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CIK: 0001419186
Total reported value
$44.6B
$44.6B
3409 檔
8.8%
The Q3 2024 SEC filing reveals that Cambridge Investment Research Advisors, Inc. held a total portfolio value of $44.6B, covering 3409 public equity positions.
In Q3 2024, Cambridge Investment Research Advisors, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3409 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.58% | -0.04% | +1.40% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.18% | +3.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | +0.01% | -2.25% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.12% | +0.19% | +0.20% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | -0.08% | +2.54% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.82% | +0.04% | +15.43% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.14% | +0.81% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.02% | +1.33% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.38% | -0.02% | -3.48% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.07% | +0.08% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.09% | +4.00% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.89% | -0.07% | +3.35% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.77% | -0.06% | +12.83% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.05% | +4.88% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.01% | +2.15% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | -0.01% | +6.97% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.11% | +0.03% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.06% | -1.20% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.07% | -2.59% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.05% | +13.45% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.08% | -1.81% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 0.47% | +0.03% | +8.32% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.15% | +4.83% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.46% | +0.08% | +10.00% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.18% | +11.57% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.08% | -1.60% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | +0.07% | -1.80% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | — | -6.58% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.04% | +0.98% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.02% | +1.65% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.43% | -0.03% | -4.75% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.42% | +0.06% | +8.21% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | -0.03% | +5.46% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | -0.02% | +4.86% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.06% | +1022.41% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.39% | -0.23% | +5.50% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.29% | -12.91% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.03% | +2.02% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.07% | +2.42% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | -0.05% | +5.76% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.35% | -0.03% | -2.88% | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.35% | +0.02% | +0.63% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.35% | -0.03% | +2.44% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.01% | -1.24% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.34% | -0.14% | -11.07% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.34% | — | +5.39% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.01% | +3.73% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | +0.02% | +3.22% | |
| 49 | FTCS | First Trust Capital Strength | ETF-Other | 0.32% | -0.02% | -3.06% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.09% | +3.86% |
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 3409 disclosed positions in Q3 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 8.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
UTES
市值: $13.2M
Top Position Liquidated / Trimmed
NVDA
前期市值: $713.0M
During Q3 2024, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included AAPL (3.6%)、VOO (3.3%)、NVDA (2.3%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q3 2024, Cambridge Investment Research Advisors, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 36 positions, trimming 13 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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