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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 $29.93 million in total holdings as of December 31, 2024.
  • Cambridge Investment Research Advisors, Inc. owns shares of 3,460 different stocks, but just 434 companies or ETFs make up 80% of its holdings.
  • Approximately 7.45% of the portfolio was purchased this quarter.
  • About 4.93% of the portfolio was sold this quarter.
  • This quarter, Cambridge Investment Research Advisors, Inc. has purchased 3,409 new stocks and bought additional shares in 1,618 stocks.
  • Cambridge Investment Research Advisors, Inc. sold shares of 1,501 stocks and completely divested from 210 stocks this quarter.

Largest Holdings

Apple
$1,095,706
NVIDIA
$769,676
Invesco QQQ
$679,329

Largest New Holdings this Quarter

ARISTA NETWORKS
$29,221 Holding
BLACKROCK
$18,859 Holding
LAM RESEARCH
$16,878 Holding
INNOVATOR ETFS TRUST
$8,605 Holding
CAPITAL GROUP
$7,676 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
4,863,496 shares (about $132.87K)
JPMorgan Ultra-Short Income ETF
2,048,587 shares (about $103.19K)
Schwab U.S. Large-Cap Growth ETF
2,341,430 shares (about $65.26K)
Vanguard Total International Bond ETF
976,487 shares (about $47.90K)
Schwab US Large-Cap ETF
2,027,973 shares (about $47.01K)

Largest Sales this Quarter

Apple
139,436 shares (about $34.92K)
Technology Select Sector SPDR Fund
107,501 shares (about $25.00K)
Vanguard Consumer Staples ETF
109,627 shares (about $23.17K)
iShares Currency Hedged MSCI EAFE ETF
631,723 shares (about $21.95K)

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
$1,095,706$34,918 -3.1%4,375,4743.7%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$997,455$1,873 0.2%1,851,2183.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$769,676$12,070 1.6%5,731,4502.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$679,329$25,939 4.0%1,328,8132.3%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$616,963$1,628 0.3%1,048,0442.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$574,304$26,026 4.7%1,981,6551.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$517,714$1,106 0.2%2,359,7891.7%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$500,218$6,903 -1.4%1,186,7571.7%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$374,598$4,382 1.2%6,356,6581.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$339,679$1,626 -0.5%579,5781.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$311,131$3,591 1.2%686,4001.0%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$251,377$2,783 -1.1%4,450,7220.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$211,728$5,798 -2.7%2,944,3470.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$202,686$1,279 -0.6%501,8980.7%Auto/Tires/Trucks
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$193,971$132,871 217.5%7,099,9620.6%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$190,457$103,188 118.2%3,781,1530.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$189,475$3,964 2.1%461,6390.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$182,267$2,808 -1.5%962,8470.6%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$175,833$1,557 0.9%897,8840.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$175,123$2,537 1.5%1,034,3960.6%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$171,350$47,897 38.8%3,493,3670.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$169,624$2,108 -1.2%890,6960.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$168,745$3,665 2.2%288,2020.6%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$156,264$22,720 17.0%4,431,7760.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$146,290$7,645 -5.0%630,9940.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$143,100$1,298 -0.9%596,9710.5%Finance
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$133,488$9,986 8.1%2,257,1510.4%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$130,770$2,297 -1.7%540,0800.4%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$129,416$3,969 3.2%1,335,5590.4%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$124,700$722 -0.6%1,159,2460.4%Oils/Energy
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$123,999$10,979 9.7%1,798,6530.4%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$123,202$6,609 -5.1%1,387,5720.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$122,904$4,347 -3.4%159,2030.4%Medical
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$121,856$8,562 7.6%1,332,7750.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$121,396$1,009 0.8%2,538,6000.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$120,470$34,483 40.1%1,200,8560.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$118,524$3,303 2.9%676,3910.4%ETF
Visa Inc. stock logo
V
Visa
$115,372$2,969 -2.5%365,0550.4%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$114,163$1,225 1.1%124,5960.4%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$113,933$24,996 -18.0%489,9940.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$113,341$1,330 1.2%1,970,1270.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$112,712$6,229 5.9%1,247,5010.4%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$109,561$6,958 6.8%858,6940.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$108,177$2,303 2.2%645,2520.4%Consumer Staples
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$106,236$1,569 -1.5%559,1970.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$104,087$2,999 3.0%1,025,1890.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$102,241$6,040 -5.6%574,1290.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$101,462$184 -0.2%1,313,0840.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$96,749$4,573 5.0%1,101,6730.3%ETF
PALANTIR TECHNOLOGIES
$96,730$965 1.0%1,278,9910.3%INC CL A
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$94,596$12,768 -11.9%402,0740.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$93,256$8,674 10.3%2,508,8920.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$92,007$1,973 2.2%147,9690.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$90,938$1,964 2.2%233,7790.3%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$90,665$13,919 18.1%377,3320.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$88,277$2,036 -2.3%2,897,1830.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$87,039$935 -1.1%489,8110.3%Medical
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$86,077$7,727 9.9%928,3010.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$83,759$11,662 16.2%726,9480.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$82,811$65,256 371.7%2,971,3330.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$80,436$2,910 -3.5%625,3810.3%ETF
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$76,470$11,555 17.8%2,133,0570.3%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$75,254$17,217 -18.6%683,4410.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$75,191$1,595 2.2%84,3590.3%Consumer Discretionary
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$75,070$18,352 32.4%1,480,3700.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$74,533$521 0.7%282,1840.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$74,124$16,959 29.7%335,4610.2%Finance
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$73,222$9,454 -11.4%1,663,7480.2%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$72,836$410 0.6%1,447,4520.2%Finance
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$72,187$1,063 1.5%1,654,1420.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$72,097$1,865 2.7%1,025,8600.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$71,113$47,008 195.0%3,067,8700.2%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$70,258$7,244 11.5%2,009,0960.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$69,178$7,849 12.8%362,4160.2%ETF
Chevron Co. stock logo
CVX
Chevron
$68,967$1,635 2.4%476,1630.2%Oils/Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$67,372$1,343 -2.0%185,7200.2%Industrial Products
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$66,658$4,016 -5.7%1,474,7290.2%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$65,794$2,936 4.7%1,055,9180.2%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$65,572$25,211 62.5%1,461,3770.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$63,733$168 -0.3%852,8480.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$63,503$3,099 -4.7%439,1030.2%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$63,380$7,797 14.0%157,8260.2%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$62,640$3,636 6.2%2,143,7500.2%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$62,102$8,029 -11.4%1,039,0130.2%Manufacturing
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$61,765$39,091 -38.8%615,5560.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$61,595$2,369 4.0%1,004,1540.2%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$61,428$36 -0.1%1,217,1140.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$60,956$15,599 34.4%711,6060.2%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$60,307$11,605 23.8%286,5640.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$59,863$387 0.7%681,0370.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$59,498$21,271 -26.3%681,3000.2%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$58,899$34,384 140.3%1,044,6820.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$58,493$2,977 -4.8%115,6310.2%Medical
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$58,247$15,309 35.7%1,205,1940.2%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$57,374$13,822 -19.4%1,144,9560.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$56,994$436 0.8%259,2630.2%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$56,106$6,063 12.1%231,6820.2%Manufacturing
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$55,813$4,757 9.3%131,1700.2%Finance
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$55,282$1,377 -2.4%1,219,2800.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$54,096$832 1.6%1,352,7470.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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