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
$3.95T
$1.1 Billion 3.66% of portfolio
4,375,474
Q4 2024 Reduced 3.09%
$335B
$770 Million 2.57% of portfolio
5,731,450
Q4 2024 Added 1.59%
$2.21T
$518 Million 1.73% of portfolio
2,359,789
Q4 2024 Added 0.21%
$3.04T
$500 Million 1.67% of portfolio
1,186,757
Q4 2024 Reduced 1.36%
$627B
$311 Million 1.04% of portfolio
686,400
Q4 2024 Added 1.17%
$1.07T
$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%
$1.11T
$170 Million 0.57% of portfolio
890,696
Q4 2024 Reduced 1.23%
$1.56T
$169 Million 0.56% of portfolio
288,202
Q4 2024 Added 2.22%
$88.6B
$146 Million 0.49% of portfolio
630,994
Q4 2024 Reduced 4.97%
$775B
$143 Million 0.48% of portfolio
596,971
Q4 2024 Reduced 0.9%
$461B
$125 Million 0.42% of portfolio
1,159,246
Q4 2024 Reduced 0.58%
$830B
$123 Million 0.41% of portfolio
159,203
Q4 2024 Reduced 3.42%
$570B
$115 Million 0.39% of portfolio
365,055
Q4 2024 Reduced 2.51%
$458B
$114 Million 0.38% of portfolio
124,596
Q4 2024 Added 1.08%
$257B
$113 Million 0.38% of portfolio
1,247,501
Q4 2024 Added 5.85%
$199B
$96.7 Million 0.32% of portfolio
1,278,991
Q4 2024 Added 1.01%
$394B
$90.9 Million 0.3% of portfolio
233,779
Q4 2024 Added 2.21%
$357B
$87 Million 0.29% of portfolio
489,811
Q4 2024 Reduced 1.06%
$446B
$75.2 Million 0.25% of portfolio
84,359
Q4 2024 Added 2.17%
$180B
$67.4 Million 0.23% of portfolio
185,720
Q4 2024 Reduced 1.95%
$307B
$69 Million 0.23% of portfolio
476,163
Q4 2024 Added 2.43%
$424B
$63.5 Million 0.21% of portfolio
439,103
Q4 2024 Reduced 4.65%
$436B
$58.5 Million 0.2% of portfolio
115,631
Q4 2024 Reduced 4.84%
$234B
$57 Million 0.19% of portfolio
259,263
Q4 2024 Added 0.77%
$190B
$54.1 Million 0.18% of portfolio
2,375,675
Q4 2024 Added 0.92%
$179B
$53.6 Million 0.18% of portfolio
443,550
Q4 2024 Reduced 2.55%
$224B
$52.8 Million 0.18% of portfolio
182,192
Q4 2024 Reduced 2.78%
$180B
$54.1 Million 0.18% of portfolio
1,352,747
Q4 2024 Added 1.56%
$532B
$50.9 Million 0.17% of portfolio
96,626
Q4 2024 Added 1.65%
$112B
$47.4 Million 0.16% of portfolio
274,884
Q4 2024 Reduced 4.31%
$211B
$46.8 Million 0.16% of portfolio
307,734
Q4 2024 Reduced 0.15%
$309B
$45.2 Million 0.15% of portfolio
726,014
Q4 2024 Added 5.12%
$227B
$44.8 Million 0.15% of portfolio
450,791
Q4 2024 Reduced 2.89%
$148B
$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%
$360B
$42.4 Million 0.14% of portfolio
964,877
Q4 2024 Reduced 0.94%
$263B
$43.4 Million 0.14% of portfolio
732,986
Q4 2024 Added 0.49%
$87.4B
$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%
$310B
$41.5 Million 0.14% of portfolio
124,082
Q4 2024 Reduced 5.96%
$1.03T
$41.3 Million 0.14% of portfolio
208,938
Q4 2024 Reduced 1.53%
$431B
$40.2 Million 0.13% of portfolio
59
Q4 2024 Added 63.89%
$198B
$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%
$141B
$37.9 Million 0.13% of portfolio
528,719
Q4 2024 Reduced 0.77%
$452B
$37.7 Million 0.13% of portfolio
226,226
Q4 2024 Reduced 12.07%
$236B
$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
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