Cambridge Investment Research Advisors, Inc. Purchases in Q1 2025

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.1K
+ 1.9%
$442.66 - $534.52 $5.78M - $6.98M
699K $373M
GLD
Spdr Gold Trust

ETFs
68.1K
+ 12.62%
$243.19 - $288.14 $16.6M - $19.6M
608K $175M
TLT
Ishares Barclays 20+ Year Trea

ETFs
352K
+ 51.69%
$85.29 - $92.57 $30M - $32.6M
1.03M $94.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
261K
+ 105.95%
$106.22 - $111.09 $27.7M - $29M
508K $56.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
66.7K
+ 1.05%
$58.01 - $64.46 $3.87M - $4.3M
6.42M $399M
CGDV
Capital Group Divid Value ETF

ETFs
574K
+ 12.95%
$34.95 - $37.36 $20.1M - $21.4M
5.01M $178M
SPY
Spdr S&P 500 ETF Trust

ETFs
66.8K
+ 11.52%
$551.42 - $612.93 $36.8M - $40.9M
646K $362M
MA
Mastercard Inc

Financial Services
33.1K
+ 34.27%
$504.67 - $576.31 $16.7M - $19.1M
130K $71.1M
ABBV
Abb Vie Inc.

Healthcare
21.2K
+ 4.34%
$169.2 - $216.66 $3.6M - $4.6M
511K $107M
VEA
Vanguard Ftse Developed Market

ETFs
230K
+ 9.05%
$47.4 - $52.99 $10.9M - $12.2M
2.77M $141M
V
Visa Inc.

Financial Services
12.8K
+ 3.51%
$306.92 - $362.71 $3.93M - $4.64M
378K $132M
EDOW
First Tr Exchange Traded Fd

ETFs
464K
+ 216.4%
$35.58 - $38.24 $16.5M - $17.8M
679K $24.6M
FEX
First Tr Large Cap Core Alphde

ETFs
157K
+ 154.18%
$99.27 - $109.89 $15.6M - $17.3M
260K $26.6M
JNJ
Johnson & Johnson

Healthcare
39.6K
+ 9.01%
$142.06 - $167.7 $5.62M - $6.64M
479K $79.4M
IAU
Ishares Gold Trust

ETFs
151K
+ 21.08%
$49.74 - $58.96 $7.52M - $8.92M
869K $51.2M
T
At&T Inc.

Communication Services
91.7K
+ 3.86%
$21.56 - $28.28 $1.98M - $2.59M
2.47M $69.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.05M
+ 241.65%
$13.05 - $13.97 $13.7M - $14.7M
1.49M $20.3M
FTC
First Tr Lge Cap Growth

ETFs
112K
+ 95.07%
$127.87 - $148.89 $14.3M - $16.7M
230K $30.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
147K
+ 11.03%
$91.45 - $91.75 $13.4M - $13.5M
1.48M $136M
XLF
Financial Sector Spdr

ETFs
238K
+ 19.76%
$47.32 - $52.19 $11.3M - $12.4M
1.44M $71.9M
PM
Philip Morris International Inc.

Consumer Defensive
32K
+ 14.36%
$117.15 - $158.79 $3.75M - $5.08M
255K $40.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
313K
+ 44.83%
$48.06 - $53.73 $15.1M - $16.8M
1.01M $49.3M
IVE
Ishares S&P 500 Value ETF

ETFs
66.8K
+ 18.44%
$185.78 - $198.58 $12.4M - $13.3M
429K $81.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
80.2K
+ 11.86%
$169.43 - $182.84 $13.6M - $14.7M
757K $131M
LLY
Eli Lilly & CO

Healthcare
4.03K
+ 2.53%
$725.72 - $929.72 $2.93M - $3.75M
163K $135M
XLE
Energy Sector Spdr

ETFs
68K
+ 9.55%
$85.7 - $93.96 $5.82M - $6.39M
780K $72.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
6
+ 10.17%
$663000.0 - $801950.0 $3.98M - $4.81M
65 $51.9M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
207K
+ 47.48%
$55.41 - $60.74 $11.5M - $12.6M
644K $36.4M
Fidelity Covington Trust
377K
+ 1039.49%
N/A
414K $12.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
521K
+ 71.47%
$18.36 - $20.51 $9.56M - $10.7M
1.25M $24.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
217K
+ 55.98%
$50.87 - $51.09 $11M - $11.1M
603K $30.8M
FDL
First Tr Morningstar Dividend

ETFs
195K
+ 23.52%
$39.69 - $43.83 $7.75M - $8.56M
1.03M $44.5M
PHYS
Sprott Physical Gold Trust

Financial Services
66.1K
+ 2.87%
$20.25 - $24.06 $1.34M - $1.59M
2.37M $57M
VCIT
Vanguard Intermediate Term Cor

ETFs
123K
+ 33.29%
$79.17 - $82.04 $9.71M - $10.1M
491K $40.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
184K
+ 69.86%
$48.65 - $53.06 $8.94M - $9.75M
447K $23.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
266K
+ 51.8%
$34.83 - $37.52 $9.25M - $9.97M
779K $28.3M
Ea Series Trust Alpha Arc
88.9K
+ 22.07%
N/A
492K $54.8M
Pacer Fds
335K
+ 179.98%
N/A
521K $16M
VZ
Verizon Communications Inc

Communication Services
59.5K
+ 4.4%
$37.81 - $46.49 $2.25M - $2.77M
1.41M $64.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
218K
+ 36.69%
$67.24 - $84.27 $14.7M - $18.4M
813K $55.5M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
395K
+ 66.1%
$24.66 - $26.1 $9.75M - $10.3M
993K $24.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
185K
+ 60.54%
$50.72 - $50.92 $9.36M - $9.4M
489K $24.9M
JPM
Jpmorgan Chase & CO

Financial Services
24.7K
+ 4.14%
$225.19 - $279.95 $5.56M - $6.91M
622K $152M
DFAX
Dimensional ETF Tr
337K
+ 177.94%
$24.45 - $27.2 $8.24M - $9.17M
527K $13.8M
IBM
International Business Machines Corp

Technology
6.3K
+ 2.43%
$217.4 - $264.74 $1.37M - $1.67M
266K $66M
NEAR
Blackrock Short Maturity Bond

ETFs
171K
+ 32.08%
$50.4 - $50.89 $8.63M - $8.71M
705K $35.8M
XLV
Select Sector Spdr Fund Health

ETFs
40.4K
+ 11.79%
$137.61 - $149.68 $5.56M - $6.04M
383K $55.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
168K
+ 11.36%
$50.48 - $51.04 $8.49M - $8.58M
1.65M $83.6M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
104K
+ 153.76%
$79.96 - $87.71 $8.34M - $9.15M
172K $14.1M
Activity Summary
Buys All Purchases 1919 New Holdings 226 Increased Positions 1693 Sells All Sells 1493 Reductions 1493 Sold out 0 Options Calls 0 Puts 0
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