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
$0
$560,000 0.0% of portfolio
67,177
Q1 2025 Reduced 3.35%
$12.8B
$810,000 0.0% of portfolio
27,428
Q1 2025 Reduced 6.17%
Hive Digital Technologies Lt
-
$22,000 0.0% of portfolio
-
Q1 2025 Reduced 7.37%
$408M
$1.11 Million 0.0% of portfolio
24,695
Q1 2020 New
$49.6B
$343,000 0.0% of portfolio
12,635
Q1 2025 Added 36.09%
$0
$139,000 0.0% of portfolio
14,716
Q1 2025 Reduced 2.01%
Horizon Fds Expedition
-
$1.01 Million 0.0% of portfolio
-
Q1 2025 New
$8.59B
$583,000 0.0% of portfolio
3,613
Q1 2025 Added 129.11%
$21.3B
$1.08 Million 0.0% of portfolio
3,269
Q1 2025 Reduced 23.33%
$25.7B
$732,000 0.0% of portfolio
1,281
Q1 2025 Reduced 7.84%
$30.3B
$1.22 Million 0.0% of portfolio
4,608
Q1 2025 Added 3.25%
$243M
$24,000 0.0% of portfolio
13,990
Q1 2025 Reduced 10.82%
$14.5B
$546,000 0.0% of portfolio
3,688
Q1 2025 Reduced 12.96%
$9.37B
$1.08 Million 0.0% of portfolio
5,315
Q1 2025 Reduced 4.2%
$2.75B
$315,000 0.0% of portfolio
2,194
Q1 2025 Added 0.41%
$6.6B
$256,000 0.0% of portfolio
2,093
Q1 2025 Added 5.55%
$3.47B
$647,000 0.0% of portfolio
103,533
Q1 2025 New
$2.69B
$309,000 0.0% of portfolio
34,107
Q1 2025 Added 17.89%
$5.74B
$289,000 0.0% of portfolio
2,487
Q1 2025 Added 4.19%
$14.2B
$371,000 0.0% of portfolio
4,673
Q1 2025 Added 9.46%
$1.15B
$54,000 0.0% of portfolio
17,950
Q1 2025 New
Tidal Trust Iii Gammaroad
-
$532,000 0.0% of portfolio
-
Q1 2025 Added 9.48%
$2.68B
$741,000 0.0% of portfolio
8,169
Q1 2025 Added 7.01%
$0
$326,000 0.0% of portfolio
20,670
Q1 2025 Added 10.11%
$0
$234,000 0.0% of portfolio
7,486
Q1 2025 Reduced 4.73%
$0
$672,000 0.0% of portfolio
19,597
Q1 2025 Added 177.7%
$0
$737,000 0.0% of portfolio
31,173
Q1 2025 Reduced 22.93%
$76.9B
$457,000 0.0% of portfolio
23,328
Q1 2025 Reduced 2.99%
$32.4B
$719,000 0.0% of portfolio
8,989
Q1 2025 Reduced 48.64%
$9B
$736,000 0.0% of portfolio
5,443
Q1 2025 Added 4.96%
$211M
$287,000 0.0% of portfolio
45,618
Q1 2025 Added 9.71%
$1.62B
$460,000 0.0% of portfolio
8,509
Q1 2025 Reduced 20.02%
$0
$375,000 0.0% of portfolio
13,913
Q1 2025 Reduced 53.92%
$0
$1.39 Million 0.0% of portfolio
49,542
Q1 2025 Reduced 8.95%
$0
$253,000 0.0% of portfolio
7,572
Q4 2024 Reduced 1.07%
$0
$1.11 Million 0.0% of portfolio
28,048
Q4 2024 Reduced 3.7%
$0
$286,000 0.0% of portfolio
10,791
Q1 2025 Reduced 6.18%
$0
$1.18 Million 0.0% of portfolio
42,956
Q1 2025 Reduced 0.17%
$0
$727,000 0.0% of portfolio
20,440
Q1 2025 Added 30.12%
$0
$1.16 Million 0.0% of portfolio
35,839
Q1 2025 Added 393.45%
Innovator Etfs Trust Us Eqty Bufr
-
$1.14 Million 0.0% of portfolio
-
Q1 2025 Reduced 21.09%
Innovator Etfs Trust
-
$356,000 0.0% of portfolio
-
Q1 2025 Reduced 10.76%
-
$253,000 0.0% of portfolio
-
Q1 2025 Added 14.28%
$0
$638,000 0.0% of portfolio
18,591
Q1 2025 Added 37.23%
$0
$529,000 0.0% of portfolio
15,577
Q1 2025 Added 22.06%
$0
$808,000 0.0% of portfolio
21,151
Q4 2024 Reduced 38.06%
-
$1.08 Million 0.0% of portfolio
-
Q1 2025 Reduced 1.91%
-
$827,000 0.0% of portfolio
-
Q1 2025 Reduced 5.26%
$0
$944,000 0.0% of portfolio
22,605
Q1 2025 Reduced 61.61%

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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