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
$23.9 Million 0.08% of portfolio
1,158,013
Q4 2024 Added 3.04%
$0
$22.6 Million 0.08% of portfolio
178,113
Q4 2024 Added 40.83%
$0
$23.6 Million 0.08% of portfolio
127,226
Q4 2024 Added 0.24%
$0
$23.5 Million 0.08% of portfolio
253,707
Q4 2024 Added 5.86%
$0
$23.6 Million 0.08% of portfolio
169,080
Q4 2024 Added 6.86%
$0
$23.2 Million 0.08% of portfolio
233,001
Q4 2024 Reduced 7.66%
$0
$24.8 Million 0.08% of portfolio
385,304
Q4 2024 Added 6.57%
$0
$24.1 Million 0.08% of portfolio
1,040,393
Q4 2024 Reduced 12.7%
$0
$25 Million 0.08% of portfolio
436,575
Q4 2024 Reduced 0.4%
$0
$22.8 Million 0.08% of portfolio
303,870
Q4 2024 Reduced 0.78%
$0
$24.2 Million 0.08% of portfolio
281,703
Q4 2024 Reduced 1.76%
$0
$22.8 Million 0.08% of portfolio
460,175
Q4 2024 Added 3.59%
$0
$22.8 Million 0.08% of portfolio
507,069
Q4 2024 Added 27.09%
$0
$23.6 Million 0.08% of portfolio
300,620
Q4 2024 Reduced 0.25%
$0
$23.7 Million 0.08% of portfolio
413,322
Q4 2024 Added 11.86%
$0
$24.2 Million 0.08% of portfolio
114,582
Q4 2024 Reduced 48.9%
$0
$22 Million 0.07% of portfolio
451,040
Q4 2024 Reduced 0.66%
$0
$21.8 Million 0.07% of portfolio
1,197,506
Q4 2024 Added 5.2%
$0
$19.7 Million 0.07% of portfolio
281,367
Q4 2024 Reduced 8.08%
$0
$21 Million 0.07% of portfolio
159,637
Q4 2024 Added 11.15%
$0
$21.5 Million 0.07% of portfolio
201,173
Q4 2024 Added 33.24%
$0
$20.8 Million 0.07% of portfolio
180,301
Q4 2024 Reduced 10.44%
$0
$21.5 Million 0.07% of portfolio
683,449
Q4 2024 Reduced 2.93%
$0
$19.7 Million 0.07% of portfolio
386,856
Q4 2024 Reduced 0.85%
$0
$20 Million 0.07% of portfolio
282,158
Q4 2024 Reduced 39.94%
$0
$21.2 Million 0.07% of portfolio
432,859
Q4 2024 Added 1.73%
$0
$19.9 Million 0.07% of portfolio
519,509
Q4 2024 Added 32.32%
$0
$20.1 Million 0.07% of portfolio
258,014
Q4 2024 Reduced 9.61%
$0
$19.5 Million 0.07% of portfolio
704,399
Q4 2024 Added 197.34%
$0
$22.4 Million 0.07% of portfolio
99,855
Q4 2024 Added 2.66%
$0
$20.6 Million 0.07% of portfolio
212,504
Q4 2024 Added 6.89%
$0
$20.5 Million 0.07% of portfolio
198,309
Q4 2024 Added 27.32%
$0
$22 Million 0.07% of portfolio
135,708
Q4 2024 Reduced 9.58%
$0
$20.3 Million 0.07% of portfolio
467,085
Q4 2024 Added 0.9%
$8.56B
$20.4 Million 0.07% of portfolio
393,194
Q4 2024 Reduced 24.65%
$0
$18.5 Million 0.06% of portfolio
191,501
Q4 2024 Reduced 9.56%
$0
$18.4 Million 0.06% of portfolio
288,887
Q4 2024 Added 9.63%
$0
$16.6 Million 0.06% of portfolio
358,104
Q4 2024 Added 29.73%
$0
$17.1 Million 0.06% of portfolio
90,643
Q4 2024 Reduced 8.15%
$0
$17.5 Million 0.06% of portfolio
379,121
Q4 2024 Added 13.05%
$0
$19 Million 0.06% of portfolio
911,128
Q4 2024 Added 19.13%
$0
$19.1 Million 0.06% of portfolio
243,887
Q4 2024 Added 6.45%
$0
$16.8 Million 0.06% of portfolio
136,159
Q4 2024 Reduced 1.95%
$0
$18.8 Million 0.06% of portfolio
187,490
Q4 2024 Added 40.68%
$0
$18.2 Million 0.06% of portfolio
125,513
Q4 2024 Reduced 2.31%
$0
$18.4 Million 0.06% of portfolio
802,632
Q4 2024 Reduced 2.35%
$0
$18.8 Million 0.06% of portfolio
338,661
Q4 2024 Added 5.05%
$0
$18.7 Million 0.06% of portfolio
277,426
Q4 2024 Added 14.99%
$0
$17.8 Million 0.06% of portfolio
512,945
Q4 2024 Reduced 55.19%

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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