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
$0
$23.7 Million 0.08% of portfolio
413,322
Q4 2024 Added 11.86%
$0
$24.2 Million 0.08% of portfolio
114,582
Q4 2024 Reduced 48.9%
$0
$25.2 Million 0.08% of portfolio
323,509
Q4 2024 Reduced 1.04%
$95B
$23.7 Million 0.08% of portfolio
117,444
Q4 2024 Added 2.04%
$108B
$24.5 Million 0.08% of portfolio
73,881
Q4 2024 Reduced 7.09%
$125B
$21 Million 0.07% of portfolio
128,984
Q4 2024 Reduced 4.3%
$0
$22.1 Million 0.07% of portfolio
1,008,411
Q4 2024 Added 4.39%
$61.9B
$20.3 Million 0.07% of portfolio
628,578
Q4 2024 Reduced 0.11%
$134B
$22 Million 0.07% of portfolio
222,189
Q4 2024 Added 21.79%
$74.3B
$21.4 Million 0.07% of portfolio
681,840
Q4 2024 Added 3.77%
-
$21.3 Million 0.07% of portfolio
-
Q4 2024 Reduced 5.53%
$0
$22 Million 0.07% of portfolio
451,040
Q4 2024 Reduced 0.66%
$74.8B
$22 Million 0.07% of portfolio
83,508
Q4 2024 Reduced 4.02%
$0
$21.8 Million 0.07% of portfolio
1,197,506
Q4 2024 Added 5.2%
$186B
$21.8 Million 0.07% of portfolio
37,996
Q4 2024 Added 3.89%
$45.8B
$20.7 Million 0.07% of portfolio
279,805
Q4 2024 Reduced 3.25%
$0
$21 Million 0.07% of portfolio
159,637
Q4 2024 Added 11.15%
$0
$21.5 Million 0.07% of portfolio
201,173
Q4 2024 Added 33.24%
$0
$20.8 Million 0.07% of portfolio
180,301
Q4 2024 Reduced 10.44%
$0
$21.5 Million 0.07% of portfolio
683,449
Q4 2024 Reduced 2.93%
$0
$19.7 Million 0.07% of portfolio
386,856
Q4 2024 Reduced 0.85%
$0
$20 Million 0.07% of portfolio
282,158
Q4 2024 Reduced 39.94%
J P Morgan Exchange Traded
-
$20.6 Million 0.07% of portfolio
-
Q4 2024 Reduced 0.93%
$0
$21.2 Million 0.07% of portfolio
432,859
Q4 2024 Added 1.73%
$0
$19.9 Million 0.07% of portfolio
519,509
Q4 2024 Added 32.32%
-
$20.1 Million 0.07% of portfolio
-
Q4 2024 Added 12.34%
$0
$20.1 Million 0.07% of portfolio
258,014
Q4 2024 Reduced 9.61%
$0
$19.5 Million 0.07% of portfolio
704,399
Q4 2024 Added 197.34%
$0
$22.4 Million 0.07% of portfolio
99,855
Q4 2024 Added 2.66%
$0
$20.6 Million 0.07% of portfolio
212,504
Q4 2024 Added 6.89%
$115B
$20.2 Million 0.07% of portfolio
189,776
Q4 2024 Reduced 18.92%
$195B
$19.5 Million 0.07% of portfolio
37,463
Q4 2024 Added 12.1%
$0
$20.5 Million 0.07% of portfolio
198,309
Q4 2024 Added 27.32%
$0
$22 Million 0.07% of portfolio
135,708
Q4 2024 Reduced 9.58%
$0
$20.3 Million 0.07% of portfolio
467,085
Q4 2024 Added 0.9%
$8.96B
$20.4 Million 0.07% of portfolio
393,194
Q4 2024 Reduced 24.65%
$0
$18.5 Million 0.06% of portfolio
191,501
Q4 2024 Reduced 9.56%
Blackrock
-
$18.9 Million 0.06% of portfolio
-
Q4 2024 New
$162B
$17.4 Million 0.06% of portfolio
462,644
Q4 2024 Added 3.76%
$0
$18.4 Million 0.06% of portfolio
288,887
Q4 2024 Added 9.63%
$0
$16.6 Million 0.06% of portfolio
358,104
Q4 2024 Added 29.73%
$0
$17.1 Million 0.06% of portfolio
90,643
Q4 2024 Reduced 8.15%
$0
$17.5 Million 0.06% of portfolio
379,121
Q4 2024 Added 13.05%
$0
$19 Million 0.06% of portfolio
911,128
Q4 2024 Added 19.13%
$0
$19.1 Million 0.06% of portfolio
243,887
Q4 2024 Added 6.45%
$79.5B
$17.7 Million 0.06% of portfolio
86,320
Q4 2024 Added 7.43%
$75.9B
$18.8 Million 0.06% of portfolio
198,913
Q4 2024 Added 59.66%
$0
$16.8 Million 0.06% of portfolio
136,159
Q4 2024 Reduced 1.95%
$0
$18.8 Million 0.06% of portfolio
187,490
Q4 2024 Added 40.68%

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
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email