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
$6.68M
$8,000 0.0% of portfolio
52,086
Q2 2024 Added 0.06%
$324M
$165,000 0.0% of portfolio
10,307
Q4 2024 Reduced 19.19%
$0
$109,000 0.0% of portfolio
12,234
Q4 2024 Reduced 14.2%
$6.31B
$1.37 Million 0.0% of portfolio
40,624
Q4 2024 Reduced 13.19%
$242M
$47,000 0.0% of portfolio
32,592
Q3 2024 Reduced 1.81%
$13B
$1.32 Million 0.0% of portfolio
16,426
Q4 2024 Reduced 3.07%
$8.51B
$339,000 0.0% of portfolio
4,318
Q4 2024 Added 0.42%
$36.2B
$949,000 0.0% of portfolio
9,672
Q4 2024 Added 0.01%
$86.4M
$14,000 0.0% of portfolio
22,877
Q4 2024 Reduced 18.16%
-
$568,000 0.0% of portfolio
-
Q4 2024 Reduced 33.29%
$25.1B
$784,000 0.0% of portfolio
31,391
Q4 2024 Added 3.09%
$2.19B
$343,000 0.0% of portfolio
4,784
Q4 2024 Reduced 3.57%
$0
$266,000 0.0% of portfolio
12,681
Q4 2024 Reduced 17.1%
$732M
$527,000 0.0% of portfolio
14,908
Q4 2024 Reduced 16.11%
$1.39B
$1.06 Million 0.0% of portfolio
61,847
Q4 2024 Added 34.11%
$6.21B
$1.2 Million 0.0% of portfolio
23,732
Q4 2024 Reduced 9.49%
$32B
$782,000 0.0% of portfolio
13,182
Q4 2024 Reduced 14.1%
$53.9B
$1.19 Million 0.0% of portfolio
33,392
Q4 2024 Added 1.99%
$236M
$38,000 0.0% of portfolio
11,130
Q4 2024 New
$4.85B
$1.24 Million 0.0% of portfolio
24,088
Q4 2024 Added 5.92%
$1.79B
$238,000 0.0% of portfolio
25,725
Q4 2024 Added 14.28%
$2.27B
$900,000 0.0% of portfolio
28,066
Q4 2024 Added 14.63%
$3.07B
$224,000 0.0% of portfolio
2,839
Q4 2024 Reduced 9.53%
$1.43B
$306,000 0.0% of portfolio
12,921
Q4 2024 Added 41.94%
$13.5B
$771,000 0.0% of portfolio
6,576
Q4 2024 Reduced 4.43%
$27.7B
$1.23 Million 0.0% of portfolio
18,862
Q4 2024 Added 26.63%
$0
$277,000 0.0% of portfolio
15,453
Q4 2024 Reduced 34.97%
$8.26B
$205,000 0.0% of portfolio
1,518
Q4 2024 Added 0.2%
-
$828,000 0.0% of portfolio
-
Q4 2024 Added 56.1%
-
$1,000 0.0% of portfolio
-
Q2 2021 New
$2.06B
$863,000 0.0% of portfolio
23,953
Q4 2024 Added 75.26%
$20.5B
$572,000 0.0% of portfolio
8,762
Q4 2024 Reduced 1.85%
$1.3B
$1.28 Million 0.0% of portfolio
23,175
Q4 2024 Reduced 7.58%
$641M
$54,000 0.0% of portfolio
27,957
Q2 2024 Added 0.64%
$6.72B
$1.47 Million 0.0% of portfolio
23,961
Q4 2024 Added 23.41%
$79.3M
$41,000 0.0% of portfolio
23,490
Q4 2024 Reduced 0.06%
$45.5B
$1.23 Million 0.0% of portfolio
26,340
Q4 2024 Reduced 5.97%
$21.5B
$714,000 0.0% of portfolio
17,626
Q4 2024 Added 8.39%
$4.05B
$455,000 0.0% of portfolio
24,864
Q4 2024 New
$0
$1.36 Million 0.0% of portfolio
72,195
Q4 2024 Added 5.67%
$0
$1.13 Million 0.0% of portfolio
70,628
Q4 2024 Reduced 0.76%
$0
$1.02 Million 0.0% of portfolio
92,651
Q4 2024 Reduced 3.75%
$1.87B
$225,000 0.0% of portfolio
24,708
Q4 2024 Added 2.44%
$23B
$447,000 0.0% of portfolio
963
Q4 2024 Added 6.64%
$8.24B
$358,000 0.0% of portfolio
2,011
Q4 2024 Reduced 11.25%
$24.9B
$184,000 0.0% of portfolio
45,875
Q4 2024 Added 1.32%
$22.1B
$410,000 0.0% of portfolio
30,225
Q4 2024 Reduced 1.73%
$0
$154,000 0.0% of portfolio
12,867
Q4 2024 Reduced 2.49%
$0
$175,000 0.0% of portfolio
34,159
Q4 2024 Added 28.86%

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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