96,626
Q4 2024 Added 1.65%
$99.1B
$47.4 Million 0.16% of portfolio
274,884
Q4 2024 Reduced 4.31%
$0
$49.3 Million 0.16% of portfolio
745,928
Q4 2024 Added 1.82%
$0
$48.4 Million 0.16% of portfolio
906,358
Q4 2024 Reduced 3.0%
$207B
$46.8 Million 0.16% of portfolio
307,734
Q4 2024 Reduced 0.15%
$0
$49.3 Million 0.16% of portfolio
495,716
Q4 2024 Reduced 0.68%
$0
$47.1 Million 0.16% of portfolio
659,962
Q4 2024 Reduced 4.39%
$0
$47.1 Million 0.16% of portfolio
342,664
Q4 2024 Reduced 9.71%
T Rowe Price
-
$49.1 Million 0.16% of portfolio
-
Q4 2024 Added 35.17%
Ea Series Trust Alpha Arc
-
$44.4 Million 0.15% of portfolio
-
Q4 2024 Reduced 3.07%
$310B
$45.2 Million 0.15% of portfolio
726,014
Q4 2024 Added 5.12%
$0
$45.8 Million 0.15% of portfolio
595,068
Q4 2024 Added 18.59%
$0
$44.5 Million 0.15% of portfolio
481,651
Q4 2024 Reduced 1.22%
$0
$46 Million 0.15% of portfolio
213,610
Q4 2024 Reduced 0.9%
$227B
$44.8 Million 0.15% of portfolio
450,791
Q4 2024 Reduced 2.89%
$142B
$45.5 Million 0.15% of portfolio
1,715,953
Q4 2024 Reduced 1.82%
$0
$44.8 Million 0.15% of portfolio
876,683
Q4 2024 Reduced 23.74%
$0
$46.3 Million 0.15% of portfolio
2,301,123
Q4 2024 Reduced 5.22%
$0
$45.2 Million 0.15% of portfolio
580,490
Q4 2024 Reduced 0.86%
$335B
$42.4 Million 0.14% of portfolio
964,877
Q4 2024 Reduced 0.94%
$0
$40.8 Million 0.14% of portfolio
1,839,802
Q4 2024 Added 23.18%
$253B
$43.4 Million 0.14% of portfolio
732,986
Q4 2024 Added 0.49%
$75.7B
$40.6 Million 0.14% of portfolio
118,739
Q4 2024 Reduced 5.23%
$0
$42.3 Million 0.14% of portfolio
1,945,375
Q4 2024 Reduced 0.62%
$0
$40.7 Million 0.14% of portfolio
946,596
Q4 2024 Added 1.64%
$0
$42.5 Million 0.14% of portfolio
405,144
Q4 2024 Reduced 9.05%
$0
$40.6 Million 0.14% of portfolio
427,365
Q4 2024 Added 36.0%
$0
$41.9 Million 0.14% of portfolio
474,190
Q4 2024 Added 2.16%
$0
$40.8 Million 0.14% of portfolio
255,741
Q4 2024 Reduced 11.57%
$0
$41.9 Million 0.14% of portfolio
798,425
Q4 2024 Added 2.67%
$0
$40.7 Million 0.14% of portfolio
606,603
Q4 2024 Added 2.3%
$0
$42 Million 0.14% of portfolio
1,229,461
Q4 2024 Added 5.26%
$268B
$41.5 Million 0.14% of portfolio
124,082
Q4 2024 Reduced 5.96%
$0
$43 Million 0.14% of portfolio
1,815,787
Q4 2024 Added 208.15%
$861B
$41.3 Million 0.14% of portfolio
208,938
Q4 2024 Reduced 1.53%
$0
$41.5 Million 0.14% of portfolio
606,192
Q4 2024 Reduced 1.65%
$479B
$40.2 Million 0.13% of portfolio
59
Q4 2024 Added 63.89%
Capital Group Core Balanced
-
$39.8 Million 0.13% of portfolio
-
Q4 2024 Added 33.26%
$180B
$37.9 Million 0.13% of portfolio
340,374
Q4 2024 Reduced 5.95%
-
$39.9 Million 0.13% of portfolio
-
Q4 2024 Reduced 1.09%
$0
$39.4 Million 0.13% of portfolio
464,811
Q4 2024 Added 1.57%
$139B
$37.9 Million 0.13% of portfolio
528,719
Q4 2024 Reduced 0.77%

Summary

  • Portfolio
  • No. of Stocks 3,460
  • Current Value $29.9 Billion
  • Prior Value $29.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 261 stocks
  • Additional Purchases 1,618 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,501 stocks
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