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
$111M
$92,000 0.0% of portfolio
12,269
Q3 2024 Reduced 5.54%
-
$161,000 0.0% of portfolio
18,803
Q4 2024 Reduced 61.82%
-
$265,000 0.0% of portfolio
-
Q4 2024 Reduced 19.49%
$9.57B
$853,000 0.0% of portfolio
2,386
Q4 2024 Reduced 18.87%
$34.4B
$373,000 0.0% of portfolio
2,881
Q4 2024 Reduced 43.07%
$56.8B
$345,000 0.0% of portfolio
126,935
Q4 2024 Reduced 5.74%
$103M
$47,000 0.0% of portfolio
22,944
Q3 2024 Added 22.74%
$19.8B
$283,000 0.0% of portfolio
3,337
Q4 2024 Reduced 7.94%
$7.29B
$320,000 0.0% of portfolio
3,086
Q4 2024 Added 4.33%
$5.13B
$349,000 0.0% of portfolio
115,708
Q4 2024 Reduced 12.82%
$4.82B
$238,000 0.0% of portfolio
44,856
Q4 2024 Reduced 4.56%
$4.49B
$374,000 0.0% of portfolio
29,009
Q4 2024 Reduced 12.4%
$3.39B
$927,000 0.0% of portfolio
51,459
Q4 2024 Reduced 0.91%
$0
$585,000 0.0% of portfolio
91,690
Q4 2024 Added 38.37%
$1.05B
$167,000 0.0% of portfolio
16,351
Q4 2024 Reduced 5.51%
$0
$446,000 0.0% of portfolio
95,134
Q4 2024 Reduced 5.93%
$0
$61,000 0.0% of portfolio
22,877
Q4 2024 Reduced 1.02%
$3.33B
$271,000 0.0% of portfolio
2,880
Q4 2024 Added 27.04%
$4.31B
$567,000 0.0% of portfolio
36,316
Q4 2024 Reduced 11.97%
$3.81B
$649,000 0.0% of portfolio
8,690
Q4 2024 Reduced 26.33%
$61.3M
$252,000 0.0% of portfolio
31,346
Q4 2024 Added 0.06%
$2B
$292,000 0.0% of portfolio
1,966
Q4 2024 New
$0
$389,000 0.0% of portfolio
58,001
Q4 2024 Reduced 5.32%
$5.75B
$355,000 0.0% of portfolio
1,151
Q4 2024 Reduced 19.45%
$1.56B
$402,000 0.0% of portfolio
29,595
Q4 2024 Added 1.53%
$617M
$125,000 0.0% of portfolio
10,395
Q4 2024 New
$11B
$302,000 0.0% of portfolio
7,227
Q4 2024 Reduced 1.24%
$2.35B
$473,000 0.0% of portfolio
29,684
Q4 2024 Reduced 8.56%
$0
$288,000 0.0% of portfolio
23,678
Q4 2024 Added 46.03%
$2.64B
$727,000 0.0% of portfolio
43,379
Q4 2024 Added 1.76%
$7.3B
$285,000 0.0% of portfolio
1,260
Q4 2024 Reduced 90.86%
$3.31B
$321,000 0.0% of portfolio
3,574
Q4 2024 Added 3.87%
$16.9B
$959,000 0.0% of portfolio
13,215
Q4 2024 Reduced 25.35%
$5.57B
$1.05 Million 0.0% of portfolio
7,772
Q4 2024 Reduced 12.56%
$1.52B
$210,000 0.0% of portfolio
44,255
Q4 2024 Reduced 4.3%
$742M
$384,000 0.0% of portfolio
13,877
Q4 2024 Added 0.01%
$10.6B
$912,000 0.0% of portfolio
2,745
Q4 2024 Reduced 12.16%
$2.74B
$71,000 0.0% of portfolio
12,247
Q4 2024 Reduced 5.57%
$2.7B
$380,000 0.0% of portfolio
2,471
Q4 2024 Reduced 6.9%
$43.9M
$19,000 0.0% of portfolio
15,985
Q1 2024 Reduced 3.03%
$753M
$319,000 0.0% of portfolio
2,415
Q4 2024 Reduced 19.31%
$133M
$304,000 0.0% of portfolio
120,955
Q4 2024 Reduced 22.04%
$0
$91,000 0.0% of portfolio
25,714
Q4 2024 Added 0.28%
$174M
$38,000 0.0% of portfolio
29,252
Q4 2024 Added 21.94%
$18.6B
$1.19 Million 0.0% of portfolio
7,720
Q4 2024 Reduced 19.21%
$899M
$245,000 0.0% of portfolio
4,654
Q4 2024 Added 7.33%
$907M
$126,000 0.0% of portfolio
13,130
Q4 2024 Reduced 28.68%
$156B
$160,000 0.0% of portfolio
13,667
Q4 2024 Reduced 0.34%
$13.9B
$954,000 0.0% of portfolio
22,940
Q4 2024 Added 9.89%

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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