Cambridge Investment Research Advisors, Inc.
CIK 1419186 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- AAPL3.66%
- VOO3.33%
- NVDA2.57%
- QQQ2.27%
- IVV2.06%
- VTI1.92%
- AMZN1.73%
- MSFT1.67%
- VXUS1.25%
- SPY1.13%
Share classes counted separately21.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight increased · +0.34 pp0.30% → 0.64%Shares +2.05M (+118.24%)
- AMZNWeight increased · +0.24 pp1.49% → 1.73%Shares +5.04K (+0.21%)
- NVDAWeight increased · +0.24 pp2.33% → 2.57%Shares +89.88K (+1.59%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCINC COM View history and evidence | $1.10B | 3.66% | 4.38M shares | 3.58% → 3.66%+0.08 pp -139.44K (-3.09%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $997.46M | 3.33% | 1.85M shares | 3.32% → 3.33%+0.01 pp +3.48K (+0.19%) | Added | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $769.68M | 2.57% | 5.73M shares | 2.33% → 2.57%+0.24 pp +89.88K (+1.59%) | Added | ↗▾ |
| 04 | QQQINVESCO QQQ TRUST SERIES 11 View history and evidence | $679.33M | 2.27% | 1.33M shares | 2.12% → 2.27%+0.15 pp +50.74K (+3.97%) | Added | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFTR CORE S&P500 ETF View history and evidence | $616.96M | 2.06% | 1.05M shares | 2.05% → 2.06%+0.01 pp +2.77K (+0.26%) | Added | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $574.30M | 1.92% | 1.98M shares | 1.82% → 1.92%+0.10 pp +89.81K (+4.75%) | Added | ↗▾ |
| 07 | AMZNAMAZON.COM INCCOM INC COM View history and evidence | $517.71M | 1.73% | 2.36M shares | 1.49% → 1.73%+0.24 pp +5.04K (+0.21%) | Added | ↗▾ |
| 08 | MSFTMICROSOFT CORPCORP COM View history and evidence | $500.22M | 1.67% | 1.19M shares | 1.76% → 1.67%-0.09 pp -16.38K (-1.36%) | Reduced | ↗▾ |
| 09 | VXUSVANGUARD TOTAL INTL STOCKTL INTL STK F View history and evidence | $374.60M | 1.25% | 6.36M shares | 1.38% → 1.25%-0.13 pp +74.36K (+1.18%) | Added | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USS&P 500 ETF TR TR UNIT View history and evidence | $339.68M | 1.13% | 579.58K shares | 1.14% → 1.13%-0.01 pp -2.77K (-0.48%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 200
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BSCO INVESCO BULLETSHARES 2024 CB | Non-derivative | -839,114 | -$17.72M | SEC filing ↗ | SEC filing ↗ |
| IBTE ISHARES IBONDS DEC 2024 TERM | Non-derivative | -317,873 | -$7.63M | SEC filing ↗ | SEC filing ↗ |
| XDSQ INNOVATOR US EQY ACCL-QUART | Non-derivative | -198,149 | -$6.95M | SEC filing ↗ | SEC filing ↗ |
3 / 200 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1419186 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 29930738
}Research all 3,460 reported holdings.
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