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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$1.1 Billion 3.66% of portfolio
4,375,474
Q4 2024 Reduced 3.09%
$347B
$770 Million 2.57% of portfolio
5,731,450
Q4 2024 Added 1.59%
$2.31T
$518 Million 1.73% of portfolio
2,359,789
Q4 2024 Added 0.21%
$3.05T
$500 Million 1.67% of portfolio
1,186,757
Q4 2024 Reduced 1.36%
$628B
$311 Million 1.04% of portfolio
686,400
Q4 2024 Added 1.17%
$1.12T
$203 Million 0.68% of portfolio
501,898
Q4 2024 Reduced 0.63%
$1.1T
$182 Million 0.61% of portfolio
962,847
Q4 2024 Reduced 1.52%
$1.13T
$170 Million 0.57% of portfolio
890,696
Q4 2024 Reduced 1.23%
$1.61T
$169 Million 0.56% of portfolio
288,202
Q4 2024 Added 2.22%
$92.6B
$146 Million 0.49% of portfolio
630,994
Q4 2024 Reduced 4.97%
$821B
$143 Million 0.48% of portfolio
596,971
Q4 2024 Reduced 0.9%
$459B
$125 Million 0.42% of portfolio
1,159,246
Q4 2024 Reduced 0.58%
$814B
$123 Million 0.41% of portfolio
159,203
Q4 2024 Reduced 3.42%
$583B
$115 Million 0.39% of portfolio
365,055
Q4 2024 Reduced 2.51%
$467B
$114 Million 0.38% of portfolio
124,596
Q4 2024 Added 1.08%
$282B
$113 Million 0.38% of portfolio
1,247,501
Q4 2024 Added 5.85%
$245B
$96.7 Million 0.32% of portfolio
1,278,991
Q4 2024 Added 1.01%
$413B
$90.9 Million 0.3% of portfolio
233,779
Q4 2024 Added 2.21%
$347B
$87 Million 0.29% of portfolio
489,811
Q4 2024 Reduced 1.06%
$461B
$75.2 Million 0.25% of portfolio
84,359
Q4 2024 Added 2.17%
$187B
$67.4 Million 0.23% of portfolio
185,720
Q4 2024 Reduced 1.95%
$306B
$69 Million 0.23% of portfolio
476,163
Q4 2024 Added 2.43%
$405B
$63.5 Million 0.21% of portfolio
439,103
Q4 2024 Reduced 4.65%
$468B
$58.5 Million 0.2% of portfolio
115,631
Q4 2024 Reduced 4.84%
$236B
$57 Million 0.19% of portfolio
259,263
Q4 2024 Added 0.77%
$186B
$54.1 Million 0.18% of portfolio
2,375,675
Q4 2024 Added 0.92%
$184B
$53.6 Million 0.18% of portfolio
443,550
Q4 2024 Reduced 2.55%
$222B
$52.8 Million 0.18% of portfolio
182,192
Q4 2024 Reduced 2.78%
$173B
$54.1 Million 0.18% of portfolio
1,352,747
Q4 2024 Added 1.56%
$542B
$50.9 Million 0.17% of portfolio
96,626
Q4 2024 Added 1.65%
$118B
$47.4 Million 0.16% of portfolio
274,884
Q4 2024 Reduced 4.31%
$199B
$46.8 Million 0.16% of portfolio
307,734
Q4 2024 Reduced 0.15%
$299B
$45.2 Million 0.15% of portfolio
726,014
Q4 2024 Added 5.12%
$211B
$44.8 Million 0.15% of portfolio
450,791
Q4 2024 Reduced 2.89%
$143B
$45.5 Million 0.15% of portfolio
1,715,953
Q4 2024 Reduced 1.82%
$0
$46.3 Million 0.15% of portfolio
2,301,123
Q4 2024 Reduced 5.22%
$373B
$42.4 Million 0.14% of portfolio
964,877
Q4 2024 Reduced 0.94%
$265B
$43.4 Million 0.14% of portfolio
732,986
Q4 2024 Added 0.49%
$97.8B
$40.6 Million 0.14% of portfolio
118,739
Q4 2024 Reduced 5.23%
$0
$42.3 Million 0.14% of portfolio
1,945,375
Q4 2024 Reduced 0.62%
$325B
$41.5 Million 0.14% of portfolio
124,082
Q4 2024 Reduced 5.96%
$1.05T
$41.3 Million 0.14% of portfolio
208,938
Q4 2024 Reduced 1.53%
$435B
$40.2 Million 0.13% of portfolio
59
Q4 2024 Added 63.89%
$200B
$37.9 Million 0.13% of portfolio
340,374
Q4 2024 Reduced 5.95%
-
$39.9 Million 0.13% of portfolio
-
Q4 2024 Reduced 1.09%
$135B
$37.9 Million 0.13% of portfolio
528,719
Q4 2024 Reduced 0.77%
$485B
$37.7 Million 0.13% of portfolio
226,226
Q4 2024 Reduced 12.07%
$228B
$35.3 Million 0.12% of portfolio
312,266
Q4 2024 Reduced 0.93%
-
$34.5 Million 0.12% of portfolio
-
Q4 2024 Added 12.6%

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