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CIK: 0001419186
Total reported value
$44.6B
$44.6B
3495 檔
8.3%
At the close of Q1 2025, Cambridge Investment Research Advisors, Inc. disclosed equity holdings valued at approximately $44.6B, spread across 3495 reported holdings.
In Q1 2025, Cambridge Investment Research Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3495 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.25% | -0.04% | -0.84% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.12% | +0.18% | -2.81% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.12% | +0.19% | +1.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.01% | -2.87% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | -0.08% | -1.73% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.86% | +0.04% | +1.33% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.14% | +0.28% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.02% | -2.05% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.35% | -0.02% | +1.05% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | -0.09% | +1.90% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | +0.07% | +11.52% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.83% | -0.07% | +0.78% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | -0.06% | -5.71% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.05% | -4.67% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 0.60% | +0.03% | +12.95% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.18% | +12.62% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.01% | +0.28% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.07% | +4.51% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.11% | -1.03% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.01% | -7.74% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.02% | +4.14% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.51% | -0.22% | -20.88% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.06% | -0.96% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-Other | 0.48% | +0.06% | +7.44% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.05% | +2.02% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | +0.07% | +9.05% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.15% | -1.29% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.46% | -0.23% | +11.03% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.08% | +2.53% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | +3.51% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | — | +1.14% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.03% | +11.86% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.43% | -0.03% | -24.49% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.07% | +3.66% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.08% | -6.34% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | -0.02% | +3.73% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.04% | -11.99% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.03% | +3.84% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.29% | -3.82% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.03% | +1.96% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.09% | +2.06% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.06% | +3.61% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.02% | +14.88% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | -0.05% | +9.83% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.01% | +4.34% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.03% | +3.16% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.12% | -3.96% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.34% | +0.08% | -0.84% | |
| 49 | FTCS | First Trust Capital Strength | ETF-Other | 0.32% | -0.02% | -4.28% | |
| 50 | CGGR | Cap Group Growth Equity | ETF-Other | 0.32% | +0.07% | +9.53% |
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 3495 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, QQQ) accounted for 8.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $963.8M
During Q1 2025, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included AAPL (3.3%)、VOO (3.1%)、QQQ (2.1%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q1 2025, Cambridge Investment Research Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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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