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
$3.89T
$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%
$311B
$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%
$2.16T
$518 Million 1.73% of portfolio
2,359,789
Q4 2024 Added 0.21%
$2.96T
$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%
$669B
$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%
$925B
$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%
$1.02T
$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%
$1.05T
$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%
$1.5T
$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%
$80.8B
$146 Million 0.49% of portfolio
630,994
Q4 2024 Reduced 4.97%
$776B
$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%
$90.9B
$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%
$464B
$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%
$875B
$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%
$593B
$115 Million 0.39% of portfolio
365,055
Q4 2024 Reduced 2.51%
$464B
$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%
$268B
$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%
$412B
$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
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