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
$534,000 0.0% of portfolio
24,514
Q1 2025 Added 26.67%
$0
$854,000 0.0% of portfolio
38,377
Q1 2025 Added 4.05%
$2.03B
$470,000 0.0% of portfolio
15,065
Q1 2025 New
Ishares
-
$385,000 0.0% of portfolio
-
Q1 2025 Added 44.51%
Ishares Ethereum
-
$1.29 Million 0.0% of portfolio
-
Q1 2025 Reduced 2.91%
$5.77B
$262,000 0.0% of portfolio
2,497
Q1 2025 Reduced 3.63%
$730M
$313,000 0.0% of portfolio
53,800
Q1 2025 Added 231.48%
$27.8B
$1.32 Million 0.0% of portfolio
9,683
Q1 2025 Reduced 35.13%
$0
$901,000 0.0% of portfolio
18,696
Q1 2025 Added 4.02%
$0
$1.04 Million 0.0% of portfolio
16,884
Q1 2025 Added 22.77%
$0
$410,000 0.0% of portfolio
7,167
Q1 2025 Reduced 2.52%
$0
$288,000 0.0% of portfolio
5,135
Q1 2025 Reduced 10.8%
$0
$203,000 0.0% of portfolio
2,832
Q1 2025 Reduced 69.89%
$0
$424,000 0.0% of portfolio
8,980
Q1 2025 Reduced 16.83%
$0
$247,000 0.0% of portfolio
4,683
Q1 2025 Reduced 6.73%
$0
$332,000 0.0% of portfolio
5,243
Q1 2025 Reduced 14.01%
$0
$1.14 Million 0.0% of portfolio
26,172
Q1 2025 Added 3.47%
J P Morgan Exchange Traded
-
$641,000 0.0% of portfolio
-
Q1 2025 Added 107.91%
J P Morgan Exchange Traded F Jpmorgan
-
$232,000 0.0% of portfolio
-
Q1 2025 New
J P Morgan Exchange Traded F Jpmorgam
-
$914,000 0.0% of portfolio
-
Q1 2025 Added 6.77%
J P Morgan Exchange Traded
-
$311,000 0.0% of portfolio
-
Q1 2025 Reduced 18.76%
Dakota
-
$19,000 0.0% of portfolio
-
Q1 2025 Reduced 34.83%
$49.1B
$248,000 0.0% of portfolio
6,030
Q1 2025 New
$12.1B
$222,000 0.0% of portfolio
4,140
Q1 2025 Reduced 54.94%
$304M
$70,000 0.0% of portfolio
11,698
Q4 2024 Reduced 0.02%
$1.3B
$168,000 0.0% of portfolio
34,847
Q1 2025 Added 5.52%
$0
$776,000 0.0% of portfolio
11,507
Q1 2025 Reduced 14.69%
$0
$380,000 0.0% of portfolio
16,975
Q1 2025 New
$0
$312,000 0.0% of portfolio
8,375
Q1 2025 Reduced 25.24%
$0
$1.44 Million 0.0% of portfolio
41,159
Q1 2025 Reduced 1.39%
$11.4B
$530,000 0.0% of portfolio
2,138
Q1 2025 Added 17.21%
$322M
$22,000 0.0% of portfolio
10,168
Q1 2025 Reduced 65.8%
$30.3B
$204,000 0.0% of portfolio
3,763
Q1 2025 Reduced 2.82%
$0
$1.46 Million 0.0% of portfolio
118,474
Q1 2025 Added 3.38%
$1.19B
$701,000 0.0% of portfolio
11,570
Q1 2025 Added 0.31%
$47.6B
$1.13 Million 0.0% of portfolio
32,867
Q1 2025 Reduced 0.66%
$28.5B
$880,000 0.0% of portfolio
5,874
Q1 2025 Reduced 14.39%
$4.1B
$203,000 0.0% of portfolio
6,205
Q1 2025 Added 23.19%
$838M
$257,000 0.0% of portfolio
18,372
Q1 2025 Added 2.47%
$12.9B
$633,000 0.0% of portfolio
29,796
Q1 2025 Reduced 2.02%
$10.9B
$1.27 Million 0.0% of portfolio
2,614
Q1 2025 Added 10.76%
$4.97B
$538,000 0.0% of portfolio
24,052
Q1 2025 Reduced 6.33%
Knife River
-
$771,000 0.0% of portfolio
-
Q1 2025 Reduced 4.6%
$6.84B
$459,000 0.0% of portfolio
10,553
Q1 2025 Added 0.71%
$960M
$121,000 0.0% of portfolio
14,762
Q1 2025 Added 14.32%
$19.7B
$437,000 0.0% of portfolio
17,203
Q1 2025 Reduced 8.16%
$152M
$20,000 0.0% of portfolio
20,940
Q1 2025 Added 4.99%
$0
$857,000 0.0% of portfolio
24,539
Q1 2025 Added 12.95%
$0
$601,000 0.0% of portfolio
32,192
Q1 2025 Added 74.24%

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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