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CIK: 0001419186
Total reported value
$44.6B
$44.6B
3302 檔
7.7%
During the Q1 2024 filing period, Cambridge Investment Research Advisors, Inc. (CIK: 0001419186) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $44.6B across 3302 reported positions.
During Q1 2024, Cambridge Investment Research Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, QQQ) accounted for 7.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 3302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.57% | +0.18% | +1.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.00% | -0.04% | -2.94% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.56% | +0.19% | +2.64% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | -0.08% | -1.73% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.01% | -1.15% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.14% | +1.86% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.64% | +0.04% | +4.81% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.02% | +0.49% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.53% | -0.02% | +5.85% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.07% | -6.54% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.09% | +2.17% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.89% | -0.07% | +10.94% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | -0.06% | +15.46% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | -0.05% | +4.33% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.01% | +4.64% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.01% | -3.74% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.11% | +2.15% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.06% | -1.48% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.08% | +12.26% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.07% | +8.83% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.51% | -0.03% | +6.25% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.08% | +2.20% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | +0.07% | -9.98% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.29% | +5.48% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.05% | -1.57% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.48% | -0.02% | +8.22% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.15% | +1.09% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.02% | +0.66% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.03% | -0.23% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.04% | -12.69% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.42% | +0.02% | +5.30% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.41% | +0.14% | +6.08% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.41% | +0.06% | +10.23% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-Other | 0.41% | +0.03% | +13.25% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | -0.01% | +1.63% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.40% | -0.08% | -15.24% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.03% | -1.22% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | -0.03% | +12.42% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.38% | -0.23% | +1.68% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | — | -2.90% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.36% | -0.03% | -2.51% | |
| 42 | FTCS | First Trust Capital Strength | ETF-Other | 0.35% | -0.02% | -9.05% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.18% | -13.36% | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.34% | — | +31.63% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.05% | -0.09% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | +8.96% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.01% | -1.75% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.03% | +5.39% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | -0.03% | -0.41% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | -0.06% | +12.68% |
According to official SEC Form 13F filings, Cambridge Investment Research Advisors, Inc. reported a total U.S. public equity portfolio value of $44.6B across 3302 disclosed positions in Q1 2024.
During Q1 2024, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included VOO (3.6%)、AAPL (3.0%)、QQQ (2.6%). The largest single position, VOO, represented 3.6% of total portfolio value.
In Q1 2024, Cambridge Investment Research Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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