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
$333M
$78,000 0.0% of portfolio
15,668
Q1 2025 Added 7.9%
$538M
$27,000 0.0% of portfolio
10,000
Q4 2024 Reduced 0.74%
Amalgamated
-
$326,000 0.0% of portfolio
-
Q4 2024 Reduced 0.51%
$5.06B
$6,000 0.0% of portfolio
12,542
Q1 2025 Added 21.27%
Greystone Housing Impact Inv Ben
-
$262,000 0.0% of portfolio
-
Q1 2025 Added 2.4%
American Beacon Select Funds Ahl
-
$1.3 Million 0.0% of portfolio
-
Q1 2025 Added 2.93%
American Beacon Select Funds Glg
-
$483,000 0.0% of portfolio
-
Q1 2025 Added 42.94%
$7.17B
$808,000 0.0% of portfolio
76,601
Q1 2025 Reduced 24.15%
America Movil Sab De Cv Spon Ads Rp
-
$304,000 0.0% of portfolio
-
Q1 2025 Added 41.44%
Amentum Holdings
-
$276,000 0.0% of portfolio
-
Q1 2025 Reduced 11.37%
$0
$478,000 0.0% of portfolio
10,225
Q1 2025 Added 10.17%
$0
$655,000 0.0% of portfolio
10,782
Q3 2024 Added 0.41%
American Centy
-
$313,000 0.0% of portfolio
-
Q1 2025 Reduced 3.14%
-
$827,000 0.0% of portfolio
-
Q1 2025 Added 5.9%
-
$353,000 0.0% of portfolio
-
Q1 2025 Reduced 59.26%
$0
$366,000 0.0% of portfolio
8,006
Q3 2024 Added 33.59%
$0
$735,000 0.0% of portfolio
16,462
Q1 2025 Added 31.7%
$0
$1.35 Million 0.0% of portfolio
22,484
Q1 2025 Added 20.16%
$0
$346,000 0.0% of portfolio
7,401
Q1 2025 Added 19.87%
$0
$1.01 Million 0.0% of portfolio
22,252
Q1 2025 Reduced 1.7%
$0
$1.46 Million 0.0% of portfolio
22,005
Q1 2025 Added 11.49%
$0
$318,000 0.0% of portfolio
4,553
Q1 2025 Reduced 1.39%
$12.7B
$563,000 0.0% of portfolio
14,888
Q1 2025 Reduced 55.56%
$64.7B
$1.45 Million 0.0% of portfolio
16,625
Q1 2025 Added 2.18%
$2.87B
$576,000 0.0% of portfolio
7,318
Q1 2025 Reduced 1.57%
$864M
$684,000 0.0% of portfolio
37,723
Q1 2025 Added 12.73%
$147M
$21,000 0.0% of portfolio
39,556
Q1 2025 Reduced 5.16%
$40.6B
$891,000 0.0% of portfolio
5,174
Q1 2025 Reduced 58.19%
$1.2B
$400,000 0.0% of portfolio
13,790
Q1 2025 Added 14.0%
$0
$392,000 0.0% of portfolio
6,520
Q1 2025 Added 5.25%
Amplify ETF Tr Amplify Travel
-
$273,000 0.0% of portfolio
-
Q1 2025 Reduced 1.29%
Amplify ETF Tr Amplify Etho
-
$418,000 0.0% of portfolio
-
Q1 2025 Reduced 65.06%
Amplify ETF Tr Amplify Junior
-
$726,000 0.0% of portfolio
-
Q1 2025 Reduced 33.2%
Amplify ETF Tr Amplify Dgtl
-
$1.04 Million 0.0% of portfolio
-
Q1 2025 Added 1.42%
$1.25B
$590,000 0.0% of portfolio
13,744
Q1 2025 Added 11.12%
-
$792,000 0.0% of portfolio
-
Q1 2025 New
$112M
$21,000 0.0% of portfolio
10,700
Q1 2025 Reduced 4.46%
$13.1B
$341,000 0.0% of portfolio
8,443
Q1 2025 Reduced 67.38%
$8.8B
$514,000 0.0% of portfolio
28,575
Q1 2025 Reduced 33.14%
$6.52B
$848,000 0.0% of portfolio
40,365
Q1 2025 Reduced 9.32%
$893M
$266,000 0.0% of portfolio
20,667
Q1 2025 Added 8.27%
$1.39B
$381,000 0.0% of portfolio
39,827
Q1 2025 Reduced 2.0%
$973M
$223,000 0.0% of portfolio
39,755
Q1 2025 New
$8.76B
$699,000 0.0% of portfolio
3,103
Q1 2025 Added 7.26%
Aqua
-
$35,000 0.0% of portfolio
-
Q4 2024 New
$173M
$33,000 0.0% of portfolio
11,303
Q1 2025 New
$1.75B
$620,000 0.0% of portfolio
87,265
Q1 2025 Reduced 3.79%
$3.88B
$325,000 0.0% of portfolio
12,376
Q1 2025 Reduced 14.14%
$28.5B
$1.17 Million 0.0% of portfolio
7,960
Q1 2025 Added 40.69%

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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