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
$3.66T
$1.1 Billion 3.66% of portfolio
4,375,474
Q4 2024 Reduced 3.09%
$0
$997 Million 3.33% of portfolio
1,851,218
Q4 2024 Added 0.19%
$267B
$770 Million 2.57% of portfolio
5,731,450
Q4 2024 Added 1.59%
$0
$679 Million 2.27% of portfolio
1,328,813
Q4 2024 Added 3.97%
$0
$617 Million 2.06% of portfolio
1,048,044
Q4 2024 Added 0.26%
$0
$574 Million 1.92% of portfolio
1,981,655
Q4 2024 Added 4.75%
$1.98T
$518 Million 1.73% of portfolio
2,359,789
Q4 2024 Added 0.21%
$2.83T
$500 Million 1.67% of portfolio
1,186,757
Q4 2024 Reduced 1.36%
$0
$375 Million 1.25% of portfolio
6,356,658
Q4 2024 Added 1.18%
$0
$340 Million 1.13% of portfolio
579,578
Q4 2024 Reduced 0.48%
$641B
$311 Million 1.04% of portfolio
686,400
Q4 2024 Added 1.17%
$0
$251 Million 0.84% of portfolio
4,450,722
Q4 2024 Reduced 1.09%
$0
$212 Million 0.71% of portfolio
2,944,347
Q4 2024 Reduced 2.67%
$701B
$203 Million 0.68% of portfolio
501,898
Q4 2024 Reduced 0.63%
$0
$194 Million 0.65% of portfolio
7,099,962
Q4 2024 Added 217.46%
$0
$190 Million 0.64% of portfolio
3,781,153
Q4 2024 Added 118.24%
$1.04T
$182 Million 0.61% of portfolio
962,847
Q4 2024 Reduced 1.52%
$0
$176 Million 0.59% of portfolio
897,884
Q4 2024 Added 0.89%
$0
$175 Million 0.59% of portfolio
1,034,396
Q4 2024 Added 1.47%
$1.02T
$170 Million 0.57% of portfolio
890,696
Q4 2024 Reduced 1.23%
$0
$171 Million 0.57% of portfolio
3,493,367
Q4 2024 Added 38.8%
$1.41T
$169 Million 0.56% of portfolio
288,202
Q4 2024 Added 2.22%
$0
$156 Million 0.52% of portfolio
4,431,776
Q4 2024 Added 17.01%
$74.7B
$146 Million 0.49% of portfolio
630,994
Q4 2024 Reduced 4.97%
$681B
$143 Million 0.48% of portfolio
596,971
Q4 2024 Reduced 0.9%
$0
$133 Million 0.45% of portfolio
2,257,151
Q4 2024 Added 8.09%
$91.8B
$131 Million 0.44% of portfolio
540,080
Q4 2024 Reduced 1.73%
$0
$129 Million 0.43% of portfolio
1,335,559
Q4 2024 Added 3.16%
$466B
$125 Million 0.42% of portfolio
1,159,246
Q4 2024 Reduced 0.58%
$0
$123 Million 0.41% of portfolio
1,387,572
Q4 2024 Reduced 5.09%
$788B
$123 Million 0.41% of portfolio
159,203
Q4 2024 Reduced 3.42%
$0
$124 Million 0.41% of portfolio
1,798,653
Q4 2024 Added 9.71%
$0
$122 Million 0.41% of portfolio
1,332,775
Q4 2024 Added 7.56%
$0
$121 Million 0.41% of portfolio
2,538,600
Q4 2024 Added 0.84%
$0
$119 Million 0.4% of portfolio
676,391
Q4 2024 Added 2.87%
$0
$120 Million 0.4% of portfolio
1,200,856
Q4 2024 Added 40.1%
$558B
$115 Million 0.39% of portfolio
365,055
Q4 2024 Reduced 2.51%
$414B
$114 Million 0.38% of portfolio
124,596
Q4 2024 Added 1.08%
$0
$113 Million 0.38% of portfolio
1,970,127
Q4 2024 Added 1.19%
$0
$114 Million 0.38% of portfolio
489,994
Q4 2024 Reduced 17.99%
$238B
$113 Million 0.38% of portfolio
1,247,501
Q4 2024 Added 5.85%
$0
$110 Million 0.37% of portfolio
858,694
Q4 2024 Added 6.78%
$418B
$108 Million 0.36% of portfolio
645,252
Q4 2024 Added 2.18%
$0
$104 Million 0.35% of portfolio
1,025,189
Q4 2024 Added 2.97%
$0
$106 Million 0.35% of portfolio
559,197
Q4 2024 Reduced 1.46%
$0
$102 Million 0.34% of portfolio
574,129
Q4 2024 Reduced 5.58%
$0
$101 Million 0.34% of portfolio
1,313,084
Q4 2024 Reduced 0.18%
$0
$96.7 Million 0.32% of portfolio
1,101,673
Q4 2024 Added 4.96%
$0
$94.6 Million 0.32% of portfolio
402,074
Q4 2024 Reduced 11.89%

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