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
-
$754,000 0.0% of portfolio
-
Q1 2025 Reduced 6.78%
Blackrock ETF Trust
-
$864,000 0.0% of portfolio
-
Q1 2025 New
Blackrock ETF Trust
-
$753,000 0.0% of portfolio
-
Q1 2025 Reduced 51.54%
$47.3M
$22,000 0.0% of portfolio
24,362
Q1 2025 Added 6.06%
$8.71B
$897,000 0.0% of portfolio
16,328
Q1 2025 Added 7.22%
$3.9B
$485,000 0.0% of portfolio
24,669
Q1 2025 Added 54.9%
$1.35B
$911,000 0.0% of portfolio
28,150
Q1 2025 Reduced 40.84%
$8.27B
$285,000 0.0% of portfolio
14,199
Q1 2025 Added 31.57%
$0
$1.13 Million 0.0% of portfolio
99,444
Q1 2025 Reduced 17.69%
$0
$214,000 0.0% of portfolio
2,014
Q1 2025 New
$0
$152,000 0.0% of portfolio
26,370
Q1 2025 Reduced 10.92%
$0
$330,000 0.0% of portfolio
31,265
Q1 2025 Added 1.84%
$3.41B
$243,000 0.0% of portfolio
2,479
Q1 2025 Reduced 14.93%
Bondbloxx ETF Trust Bondbloxx
-
$518,000 0.0% of portfolio
-
Q1 2025 Reduced 88.23%
$597M
$229,000 0.0% of portfolio
-
Q1 2025 Added 7.95%
$13.2B
$1.19 Million 0.0% of portfolio
11,389
Q1 2025 Reduced 16.16%
$8.16B
$555,000 0.0% of portfolio
8,437
Q1 2025 Reduced 1.07%
$3.09B
$429,000 0.0% of portfolio
6,079
Q1 2025 Reduced 6.46%
$751M
$110,000 0.0% of portfolio
24,714
Q1 2025 Added 89.67%
$6.19B
$1.07 Million 0.0% of portfolio
30,802
Q1 2025 Added 29.39%
$7.87B
$386,000 0.0% of portfolio
2,593
Q1 2025 Reduced 4.35%
$6.81B
$551,000 0.0% of portfolio
20,762
Q1 2025 Reduced 2.54%
Brookfield Infrastructure CO Com Sub
-
$911,000 0.0% of portfolio
-
Q1 2025 Reduced 10.82%
$0
$1.24 Million 0.0% of portfolio
93,824
Q1 2025 Reduced 2.26%
Brookfield Renewable Corp Cl A Ex Sub
-
$986,000 0.0% of portfolio
-
Q1 2025 Added 0.81%
Brookfield Asset Managmt LTD Cl A Lmt
-
$664,000 0.0% of portfolio
-
Q1 2025 Added 0.05%
-
$495,000 0.0% of portfolio
-
Q1 2025 Added 29.14%
$4.12B
$217,000 0.0% of portfolio
4,037
Q1 2025 Reduced 16.83%
$3.91B
$536,000 0.0% of portfolio
188,530
Q1 2025 Added 57.96%
$2.27B
$344,000 0.0% of portfolio
8,973
Q1 2025 Reduced 2.62%
-
$696,000 0.0% of portfolio
-
Q4 2024 Reduced 0.16%
$14.8B
$201,000 0.0% of portfolio
842
Q1 2025 Reduced 10.81%
$360M
$24,000 0.0% of portfolio
10,697
Q1 2025 New
$939M
$1.22 Million 0.0% of portfolio
46,718
Q1 2025 Reduced 0.54%
$206M
$284,000 0.0% of portfolio
4,217
Q3 2024 New
$2.48B
$802,000 0.0% of portfolio
38,095
Q1 2025 Reduced 27.76%
$0
$279,000 0.0% of portfolio
54,143
Q1 2025 Reduced 0.04%
$43B
$968,000 0.0% of portfolio
7,404
Q1 2025 Added 21.5%
$23.1B
$977,000 0.0% of portfolio
6,097
Q1 2025 Reduced 13.33%
$20B
$630,000 0.0% of portfolio
8,064
Q1 2025 Reduced 10.49%
$22.3B
$275,000 0.0% of portfolio
2,751
Q1 2025 Reduced 28.62%
$11.5B
$276,000 0.0% of portfolio
2,693
Q1 2025 Reduced 33.54%
Creative Media & Cmnty
-
$62,000 0.0% of portfolio
-
Q1 2025 New
$462M
$299,000 0.0% of portfolio
13,430
Q1 2025 Reduced 39.75%
$2B
$296,000 0.0% of portfolio
4,896
Q1 2025 New
$4.34B
$460,000 0.0% of portfolio
1,579
Q1 2025 Reduced 26.97%
$6.21B
$905,000 0.0% of portfolio
28,744
Q1 2025 Added 87.7%
$4.12B
$378,000 0.0% of portfolio
4,547
Q1 2025 Reduced 8.42%
$10.1B
$352,000 0.0% of portfolio
958
Q1 2025 Reduced 19.7%

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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