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
$0
$147,000 0.0% of portfolio
13,946
Q2 2025 Reduced 1.92%
$0
$437,000 0.0% of portfolio
33,281
Q2 2025 Added 0.13%
$0
$1.16 Million 0.0% of portfolio
54,187
Q2 2025 Reduced 14.94%
$0
$471,000 0.0% of portfolio
49,881
Q2 2025 Reduced 2.51%
$0
$253,000 0.0% of portfolio
11,579
Q1 2024 Reduced 8.21%
$3.4B
$548,000 0.0% of portfolio
28,448
Q2 2025 Added 2.46%
$0
$989,000 0.0% of portfolio
67,734
Q2 2025 Reduced 44.09%
$0
$203,000 0.0% of portfolio
26,389
Q2 2025 Reduced 4.93%
$0
$401,000 0.0% of portfolio
24,941
Q2 2025 Added 81.18%
-
$838,000 0.0% of portfolio
-
Q2 2025 Added 0.96%
Blackrock ETF Trust
-
$745,000 0.0% of portfolio
-
Q2 2025 Reduced 6.1%
$58M
$22,000 0.0% of portfolio
23,861
Q2 2025 Reduced 2.06%
$7.97B
$1.06 Million 0.0% of portfolio
19,327
Q2 2025 Added 18.37%
$11.3B
$1.17 Million 0.0% of portfolio
48,791
Q2 2025 Added 97.78%
$1.87B
$1.6 Million 0.0% of portfolio
37,122
Q2 2025 Added 31.87%
$8.23B
$350,000 0.0% of portfolio
18,240
Q2 2025 Added 28.46%
$0
$277,000 0.0% of portfolio
2,337
Q2 2025 Added 16.04%
Bny Mellon ETF Trust
-
$864,000 0.0% of portfolio
-
Q2 2025 New
$0
$91,000 0.0% of portfolio
16,268
Q2 2025 Reduced 38.31%
$0
$340,000 0.0% of portfolio
33,279
Q2 2025 Added 6.44%
$3.39B
$231,000 0.0% of portfolio
2,658
Q2 2025 Added 7.22%
$0
$1.41 Million 0.0% of portfolio
37,038
Q2 2025 Reduced 10.27%
$0
$1.4 Million 0.0% of portfolio
36,462
Q2 2025 Reduced 18.31%
Bondbloxx ETF Trust Bondbloxx
-
$538,000 0.0% of portfolio
-
Q2 2025 Added 4.88%
-
$297,000 0.0% of portfolio
-
Q2 2025 New
-
$535,000 0.0% of portfolio
-
Q2 2025 New
$0
$204,000 0.0% of portfolio
5,260
Q2 2025 New
$13.6B
$1.09 Million 0.0% of portfolio
10,504
Q2 2025 Reduced 7.77%
$10.1B
$274,000 0.0% of portfolio
8,198
Q2 2025 Reduced 5.24%
$11.6B
$1.53 Million 0.0% of portfolio
22,600
Q2 2025 Added 2.45%
$9.11B
$645,000 0.0% of portfolio
8,240
Q2 2025 Reduced 2.33%
$3.63B
$381,000 0.0% of portfolio
5,600
Q2 2025 Reduced 7.88%
$751M
$112,000 0.0% of portfolio
26,105
Q2 2025 Added 5.63%
$6.86B
$1.22 Million 0.0% of portfolio
6,761
Q2 2025 Added 160.74%
$6.81B
$415,000 0.0% of portfolio
15,950
Q2 2025 Reduced 23.18%
Brookfield Infrastructure CO Com Sub
-
$619,000 0.0% of portfolio
-
Q2 2025 Reduced 41.0%
$0
$1.24 Million 0.0% of portfolio
92,849
Q2 2025 Reduced 1.04%
Brookfield Renewable Corp Cl A Ex Sub
-
$590,000 0.0% of portfolio
-
Q2 2025 Reduced 49.01%
Brookfield Asset Managmt LTD Cl A Lmt
-
$385,000 0.0% of portfolio
-
Q2 2025 Reduced 49.18%
-
$403,000 0.0% of portfolio
-
Q2 2025 Added 2.66%
$4.81B
$227,000 0.0% of portfolio
4,118
Q2 2025 Added 2.01%
$4.66B
$476,000 0.0% of portfolio
132,075
Q2 2025 Reduced 29.94%
$3B
$406,000 0.0% of portfolio
8,958
Q2 2025 Reduced 0.17%
-
$1.01 Million 0.0% of portfolio
-
Q2 2025 Added 36.29%
$274M
$40,000 0.0% of portfolio
20,166
Q2 2025 Added 88.52%
$1.08B
$1.25 Million 0.0% of portfolio
46,918
Q2 2025 Added 0.43%
$249M
$260,000 0.0% of portfolio
4,217
Q3 2024 New
$1.64B
$1.33 Million 0.0% of portfolio
53,958
Q2 2025 Added 41.64%
$24.9B
$921,000 0.0% of portfolio
3,948
Q2 2025 Reduced 39.94%

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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