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
$9.63B
$965,000 0.0% of portfolio
15,856
Q1 2025 Reduced 44.5%
$13.8B
$1.36 Million 0.0% of portfolio
7,748
Q1 2025 Added 4.0%
$32.2B
$1.38 Million 0.0% of portfolio
2,385
Q1 2025 Reduced 74.54%
Morgan Stanley Direct Lendin
-
$274,000 0.0% of portfolio
-
Q1 2025 New
Morgan Stanley ETF Trust Calvert
-
$612,000 0.0% of portfolio
-
Q1 2025 New
Morgan Stanley ETF Trust Calvert
-
$552,000 0.0% of portfolio
-
Q1 2025 Reduced 3.05%
Morgan Stanley ETF Trust Calvert
-
$200,000 0.0% of portfolio
-
Q1 2025 New
Morgan Stanley ETF Trust Calvert Ult
-
$383,000 0.0% of portfolio
-
Q1 2025 Added 4.23%
Morgan Stanley ETF Trust Eaton Vance
-
$1.14 Million 0.0% of portfolio
-
Q1 2025 Added 73.21%
Morgan Stanley ETF Trust Eaton Vance
-
$1.03 Million 0.0% of portfolio
-
Q1 2025 Added 72.51%
$4.18B
$586,000 0.0% of portfolio
7,699
Q1 2025 Added 22.91%
$3.65B
$217,000 0.0% of portfolio
8,555
Q1 2025 New
$10.5B
$575,000 0.0% of portfolio
4,807
Q1 2025 Reduced 32.2%
$1.7B
$213,000 0.0% of portfolio
4,968
Q1 2025 Added 3.91%
$5.7B
$401,000 0.0% of portfolio
105,249
Q1 2025 Reduced 1.53%
$332M
$312,000 0.0% of portfolio
4,895
Q3 2024 Reduced 3.51%
$1B
$493,000 0.0% of portfolio
21,421
Q1 2025 Reduced 1.59%
$16.7B
$239,000 0.0% of portfolio
1,691
Q1 2025 Added 0.71%
$7.84B
$1.04 Million 0.0% of portfolio
13,184
Q1 2025 Added 5.71%
$51.9B
$907,000 0.0% of portfolio
13,826
Q1 2025 Added 3.75%
$3.16B
$544,000 0.0% of portfolio
7,361
Q1 2025 Reduced 7.13%
$7.53B
$1.22 Million 0.0% of portfolio
28,609
Q1 2025 Reduced 30.33%
$2.97B
$810,000 0.0% of portfolio
20,546
Q1 2025 Reduced 0.75%
$1.59B
$92,000 0.0% of portfolio
135,980
Q1 2025 Added 7.28%
$145M
$26,000 0.0% of portfolio
18,000
Q1 2025 New
$22.3B
$957,000 0.0% of portfolio
10,896
Q1 2025 Reduced 4.13%
$84.5B
$439,000 0.0% of portfolio
4,263
Q1 2025 Reduced 11.22%
$0
$142,000 0.0% of portfolio
13,646
Q1 2025 Added 5.24%
$0
$242,000 0.0% of portfolio
26,869
Q1 2025 Added 7.5%
$10.7M
$69,000 0.0% of portfolio
81,000
Q1 2025 New
$0
$39,000 0.0% of portfolio
11,820
Q4 2024 Reduced 11.26%
$215M
$299,000 0.0% of portfolio
272,656
Q1 2025 Added 18.97%
Flagstar
-
$498,000 0.0% of portfolio
-
Q1 2025 Reduced 5.65%
-
$214,000 0.0% of portfolio
-
Q3 2024 New
$2.24B
$142,000 0.0% of portfolio
22,866
Q1 2025 Added 2.86%
$256M
$153,000 0.0% of portfolio
12,780
Q1 2025 Added 8.31%
Nextracker Inc Class
-
$210,000 0.0% of portfolio
-
Q1 2025 New
-
$1.25 Million 0.0% of portfolio
-
Q1 2025 Added 20.59%
$3.16B
$178,000 0.0% of portfolio
39,726
Q1 2025 Added 11.43%
$759M
$233,000 0.0% of portfolio
24,566
Q1 2025 Added 85.88%
$201M
$1.25 Million 0.0% of portfolio
81,794
Q1 2025 Reduced 33.37%
$1.45B
$864,000 0.0% of portfolio
70,971
Q1 2025 Added 94.49%
$232M
$45,000 0.0% of portfolio
10,000
Q1 2025 New
$28.8B
$385,000 0.0% of portfolio
73,111
Q1 2025 Added 2.5%
$3.92B
$332,000 0.0% of portfolio
13,593
Q1 2025 New
$47.8M
$58,000 0.0% of portfolio
12,061
Q1 2025 Reduced 5.66%
$742M
$456,000 0.0% of portfolio
396,295
Q1 2025 Added 0.06%
-
$477,000 0.0% of portfolio
-
Q1 2025 Reduced 11.53%
$0
$1.05 Million 0.0% of portfolio
36,509
Q1 2025 Added 10.37%

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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