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Cambridge Investment Research Advisors, Inc. Top Holdings and 13F Report (2025)

About Cambridge Investment Research Advisors, Inc.

Investment Activity

  • Cambridge Investment Research Advisors, Inc. has $29.64 million in total holdings as of March 31, 2025.
  • Cambridge Investment Research Advisors, Inc. owns shares of 3,495 different stocks, but just 446 companies or ETFs make up 80% of its holdings.
  • Approximately 6.04% of the portfolio was purchased this quarter.
  • About 4.27% of the portfolio was sold this quarter.
  • This quarter, Cambridge Investment Research Advisors, Inc. has purchased 3,460 new stocks and bought additional shares in 1,693 stocks.
  • Cambridge Investment Research Advisors, Inc. sold shares of 1,493 stocks and completely divested from 191 stocks this quarter.

Largest Holdings

Apple
$963,760
Invesco QQQ
$629,680
NVIDIA
$603,319

Largest New Holdings this Quarter

41653L883 - Hartford Large Cap Growth ETF
$7,816 Holding
092528801 - iShares Large Cap Deep Buffer ETF
$7,648 Holding
464286707 - iShares MSCI France ETF
$4,962 Holding
78163D100 - Runway Growth Finance
$4,551 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
66,758 shares (about $37.34K)
iShares 20+ Year Treasury Bond ETF
352,147 shares (about $32.06K)
iShares TIPS Bond ETF
261,091 shares (about $29.00K)
Capital Group Dividend Value ETF
573,747 shares (about $20.45K)
SPDR Gold Shares
68,142 shares (about $19.63K)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
529,086 shares (about $53.26K)
Vanguard Total International Bond ETF
855,653 shares (about $41.77K)
JPMorgan Ultra-Short Income ETF
789,529 shares (about $39.97K)
Vanguard S&P 500 ETF
52,086 shares (about $26.77K)
JPMorgan Nasdaq Equity Premium Income ETF
453,344 shares (about $23.47K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCambridge Investment Research Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$963,760$8,164 -0.8%4,338,7213.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$924,592$26,768 -2.8%1,799,1323.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$629,680$6,573 1.1%1,342,8302.1%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$603,319$17,855 -2.9%5,566,7052.0%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$578,721$10,175 -1.7%1,029,9352.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$551,857$7,218 1.3%2,007,9191.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$446,756$1,259 0.3%1,190,1101.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$439,757$9,217 -2.1%2,311,3471.5%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$398,893$4,144 1.0%6,423,3921.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$372,517$6,954 1.9%699,4581.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$361,554$37,344 11.5%646,3361.2%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$245,628$1,906 0.8%4,485,5330.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$203,915$12,348 -5.7%2,776,2390.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$189,243$9,272 -4.7%6,768,3320.6%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$178,397$20,448 12.9%5,005,5230.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$175,253$19,634 12.6%608,2220.6%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$174,666$486 0.3%900,3890.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$173,604$7,496 4.5%301,2080.6%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$169,428$1,757 -1.0%456,9000.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$164,860$13,821 -7.7%954,3840.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$152,495$6,058 4.1%621,6660.5%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$151,466$39,974 -20.9%2,991,6240.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$147,465$1,429 -1.0%953,6040.5%Computer and Technology
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$141,963$9,829 7.4%2,425,0540.5%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$141,958$2,805 2.0%908,6500.5%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$140,715$11,678 9.0%2,768,3390.5%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$136,093$1,776 -1.3%1,144,3150.5%Energy
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$135,746$13,491 11.0%1,479,8450.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$134,819$3,332 2.5%163,2370.5%Medical
Visa Inc. stock logo
V
Visa
$132,425$4,488 3.5%377,8610.4%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$131,559$1,487 1.1%507,6370.4%Auto/Tires/Trucks
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$131,066$13,894 11.9%756,5990.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$128,773$41,773 -24.5%2,637,7140.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$122,149$4,308 3.7%129,1510.4%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$121,721$8,239 -6.3%1,299,6070.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$116,768$4,195 3.7%2,043,5480.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$116,271$15,843 -12.0%1,175,4000.4%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$114,192$4,228 3.8%670,0600.4%Consumer Staples
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$113,762$4,518 -3.8%1,729,9560.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$112,908$2,171 2.0%875,5300.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$111,777$2,259 2.1%1,273,2360.4%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$109,461$3,814 3.6%653,7730.4%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$109,330$14,162 14.9%1,177,7430.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$107,762$9,649 9.8%630,5900.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$107,077$4,452 4.3%511,0600.4%Medical
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$106,037$3,249 3.2%1,354,5860.4%ETF
PALANTIR TECHNOLOGIES
$103,672$4,275 -4.0%1,228,3360.3%INC CL A
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$100,320$854 -0.8%485,8600.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$94,525$4,229 -4.3%1,054,4970.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$94,117$8,187 9.5%2,747,9420.3%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$94,074$32,056 51.7%1,033,4470.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$91,230$5,213 6.1%3,072,7570.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$90,959$16,557 22.3%3,632,5380.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$87,260$1,583 1.8%238,0980.3%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$84,750$1,077 1.3%382,1880.3%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$83,699$1,115 -1.3%396,7900.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$83,594$8,524 11.4%1,648,4710.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$81,803$12,734 18.4%429,2310.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$80,315$4,012 5.3%658,2650.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$79,477$3,460 4.6%760,0370.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$79,385$6,565 9.0%478,6870.3%Medical
Chevron Co. stock logo
CVX
Chevron
$78,888$770 -1.0%471,5620.3%Energy
Netflix, Inc. stock logo
NFLX
Netflix
$75,827$2,840 -3.6%81,3130.3%Consumer Discretionary
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$75,709$8,606 12.8%2,266,7480.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$75,479$4,021 5.6%2,253,0980.3%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$74,500$993 -1.3%674,4510.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$74,281$1,303 1.8%287,2220.3%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$73,665$5,710 8.4%1,598,6380.2%Manufacturing
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$73,397$6,858 -8.5%135,3240.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$73,071$23,256 -24.1%424,1910.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$72,850$6,351 9.5%779,5640.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$72,165$5,441 -7.0%953,9380.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$71,892$11,861 19.8%1,443,3240.2%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$71,264$2,494 -3.4%1,598,2030.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$71,116$18,153 34.3%129,7440.2%Business Services
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$70,849$10,841 -13.3%805,1080.2%ETF
AT&T Inc. stock logo
T
AT&T
$69,777$2,593 3.9%2,467,3630.2%Computer and Technology
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$67,685$2,383 3.6%883,9660.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$67,627$53,263 -44.1%671,7700.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$66,036$1,568 2.4%265,5670.2%Computer and Technology
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$65,158$3,220 5.2%647,5610.2%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$64,941$2,767 4.5%1,085,2500.2%Manufacturing
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$64,250$3,517 5.8%2,267,9070.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$64,060$2,700 4.4%1,412,2660.2%Computer and Technology
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$63,964$6,579 11.5%1,276,2210.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$63,898$2,285 3.7%1,095,0790.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$63,111$8,036 14.6%150,3080.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$62,096$1,534 2.5%118,5600.2%Medical
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$61,909$250 0.4%1,222,0450.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$61,525$6,214 -9.2%2,786,4410.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$60,733$517 -0.8%184,1520.2%Industrials
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$60,729$1,307 -2.1%982,9950.2%ETF
McDonald's Co. stock logo
MCD
McDonald's
$60,094$3,182 5.6%192,3800.2%Retail/Wholesale
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$58,081$14,769 -20.3%1,154,0000.2%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$58,005$8,706 -13.1%1,270,6570.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$57,382$2,647 4.8%713,9670.2%ETF
SPROTT PHYSICAL
$56,954$1,589 2.9%2,367,1770.2%GOLD TR UNIT
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$56,380$29,005 106.0%507,5170.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$55,929$5,896 11.8%383,0470.2%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$55,484$14,894 36.7%813,4230.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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