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
$824,000 0.0% of portfolio
24,151
Q1 2025 Reduced 16.42%
$0
$963,000 0.0% of portfolio
25,514
Q1 2025 Reduced 7.59%
Northern Lights Fd Tr Ocean Park
-
$924,000 0.0% of portfolio
-
Q1 2025 Added 12.14%
Northern Lights Fd Tr Ocean Pk
-
$1.09 Million 0.0% of portfolio
-
Q1 2025 Reduced 5.95%
$2.47B
$408,000 0.0% of portfolio
13,496
Q1 2025 Reduced 6.85%
$1.55B
$273,000 0.0% of portfolio
22,741
Q1 2025 Added 45.26%
$1.38B
$1.02 Million 0.0% of portfolio
23,956
Q1 2025 Added 3.65%
$14.3B
$275,000 0.0% of portfolio
10,347
Q1 2025 Reduced 67.77%
$16.7B
$561,000 0.0% of portfolio
8,034
Q1 2025 Reduced 3.48%
$0
$240,000 0.0% of portfolio
25,707
Q1 2025 Added 0.04%
$0
$268,000 0.0% of portfolio
32,388
Q1 2025 Reduced 0.38%
$0
$224,000 0.0% of portfolio
18,971
Q1 2025 Reduced 17.2%
$0
$1.44 Million 0.0% of portfolio
120,264
Q1 2025 Added 32.68%
$0
$1.17 Million 0.0% of portfolio
107,294
Q1 2025 Reduced 5.95%
$0
$517,000 0.0% of portfolio
37,649
Q1 2025 Added 4.25%
$0
$469,000 0.0% of portfolio
19,756
Q1 2025 Reduced 1.25%
$0
$410,000 0.0% of portfolio
76,196
Q1 2025 Reduced 7.93%
$0
$551,000 0.0% of portfolio
42,558
Q1 2025 Added 0.34%
$0
$302,000 0.0% of portfolio
25,147
Q1 2025 Added 6.3%
$0
$300,000 0.0% of portfolio
15,227
Q1 2025 Reduced 6.39%
$0
$891,000 0.0% of portfolio
61,460
Q1 2025 Added 27.03%
Nuveen
-
$140,000 0.0% of portfolio
-
Q1 2025 Reduced 26.57%
$32.8B
$903,000 0.0% of portfolio
18,182
Q1 2025 Reduced 4.1%
$0
$297,000 0.0% of portfolio
28,988
Q4 2024 Reduced 4.29%
$0
$505,000 0.0% of portfolio
47,227
Q1 2025 Added 22.13%
$0
$255,000 0.0% of portfolio
13,612
Q1 2025 New
$0
$508,000 0.0% of portfolio
34,830
Q1 2025 Added 4.88%
$0
$628,000 0.0% of portfolio
14,643
Q1 2025 Added 11.91%
$0
$401,000 0.0% of portfolio
11,733
Q1 2025 Added 20.91%
$0
$1.13 Million 0.0% of portfolio
36,257
Q1 2025 Reduced 0.98%
Nushares ETF Tr Nuven Aa Bbb
-
$578,000 0.0% of portfolio
-
Q1 2025 New
$0
$258,000 0.0% of portfolio
5,885
Q1 2025 Added 0.09%
$0
$144,000 0.0% of portfolio
12,814
Q1 2025 Added 19.57%
$115M
$168,000 0.0% of portfolio
18,090
Q1 2025 Reduced 1.36%
Oaktree Specialty Lending
-
$452,000 0.0% of portfolio
-
Q1 2025 Added 2.97%
$2.14B
$275,000 0.0% of portfolio
12,605
Q1 2025 Reduced 42.75%
$6.01B
$927,000 0.0% of portfolio
43,737
Q1 2025 Added 0.28%
$11.5B
$1.2 Million 0.0% of portfolio
30,672
Q1 2025 Reduced 0.87%
$2.65B
$429,000 0.0% of portfolio
17,699
Q1 2025 Reduced 34.63%
$7.62B
$273,000 0.0% of portfolio
2,343
Q1 2025 Reduced 23.58%
$198M
$91,000 0.0% of portfolio
11,099
Q1 2025 Added 0.05%
$22.9B
$1.14 Million 0.0% of portfolio
27,924
Q1 2025 Reduced 7.03%
$3.9B
$428,000 0.0% of portfolio
5,667
Q1 2025 Reduced 48.3%
$4.76B
$886,000 0.0% of portfolio
7,300
Q4 2024 Reduced 7.56%
$333M
$22,000 0.0% of portfolio
21,433
Q1 2025 Reduced 9.61%
$996M
$171,000 0.0% of portfolio
103,110
Q4 2024 Reduced 0.44%
$5.74B
$343,000 0.0% of portfolio
9,812
Q1 2025 Reduced 1.2%
Orchid Is
-
$78,000 0.0% of portfolio
-
Q1 2025 Reduced 18.11%
$2.48B
$642,000 0.0% of portfolio
43,145
Q1 2025 Added 0.57%

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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