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
$67.4B
$18 Million 0.06% of portfolio
611,952
Q1 2025 Reduced 2.65%
Capital Group Dividend Growe
-
$18.7 Million 0.06% of portfolio
-
Q1 2025 Added 24.82%
$152B
$16.9 Million 0.06% of portfolio
458,223
Q1 2025 Reduced 0.96%
$99.7B
$18 Million 0.06% of portfolio
89,356
Q1 2025 Added 26.41%
$0
$17.3 Million 0.06% of portfolio
318,321
Q1 2025 Added 9.62%
$75.9B
$16.7 Million 0.06% of portfolio
152,407
Q1 2025 Added 17.7%
$90.7B
$16.5 Million 0.06% of portfolio
371,982
Q1 2025 Added 2.99%
$0
$19 Million 0.06% of portfolio
884,945
Q1 2025 Reduced 2.87%
$79.5B
$17.1 Million 0.06% of portfolio
77,362
Q1 2025 Reduced 10.38%
$56.3B
$17.8 Million 0.06% of portfolio
272,556
Q1 2025 Reduced 2.59%
$0
$17.2 Million 0.06% of portfolio
135,611
Q1 2025 Reduced 19.79%
$0
$18.6 Million 0.06% of portfolio
259,238
Q1 2025 Added 9.35%
$0
$17.3 Million 0.06% of portfolio
219,256
Q1 2025 Added 45.37%
$0
$18.8 Million 0.06% of portfolio
612,929
Q1 2025 Reduced 10.32%
$0
$17.5 Million 0.06% of portfolio
127,472
Q1 2025 Added 1.56%
$0
$18.9 Million 0.06% of portfolio
156,404
Q1 2025 Added 7.25%
$0
$17.3 Million 0.06% of portfolio
278,747
Q1 2025 Added 0.48%
$0
$18.7 Million 0.06% of portfolio
414,520
Q1 2025 Reduced 3.44%
$0
$17.1 Million 0.06% of portfolio
209,215
Q1 2025 Reduced 2.24%
$0
$17.8 Million 0.06% of portfolio
348,026
Q1 2025 Added 76.81%
$0
$18.6 Million 0.06% of portfolio
291,324
Q1 2025 Added 5.65%
$0
$18 Million 0.06% of portfolio
389,386
Q1 2025 Added 28.08%
$0
$18.4 Million 0.06% of portfolio
390,685
Q1 2025 Reduced 3.4%
$63B
$16.6 Million 0.06% of portfolio
582,712
Q1 2025 Added 15.97%
$225B
$19.1 Million 0.06% of portfolio
164,055
Q1 2025 Added 10.68%
$0
$19 Million 0.06% of portfolio
468,325
Q1 2025 Reduced 4.46%
$0
$16.7 Million 0.06% of portfolio
522,881
Q1 2025 Added 1.94%
$0
$16.7 Million 0.06% of portfolio
845,466
Q1 2025 Reduced 2.3%
$0
$17.3 Million 0.06% of portfolio
94,343
Q1 2025 Added 8.81%
$0
$17.8 Million 0.06% of portfolio
680,120
Q1 2025 Reduced 3.45%
$0
$17.2 Million 0.06% of portfolio
210,157
Q1 2025 Reduced 30.09%
$0
$17 Million 0.06% of portfolio
129,668
Q1 2025 Reduced 11.03%
$196B
$18.1 Million 0.06% of portfolio
22,747
Q1 2025 Reduced 5.6%
$86.4B
$19.2 Million 0.06% of portfolio
54,881
Q1 2025 Added 0.79%
$127B
$17.5 Million 0.06% of portfolio
183,767
Q1 2025 Reduced 3.17%
$177B
$16.4 Million 0.06% of portfolio
91,221
Q1 2025 Reduced 29.89%
$156B
$19 Million 0.06% of portfolio
38,154
Q1 2025 Added 1.84%
$137B
$16.3 Million 0.06% of portfolio
69,018
Q1 2025 Added 1.37%
$72.4B
$18.4 Million 0.06% of portfolio
166,943
Q1 2025 Added 12.61%
$0
$18.1 Million 0.06% of portfolio
105,873
Q1 2025 Reduced 8.63%
$0
$18.8 Million 0.06% of portfolio
321,018
Q1 2025 Reduced 0.11%
$0
$18.6 Million 0.06% of portfolio
313,119
Q1 2025 Added 13.34%
$132B
$17 Million 0.06% of portfolio
62,528
Q1 2025 Reduced 15.37%
$118B
$16.3 Million 0.06% of portfolio
53,980
Q1 2025 Reduced 1.03%
$65.3B
$13.4 Million 0.05% of portfolio
120,957
Q1 2025 Added 30.83%
$4.65B
$16 Million 0.05% of portfolio
538,094
Q1 2025 Added 4.4%
$52.3B
$15.4 Million 0.05% of portfolio
140,864
Q1 2025 Added 8.53%
$89.9B
$14.5 Million 0.05% of portfolio
33,304
Q1 2025 Added 9.54%
Blackrock ETF Trust
-
$15.7 Million 0.05% of portfolio
-
Q1 2025 Added 11.11%

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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