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
$61.6B
$34.8 Million 0.12% of portfolio
1,775,479
Q4 2024 Added 25.37%
$114B
$34.5 Million 0.12% of portfolio
71,073
Q4 2024 Reduced 6.18%
$97.4B
$34.2 Million 0.11% of portfolio
653,371
Q4 2024 Reduced 2.16%
$153B
$32.1 Million 0.11% of portfolio
130,134
Q4 2024 Reduced 3.51%
$3.03B
$32.1 Million 0.11% of portfolio
110,686
Q4 2024 Added 1.03%
$184B
$33.1 Million 0.11% of portfolio
286,175
Q4 2024 Reduced 4.41%
$95.6B
$32.8 Million 0.11% of portfolio
398,624
Q4 2024 Added 4.16%
$119B
$29.1 Million 0.1% of portfolio
513,727
Q4 2024 Added 36.44%
-
$28.9 Million 0.1% of portfolio
-
Q4 2024 Added 283.53%
$87.1B
$29.2 Million 0.1% of portfolio
270,725
Q4 2024 Reduced 1.75%
$142B
$30.9 Million 0.1% of portfolio
136,776
Q4 2024 Reduced 4.62%
$59.5B
$28.6 Million 0.1% of portfolio
157,273
Q4 2024 Added 110.92%
$195B
$29.8 Million 0.1% of portfolio
194,090
Q4 2024 Reduced 3.34%
$174B
$29.4 Million 0.1% of portfolio
58,977
Q4 2024 Reduced 2.53%
$146B
$30.2 Million 0.1% of portfolio
83,917
Q4 2024 Reduced 1.21%
$298B
$30.1 Million 0.1% of portfolio
427,851
Q4 2024 Reduced 4.18%
$227B
$26 Million 0.09% of portfolio
87,621
Q4 2024 Reduced 21.88%
$159B
$28.2 Million 0.09% of portfolio
108,272
Q4 2024 Reduced 0.51%
$108B
$27.1 Million 0.09% of portfolio
152,905
Q4 2024 Added 0.44%
$150B
$27.9 Million 0.09% of portfolio
65,776
Q4 2024 Added 0.22%
-
$28 Million 0.09% of portfolio
-
Q4 2024 Added 9.03%
$228B
$28.1 Million 0.09% of portfolio
168,287
Q4 2024 Reduced 12.68%
$235B
$26.8 Million 0.09% of portfolio
222,711
Q4 2024 Reduced 6.35%
$34.9B
$27.9 Million 0.09% of portfolio
522,998
Q4 2024 Added 2.04%
$196B
$25.5 Million 0.09% of portfolio
24,096
Q4 2024 Added 1.17%
$130B
$27.8 Million 0.09% of portfolio
304,684
Q4 2024 Added 1.91%
$199B
$23 Million 0.08% of portfolio
4,626
Q4 2024 Reduced 18.64%
$177B
$24.4 Million 0.08% of portfolio
130,107
Q4 2024 Added 3.17%
$94B
$23.7 Million 0.08% of portfolio
117,444
Q4 2024 Added 2.04%
$123B
$24.5 Million 0.08% of portfolio
73,881
Q4 2024 Reduced 7.09%
$151B
$21 Million 0.07% of portfolio
128,984
Q4 2024 Reduced 4.3%
$0
$22.1 Million 0.07% of portfolio
1,008,411
Q4 2024 Added 4.39%
$68.2B
$20.3 Million 0.07% of portfolio
628,578
Q4 2024 Reduced 0.11%
$130B
$22 Million 0.07% of portfolio
222,189
Q4 2024 Added 21.79%
$73.1B
$21.4 Million 0.07% of portfolio
681,840
Q4 2024 Added 3.77%
-
$21.3 Million 0.07% of portfolio
-
Q4 2024 Reduced 5.53%
$67.6B
$22 Million 0.07% of portfolio
83,508
Q4 2024 Reduced 4.02%
$219B
$21.8 Million 0.07% of portfolio
37,996
Q4 2024 Added 3.89%
$53.9B
$20.7 Million 0.07% of portfolio
279,805
Q4 2024 Reduced 3.25%
-
$20.1 Million 0.07% of portfolio
-
Q4 2024 Added 12.34%
$147B
$20.2 Million 0.07% of portfolio
189,776
Q4 2024 Reduced 18.92%
$211B
$19.5 Million 0.07% of portfolio
37,463
Q4 2024 Added 12.1%
$160B
$17.4 Million 0.06% of portfolio
462,644
Q4 2024 Added 3.76%
$79.5B
$17.7 Million 0.06% of portfolio
86,320
Q4 2024 Added 7.43%
$90.1B
$18.8 Million 0.06% of portfolio
198,913
Q4 2024 Added 59.66%
$112B
$17.2 Million 0.06% of portfolio
204,175
Q4 2024 Added 0.28%
$228B
$18.6 Million 0.06% of portfolio
148,230
Q4 2024 Added 2.26%
$90.7B
$18.5 Million 0.06% of portfolio
54,451
Q4 2024 Reduced 2.84%
$82.4B
$19.4 Million 0.06% of portfolio
150,585
Q4 2024 Reduced 6.17%

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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