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
$104B
$16 Million 0.05% of portfolio
535,544
Q2 2025 Added 2.74%
Blackrock ETF Trust
-
$17.4 Million 0.05% of portfolio
-
Q2 2025 Added 9.73%
Blackrock ETF Trust
-
$16.1 Million 0.05% of portfolio
-
Q2 2025 Added 1,557.42%
$99.3B
$17.9 Million 0.05% of portfolio
386,312
Q2 2025 Reduced 16.41%
$186B
$15.3 Million 0.05% of portfolio
180,139
Q2 2025 Added 13.66%
$150B
$16.1 Million 0.05% of portfolio
450,532
Q2 2025 Reduced 1.68%
$31.9B
$17.4 Million 0.05% of portfolio
141,817
Q2 2025 Added 10.12%
$0
$16.7 Million 0.05% of portfolio
261,819
Q2 2025 Added 18.29%
Dimensional ETF Trust
-
$15.3 Million 0.05% of portfolio
-
Q2 2025 Added 18.48%
$48.2B
$16.2 Million 0.05% of portfolio
285,875
Q2 2025 Reduced 1.57%
$0
$17.6 Million 0.05% of portfolio
318,157
Q2 2025 Reduced 0.05%
$0
$16 Million 0.05% of portfolio
768,888
Q2 2025 Added 53.11%
$97.8B
$16.6 Million 0.05% of portfolio
367,463
Q2 2025 Reduced 1.21%
$0
$16.2 Million 0.05% of portfolio
202,760
Q2 2025 Added 49.11%
$0
$16 Million 0.05% of portfolio
304,328
Q2 2025 Added 9.26%
Fidelity Covington Trust
-
$17.3 Million 0.05% of portfolio
-
Q2 2025 Added 25.91%
$0
$16.6 Million 0.05% of portfolio
296,337
Q2 2025 Added 121.03%
$0
$16.2 Million 0.05% of portfolio
133,567
Q2 2025 Reduced 7.65%
$0
$15.1 Million 0.05% of portfolio
329,623
Q2 2025 Reduced 24.2%
$0
$17.9 Million 0.05% of portfolio
835,275
Q2 2025 Reduced 5.61%
First Tr Exchange Traded
-
$16.9 Million 0.05% of portfolio
-
Q2 2025 Added 58.46%
-
$17 Million 0.05% of portfolio
-
Q2 2025 Added 2.36%
$0
$15.6 Million 0.05% of portfolio
684,255
Q2 2025 Added 25.23%
$0
$15.9 Million 0.05% of portfolio
240,105
Q2 2025 Added 9.76%
-
$15.4 Million 0.05% of portfolio
-
Q2 2025 Reduced 29.92%
$0
$17.2 Million 0.05% of portfolio
649,420
Q2 2025 Reduced 34.62%
$46.2B
$16.9 Million 0.05% of portfolio
1,552,996
Q2 2025 Reduced 0.75%
$0
$15 Million 0.05% of portfolio
277,069
Q2 2025 Added 17.61%
$145B
$18.1 Million 0.05% of portfolio
162,846
Q2 2025 Reduced 14.64%
$0
$16.4 Million 0.05% of portfolio
148,689
Q2 2025 Added 28.58%
$0
$16.4 Million 0.05% of portfolio
388,865
Q2 2025 Added 1.29%
$0
$16.5 Million 0.05% of portfolio
321,409
Q2 2025 Added 1,125.91%
$0
$15.5 Million 0.05% of portfolio
791,502
Q2 2025 Added 11.84%
$0
$17.7 Million 0.05% of portfolio
219,297
Q2 2025 Added 0.02%
$0
$15.9 Million 0.05% of portfolio
518,576
Q2 2025 Reduced 15.39%
$0
$17.8 Million 0.05% of portfolio
468,485
Q2 2025 Reduced 39.83%
$0
$17.6 Million 0.05% of portfolio
197,306
Q2 2025 Reduced 5.69%
$59.5B
$17 Million 0.05% of portfolio
577,668
Q2 2025 Reduced 0.87%
Lam Research
-
$16 Million 0.05% of portfolio
-
Q2 2025 Reduced 5.28%
Litman Gregory Fds Tr Polen
-
$16.3 Million 0.05% of portfolio
-
Q2 2025 Reduced 3.12%
$0
$17.3 Million 0.05% of portfolio
488,119
Q2 2025 Reduced 6.65%
Pimco
-
$16.1 Million 0.05% of portfolio
-
Q2 2025 Added 59.65%
$0
$16.9 Million 0.05% of portfolio
420,775
Q2 2025 Added 22.96%
$0
$15.5 Million 0.05% of portfolio
27,377
Q2 2025 Reduced 0.74%
$0
$15.1 Million 0.05% of portfolio
597,667
Q2 2025 Added 6.85%
$0
$15.3 Million 0.05% of portfolio
463,904
Q2 2025 Added 19.6%
$0
$16.5 Million 0.05% of portfolio
686,144
Q2 2025 Added 12.15%
$0
$17.8 Million 0.05% of portfolio
120,860
Q2 2025 Reduced 6.79%
$164B
$17.6 Million 0.05% of portfolio
142,527
Q2 2025 Added 15.47%

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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