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CIK: 0001419186
Total reported value
$44.6B
$44.6B
3460 檔
9.3%
As reported in its official Q4 2024 Form 13F filing, Cambridge Investment Research Advisors, Inc.'s tracked investment portfolio stood at $44.6B with 3460 total positions.
Cambridge Investment Research Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 4 holdings and trimming 21 positions.
Showing top 200 holdings (of 3460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.66% | -0.04% | -3.09% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.33% | +0.18% | +0.19% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.01% | +1.59% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.27% | +0.19% | +3.97% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | -0.08% | +0.26% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.92% | +0.04% | +4.75% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.02% | +0.21% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.14% | -1.36% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.25% | -0.02% | +1.18% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.07% | -0.48% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.09% | +1.17% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.84% | -0.07% | -1.09% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.06% | -2.67% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | — | -0.63% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.05% | +217.46% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.64% | -0.22% | +118.24% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.11% | +2.14% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.06% | -1.52% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.01% | +0.89% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.01% | +1.47% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.57% | -0.03% | +38.80% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.05% | -1.23% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.07% | +2.22% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 0.52% | +0.03% | +17.01% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.06% | -4.97% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.02% | -0.90% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.45% | +0.06% | +8.09% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.18% | -1.73% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.04% | +3.16% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.15% | -0.58% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.29% | +9.71% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.08% | -5.09% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.08% | -3.42% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | -0.23% | +7.56% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.07% | +0.84% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.40% | -0.02% | +40.10% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | -0.03% | +2.87% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | -0.01% | -2.51% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.07% | +1.08% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.08% | -17.99% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.38% | -0.02% | +1.19% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.09% | +5.85% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | -0.03% | +6.78% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.03% | +2.18% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.35% | +0.02% | -1.46% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | +0.02% | +2.97% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.05% | -5.58% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.34% | -0.03% | -0.18% | |
| 49 | FTCS | First Trust Capital Strength | ETF-Other | 0.32% | -0.02% | +4.96% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.32% | -0.12% | +1.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.3% | +118.24% | Add |
| 2 | NVDA | Nvidia CORP | +0.2% | +1.59% | Add |
| 3 | AMZN | Amazon.com Inc | +0.2% | +0.21% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | -0.63% | Trim |
| 5 | PLTR | Palantir Technologies Inc-a | +0.2% | +1.01% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +3.97% | Add |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +38.80% | Add |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +140.26% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +40.10% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.75% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | -4.97% | Trim |
| 12 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 13 | AAPL | Apple Inc | +0.1% | -3.09% | Trim |
| 14 | FBND | Fidelity Total Bond ETF | +0.1% | +62.47% | Add |
| 15 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +283.53% | Add |
| 16 | CGCB | Cap Group Core Bond | +0.1% | +399.28% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.52% | Trim |
| 18 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -1.23% | Trim |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +32.36% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +5.85% | Add |
| 22 | SCHG | Schwab US Large-cap Growth | +0.1% | +371.71% | Add |
| 23 | IWM | Ishares Russell 2000 ETF | +0.1% | +29.67% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 25 | CGDV | Cap Group Dividend Value | +0.1% | +17.01% | Add |
| 26 | XLF | Ss Financial Select Sector | +0.1% | +35.65% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +2.17% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | -0.90% | Trim |
| 29 | VUG | Vanguard Growth ETF | 0% | +2.14% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +0.19% | Add |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | -39.94% | Trim |
| 32 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | EXIT | Sold out |
| 33 | DFAC | Dimensional US Core Equity 2 | -0.1% | -25.95% | Trim |
| 34 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -23.74% | Trim |
| 36 | VHT | Vanguard Health Care ETF | -0.1% | -33.06% | Trim |
| 37 | AMD | Advanced Micro Devices | -0.1% | -2.55% | Trim |
| 38 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 39 | VGIT | Vanguard Intermediate-term T | -0.1% | -52.83% | Trim |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -18.62% | Trim |
| 41 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 42 | TIP | Ishares Tips Bond ETF | -0.1% | -45.51% | Trim |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | -55.19% | Trim |
| 44 | XLK | Ss Technology Select Sector | -0.1% | -17.99% | Trim |
| 45 | VDC | Vanguard Consumer Staple ETF | -0.1% | -48.90% | Trim |
| 46 | LLY | Eli Lilly & Co | -0.1% | -3.42% | Trim |
| 47 | MSFT | Microsoft CORP | -0.1% | -1.36% | Trim |
| 48 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -26.34% | Trim |
| 49 | MINT | Pimco Enhanced Short Maturit | -0.1% | -38.76% | Trim |
| 50 | VXUS | Vanguard Total Intl Stock | -0.1% | +1.18% | Add |
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 3460 disclosed positions in Q4 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 9.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $29.2M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $24.0M
During Q4 2024, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included AAPL (3.7%)、VOO (3.3%)、NVDA (2.6%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q4 2024, Cambridge Investment Research Advisors, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 21 holdings, and fully liquidating 4 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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