CI

Cambridge Investment Research Advisors, Inc.

13F
Cambridge Investment Research Advisors, Inc.
Last update 2025-04-22 3488 Stocks (219 new)
Value $29.62 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(3.25%)VOO(3.12%)QQQ(2.13%)NVDA(2.04%)IVV(1.95%)
Summary Stock Picks Current Portfolio
Cambridge Investment Research ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
4,338,721
963,760.0
-0.84%
3.250
-0.03%
0.030
-13.92%
-18.81%
3,029,284.2
Hardware
VOO 		Vanguard S&P 500 ETF
1,799,132
924,590.0
-2.81%
3.120
-0.09%
0.140
+3.60%
+1.99%
613,880.0
 
QQQ 		INVESCO QQQ Trust
1,342,830
629,680.0
+1.05%
2.130
+0.02%
0.210
+6.86%
+3.59%
336,456.4
 
NVDA 		NVIDIA Corp
5,566,705
603,320.0
-2.87%
2.040
-0.07%
0.020
+22.37%
+5.69%
3,461,082.1
Semiconductors
IVV 		iShares Core S&P 500 ETF
1,029,935
578,720.0
-1.73%
1.950
-0.04%
0.100
+3.61%
+2.03%
588,146.3
 
VTI 		Vanguard Total Stock Market ETF
2,007,919
551,860.0
+1.33%
1.860
+0.02%
0.110
+3.61%
+1.57%
448,188.6
 
MSFT 		Microsoft Corp
1,190,110
446,760.0
+0.28%
1.510
0%
0.020
+19.59%
+10.48%
3,447,734.1
Software
AMZN 		Amazon.com Inc
2,311,347
439,760.0
-2.05%
1.480
-0.04%
0.020
+1.68%
-5.54%
2,200,026.7
Retail - Cyclical
VXUS 		Vanguard Total International Stock
6,423,392
398,890.0
+1.05%
1.350
+0.01%
0.490
+9.07%
+15.29%
87,478.7
 
BRK.B 		Berkshire Hathaway Inc
699,458
372,520.0
+1.90%
1.260
+0.02%
0.030
-0.98%
+8.32%
1,059,968.3
Insurance

Cambridge Investment Research Advisors, Inc.'s Historical Top Holdings Breakdowns

Cambridge Investment Research Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Reduce
-0.18%
●
100.34 ($100.51) 100.68
$100.40
-0.11%
Reduce -44.06%
671,770
-529,086
BNDX 		Vanguard Total International Bond ETF2025-03-31Reduce
-0.14%
●
48.33 ($48.9) 49.5
$49.33
0.88%
Reduce -24.49%
2,637,714
-855,653
JPST 		JPMorgan Ultra-Short Income ETF2025-03-31Reduce
-0.13%
●
50.39 ($50.51) 50.66
$50.48
-0.06%
Reduce -20.88%
2,991,624
-789,529
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.13%
●
551.42 ($587.78) 612.93
$595.93
1.39%
Add 11.52%
646,336
66,758
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Add
+0.11%
●
85.29 ($89.02) 92.57
$86.39
-2.95%
Add 51.69%
1,033,447
352,147
TIP 		iShares TIPS Bond ETF2025-03-31Add
+0.10%
●
106.22 ($108.63) 111.09
$108.97
0.31%
Add 105.95%
507,517
261,091
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF2025-03-31Reduce
-0.09%
●
51.45 ($55.7) 58.51
$52.53
-5.69%
Reduce -43.4%
591,338
-453,344
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-0.09%
●
507.05 ($540.58) 563.67
$547.65
1.31%
Reduce -2.81%
1,799,132
-52,086
VXF 		Vanguard Extended Market Index ETF2025-03-31Reduce
-0.09%
●
170.36 ($189.24) 201.04
$186.39
-1.51%
Reduce -24.14%
424,191
-135,006
CGDV 		Capital Group Dividend Value ETF2025-03-31Add
+0.07%
●
34.95 ($36.32) 37.36
$37.79
4.05%
Add 12.95%
5,005,523
573,747

Cambridge Investment Research Advisors, Inc. Total Holding History ($B)

To

Cambridge Investment Research Advisors, Inc.'s Asset Allocation

To

Cambridge Investment Research Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cambridge Investment Research Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Cambridge Investment Research Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cambridge Investment Research Advisors, Inc.'s Holdings Heat Map

Size field:

Cambridge Investment Research Advisors, Inc.'s Holdings Bubble Chart

Cambridge Investment Research Advisors, Inc. News

  • 1

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