Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025

Cambridge Investment Research Advisors, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $32.9 Billion distributed in 3608 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.05B, Apple Inc. with a value of $885M, Nvidia Corp with a value of $874M, Invesco Qqq Trust, Series 1 with a value of $729M, and Vanguard Total Stock Market Et with a value of $620M.

Examining the 13F form we can see an increase of $3.25B in the current position value, from $29.6B to 32.9B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $32.9 Billion
ETFs: $19 Billion
Technology: $3.82 Billion
Financial Services: $1.98 Billion
Consumer Cyclical: $1.21 Billion
Communication Services: $939 Million
Industrials: $892 Million
Healthcare: $851 Million
Consumer Defensive: $755 Million
Other: $1.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.1B
$1.01 Million 0.0% of portfolio
3,225
Q2 2025 Added 47.8%
$3.97B
$202,000 0.0% of portfolio
3,748
Q2 2025 New
$2.89B
$465,000 0.0% of portfolio
6,945
Q2 2025 Added 11.98%
$47.2M
$15,000 0.0% of portfolio
15,985
Q1 2024 Reduced 3.03%
$327M
$212,000 0.0% of portfolio
2,252
Q2 2025 Reduced 1.92%
Mesoblast LTD Spons
-
$110,000 0.0% of portfolio
-
Q2 2025 Reduced 11.08%
$252M
$364,000 0.0% of portfolio
94,813
Q2 2025 Reduced 43.57%
$28.9B
$1.27 Million 0.0% of portfolio
1,083
Q2 2025 Added 2.56%
$0
$373,000 0.0% of portfolio
104,138
Q2 2025 Reduced 80.58%
$0
$86,000 0.0% of portfolio
25,872
Q2 2025 Added 0.33%
$174M
$18,000 0.0% of portfolio
15,454
Q2 2025 Reduced 9.53%
$16.8B
$1.19 Million 0.0% of portfolio
8,062
Q2 2025 Reduced 3.19%
Middlefield Banc
-
$231,000 0.0% of portfolio
-
Q2 2025 Added 0.18%
$936M
$252,000 0.0% of portfolio
4,658
Q2 2025 Added 0.04%
Millrose Pptys
-
$541,000 0.0% of portfolio
-
Q2 2025 Added 55.41%
$809M
$70,000 0.0% of portfolio
11,380
Q2 2025 Reduced 9.9%
$9.57B
$526,000 0.0% of portfolio
19,056
Q2 2025 Reduced 8.74%
$7.2B
$397,000 0.0% of portfolio
4,026
Q2 2025 Added 10.67%
$4.4B
$218,000 0.0% of portfolio
3,501
Q2 2025 Reduced 24.92%
$8.61B
$432,000 0.0% of portfolio
4,116
Q2 2025 Added 15.17%
Moleculin
-
$4,000 0.0% of portfolio
-
Q1 2025 New
$10.6B
$480,000 0.0% of portfolio
1,610
Q2 2025 Reduced 82.55%
$9.91B
$730,000 0.0% of portfolio
15,187
Q2 2025 Reduced 4.22%
$22.7B
$1.63 Million 0.0% of portfolio
7,781
Q2 2025 Added 0.43%
Monogram Technologies
-
$57,000 0.0% of portfolio
-
Q2 2025 New
$40.3B
$1.61 Million 0.0% of portfolio
2,205
Q2 2025 Reduced 7.55%
Morgan Stanley Direct Lendin
-
$214,000 0.0% of portfolio
-
Q2 2025 Reduced 16.89%
Morgan Stanley ETF Trust Calvert
-
$922,000 0.0% of portfolio
-
Q2 2025 Added 34.06%
Morgan Stanley ETF Trust Calvert
-
$589,000 0.0% of portfolio
-
Q2 2025 Reduced 3.79%
Morgan Stanley ETF Trust Calvert Ult
-
$805,000 0.0% of portfolio
-
Q2 2025 Added 109.99%
Morgan Stanley ETF Trust Eaton Vance
-
$970,000 0.0% of portfolio
-
Q2 2025 Reduced 15.43%
$5.43B
$714,000 0.0% of portfolio
8,981
Q2 2025 Added 16.65%
$3.86B
$235,000 0.0% of portfolio
9,786
Q2 2025 Added 14.39%
$15.2B
$532,000 0.0% of portfolio
3,564
Q2 2025 Reduced 25.86%
$3.87B
$238,000 0.0% of portfolio
10,557
Q2 2025 New
$8.84B
$226,000 0.0% of portfolio
557
Q2 2025 New
$1.85B
$206,000 0.0% of portfolio
4,958
Q2 2025 Reduced 0.2%
$10.5B
$880,000 0.0% of portfolio
256,504
Q2 2025 Added 143.71%
$319M
$369,000 0.0% of portfolio
5,009
Q2 2025 Added 2.33%
$1.47B
$640,000 0.0% of portfolio
21,561
Q2 2025 Added 0.65%
$17.1B
$661,000 0.0% of portfolio
3,910
Q2 2025 Added 131.22%
$7.87B
$1.04 Million 0.0% of portfolio
12,229
Q2 2025 Reduced 7.24%
$51.5B
$1.05 Million 0.0% of portfolio
14,055
Q2 2025 Added 1.66%
$3.5B
$597,000 0.0% of portfolio
8,520
Q2 2025 Added 15.75%
$7.56B
$1.28 Million 0.0% of portfolio
29,731
Q2 2025 Added 3.92%
$2.92B
$612,000 0.0% of portfolio
19,119
Q2 2025 Reduced 6.95%
$875M
$523,000 0.0% of portfolio
79,781
Q2 2025 New
Nektar Therapeutics
-
$312,000 0.0% of portfolio
-
Q2 2025 New
$26.8B
$1.13 Million 0.0% of portfolio
10,647
Q2 2025 Reduced 2.29%

Summary

  • Portfolio
  • No. of Stocks 3,608
  • Current Value $32.9 Billion
  • Prior Value $29.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 307 stocks
  • Additional Purchases 1,702 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,528 stocks
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