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CIK: 0001419186
Total reported value
$44.6B
$44.6B
3608 檔
9.3%
At the close of Q2 2025, Cambridge Investment Research Advisors, Inc. disclosed equity holdings valued at approximately $44.6B, spread across 3608 reported holdings.
In Q2 2025, Cambridge Investment Research Advisors, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3608 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.18% | +0.18% | +2.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.69% | -0.04% | -0.59% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +0.01% | -0.59% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.22% | +0.19% | -1.55% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.89% | +0.04% | +1.62% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.08% | -3.18% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.14% | -0.85% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.02% | +1.85% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.35% | -0.02% | -0.22% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | +0.07% | +5.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.09% | +9.59% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.07% | +5.06% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 0.69% | +0.03% | +15.58% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.68% | -0.07% | -9.30% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | +0.07% | +37.52% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | +0.11% | +5.54% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.29% | +57.58% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.06% | +4.47% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.01% | +1.24% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.55% | -0.05% | +1.24% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.02% | -0.99% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.06% | -13.47% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.06% | +2.54% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.01% | +0.58% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.18% | -10.34% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.05% | +2.90% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.12% | -2.15% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | — | +1.37% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | -0.03% | +16.73% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.45% | +0.06% | -1.80% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +0.08% | +14.33% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.42% | -0.23% | +2.38% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.01% | -0.28% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.08% | +3.92% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.40% | +0.07% | +17.83% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.40% | -0.03% | +0.14% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.39% | +0.20% | +122.91% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.07% | +0.32% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.09% | +1.99% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.03% | +8.36% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | -4.22% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.04% | +5.43% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.37% | -0.22% | -20.31% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.15% | -3.15% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.35% | -0.05% | +0.35% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.34% | -0.02% | -2.39% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.08% | -7.89% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.07% | +2.95% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.03% | -2.21% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.32% | +0.07% | +15.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -0.59% | Trim |
| 2 | MSFT | Microsoft CORP | +0.3% | -0.85% | Trim |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +57.58% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +122.91% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | +4.47% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +37.52% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | -2.15% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +5.06% | Add |
| 9 | JMTG | Mortgage-backed Securities | +0.1% | NEW | New buy |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.55% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | +1.85% | Add |
| 12 | CGDV | Cap Group Dividend Value | +0.1% | +15.58% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.1% | +14.33% | Add |
| 14 | BENJ | Horizon Landmark ETF | +0.1% | NEW | New buy |
| 15 | CGGR | Cap Group Growth Equity | +0.1% | +17.83% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +2.95% | Add |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +34.62% | Add |
| 18 | EFA | Ishares Msci Eafe ETF | +0.1% | +73.08% | Add |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +5.54% | Add |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | +34.27% | Add |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +15.44% | Add |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +11.92% | Add |
| 23 | USHY | Ishares Broad Usd High Yield | +0.1% | +439.68% | Add |
| 24 | SPHB | Invesco S&p 500 High Beta Et | +0.1% | +2921.29% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.29% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.27% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | +1.37% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | +0.1% | +40.34% | Add |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +127.68% | Add |
| 30 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +16.73% | Add |
| 31 | ORCL | Oracle CORP | +0.1% | +4.33% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.72% | Add |
| 33 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +174.84% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.62% | Add |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -0.99% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +2.54% | Add |
| 37 | GOOG | Alphabet Inc-cl C | 0% | +2.90% | Add |
| 38 | VXUS | Vanguard Total Intl Stock | — | -0.22% | Trim |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.1% | -3.18% | Trim |
| 40 | DIVI | Franklin International Core | -0.1% | -74.01% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | +11.00% | Add |
| 42 | XLE | Ss Energy Select Sector | -0.1% | -25.01% | Trim |
| 43 | MINT | Pimco Enhanced Short Maturit | -0.1% | -42.83% | Trim |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -29.72% | Trim |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.1% | -20.31% | Trim |
| 46 | BND | Vanguard Total Bond Market | -0.2% | -13.47% | Trim |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -9.30% | Trim |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | -61.53% | Trim |
| 49 | GSY | Invesco Ultra Short Duration | -0.2% | -81.82% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -0.59% | Trim |
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 3608 disclosed positions in Q2 2025.
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 VOO, AAPL, NVDA) accounted for 9.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
JMTG
市值: $35.5M
Top Position Liquidated / Trimmed
AAPL
前期市值: $963.8M
During Q2 2025, Cambridge Investment Research Advisors, Inc.'s top holdings by market value included VOO (3.2%)、AAPL (2.7%)、NVDA (2.7%). The largest single position, VOO, represented 3.2% of total portfolio value.
In Q2 2025, Cambridge Investment Research Advisors, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 31 positions, trimming 17 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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