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
$11.2B
$437,000 0.0% of portfolio
7,708
Q4 2024 Added 0.05%
$4.31B
$228,000 0.0% of portfolio
5,789
Q4 2024 Reduced 0.09%
$1.04B
$487,000 0.0% of portfolio
33,898
Q4 2024 Added 7.96%
$18.2B
$1.27 Million 0.0% of portfolio
10,116
Q4 2024 Added 10.51%
$3.09B
$267,000 0.0% of portfolio
5,779
Q4 2024 Added 8.96%
$561M
$221,000 0.0% of portfolio
39,105
Q4 2024 Reduced 22.45%
$18.6B
$940,000 0.0% of portfolio
42,663
Q4 2024 Reduced 20.31%
$572M
$120,000 0.0% of portfolio
33,398
Q3 2024 Added 20.64%
$1.6B
$527,000 0.0% of portfolio
13,221
Q4 2024 Reduced 6.43%
$11.3B
$448,000 0.0% of portfolio
2,485
Q4 2024 Added 7.02%
$5.4B
$687,000 0.0% of portfolio
7,176
Q4 2024 Reduced 34.0%
$0
$584,000 0.0% of portfolio
35,863
Q4 2024 Added 5.11%
$573M
$60,000 0.0% of portfolio
18,191
Q4 2024 Reduced 13.62%
$6.59B
$949,000 0.0% of portfolio
24,719
Q4 2024 New
$45.6M
$7,000 0.0% of portfolio
10,000
Q1 2023 New
$532M
$133,000 0.0% of portfolio
99,709
Q4 2024 Reduced 28.04%
$994M
$237,000 0.0% of portfolio
16,771
Q4 2024 Reduced 11.11%
$12.2B
$478,000 0.0% of portfolio
13,124
Q4 2024 Added 11.96%
$12.6B
$1.24 Million 0.0% of portfolio
9,829
Q4 2024 Added 13.34%
$9.84B
$736,000 0.0% of portfolio
2,363
Q4 2024 Added 2.52%
$8.34B
$1.12 Million 0.0% of portfolio
14,026
Q4 2024 Added 139.88%
$2.63B
$547,000 0.0% of portfolio
16,072
Q4 2024 Reduced 1.62%
$3.05B
$302,000 0.0% of portfolio
21,337
Q4 2024 New
$2.4B
$440,000 0.0% of portfolio
7,049
Q4 2024 Added 170.7%
$4.64B
$667,000 0.0% of portfolio
13,214
Q4 2024 Added 69.04%
$1.71B
$551,000 0.0% of portfolio
15,681
Q4 2024 Reduced 2.1%
$561M
$1.42 Million 0.0% of portfolio
98,361
Q4 2024 Added 181.02%
$2.55B
$202,000 0.0% of portfolio
5,765
Q4 2024 Reduced 0.53%
$0
$83,000 0.0% of portfolio
11,299
Q4 2024 Reduced 56.19%
$1.57B
$434,000 0.0% of portfolio
4,778
Q4 2024 Added 5.13%
$2.28B
$928,000 0.0% of portfolio
26,235
Q4 2024 Added 0.23%
$13.9B
$217,000 0.0% of portfolio
4,997
Q4 2024 Added 0.32%
$5.31B
$760,000 0.0% of portfolio
6,737
Q4 2024 Reduced 16.47%
$2.8B
$1.15 Million 0.0% of portfolio
48,875
Q4 2024 Added 6.12%
$74.6M
$307,000 0.0% of portfolio
50,008
Q4 2024 Added 39.26%
$6.27B
$917,000 0.0% of portfolio
72,175
Q4 2024 Reduced 6.9%
$1.35B
$239,000 0.0% of portfolio
28,858
Q4 2024 Added 5.94%
$1.54B
$128,000 0.0% of portfolio
17,129
Q4 2024 Reduced 5.47%
-
$790,000 0.0% of portfolio
-
Q4 2024 Reduced 34.63%
$4.78B
$1.03 Million 0.0% of portfolio
27,441
Q4 2024 Reduced 12.91%
$16.2B
$465,000 0.0% of portfolio
71,711
Q4 2024 Added 16.94%
$187M
$866,000 0.0% of portfolio
489,531
Q4 2024 Reduced 7.29%
$909M
$905,000 0.0% of portfolio
16,701
Q4 2024 Added 0.43%
$1.29B
$99,000 0.0% of portfolio
18,005
Q4 2024 Reduced 15.27%
$8.52B
$229,000 0.0% of portfolio
10,202
Q4 2024 Added 5.5%
$1.31B
$765,000 0.0% of portfolio
13,959
Q4 2024 Added 16.06%
$6.96B
$759,000 0.0% of portfolio
5,193
Q4 2024 Reduced 7.35%
$11.8B
$322,000 0.0% of portfolio
1,797
Q4 2024 Reduced 9.79%
$2.2B
$324,000 0.0% of portfolio
19,831
Q4 2024 New

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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