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
$18.6B
$3.82 Million 0.01% of portfolio
113,777
Q1 2025 Reduced 3.76%
$30.3B
$2.98 Million 0.01% of portfolio
54,861
Q1 2025 Reduced 2.03%
$9.55B
$1.49 Million 0.01% of portfolio
19,435
Q1 2025 Added 18.32%
$6.2B
$2.05 Million 0.01% of portfolio
103,826
Q1 2025 Added 11.19%
$6.6B
$3.56 Million 0.01% of portfolio
31,429
Q1 2025 Added 11.67%
$0
$2.3 Million 0.01% of portfolio
56,484
Q1 2025 Reduced 7.92%
Strategy
-
$2.88 Million 0.01% of portfolio
-
Q1 2025 Added 23.08%
$71.9B
$2.89 Million 0.01% of portfolio
6,748
Q1 2025 Added 8.87%
$0
$3.67 Million 0.01% of portfolio
96,337
Q1 2025 Reduced 15.5%
$0
$2.05 Million 0.01% of portfolio
50,670
Q1 2025 Added 58.85%
-
$1.6 Million 0.01% of portfolio
-
Q1 2025 Added 95.98%
$38.7B
$2.49 Million 0.01% of portfolio
12,420
Q1 2025 Added 15.63%
$8.36B
$1.82 Million 0.01% of portfolio
1,371
Q1 2025 Reduced 51.89%
$16.3B
$2.78 Million 0.01% of portfolio
38,424
Q1 2025 Added 30.95%
Thomson Reuters
-
$1.95 Million 0.01% of portfolio
-
Q1 2025 Added 7.39%
-
$2.86 Million 0.01% of portfolio
-
Q1 2025 Added 4.32%
$0
$1.97 Million 0.01% of portfolio
54,107
Q1 2025 Added 5.68%
Tidal Tr Ii Ret Stckd
-
$4.08 Million 0.01% of portfolio
-
Q1 2025 Reduced 8.73%
Tidal Tr Ii Return Stckd
-
$2.41 Million 0.01% of portfolio
-
Q1 2025 Reduced 15.67%
$0
$1.9 Million 0.01% of portfolio
73,937
Q1 2025 Reduced 3.19%
$0
$3.06 Million 0.01% of portfolio
120,656
Q1 2025 Reduced 3.95%
$0
$3.52 Million 0.01% of portfolio
93,462
Q1 2025 Added 5.62%
$0
$2.49 Million 0.01% of portfolio
67,337
Q1 2025 Added 10.14%
$0
$3.64 Million 0.01% of portfolio
85,794
Q1 2025 Added 6.16%
Tortoise Capital Series Trus Essential
-
$1.64 Million 0.01% of portfolio
-
Q1 2025 Added 0.3%
$129B
$1.77 Million 0.01% of portfolio
29,563
Q1 2025 Added 1.16%
$0
$1.94 Million 0.01% of portfolio
45,062
Q1 2025 Added 3.22%
$173B
$3.49 Million 0.01% of portfolio
53,899
Q1 2025 Reduced 9.72%
$236B
$2.01 Million 0.01% of portfolio
11,409
Q1 2025 Added 0.49%
$78.2B
$2.57 Million 0.01% of portfolio
1,858
Q1 2025 Reduced 68.26%
$0
$1.58 Million 0.01% of portfolio
51,617
Q1 2025 Reduced 2.17%
$20.2B
$3.97 Million 0.01% of portfolio
40,549
Q1 2025 Reduced 4.04%
$23.7B
$2.98 Million 0.01% of portfolio
5,133
Q1 2025 Added 0.61%
$15.8B
$1.88 Million 0.01% of portfolio
29,480
Q1 2025 Reduced 6.29%
$7.6B
$2.93 Million 0.01% of portfolio
88,547
Q1 2025 Added 8.01%
$5.94B
$1.56 Million 0.01% of portfolio
14,548
Q1 2025 Reduced 2.09%
$2.44B
$1.52 Million 0.01% of portfolio
56,168
Q1 2025 Added 14.92%
$24.3B
$1.97 Million 0.01% of portfolio
5,384
Q1 2025 Reduced 20.52%
-
$3.15 Million 0.01% of portfolio
-
Q1 2025 Added 7.19%
$0
$2.07 Million 0.01% of portfolio
90,940
Q1 2025 Added 0.3%
-
$2.73 Million 0.01% of portfolio
-
Q1 2025 Reduced 4.43%
$24.3B
$1.9 Million 0.01% of portfolio
27,542
Q1 2025 Reduced 37.8%
$121M
$2.66 Million 0.01% of portfolio
41,403
Q1 2025 Reduced 17.12%
$13B
$2.16 Million 0.01% of portfolio
51,041
Q1 2025 Reduced 12.86%
$13.2B
$2.83 Million 0.01% of portfolio
9,179
Q1 2025 Added 31.73%
$15.9B
$2.79 Million 0.01% of portfolio
34,243
Q1 2025 Added 3.55%
$417M
$2.23 Million 0.01% of portfolio
408,182
Q1 2025 Added 15.3%
$0
$1.9 Million 0.01% of portfolio
113,571
Q1 2025 Added 25.27%
$0
$2.74 Million 0.01% of portfolio
163,490
Q1 2025 Added 0.81%

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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