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
$36.9B
$13.3 Million 0.04% of portfolio
431,493
Q4 2024 Added 25.88%
$37.7B
$11 Million 0.04% of portfolio
52,244
Q4 2024 Added 13.53%
$93.2B
$10.6 Million 0.04% of portfolio
37,925
Q4 2024 Added 3.29%
$92.7B
$12.5 Million 0.04% of portfolio
113,017
Q4 2024 Reduced 3.61%
$86.7B
$11 Million 0.04% of portfolio
19,374
Q4 2024 Reduced 9.06%
$82.4B
$10.5 Million 0.04% of portfolio
8,844
Q4 2024 Added 6.79%
$77.5B
$11.9 Million 0.04% of portfolio
61,824
Q4 2024 Reduced 8.79%
$63.3B
$11.2 Million 0.04% of portfolio
98,351
Q4 2024 Added 2.07%
$41.3B
$12.1 Million 0.04% of portfolio
102,497
Q4 2024 Added 0.92%
$0
$12.7 Million 0.04% of portfolio
533,508
Q4 2024 Added 2.27%
$59B
$12.7 Million 0.04% of portfolio
94,001
Q4 2024 Added 8.11%
$32.1B
$13.2 Million 0.04% of portfolio
62,803
Q4 2024 Reduced 0.84%
$117B
$12.1 Million 0.04% of portfolio
151,661
Q4 2024 Reduced 19.0%
$295B
$12.6 Million 0.04% of portfolio
18,207
Q4 2024 Reduced 4.38%
-
$7.5 Million 0.03% of portfolio
-
Q4 2024 Reduced 56.16%
$65.9B
$9.56 Million 0.03% of portfolio
92,454
Q4 2024 Reduced 4.46%
$360B
$9.86 Million 0.03% of portfolio
116,269
Q4 2024 Added 51.03%
$51.1B
$9.33 Million 0.03% of portfolio
48,376
Q4 2024 Reduced 1.15%
$125B
$8.98 Million 0.03% of portfolio
42,251
Q4 2024 Reduced 9.78%
$91.4B
$8.25 Million 0.03% of portfolio
29,863
Q4 2024 Added 8.25%
$89.3B
$9.75 Million 0.03% of portfolio
42,002
Q4 2024 Reduced 2.83%
$85.5B
$9 Million 0.03% of portfolio
200,534
Q4 2024 Reduced 7.06%
$74.1B
$7.98 Million 0.03% of portfolio
26,552
Q4 2024 Added 7.85%
$25.4B
$8.45 Million 0.03% of portfolio
80,690
Q4 2024 Added 25.2%
$709M
$10.3 Million 0.03% of portfolio
905,919
Q4 2024 Reduced 0.76%
$158B
$10.1 Million 0.03% of portfolio
143,254
Q4 2024 Reduced 0.99%
$44.3B
$9.87 Million 0.03% of portfolio
91,669
Q4 2024 Reduced 1.42%
$36.4B
$7.65 Million 0.03% of portfolio
30,796
Q4 2024 Added 24.6%
$43.9B
$9.97 Million 0.03% of portfolio
209,827
Q4 2024 Added 1.41%
$25.2B
$8.19 Million 0.03% of portfolio
250,257
Q4 2024 Added 1.68%
$49.5B
$7.52 Million 0.03% of portfolio
42,420
Q4 2024 Reduced 6.1%
$27.9B
$8.9 Million 0.03% of portfolio
221,836
Q4 2024 Reduced 10.44%
$0
$10.3 Million 0.03% of portfolio
496,026
Q4 2024 Added 8.8%
$0
$7.56 Million 0.03% of portfolio
590,591
Q4 2024 Added 4.63%
$35.1B
$8.31 Million 0.03% of portfolio
130,240
Q4 2024 Reduced 11.73%
$0
$7.83 Million 0.03% of portfolio
174,418
Q4 2024 Reduced 32.88%
$163B
$9.34 Million 0.03% of portfolio
14,865
Q4 2024 Added 2.52%
-
$9.13 Million 0.03% of portfolio
-
Q4 2024 Added 34.74%
$7.25B
$8.82 Million 0.03% of portfolio
101,327
Q4 2024 Added 10.05%
$110B
$10.2 Million 0.03% of portfolio
16,212
Q4 2024 Reduced 20.21%
$46.1B
$7.76 Million 0.03% of portfolio
126,879
Q4 2024 Added 0.93%
$4.72B
$8.15 Million 0.03% of portfolio
139,042
Q4 2024 Added 1.23%
$78.9B
$9.82 Million 0.03% of portfolio
70,413
Q4 2024 Reduced 2.09%
$66B
$8.74 Million 0.03% of portfolio
106,724
Q4 2024 Added 4.25%
$85.2B
$8.53 Million 0.03% of portfolio
142,750
Q4 2024 Reduced 2.23%
$72.5B
$9.98 Million 0.03% of portfolio
21,595
Q4 2024 Reduced 7.22%
$97.3B
$8.42 Million 0.03% of portfolio
111,269
Q4 2024 Reduced 11.25%
$57.7B
$8.87 Million 0.03% of portfolio
37,785
Q4 2024 Reduced 12.5%
$67.4B
$9.5 Million 0.03% of portfolio
20,242
Q4 2024 Added 2.05%

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
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email