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
$4.07 Million 0.01% of portfolio
122,420
Q1 2025 Added 565.07%
$0
$2.2 Million 0.01% of portfolio
30,022
Q1 2025 Added 94.66%
$0
$1.9 Million 0.01% of portfolio
33,181
Q1 2025 Added 55.36%
$0
$2.83 Million 0.01% of portfolio
62,279
Q1 2025 Reduced 6.26%
$0
$1.94 Million 0.01% of portfolio
81,304
Q1 2025 Added 0.36%
$0
$3.18 Million 0.01% of portfolio
62,135
Q1 2025 Reduced 10.5%
-
$2.76 Million 0.01% of portfolio
-
Q1 2025 Reduced 25.57%
$0
$2.03 Million 0.01% of portfolio
32,176
Q1 2025 Reduced 1.28%
$0
$3.52 Million 0.01% of portfolio
49,475
Q1 2025 Reduced 51.6%
$0
$1.69 Million 0.01% of portfolio
28,684
Q1 2025 Reduced 28.47%
$0
$1.72 Million 0.01% of portfolio
16,082
Q1 2025 Reduced 3.67%
$0
$3.61 Million 0.01% of portfolio
28,497
Q1 2025 Added 8.78%
$0
$2.51 Million 0.01% of portfolio
16,545
Q1 2025 Reduced 4.78%
Vanguard Instl Index Fd 0 3
-
$1.5 Million 0.01% of portfolio
-
Q1 2025 New
$0
$4.4 Million 0.01% of portfolio
38,098
Q1 2025 Added 0.77%
$0
$2.59 Million 0.01% of portfolio
36,898
Q1 2025 Added 37.05%
$0
$3.9 Million 0.01% of portfolio
15,812
Q1 2025 Reduced 10.77%
$0
$3.35 Million 0.01% of portfolio
40,604
Q1 2025 Reduced 63.02%
$0
$4.31 Million 0.01% of portfolio
74,724
Q1 2025 Added 18.65%
$25B
$1.72 Million 0.01% of portfolio
25,035
Q1 2025 Added 0.36%
$29.8B
$1.55 Million 0.01% of portfolio
6,100
Q1 2025 Added 32.9%
$48B
$1.79 Million 0.01% of portfolio
6,001
Q1 2025 Added 8.64%
$0
$3.34 Million 0.01% of portfolio
494,708
Q1 2025 Added 3.47%
$0
$2.78 Million 0.01% of portfolio
54,917
Q1 2025 Added 17.34%
$0
$2.26 Million 0.01% of portfolio
43,762
Q1 2025 Reduced 2.54%
$0
$2.41 Million 0.01% of portfolio
28,555
Q1 2025 Added 3.6%
Virtus Convertible &
-
$1.75 Million 0.01% of portfolio
-
Q1 2025 New
$0
$2.01 Million 0.01% of portfolio
97,615
Q1 2025 Reduced 0.23%
$0
$2.01 Million 0.01% of portfolio
90,808
Q1 2025 Reduced 4.79%
$34B
$2.13 Million 0.01% of portfolio
9,124
Q1 2025 Reduced 1.96%
$9.78B
$1.73 Million 0.01% of portfolio
154,656
Q1 2025 Reduced 6.08%
$25.5B
$2.35 Million 0.01% of portfolio
219,391
Q1 2025 Added 4.31%
$47.8B
$3.84 Million 0.01% of portfolio
19,710
Q1 2025 Added 41.02%
$14B
$1.74 Million 0.01% of portfolio
3,431
Q1 2025 Reduced 4.22%
Wells Fargo CO New Perp
-
$3.87 Million 0.01% of portfolio
-
Q1 2025 Added 14.78%
$5.07B
$2.11 Million 0.01% of portfolio
23,414
Q1 2025 Reduced 6.81%
$10.6B
$2.75 Million 0.01% of portfolio
17,402
Q1 2025 Added 10.64%
$0
$4.27 Million 0.01% of portfolio
55,425
Q1 2025 Reduced 2.14%
$0
$3.99 Million 0.01% of portfolio
82,571
Q1 2025 Added 25.74%
$0
$3.05 Million 0.01% of portfolio
69,873
Q1 2025 Added 2.85%
$0
$1.56 Million 0.01% of portfolio
48,901
Q1 2025 Reduced 0.37%
$0
$1.92 Million 0.01% of portfolio
45,111
Q1 2025 Added 23.92%
$0
$1.87 Million 0.01% of portfolio
52,543
Q1 2025 Added 5.59%
$0
$1.5 Million 0.01% of portfolio
13,578
Q1 2025 Added 1.72%
$0
$4.4 Million 0.01% of portfolio
119,556
Q1 2025 Added 643.0%
$0
$2.55 Million 0.01% of portfolio
53,758
Q1 2025 Added 26.9%
Wisdomtree
-
$3.77 Million 0.01% of portfolio
-
Q1 2025 Added 34.23%
$0
$3.6 Million 0.01% of portfolio
82,559
Q1 2025 Added 608.54%
$96.1M
$2.11 Million 0.01% of portfolio
107,532
Q1 2025 Added 11.35%

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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