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
$11.2B
$497,000 0.0% of portfolio
5,681
Q1 2025 Reduced 8.25%
$278M
$125,000 0.0% of portfolio
33,053
Q1 2025 Added 16.85%
$87.1B
$616,000 0.0% of portfolio
23,307
Q1 2025 Reduced 11.55%
$1.83B
$592,000 0.0% of portfolio
86,161
Q1 2025 Added 2.36%
$26.1B
$319,000 0.0% of portfolio
4,451
Q1 2025 Reduced 4.34%
$27.7B
$163,000 0.0% of portfolio
21,035
Q1 2025 Reduced 8.27%
$16.3B
$751,000 0.0% of portfolio
1,791
Q1 2025 Added 2.11%
$4.69B
$326,000 0.0% of portfolio
2,047
Q1 2025 Added 4.76%
$4.61B
$340,000 0.0% of portfolio
10,409
Q1 2025 Reduced 48.14%
$17.7B
$1.31 Million 0.0% of portfolio
4,269
Q1 2025 Reduced 1.23%
$201M
$40,000 0.0% of portfolio
18,766
Q1 2025 Added 0.13%
$9.57B
$431,000 0.0% of portfolio
2,160
Q1 2025 Reduced 23.62%
Everus Constr Group
-
$257,000 0.0% of portfolio
-
Q1 2025 Reduced 34.3%
$166M
$73,000 0.0% of portfolio
14,100
Q1 2025 Reduced 1.4%
$292M
$46,000 0.0% of portfolio
17,322
Q1 2025 Added 0.48%
$9.38B
$1.08 Million 0.0% of portfolio
24,829
Q1 2025 Reduced 40.51%
$0
$291,000 0.0% of portfolio
20,250
Q1 2025 Added 39.16%
$0
$575,000 0.0% of portfolio
47,402
Q1 2025 Added 31.64%
Exchange Traded Concepts Tru Robo
-
$749,000 0.0% of portfolio
-
Q1 2025 Reduced 19.68%
$0
$318,000 0.0% of portfolio
14,899
Q1 2025 Reduced 22.84%
F&G Annuities &
-
$309,000 0.0% of portfolio
-
Q1 2025 Reduced 0.23%
$18.6B
$667,000 0.0% of portfolio
5,546
Q1 2025 Added 17.7%
$3.73B
$473,000 0.0% of portfolio
5,836
Q1 2025 Reduced 5.67%
$715M
$583,000 0.0% of portfolio
39,595
Q4 2024 Added 22.55%
$5.17B
$543,000 0.0% of portfolio
12,872
Q1 2025 Added 25.86%
$36M
$38,000 0.0% of portfolio
13,321
Q1 2025 Reduced 9.9%
$5.47B
$226,000 0.0% of portfolio
1,376
Q1 2025 Reduced 0.22%
$0
$1,000 0.0% of portfolio
20,000
Q4 2024 New
$615M
$326,000 0.0% of portfolio
29,263
Q1 2025 Added 0.19%
$825M
$119,000 0.0% of portfolio
18,769
Q1 2025 Reduced 5.23%
$1.74B
$1.08 Million 0.0% of portfolio
5,774
Q1 2025 Reduced 7.9%
$7.73B
$697,000 0.0% of portfolio
7,124
Q1 2025 Added 10.45%
$6.13B
$243,000 0.0% of portfolio
3,307
Q1 2025 Added 0.88%
$0
$418,000 0.0% of portfolio
17,304
Q1 2025 Added 5.11%
-
$465,000 0.0% of portfolio
-
Q1 2025 New
Federated Hermes ETF Trust Mdt
-
$420,000 0.0% of portfolio
-
Q1 2025 New
Ferguson Enterprises
-
$544,000 0.0% of portfolio
-
Q1 2025 Added 24.01%
$17.2B
$343,000 0.0% of portfolio
1,288
Q1 2025 Reduced 6.46%
Fidelity Covington Trust Disruptive
-
$1.08 Million 0.0% of portfolio
-
Q1 2025 Added 91.9%
Fidelity Covington Trust Disruptive
-
$563,000 0.0% of portfolio
-
Q1 2025 New
Fidelity Covington Trust Disruptive
-
$216,000 0.0% of portfolio
-
Q1 2025 Added 3.53%
$0
$321,000 0.0% of portfolio
12,709
Q1 2025 Added 16.92%
$0
$449,000 0.0% of portfolio
14,050
Q1 2025 Added 0.01%
-
$347,000 0.0% of portfolio
-
Q1 2025 Added 20.71%
$0
$627,000 0.0% of portfolio
18,911
Q1 2025 Reduced 2.05%
$0
$1.07 Million 0.0% of portfolio
24,783
Q1 2025 Reduced 3.23%
-
$439,000 0.0% of portfolio
-
Q1 2025 Added 8.93%
$0
$1.3 Million 0.0% of portfolio
19,033
Q1 2025 Reduced 2.43%
$0
$762,000 0.0% of portfolio
28,600
Q1 2025 Reduced 0.28%

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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