13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001419186
Total reported value
$44.6B
$44.6B
3309 檔
8.3%
As reported in its official Q2 2024 Form 13F filing, Cambridge Investment Research Advisors, Inc.'s tracked investment portfolio stood at $44.6B with 3309 total positions.
During Q2 2024, Cambridge Investment Research Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3309 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.04% | -1.94% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.18% | -6.95% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.01% | +904.66% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.26% | +0.19% | -14.77% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | -0.08% | -0.29% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.14% | -1.18% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.02% | +0.14% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.62% | +0.04% | +0.13% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.45% | -0.02% | -1.09% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.07% | +0.45% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.09% | +4.02% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.88% | -0.07% | +8.94% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.06% | +2.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.06% | +0.87% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.11% | +4.21% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.05% | -6.04% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.01% | +2.17% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.08% | +1.48% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | -0.01% | +0.19% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.07% | +3.64% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.05% | -2.54% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.48% | -0.03% | -2.25% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.15% | +5.54% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | +0.07% | +1.38% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.46% | -0.08% | +19.80% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | -0.04% | +13.58% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.08% | -17.58% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.29% | -6.84% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | -2.31% | |
| 30 | CGDV | Cap Group Dividend Value | ETF-Other | 0.43% | +0.03% | +7.91% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.42% | -0.14% | +214.30% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | -0.23% | +10.61% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | — | +0.79% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.18% | +10.68% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-Other | 0.39% | +0.06% | +2.86% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | -0.02% | -13.44% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.03% | -9.16% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.03% | +5.47% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.07% | +0.29% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.03% | -1.32% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.01% | +0.75% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | -0.05% | +7.00% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.35% | +0.02% | -8.88% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.06% | +7.80% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.03% | +1.81% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.34% | — | +8.50% | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.34% | -0.02% | +0.72% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.33% | — | +286.94% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | +22.60% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.31% | -0.04% | +4.24% |
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 3309 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, NVDA) accounted for 8.3% of total reported equity market value during Q2 2024.
During Q2 2024, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included AAPL (3.5%)、VOO (3.3%)、NVDA (2.6%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.