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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.32 Million 0.01% of portfolio
121,255
Q4 2024 Reduced 70.56%
$0
$2.65 Million 0.01% of portfolio
32,655
Q4 2024 Reduced 47.68%
$0
$3.03 Million 0.01% of portfolio
29,101
Q4 2024 Added 37.4%
$0
$3.74 Million 0.01% of portfolio
74,288
Q4 2024 Added 2.35%
$0
$3.21 Million 0.01% of portfolio
62,338
Q4 2024 Added 26.8%
$0
$2.17 Million 0.01% of portfolio
34,156
Q4 2024 Added 4.66%
$0
$1.55 Million 0.01% of portfolio
30,859
Q4 2024 Reduced 0.75%
$0
$3.05 Million 0.01% of portfolio
33,990
Q4 2024 Added 15.13%
$0
$2.33 Million 0.01% of portfolio
17,833
Q4 2024 Added 117.29%
$0
$3.4 Million 0.01% of portfolio
91,167
Q4 2024 Reduced 1.27%
$0
$1.65 Million 0.01% of portfolio
19,362
Q4 2024 Reduced 3.65%
$0
$2.32 Million 0.01% of portfolio
24,974
Q4 2024 Added 2.93%
$0
$3.28 Million 0.01% of portfolio
31,024
Q4 2024 Reduced 5.24%
$0
$1.6 Million 0.01% of portfolio
45,653
Q4 2024 Reduced 6.52%
$0
$1.92 Million 0.01% of portfolio
68,302
Q4 2024 Added 10.73%
$0
$2.19 Million 0.01% of portfolio
67,797
Q4 2024 Added 5.85%
$0
$3.88 Million 0.01% of portfolio
64,321
Q4 2024 Added 106.53%
$0
$1.8 Million 0.01% of portfolio
30,238
Q4 2024 Reduced 3.02%
$0
$2.33 Million 0.01% of portfolio
94,200
Q4 2024 Added 12.9%
$0
$2.51 Million 0.01% of portfolio
53,363
Q4 2024 Added 28.13%
$0
$3.9 Million 0.01% of portfolio
93,971
Q4 2024 Reduced 21.94%
$0
$1.67 Million 0.01% of portfolio
33,541
Q4 2024 Added 21.96%
$0
$4.17 Million 0.01% of portfolio
173,237
Q4 2024 Added 11.51%
$0
$2.07 Million 0.01% of portfolio
42,436
Q4 2024 Reduced 1.28%
$0
$3.04 Million 0.01% of portfolio
29,470
Q4 2024 Added 3.94%
$0
$2.61 Million 0.01% of portfolio
104,623
Q4 2024 Added 27.13%
$0
$2.95 Million 0.01% of portfolio
62,304
Q4 2024 Added 31.0%
$0
$4 Million 0.01% of portfolio
166,974
Q4 2024 Added 12.78%
$0
$2.58 Million 0.01% of portfolio
39,985
Q4 2024 Added 10.55%
$0
$3.59 Million 0.01% of portfolio
72,207
Q4 2024 Added 10.27%
$0
$1.87 Million 0.01% of portfolio
84,120
Q4 2024 Added 6.61%
$0
$2.19 Million 0.01% of portfolio
95,938
Q4 2024 Added 9.82%
$0
$1.74 Million 0.01% of portfolio
28,843
Q4 2024 Added 36.66%
$0
$1.8 Million 0.01% of portfolio
39,508
Q4 2024 Reduced 10.63%
$0
$2.38 Million 0.01% of portfolio
20,879
Q3 2024 Reduced 0.23%
$0
$2.52 Million 0.01% of portfolio
50,328
Q4 2024 Added 31.89%
$0
$1.55 Million 0.01% of portfolio
32,828
Q4 2024 Reduced 2.88%
$0
$2.82 Million 0.01% of portfolio
57,369
Q4 2024 Added 33.88%
$0
$4.35 Million 0.01% of portfolio
57,812
Q4 2024 Added 5.52%
$0
$1.54 Million 0.01% of portfolio
40,126
Q4 2024 Reduced 1.08%
$0
$3.38 Million 0.01% of portfolio
150,945
Q4 2024 Added 42.88%
$0
$1.76 Million 0.01% of portfolio
46,335
Q4 2024 Added 3.03%
$0
$1.79 Million 0.01% of portfolio
61,808
Q4 2024 Reduced 37.54%
$0
$2.53 Million 0.01% of portfolio
64,968
Q4 2024 Reduced 24.18%
$0
$3.87 Million 0.01% of portfolio
70,410
Q4 2024 Added 1.98%
$0
$1.65 Million 0.01% of portfolio
70,202
Q4 2024 Reduced 4.66%
$0
$1.97 Million 0.01% of portfolio
85,737
Q4 2024 Reduced 2.89%
$0
$4.05 Million 0.01% of portfolio
84,103
Q4 2024 Added 0.92%
$0
$3.1 Million 0.01% of portfolio
77,937
Q4 2024 Added 56.31%

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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