Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.9 Billion
  • Q4 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $29.9 Billion distributed in 3460 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.1B, Vanguard Index Fds S&P 500 ETF with a value of $997M, Nvidia Corp with a value of $770M, Invesco Qqq Trust, Series 1 with a value of $679M, and Ishares Core S&P 500 ETF with a value of $617M.

Examining the 13F form we can see an increase of $528M in the current position value, from $29.4B to 29.9B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $29.9 Billion
ETFs: $17.5 Billion
Technology: $3.57 Billion
Financial Services: $1.77 Billion
Consumer Cyclical: $1.25 Billion
Healthcare: $830 Million
Communication Services: $812 Million
Industrials: $773 Million
Consumer Defensive: $696 Million
Other: $1.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$377B
$37.7 Million 0.13% of portfolio
226,226
Q4 2024 Reduced 12.07%
$0
$38.6 Million 0.13% of portfolio
112,374
Q4 2024 Reduced 5.28%
$0
$39.3 Million 0.13% of portfolio
893,439
Q4 2024 Added 0.0%
$0
$38.6 Million 0.13% of portfolio
143,200
Q4 2024 Reduced 3.86%
$232B
$35.3 Million 0.12% of portfolio
312,266
Q4 2024 Reduced 0.93%
$0
$35.8 Million 0.12% of portfolio
698,686
Q4 2024 Added 7.2%
-
$34.5 Million 0.12% of portfolio
-
Q4 2024 Added 12.6%
$57.4B
$34.8 Million 0.12% of portfolio
1,775,479
Q4 2024 Added 25.37%
$0
$34.9 Million 0.12% of portfolio
188,676
Q4 2024 Added 12.9%
$50B
$35.5 Million 0.12% of portfolio
717,417
Q4 2024 Added 7.23%
$0
$35.5 Million 0.12% of portfolio
432,938
Q4 2024 Reduced 7.11%
$0
$36.4 Million 0.12% of portfolio
397,496
Q4 2024 Reduced 2.37%
$0
$34.9 Million 0.12% of portfolio
360,305
Q4 2024 Added 21.95%
$117B
$34.5 Million 0.12% of portfolio
71,073
Q4 2024 Reduced 6.18%
$0
$36.4 Million 0.12% of portfolio
492,094
Q4 2024 Added 2.17%
$0
$35.5 Million 0.12% of portfolio
97,075
Q4 2024 Added 9.03%
$108B
$34.2 Million 0.11% of portfolio
653,371
Q4 2024 Reduced 2.16%
$0
$33.4 Million 0.11% of portfolio
829,815
Q4 2024 Added 14.56%
$0
$33.3 Million 0.11% of portfolio
563,225
Q4 2024 Added 18.55%
$0
$31.6 Million 0.11% of portfolio
606,042
Q4 2024 Added 2.43%
$145B
$32.1 Million 0.11% of portfolio
130,134
Q4 2024 Reduced 3.51%
$2.7B
$32.1 Million 0.11% of portfolio
110,686
Q4 2024 Added 1.03%
$195B
$33.1 Million 0.11% of portfolio
286,175
Q4 2024 Reduced 4.41%
$0
$34.4 Million 0.11% of portfolio
1,513,266
Q4 2024 Added 149.97%
$0
$33.9 Million 0.11% of portfolio
448,469
Q4 2024 Reduced 21.68%
$100B
$32.8 Million 0.11% of portfolio
398,624
Q4 2024 Added 4.16%
$0
$32.6 Million 0.11% of portfolio
128,666
Q4 2024 Reduced 33.06%
$0
$32.1 Million 0.11% of portfolio
396,648
Q4 2024 Reduced 9.65%
Arista Networks
-
$29.2 Million 0.1% of portfolio
-
Q4 2024 New
$130B
$29.1 Million 0.1% of portfolio
513,727
Q4 2024 Added 36.44%
-
$28.9 Million 0.1% of portfolio
-
Q4 2024 Added 283.53%
$93.9B
$29.2 Million 0.1% of portfolio
270,725
Q4 2024 Reduced 1.75%
$0
$29.7 Million 0.1% of portfolio
595,039
Q4 2024 Added 57.24%
$142B
$30.9 Million 0.1% of portfolio
136,776
Q4 2024 Reduced 4.62%
$0
$28.4 Million 0.1% of portfolio
569,174
Q4 2024 Added 20.35%
$0
$31.2 Million 0.1% of portfolio
108,109
Q4 2024 Added 13.34%
$0
$30.1 Million 0.1% of portfolio
397,524
Q4 2024 Added 8.73%
$0
$29.4 Million 0.1% of portfolio
275,995
Q4 2024 Added 6.56%
$0
$29.6 Million 0.1% of portfolio
797,321
Q4 2024 Added 3.0%
J P Morgan Exchange Traded F Hedged
-
$31.2 Million 0.1% of portfolio
-
Q4 2024 Reduced 22.19%
$0
$30.9 Million 0.1% of portfolio
916,960
Q4 2024 Added 1.71%
$51.1B
$28.6 Million 0.1% of portfolio
157,273
Q4 2024 Added 110.92%
$173B
$29.8 Million 0.1% of portfolio
194,090
Q4 2024 Reduced 3.34%
$166B
$29.4 Million 0.1% of portfolio
58,977
Q4 2024 Reduced 2.53%
$0
$31.2 Million 0.1% of portfolio
235,982
Q4 2024 Reduced 4.87%
$141B
$30.2 Million 0.1% of portfolio
83,917
Q4 2024 Reduced 1.21%
$0
$29.6 Million 0.1% of portfolio
368,457
Q4 2024 Added 40.41%
$272B
$30.1 Million 0.1% of portfolio
427,851
Q4 2024 Reduced 4.18%
$178B
$27.2 Million 0.09% of portfolio
61,110
Q4 2024 Reduced 6.52%

Summary

  • Portfolio
  • No. of Stocks 3,460
  • Current Value $29.9 Billion
  • Prior Value $29.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 261 stocks
  • Additional Purchases 1,618 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,501 stocks
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