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
$960M
$183,000 0.0% of portfolio
79,369
Q1 2025 Added 27.91%
$1.73B
$546,000 0.0% of portfolio
4,651
Q1 2025 Added 6.92%
$2.76B
$429,000 0.0% of portfolio
12,309
Q1 2025 Reduced 0.47%
$12.2B
$913,000 0.0% of portfolio
4,634
Q1 2025 Added 2.7%
$422M
$59,000 0.0% of portfolio
37,795
Q1 2025 Reduced 22.73%
$419M
$667,000 0.0% of portfolio
99,315
Q1 2025 Added 14.29%
$2.08B
$881,000 0.0% of portfolio
33,984
Q1 2025 Reduced 10.16%
$0
$415,000 0.0% of portfolio
8,359
Q1 2025 Added 0.11%
$47.6M
$10,000 0.0% of portfolio
10,500
Q2 2024 Reduced 4.55%
$23.5M
$340,000 0.0% of portfolio
453,001
Q1 2025 Added 0.0%
$2.6B
$412,000 0.0% of portfolio
13,612
Q1 2025 Reduced 73.48%
$0
$166,000 0.0% of portfolio
30,414
Q1 2025 Reduced 0.59%
$1.16B
$66,000 0.0% of portfolio
18,511
Q1 2025 Added 2.99%
$897M
$922,000 0.0% of portfolio
683
Q1 2025 Reduced 35.38%
$2.5B
$1.28 Million 0.0% of portfolio
215,707
Q1 2025 Added 150.43%
$2.28B
$206,000 0.0% of portfolio
3,367
Q1 2025 Reduced 11.0%
Coherent
-
$842,000 0.0% of portfolio
-
Q1 2025 Reduced 13.47%
$0
$1.11 Million 0.0% of portfolio
50,208
Q1 2025 Added 0.49%
$0
$346,000 0.0% of portfolio
28,676
Q1 2025 Added 5.4%
$58.3M
$42,000 0.0% of portfolio
51,773
Q1 2025 Added 7.65%
$0
$230,000 0.0% of portfolio
11,834
Q1 2025 Reduced 14.1%
$0
$405,000 0.0% of portfolio
22,626
Q1 2025 Added 4.61%
$0
$252,000 0.0% of portfolio
12,500
Q1 2025 Reduced 12.15%
Columbia ETF Tr I Resh Enhnc
-
$1.08 Million 0.0% of portfolio
-
Q1 2025 Added 0.97%
Columbia
-
$1.18 Million 0.0% of portfolio
-
Q1 2025 Reduced 24.3%
$0
$287,000 0.0% of portfolio
9,719
Q1 2025 Reduced 74.12%
$0
$1.17 Million 0.0% of portfolio
19,569
Q1 2025 Reduced 4.7%
$0
$622,000 0.0% of portfolio
22,219
Q1 2025 Added 4.84%
$7.4B
$496,000 0.0% of portfolio
8,405
Q1 2025 Reduced 23.74%
$5.71B
$593,000 0.0% of portfolio
12,889
Q1 2025 Reduced 0.28%
$1.32B
$78,000 0.0% of portfolio
14,684
Q1 2025 Added 8.9%
$2.9B
$443,000 0.0% of portfolio
7,792
Q1 2025 Added 0.03%
$899M
$289,000 0.0% of portfolio
5,742
Q1 2025 Reduced 10.87%
$14.2B
$475,000 0.0% of portfolio
26,573
Q1 2025 Reduced 0.23%
$4.11B
$242,000 0.0% of portfolio
15,492
Q1 2025 Reduced 3.87%
$458M
$507,000 0.0% of portfolio
27,166
Q1 2025 Reduced 14.39%
$2.52B
$725,000 0.0% of portfolio
83,031
Q1 2025 Added 3.51%
Cooper
-
$244,000 0.0% of portfolio
-
Q1 2025 Added 19.39%
$7.65B
$1.37 Million 0.0% of portfolio
12,005
Q1 2025 Reduced 39.26%
$2.41B
$495,000 0.0% of portfolio
24,382
Q1 2025 Added 0.58%
Core Scientific
-
$617,000 0.0% of portfolio
-
Q1 2025 Reduced 5.14%
$9.83B
$343,000 0.0% of portfolio
7,106
Q1 2025 Added 3.33%
$0
$169,000 0.0% of portfolio
23,502
Q1 2025 Reduced 9.04%
$45.4B
$529,000 0.0% of portfolio
24,114
Q1 2025 Reduced 9.36%
$4.62B
$278,000 0.0% of portfolio
9,421
Q1 2025 Added 15.97%
$1.43B
$524,000 0.0% of portfolio
14,797
Q1 2025 New
$703M
$47,000 0.0% of portfolio
25,858
Q1 2025 Reduced 10.92%
$803M
$752,000 0.0% of portfolio
30,596
Q1 2025 Added 50.52%
$12.4B
$286,000 0.0% of portfolio
3,202
Q1 2025 Reduced 5.35%

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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