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
$231B
$10.2 Million 0.03% of portfolio
104,927
Q4 2024 Added 98.47%
$36B
$8.29 Million 0.03% of portfolio
71,032
Q4 2024 Reduced 1.63%
$0
$7.85 Million 0.03% of portfolio
518,404
Q4 2024 Added 0.76%
$0
$7.64 Million 0.03% of portfolio
546,195
Q4 2024 Added 1.8%
$89.3B
$9.35 Million 0.03% of portfolio
14,700
Q4 2024 Reduced 12.4%
$54.2B
$7.63 Million 0.03% of portfolio
54,383
Q4 2024 Added 0.74%
$112B
$7.82 Million 0.03% of portfolio
73,968
Q4 2024 Reduced 3.06%
$40.2B
$8.63 Million 0.03% of portfolio
27,294
Q4 2024 Added 2.74%
$244B
$8.06 Million 0.03% of portfolio
128,690
Q4 2024 Reduced 10.53%
$59.2B
$7.97 Million 0.03% of portfolio
51,610
Q4 2024 Added 39.73%
$330B
$8.43 Million 0.03% of portfolio
38,190
Q4 2024 Reduced 40.22%
$69.5B
$9.57 Million 0.03% of portfolio
200,027
Q4 2024 Reduced 3.14%
$53.6B
$8.26 Million 0.03% of portfolio
67,360
Q4 2024 Reduced 0.19%
-
$9.79 Million 0.03% of portfolio
-
Q4 2024 Reduced 9.04%
$67.9B
$10.3 Million 0.03% of portfolio
74,607
Q4 2024 Reduced 36.76%
$12.7B
$8.29 Million 0.03% of portfolio
152,209
Q4 2024 Reduced 3.5%
$8.25B
$8.71 Million 0.03% of portfolio
160,496
Q4 2024 Reduced 8.92%
$73.7B
$9.03 Million 0.03% of portfolio
55,419
Q4 2024 Reduced 10.33%
$62.2B
$7.92 Million 0.03% of portfolio
34,343
Q4 2024 Reduced 5.81%
$5.81B
$5.4 Million 0.02% of portfolio
586,628
Q4 2024 Added 24.77%
$62B
$4.62 Million 0.02% of portfolio
35,171
Q4 2024 Reduced 27.99%
$15.5B
$6.06 Million 0.02% of portfolio
102,380
Q4 2024 Added 47.61%
-
$5.85 Million 0.02% of portfolio
-
Q4 2024 Added 1.65%
-
$5.2 Million 0.02% of portfolio
-
Q4 2024 Added 31.55%
-
$4.77 Million 0.02% of portfolio
-
Q4 2024 Added 9.48%
$25.1B
$5.72 Million 0.02% of portfolio
64,219
Q4 2024 Reduced 14.74%
$89.6B
$7.36 Million 0.02% of portfolio
40,103
Q4 2024 Reduced 4.42%
$23.4B
$4.86 Million 0.02% of portfolio
39,037
Q4 2024 Added 5.42%
$94.1B
$7.35 Million 0.02% of portfolio
44,521
Q4 2024 Added 21.31%
$131B
$5.61 Million 0.02% of portfolio
17,327
Q4 2024 Reduced 18.14%
$2.36B
$6.54 Million 0.02% of portfolio
472,049
Q4 2024 Added 5.58%
$25.6B
$7.13 Million 0.02% of portfolio
141,187
Q4 2024 Reduced 25.94%
$231B
$5.83 Million 0.02% of portfolio
88,999
Q4 2024 Reduced 3.76%
$64.7B
$7.22 Million 0.02% of portfolio
2,255
Q4 2024 Reduced 1.79%
$38.5B
$6.46 Million 0.02% of portfolio
10,865
Q4 2024 Added 6.79%
$70.4B
$5.56 Million 0.02% of portfolio
72,412
Q4 2024 Added 13.26%
$65B
$5.35 Million 0.02% of portfolio
23,595
Q4 2024 Added 5.02%
$3.19B
$5.68 Million 0.02% of portfolio
389,253
Q4 2024 Reduced 0.42%
$86.4B
$5.27 Million 0.02% of portfolio
145,085
Q4 2024 Reduced 16.51%
$78.8B
$5.05 Million 0.02% of portfolio
28,307
Q4 2024 Reduced 3.22%
$27.3B
$6.57 Million 0.02% of portfolio
263,520
Q4 2024 Reduced 4.14%
$56.1B
$6.58 Million 0.02% of portfolio
96,391
Q4 2024 Reduced 3.65%
$15.7B
$7.16 Million 0.02% of portfolio
18,064
Q4 2024 Reduced 1.8%
$56.7B
$5.69 Million 0.02% of portfolio
26,478
Q4 2024 Added 12.65%
$20.9B
$5.94 Million 0.02% of portfolio
32,494
Q4 2024 Reduced 2.39%
$18.9B
$6.74 Million 0.02% of portfolio
41,520
Q4 2024 Reduced 14.42%
$34B
$7.04 Million 0.02% of portfolio
78,888
Q4 2024 Reduced 6.96%
$27.8B
$5.64 Million 0.02% of portfolio
25,513
Q4 2024 Added 0.93%
$39.5B
$4.8 Million 0.02% of portfolio
52,874
Q4 2024 Reduced 22.92%

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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