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
CGMU Capital Group Core Plus Income	-	$39.1 Million 0.12% of portfolio	-	Q2 2025 Added 8.25%
DIS Walt Disney CO Communication Services	$217B	$39.5 Million 0.12% of portfolio	318,322	Q2 2025 Added 2.77%
ET Energy Transfer LP Energy	$52.9B	$38.2 Million 0.12% of portfolio	2,105,689	Q2 2025 Added 10.41%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$40.5 Million 0.12% of portfolio	205,306	Q2 2025 Reduced 5.45%
FDVV Fidelity High Dividend ETF ETFs	$0	$38.1 Million 0.12% of portfolio	732,456	Q2 2025 Added 9.93%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$40 Million 0.12% of portfolio	529,578	Q2 2025 Added 19.04%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$38.5 Million 0.12% of portfolio	392,037	Q2 2025 Reduced 16.88%
SOXX Ishares Semiconductor ETF ETFs	$0	$40.3 Million 0.12% of portfolio	168,632	Q2 2025 Reduced 11.91%
Ishares Bitcoin Trust	-	$37.9 Million 0.12% of portfolio	-	Q2 2025 Added 10.71%
MSTR Microstrategy Inc Technology	$3.08B	$40.5 Million 0.12% of portfolio	100,212	Q2 2025 Reduced 10.39%
QQH Northern Lts Fd Tr Iii Hcm Def ETFs	$0	$37.9 Million 0.12% of portfolio	560,749	Q2 2025 Reduced 5.57%
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	$0	$38.3 Million 0.12% of portfolio	754,119	Q2 2025 Reduced 18.62%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$41 Million 0.12% of portfolio	1,030,962	Q2 2025 Reduced 17.22%
PM Philip Morris International Inc. Consumer Defensive	$252B	$41.1 Million 0.12% of portfolio	225,638	Q2 2025 Reduced 11.4%
RTX Raytheon Technologies Corp Industrials	$227B	$40.9 Million 0.12% of portfolio	279,926	Q2 2025 Added 3.08%
CRM Salesforce, Inc. Technology	$252B	$39.7 Million 0.12% of portfolio	145,699	Q2 2025 Added 14.78%
XLV Select Sector Spdr Fund Health ETFs	$0	$38.4 Million 0.12% of portfolio	285,181	Q2 2025 Reduced 25.55%
UNH Unitedhealth Group Inc Healthcare	$300B	$41.1 Million 0.12% of portfolio	131,600	Q2 2025 Added 11.0%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$41 Million 0.12% of portfolio	111,983	Q2 2025 Reduced 0.18%
VV Vanguard Large Cap ETF ETFs	$0	$37.9 Million 0.12% of portfolio	132,893	Q2 2025 Reduced 1.86%
Victory Portfolios	-	$39.6 Million 0.12% of portfolio	-	Q2 2025 Added 28.35%
CGMS Capital Grp Core Plus Income E	-	$36.8 Million 0.11% of portfolio	-	Q2 2025 Added 14.62%
DUK Duke Energy Corp Utilities	$92.5B	$36.7 Million 0.11% of portfolio	310,842	Q2 2025 Added 6.57%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$36.2 Million 0.11% of portfolio	824,333	Q2 2025 Reduced 13.52%
GS Goldman Sachs Group Inc Financial Services	$253B	$37.4 Million 0.11% of portfolio	52,801	Q2 2025 Added 0.29%
IXN Ishares Global Information Tec ETFs	$0	$37.6 Million 0.11% of portfolio	407,702	Q2 2025 Reduced 6.42%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$37 Million 0.11% of portfolio	267,134	Q2 2025 Added 40.55%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$36.2 Million 0.11% of portfolio	240,886	Q2 2025 Added 77.63%
MBB Ishares Tr ETFs	$0	$36.6 Million 0.11% of portfolio	389,283	Q2 2025 Added 22.25%
EFAV Ishares Msci Eafe Min Vol Fact ETFs	$0	$35.2 Million 0.11% of portfolio	419,326	Q2 2025 Added 127.68%
J P Morgan Exchange Traded F Mortgage	-	$35.5 Million 0.11% of portfolio	-	Q2 2025 New
LMT Lockheed Martin Corp Industrials	$120B	$36.7 Million 0.11% of portfolio	79,170	Q2 2025 Added 7.48%
MRK Merck & Co., Inc. Healthcare	$213B	$35.5 Million 0.11% of portfolio	448,219	Q2 2025 Reduced 1.09%
NEE Nextera Energy Inc Utilities	$137B	$36.8 Million 0.11% of portfolio	530,471	Q2 2025 Reduced 4.02%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$37.2 Million 0.11% of portfolio	370,197	Q2 2025 Reduced 42.83%
SO Southern CO Utilities	$98.9B	$36.9 Million 0.11% of portfolio	401,802	Q2 2025 Added 1.93%
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$37.3 Million 0.11% of portfolio	94,042	Q2 2025 Added 7.02%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$34.5 Million 0.11% of portfolio	513,836	Q2 2025 Reduced 0.23%
VDC Vanguard Consumer Staples ETF ETFs	$0	$37.3 Million 0.11% of portfolio	170,522	Q2 2025 Added 48.53%
BA Boeing CO Industrials	$138B	$33.6 Million 0.1% of portfolio	160,293	Q2 2025 Added 2.87%
Capital Grp	-	$31.4 Million 0.1% of portfolio	-	Q2 2025 Added 7.88%
DE Deere & CO Industrials	$145B	$33 Million 0.1% of portfolio	64,989	Q2 2025 Reduced 0.25%
FSCO Fs Cr Opportunities Corp Com	-	$32 Million 0.1% of portfolio	-	Q2 2025 Reduced 26.46%
FTGS First Tr Exchange Traded Fd Gr	-	$32.8 Million 0.1% of portfolio	-	Q2 2025 Added 22.54%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$31.2 Million 0.1% of portfolio	1,255,258	Q2 2025 Added 20.63%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$31.4 Million 0.1% of portfolio	441,199	Q2 2025 Added 17.07%
XMLV Invesco ETF Tr Ii S&P Midcap L ETFs	$0	$33 Million 0.1% of portfolio	535,542	Q2 2025 Added 18.17%
MUB Ishares National Muni Bond ETF ETFs	$0	$32.3 Million 0.1% of portfolio	309,498	Q2 2025 Added 13.31%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$31.4 Million 0.1% of portfolio	309,238	Q2 2025 Added 4.8%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$32.8 Million 0.1% of portfolio	430,786	Q2 2025 Added 6.51%

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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Cambridge Investment Research Advisors, Inc. Portfolio Holdings