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
$201B
$26 Million 0.09% of portfolio
87,621
Q4 2024 Reduced 21.88%
$167B
$28.2 Million 0.09% of portfolio
108,272
Q4 2024 Reduced 0.51%
$102B
$27.1 Million 0.09% of portfolio
152,905
Q4 2024 Added 0.44%
Capital Grp
-
$25.8 Million 0.09% of portfolio
-
Q4 2024 Added 399.28%
$142B
$27.9 Million 0.09% of portfolio
65,776
Q4 2024 Added 0.22%
-
$28 Million 0.09% of portfolio
-
Q4 2024 Added 9.03%
$0
$25.5 Million 0.09% of portfolio
850,437
Q4 2024 Added 187.56%
$219B
$28.1 Million 0.09% of portfolio
168,287
Q4 2024 Reduced 12.68%
$0
$27.4 Million 0.09% of portfolio
450,099
Q4 2024 Reduced 2.57%
$0
$27.5 Million 0.09% of portfolio
507,387
Q4 2024 Reduced 4.89%
$0
$26.3 Million 0.09% of portfolio
246,426
Q4 2024 Reduced 45.51%
$16.2B
$25.6 Million 0.09% of portfolio
970,618
Q4 2024 Reduced 1.43%
$0
$26.9 Million 0.09% of portfolio
533,411
Q4 2024 Added 8.9%
$0
$27.2 Million 0.09% of portfolio
131,258
Q4 2024 Added 51.42%
$0
$28 Million 0.09% of portfolio
217,470
Q4 2024 Reduced 12.32%
Ishares Bitcoin Trust
-
$28.2 Million 0.09% of portfolio
-
Q4 2024 Reduced 6.78%
$246B
$26.8 Million 0.09% of portfolio
222,711
Q4 2024 Reduced 6.35%
$35.8B
$27.9 Million 0.09% of portfolio
522,998
Q4 2024 Added 2.04%
$0
$27.3 Million 0.09% of portfolio
821,760
Q4 2024 Reduced 3.27%
$161B
$25.5 Million 0.09% of portfolio
24,096
Q4 2024 Added 1.17%
$112B
$27.8 Million 0.09% of portfolio
304,684
Q4 2024 Added 1.91%
$0
$28.2 Million 0.09% of portfolio
152,740
Q4 2024 Reduced 8.36%
$0
$27.5 Million 0.09% of portfolio
308,234
Q4 2024 Reduced 1.35%
$0
$27.1 Million 0.09% of portfolio
96,853
Q4 2024 Reduced 16.25%
$183B
$23 Million 0.08% of portfolio
4,626
Q4 2024 Reduced 18.64%
$0
$24.3 Million 0.08% of portfolio
985,182
Q4 2024 Added 4.91%
$0
$22.5 Million 0.08% of portfolio
92,361
Q4 2024 Added 7.54%
$0
$24.9 Million 0.08% of portfolio
391,789
Q4 2024 Added 2.33%
$0
$25.2 Million 0.08% of portfolio
1,425,555
Q4 2024 Reduced 2.28%
$0
$22.5 Million 0.08% of portfolio
447,593
Q4 2024 Added 6.42%
$0
$23 Million 0.08% of portfolio
931,686
Q4 2024 Reduced 11.68%
$0
$24.4 Million 0.08% of portfolio
213,045
Q4 2024 Added 4.54%
$0
$24.1 Million 0.08% of portfolio
359,146
Q4 2024 Added 24.82%
$0
$24.9 Million 0.08% of portfolio
244,716
Q4 2024 Reduced 6.45%
$0
$23.9 Million 0.08% of portfolio
1,158,013
Q4 2024 Added 3.04%
$0
$22.6 Million 0.08% of portfolio
178,113
Q4 2024 Added 40.83%
$0
$23.6 Million 0.08% of portfolio
127,226
Q4 2024 Added 0.24%
$0
$23.5 Million 0.08% of portfolio
253,707
Q4 2024 Added 5.86%
$0
$23.6 Million 0.08% of portfolio
169,080
Q4 2024 Added 6.86%
$0
$23.2 Million 0.08% of portfolio
233,001
Q4 2024 Reduced 7.66%
$0
$24.8 Million 0.08% of portfolio
385,304
Q4 2024 Added 6.57%
$0
$24.1 Million 0.08% of portfolio
1,040,393
Q4 2024 Reduced 12.7%
$0
$25 Million 0.08% of portfolio
436,575
Q4 2024 Reduced 0.4%
$0
$22.8 Million 0.08% of portfolio
303,870
Q4 2024 Reduced 0.78%
$0
$24.2 Million 0.08% of portfolio
281,703
Q4 2024 Reduced 1.76%
$0
$22.8 Million 0.08% of portfolio
460,175
Q4 2024 Added 3.59%
$0
$22.8 Million 0.08% of portfolio
507,069
Q4 2024 Added 27.09%
$0
$23.6 Million 0.08% of portfolio
300,620
Q4 2024 Reduced 0.25%
$177B
$24.4 Million 0.08% of portfolio
130,107
Q4 2024 Added 3.17%

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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