Cambridge Investment Research Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Cambridge Investment Research Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 3495 holdings worth $29.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 3,495
Total Value: 29635708
Accession Number: 0001419186-25-000004
Form Type: 13F-HR
CIK: 0001419186
Manager Name: Cambridge Investment Research Advisors, Inc.

Data Enrichment

54% identified

1,873 identified1,622 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

3,495 positions • $29,635.708K total value

3,495 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 175

Sort by:

Apple Inc.

AAPL|037833100

4338721(-0.8%)

Value:

$963.8M(-12.0%)

922908363

VOO|922908363

1799132(-2.8%)

Value:

$924.6M(-7.3%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

1342830(+1.1%)

Value:

$629.7M(-7.3%)

NVIDIA CORP

NVDA|67066G104

5566705(-2.9%)

Value:

$603.3M(-21.6%)

464287200

IVV|464287200

1029935(-1.7%)

Value:

$578.7M(-6.2%)

922908769

VTI|922908769

2007919(+1.3%)

Value:

$551.9M(-3.9%)

MICROSOFT CORP

MSFT|594918104

1190110(+0.3%)

Value:

$446.8M(-10.7%)

AMAZON COM INC

AMZN|023135106

2311347(-2.0%)

Value:

$439.8M(-15.1%)

921909768

VXUS|921909768

6423392(+1.0%)

Value:

$398.9M(+6.5%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

699458(+1.9%)

Value:

$372.5M(+19.7%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

646336(+11.5%)

Value:

$361.6M(+6.4%)

69374H881

4485533(+0.8%)

Value:

$245.6M(-2.3%)

921937835

BND|921937835

2776239(-5.7%)

Value:

$203.9M(-3.7%)

808524797

SCHD|808524797

6768332(-4.7%)

Value:

$189.2M(-2.4%)

14020W106

5005523(+12.9%)

Value:

$178.4M(+14.2%)

SPDR GOLD TRUST

GLD|78463V107

608222(+12.6%)

Value:

$175.3M(+34.0%)

921908844

VIG|921908844

900389(+0.3%)

Value:

$174.7M(-0.7%)

Meta Platforms, Inc.

META|30303M102

301208(+4.5%)

Value:

$173.6M(+2.9%)

922908736

VUG|922908736

456900(-1.0%)

Value:

$169.4M(-10.6%)

922908744

VTV|922908744

954384(-7.7%)

Value:

$164.9M(-5.9%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	4.3M	QoQ -0.83% (-36.8K) YoY -4.44% (-202.0K)	All Managers (Combined)	$963.8M	QoQ -12.04% (-$132) YoY +23.77% (-$185)
(VOOcusip922908363)	1.8M	QoQ -2.81% (-52.1K) YoY -6.66% (-128.4K)	All Managers (Combined)	$924.6M	QoQ -7.30% (-$73) YoY -0.21% (-$2)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	1.3M	QoQ +1.05% (-14.0K) YoY -10.27% (-153.8K)	All Managers (Combined)	$629.7M	QoQ -7.30% (-$50) YoY -5.24% (-$35)
Nvidia Corp(NVDAcusip67066G104)	5.6M	QoQ -2.87% (-164.7K) YoY +868.98% (+5.0M)	All Managers (Combined)	$603.3M	QoQ -21.61% (-$166) YoY +16.22% (+$84)
(IVVcusip464287200)	1.0M	QoQ -1.72% (-18.1K) YoY +0.74% (+7.6K)	All Managers (Combined)	$578.7M	QoQ -6.19% (-$38) YoY +7.67% (+$41)
(VTIcusip922908769)	2.0M	QoQ +1.32% (-26.3K) YoY +22.67% (+371.2K)	All Managers (Combined)	$551.9M	QoQ -3.90% (-$22) YoY +29.73% (+$126)
Microsoft Corp(MSFTcusip594918104)	1.2M	QoQ +0.28% (-3.4K) YoY -1.45% (-17.6K)	All Managers (Combined)	$446.8M	QoQ -10.68% (-$53) YoY -12.07% (-$61)
Amazon Com Inc(AMZNcusip023135106)	2.3M	QoQ -2.05% (-48.4K) YoY -0.39% (-9.3K)	All Managers (Combined)	$439.8M	QoQ -15.05% (-$78) YoY +5.05% (-$21)
(VXUScusip921909768)	6.4M	QoQ +1.04% (+66.7K) YoY -2.38% (-157.2K)	All Managers (Combined)	$398.9M	QoQ +6.48% (+$24) YoY +0.52% (-$2)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	699.5K	QoQ +1.90% (+13.1K) YoY +11.53% (+72.3K)	All Managers (Combined)	$372.5M	QoQ +19.72% (+$61) YoY +41.25% (+$109)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	646.3K	QoQ +11.51% (+66.8K) YoY +11.57% (+67.0K)	All Managers (Combined)	$361.6M	QoQ +6.43% (+$22) YoY +19.31% (+$59)
(cusip69374H881)✕	4.5M	QoQ +0.78% (-34.8K) YoY +12.23% (+488.9K)	All Managers (Combined)	$245.6M	QoQ -2.28% (-$6) YoY +5.76% (+$13)
(BNDcusip921937835)	2.8M	QoQ -5.70% (-168.1K) YoY +6.27% (+163.8K)	All Managers (Combined)	$203.9M	QoQ -3.69% (-$8) YoY +7.47% (+$14)
(SCHDcusip808524797)	6.8M	QoQ -4.67% (-331.6K) YoY +198.24% (+4.5M)	All Managers (Combined)	$189.2M	QoQ -2.43% (-$5) YoY +3.42% (+$6)
(cusip14020W106)✕	5.0M	QoQ +12.94% (+573.7K) YoY +54.48% (+1.8M)	All Managers (Combined)	$178.4M	QoQ +14.16% (+$22) YoY +69.40% (+$73)
Spdr Gold Trust(GLDcusip78463V107)	608.2K	QoQ +12.61% (+68.1K) YoY +36.66% (+163.2K)	All Managers (Combined)	$175.3M	QoQ +34.01% (+$44) YoY +91.41% (+$84)
(VIGcusip921908844)	900.4K	QoQ +0.27% (-2.5K) YoY +8.43% (+70.1K)	All Managers (Combined)	$174.7M	QoQ -0.66% (-$1) YoY +15.19% (+$23)
Meta Platforms, Inc.(METAcusip30303M102)	301.2K	QoQ +4.51% (+13.0K) YoY +7.85% (+21.9K)	All Managers (Combined)	$173.6M	QoQ +2.87% (+$5) YoY +28.02% (+$38)
(VUGcusip922908736)	456.9K	QoQ -1.02% (-4.7K) YoY +5.37% (+23.3K)	All Managers (Combined)	$169.4M	QoQ -10.58% (-$20) YoY +13.52% (+$20)
(VTVcusip922908744)	954.4K	QoQ -7.73% (-80.0K) YoY -2.28% (-22.3K)	All Managers (Combined)	$164.9M	QoQ -5.86% (-$10) YoY +3.64% (-$6)