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
$626,000 0.0% of portfolio
34,895
Q1 2025 Reduced 2.7%
$178M
$34,000 0.0% of portfolio
16,128
Q1 2025 Reduced 11.34%
$6.65B
$937,000 0.0% of portfolio
20,870
Q1 2025 Reduced 15.57%
$49.4M
$3,000 0.0% of portfolio
10,000
Q1 2023 New
Tidal Tr Ii Yieldmax Amd
-
$160,000 0.0% of portfolio
-
Q1 2025 Added 31.98%
Tidal Tr Ii Yieldmax
-
$375,000 0.0% of portfolio
-
Q1 2025 New
Tidal Tr Ii Yieldmax
-
$582,000 0.0% of portfolio
-
Q1 2025 Added 52.76%
Tidal Tr Ii Yieldmax
-
$346,000 0.0% of portfolio
-
Q1 2025 Added 39.82%
Tidal Tr Ii Yieldmax Amzn
-
$366,000 0.0% of portfolio
-
Q1 2025 Added 9.05%
Tidal Tr Ii Yieldmax
-
$216,000 0.0% of portfolio
-
Q1 2025 Added 5.48%
Tidal ETF Tr Unusual
-
$279,000 0.0% of portfolio
-
Q1 2025 Added 2.58%
$0
$1.06 Million 0.0% of portfolio
58,700
Q1 2025 Reduced 68.14%
Tidal Tr Ii Clockwise
-
$847,000 0.0% of portfolio
-
Q1 2025 Reduced 2.26%
Tidal Tr Ii Yieldmax
-
$291,000 0.0% of portfolio
-
Q1 2025 Added 25.41%
Tidal Tr Ii Roundhill
-
$232,000 0.0% of portfolio
-
Q1 2025 New
Tidal Tr Ii Yieldmax
-
$234,000 0.0% of portfolio
-
Q1 2025 Added 5.4%
$5.13B
$268,000 0.0% of portfolio
3,735
Q1 2025 Reduced 2.4%
$994M
$235,000 0.0% of portfolio
17,610
Q1 2025 Added 5.0%
$0
$1.36 Million 0.0% of portfolio
47,328
Q1 2025 Reduced 2.84%
$13.7B
$511,000 0.0% of portfolio
15,418
Q1 2025 Added 17.48%
$12.3B
$1.21 Million 0.0% of portfolio
11,411
Q1 2025 Added 16.1%
$10.2B
$694,000 0.0% of portfolio
2,276
Q1 2025 Reduced 3.68%
$7.24B
$1.03 Million 0.0% of portfolio
14,199
Q1 2025 Added 1.23%
$2.39B
$546,000 0.0% of portfolio
15,983
Q1 2025 Reduced 0.55%
$3.93B
$787,000 0.0% of portfolio
11,692
Q1 2025 Added 65.87%
$3.98B
$212,000 0.0% of portfolio
4,585
Q1 2025 Reduced 65.3%
$1.17B
$421,000 0.0% of portfolio
15,537
Q1 2025 Reduced 0.92%
$17.8B
$1.26 Million 0.0% of portfolio
19,239
Q1 2025 Reduced 20.05%
$0
$635,000 0.0% of portfolio
9,936
Q1 2025 Reduced 16.36%
Trinity Biotech PLC Spons
-
$13,000 0.0% of portfolio
-
Q1 2024 New
$35.8B
$690,000 0.0% of portfolio
10,856
Q1 2025 New
$0
$92,000 0.0% of portfolio
13,132
Q1 2025 Added 16.22%
$1.57B
$269,000 0.0% of portfolio
4,648
Q1 2025 Reduced 2.72%
Trisalus Life Sciences
-
$86,000 0.0% of portfolio
-
Q4 2023 New
Trust For Professional Manag Activepassive
-
$794,000 0.0% of portfolio
-
Q1 2025 Added 100.26%
Trust For Professional Manag Activepassive
-
$396,000 0.0% of portfolio
-
Q1 2025 Added 79.43%
Trust For Professional Manag Activepassive
-
$413,000 0.0% of portfolio
-
Q1 2025 New
$0
$415,000 0.0% of portfolio
18,898
Q1 2025 Added 15.25%
$2.09B
$942,000 0.0% of portfolio
27,315
Q1 2025 Added 4.12%
Two Hbrs
-
$370,000 0.0% of portfolio
-
Q1 2025 Added 109.91%
$0
$514,000 0.0% of portfolio
22,845
Q1 2025 Added 9.72%
$0
$1.06 Million 0.0% of portfolio
34,038
Q1 2025 Added 1.84%
$0
$1.06 Million 0.0% of portfolio
26,547
Q1 2025 Reduced 15.4%
$0
$1.09 Million 0.0% of portfolio
35,768
Q1 2025 Added 13.26%
$0
$585,000 0.0% of portfolio
14,816
Q1 2025 Reduced 28.45%
$13.4B
$222,000 0.0% of portfolio
4,923
Q1 2025 Reduced 1.48%
$4.86B
$672,000 0.0% of portfolio
6,648
Q1 2025 Reduced 1.32%
$102M
$497,000 0.0% of portfolio
54,669
Q1 2025 Added 9.32%
$5.69B
$747,000 0.0% of portfolio
72,552
Q1 2025 Added 0.52%

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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