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Cambridge Investment Research Advisors, Inc. Top Holdings and 13F Report (2025)

About Cambridge Investment Research Advisors, Inc.

Investment Activity

  • Cambridge Investment Research Advisors, Inc. has $32.88 million in total holdings as of June 30, 2025.
  • Cambridge Investment Research Advisors, Inc. owns shares of 3,608 different stocks, but just 448 companies or ETFs make up 80% of its holdings.
  • Approximately 7.16% of the portfolio was purchased this quarter.
  • About 4.62% of the portfolio was sold this quarter.
  • This quarter, Cambridge Investment Research Advisors, Inc. has purchased 3,495 new stocks and bought additional shares in 1,702 stocks.
  • Cambridge Investment Research Advisors, Inc. sold shares of 1,528 stocks and completely divested from 194 stocks this quarter.

Largest Holdings

Apple
$884,897
NVIDIA
$874,308
Invesco QQQ
$729,278

Largest New Holdings this Quarter

46654Q575 - J P MORGAN EXCHANGE TRADED F MORTGAGE
$35,489 Holding
44053A622 - HORIZON FDS LANDMARK
$27,966 Holding
701769507 - PARNASSUS INCOME FDS
$6,259 Holding
09290C780 - BLACKROCK ETF TRUST
$6,069 Holding
46434V316 - iShares Global Equity Factor ETF
$5,476 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
996,027 shares (about $72.40K)
Invesco NASDAQ 100 ETF
312,045 shares (about $70.87K)
Vanguard FTSE Developed Markets ETF
1,038,605 shares (about $59.21K)
J P MORGAN EXCHANGE TRADED F MORTGAGE
707,098 shares (about $35.49K)
Berkshire Hathaway
67,102 shares (about $32.60K)

Largest Sales this Quarter

Invesco Ultra Short Duration ETF
1,044,218 shares (about $52.36K)
iShares Short Treasury Bond ETF
415,016 shares (about $45.83K)
JPMorgan Ultra-Short Income ETF
607,541 shares (about $30.79K)
Vanguard Total Bond Market ETF
373,959 shares (about $27.53K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCambridge Investment Research Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,045,369$23,408 2.3%1,840,3413.2%ETF
Apple Inc. stock logo
AAPL
Apple
$884,897$5,278 -0.6%4,312,9952.7%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$874,308$5,176 -0.6%5,533,9452.7%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$729,278$11,480 -1.5%1,322,0192.2%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$620,127$9,860 1.6%2,040,3621.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$619,145$20,342 -3.2%997,1731.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$586,940$5,033 -0.9%1,179,9911.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$516,477$9,390 1.9%2,354,1481.6%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$442,835$957 -0.2%6,409,5371.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$420,380$21,041 5.3%680,3921.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$372,372$32,596 9.6%766,5601.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$233,572$11,253 5.1%316,4540.7%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$228,458$30,790 15.6%5,785,2150.7%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$224,161$22,992 -9.3%4,068,2540.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$217,034$59,211 37.5%3,806,9440.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$211,394$11,089 5.5%482,1950.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$198,152$72,401 57.6%2,725,9830.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$188,261$8,049 4.5%682,9720.6%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$186,567$2,285 1.2%911,5510.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$181,592$2,231 1.2%6,852,5380.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$178,449$1,778 -1.0%615,5320.5%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$176,880$27,535 -13.5%2,402,2800.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$172,330$4,277 2.5%977,8710.5%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$169,659$982 0.6%959,9380.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$166,233$19,171 -10.3%545,3310.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$165,866$4,680 2.9%935,0330.5%Computer and Technology
PALANTIR TECHNOLOGIES
$163,839$3,607 -2.2%1,201,8740.5%INC CL A
Tesla, Inc. stock logo
TSLA
Tesla
$163,472$2,216 1.4%514,6120.5%Auto/Tires/Trucks
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$160,512$23,007 16.7%883,1930.5%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$149,408$2,740 -1.8%2,381,3860.5%Manufacturing
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$140,669$17,635 14.3%555,5000.4%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$138,979$3,233 2.4%1,515,0850.4%ETF
Visa Inc. stock logo
V
Visa
$133,787$373 -0.3%376,8110.4%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$132,242$4,994 3.9%169,6430.4%Medical
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$131,622$19,919 17.8%3,237,9450.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$130,778$185 0.1%2,641,4420.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$128,524$70,865 122.9%565,9360.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$128,260$408 0.3%129,5630.4%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$126,980$2,483 2.0%1,298,6270.4%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$126,479$9,762 8.4%948,7600.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$124,199$5,470 -4.2%1,128,0600.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$122,932$6,332 5.4%1,239,2310.4%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$120,825$30,790 -20.3%2,384,0830.4%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$119,465$3,892 -3.2%1,108,2130.4%Energy
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$115,683$398 0.3%632,7690.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$113,396$2,779 -2.4%1,994,6610.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$112,365$9,629 -7.9%1,197,0320.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$112,102$3,213 3.0%83,7120.3%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$104,391$2,363 -2.2%655,2280.3%Consumer Staples
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$103,620$13,862 15.4%156,2230.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$103,338$3,268 -3.1%1,313,0560.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$96,855$1,992 2.1%521,7930.3%Medical
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$92,093$8,382 10.0%2,493,7130.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$91,032$11,397 14.3%1,090,4610.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$90,956$4,888 -5.1%1,000,7210.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$88,835$17,271 -16.3%3,041,2610.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$87,601$3,941 4.7%1,726,1350.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$85,682$1,615 -1.8%233,6940.3%Retail/Wholesale
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$85,232$2,167 2.6%779,8660.3%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$85,111$12,702 -13.0%345,2630.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$84,249$4,643 -5.2%623,8800.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$83,650$14,064 -14.4%2,630,4950.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$83,105$16,872 25.5%188,5960.3%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$82,601$21,082 34.3%194,5480.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$82,053$1,827 -2.2%419,8810.2%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$81,919$9,414 13.0%2,562,3740.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$81,881$135 0.2%424,8930.2%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$81,517$10,078 14.1%1,823,6530.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$80,058$1,775 2.3%271,5870.2%Computer and Technology
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$79,316$20,399 34.6%705,2180.2%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$78,945$544 -0.7%2,237,6680.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$77,558$13,013 -14.4%327,2770.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$77,490$9,849 14.6%769,5900.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$77,083$5,593 7.8%198,5590.2%Industrials
CrowdStrike stock logo
CRWD
CrowdStrike
$73,279$7,807 11.9%143,8790.2%Computer and Technology
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$73,116$6,904 10.4%898,2350.2%Manufacturing
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$71,625$2,280 -3.1%1,549,3170.2%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$71,383$1,526 -2.1%127,0290.2%Business Services
AT&T Inc. stock logo
T
AT&T
$70,962$444 -0.6%2,452,0320.2%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$70,250$10,124 -12.6%251,0440.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$70,225$2,702 4.0%490,4350.2%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$69,979$3,140 -4.3%458,1290.2%Medical
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$69,135$6,376 -8.4%737,1230.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$67,591$775 -1.1%873,9500.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$67,498$418 -0.6%1,088,3330.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$65,733$2,367 -3.5%2,689,5810.2%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$65,698$7,640 13.2%1,305,8660.2%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$65,287$10,300 -13.6%1,246,6410.2%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$64,283$6,150 10.6%1,405,0900.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$64,099$27,103 -29.7%726,3320.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$63,990$1,137 1.8%1,000,7810.2%ETF
SPROTT PHYSICAL
$63,503$3,495 5.8%2,505,0480.2%GOLD TR UNIT
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$63,001$1,973 -3.0%1,052,2950.2%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$62,956$5,099 -7.5%660,4740.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$62,907$26,562 73.1%703,7380.2%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$62,762$5,290 9.2%811,8230.2%Manufacturing
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$62,290$3,584 6.1%1,765,5830.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$61,561$17,696 40.3%1,025,4990.2%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$61,253$6,143 11.1%1,124,7280.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$60,079$1,030 -1.7%1,388,4590.2%Computer and Technology

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