Cambridge Investment Research Advisors, Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$29.9B
Holdings
3,460
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (3,460 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE | 4,375,474 | $1.1B | 3.66% | |
| 2 | VOOVANGUARD INDEX FDS | 1,851,218 | $997.5M | 3.33% | |
| 3 | NVDANVIDIA CORPORATION | 5,731,450 | $769.7M | 2.57% | |
| 4 | NDQINVESCO QQQ TR UNIT SER | 1,328,813 | $679.3M | 2.27% | |
| 5 | IVVISHARES | 1,048,044 | $617.0M | 2.06% | |
| 6 | VTIVANGUARD INDEX FDS | 1,981,655 | $574.3M | 1.92% | |
| 7 | AMZNAMAZON | 2,359,789 | $517.7M | 1.73% | |
| 8 | MSFTMICROSOFT | 1,186,757 | $500.2M | 1.67% | |
| 9 | VXUSVANGUARD STAR FDS VG | 6,356,658 | $374.6M | 1.25% | |
| 10 | SPYSPDR | 579,578 | $339.7M | 1.13% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 686,400 | $311.1M | 1.04% | |
| 12 | COWZPACER FDS TR US CASH COWS | 4,450,722 | $251.4M | 0.84% | |
| 13 | BNDVANGUARD BD INDEX FDS | 2,944,347 | $211.7M | 0.71% | |
| 14 | TSLATESLA | 501,898 | $202.7M | 0.68% | |
| 15 | SCHDSCHWAB STRATEGIC | 7,099,962 | $194.0M | 0.65% | |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED | 3,781,153 | $190.5M | 0.64% | |
| 17 | VUGVANGUARD INDEX FDS | 461,639 | $189.5M | 0.63% | |
| 18 | GOOGLALPHABET | 962,847 | $182.3M | 0.61% | |
| 19 | VIGVANGUARD SPECIALIZED FUNDS | 897,884 | $175.8M | 0.59% | |
| 20 | VTVVANGUARD INDEX FDS | 1,034,396 | $175.1M | 0.59% | |
| 21 | BNDXVANGUARD CHARLOTTE FDS | 3,493,367 | $171.3M | 0.57% | |
| 22 | GOOGALPHABET | 890,696 | $169.6M | 0.57% | |
| 23 | METAMETA PLATFORMS | 288,202 | $168.7M | 0.56% | |
| 24 | CGDGCAPITAL GROUP | 4,431,776 | $156.3M | 0.52% | |
| 25 | AVGOBROADCOM | 630,994 | $146.3M | 0.49% | |
| 26 | JPMJPMORGAN CHASE & CO. | 596,971 | $143.1M | 0.48% | |
| 27 | RDVYFIRST TR EXCHANGE-TRADED FD RISNG | 2,257,151 | $133.5M | 0.45% | |
| 28 | GQ9SPDR | 540,080 | $130.8M | 0.44% | |
| 29 | AGGISHARES TR CORE US AGGBD | 1,335,559 | $129.4M | 0.43% | |
| 30 | XOMEXXON MOBIL | 1,159,246 | $124.7M | 0.42% | |
| 31 | SPYMSPDR SER TR PORTFOLIO | 1,798,653 | $124.0M | 0.41% | |
| 32 | USMVISHARES | 1,387,572 | $123.2M | 0.41% | |
| 33 | LLYELI LILLY & | 159,203 | $122.9M | 0.41% | |
| 34 | BILSPDR SER TR BLOOMBERG 1-3 | 1,332,775 | $121.9M | 0.41% | |
| 35 | VEAVANGUARD TAX-MANAGED FDS VAN | 2,538,600 | $121.4M | 0.41% | |
| 36 | SGOVISHARES TR 0-3 | 1,200,856 | $120.5M | 0.40% | |
| 37 | RSPINVESCO EXCHANGE TRADED | 676,391 | $118.5M | 0.40% | |
| 38 | VVISA | 365,055 | $115.4M | 0.39% | |
| 39 | COSTCOSTCO WHSL | 124,596 | $114.2M | 0.38% | |
| 40 | XLKSELECT SECTOR SPDR | 489,994 | $113.9M | 0.38% | |
| 41 | JEPIJ P MORGAN EXCHANGE TRADED | 1,970,127 | $113.3M | 0.38% | |
| 42 | WMTWALMART | 1,247,501 | $112.7M | 0.38% | |
| 43 | VYMVANGUARD WHITEHALL FDS | 858,694 | $109.6M | 0.37% | |
| 44 | PGPROCTER AND GAMBLE | 645,252 | $108.2M | 0.36% | |
| 45 | VXFVANGUARD INDEX FDS EXTEND | 559,197 | $106.2M | 0.35% | |
| 46 | IVWISHARES | 1,025,189 | $104.1M | 0.35% | |
| 47 | QUALISHARES | 574,129 | $102.2M | 0.34% | |
| 48 | BSVVANGUARD BD INDEX FDS | 1,313,084 | $101.5M | 0.34% | |
| 49 | FTCSFIRST TR EXCHANGE-TRADED | 1,101,673 | $96.7M | 0.32% | |
| 50 | PLTRPALANTIR TECHNOLOGIES | 1,278,991 | $96.7M | 0.32% | |
| 51 | IWYISHARES TR RUS TP200 | 402,074 | $94.6M | 0.32% | |
| 52 | CGGRCAPITAL GROUP | 2,508,892 | $93.3M | 0.31% | |
| 53 | VGTVANGUARD | 147,969 | $92.0M | 0.31% | |
| 54 | HDHOME DEPOT | 233,779 | $90.9M | 0.30% | |
| 55 | VBVANGUARD INDEX FDS | 377,332 | $90.7M | 0.30% | |
| 56 | BUFRFIRST TR EXCHNG TRADED FD VI FT VEST | 2,897,183 | $88.3M | 0.29% | |
| 57 | ABBVABBVIE | 489,811 | $87.0M | 0.29% | |
| 58 | MOATVANECK ETF TRUST MRNGSTR WDE | 928,301 | $86.1M | 0.29% | |
| 59 | IJRISHARES | 726,948 | $83.8M | 0.28% | |
| 60 | SCHGSCHWAB STRATEGIC TR US LCAP | 2,971,333 | $82.8M | 0.28% | |
| 61 | ITOTISHARES | 625,381 | $80.4M | 0.27% | |
| 62 | SDVYFIRST TR EXCHANGE-TRADED FD SMID RISNG | 2,133,057 | $76.5M | 0.26% | |
| 63 | SHVISHARES | 683,441 | $75.3M | 0.25% | |
| 64 | NFLXNETFLIX | 84,359 | $75.2M | 0.25% | |
| 65 | JAAAJANUS DETROIT STR TR HENDRSON | 1,480,370 | $75.1M | 0.25% | |
| 66 | VOVANGUARD INDEX FDS | 282,184 | $74.5M | 0.25% | |
| 67 | IWMISHARES TR RUSSELL | 335,461 | $74.1M | 0.25% | |
| 68 | CALFPACER FDS TR PACER | 1,663,748 | $73.2M | 0.24% | |
| 69 | USFRWISDOMTREE | 1,447,452 | $72.8M | 0.24% | |
| 70 | FVDFIRST TR VALUE LINE | 1,654,142 | $72.2M | 0.24% | |
| 71 | AQLTISHARES | 1,025,860 | $72.1M | 0.24% | |
| 72 | SCHXSCHWAB STRATEGIC | 3,067,870 | $71.1M | 0.24% | |
| 73 | CGUSCAPITAL GROUP | 2,009,096 | $70.3M | 0.23% | |
| 74 | IVEISHARES | 362,416 | $69.2M | 0.23% | |
| 75 | CVXCHEVRON | 476,163 | $69.0M | 0.23% | |
| 76 | CATCATERPILLAR | 185,720 | $67.4M | 0.23% | |
| 77 | IUSBISHARES | 1,474,729 | $66.7M | 0.22% | |
| 78 | IJHISHARES | 1,055,918 | $65.8M | 0.22% | |
| 79 | FBNDFIDELITY MERRIMACK | 1,461,377 | $65.6M | 0.22% | |
| 80 | BIVVANGUARD BD INDEX FDS | 852,848 | $63.7M | 0.21% | |
| 81 | JNJJOHNSON & JOHNSON | 439,103 | $63.5M | 0.21% | |
| 82 | IWFISHARES TR RUS | 157,826 | $63.4M | 0.21% | |
| 83 | CGGOCAPITAL GROUP | 2,143,750 | $62.6M | 0.21% | |
| 84 | FTSMFIRST TR EXCHANGE-TRADED FD FIRST | 1,039,013 | $62.1M | 0.21% | |
| 85 | MINTPIMCO | 615,556 | $61.8M | 0.21% | |
| 86 | DGROISHARES | 1,004,154 | $61.6M | 0.21% | |
| 87 | TFLOISHARES TR TRS FLT | 1,217,114 | $61.4M | 0.21% | |
| 88 | XLESELECT SECTOR SPDR | 711,606 | $61.0M | 0.20% | |
| 89 | QQQMINVESCO EXCH TRADED | 286,564 | $60.3M | 0.20% | |
| 90 | SPYGSPDR SER TR PRTFLO | 681,037 | $59.9M | 0.20% | |
| 91 | TLTISHARES | 681,300 | $59.5M | 0.20% | |
| 92 | JEPQJ P MORGAN EXCHANGE TRADED | 1,044,682 | $58.9M | 0.20% | |
| 93 | UNHUNITEDHEALTH GROUP | 115,631 | $58.5M | 0.20% | |
| 94 | XLFSELECT SECTOR SPDR | 1,205,194 | $58.2M | 0.19% | |
| 95 | GSYINVESCO ACTIVELY | 1,144,956 | $57.4M | 0.19% | |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 259,263 | $57.0M | 0.19% | |
| 97 | SMHVANECK ETF TRUST SEMICONDUCTR | 231,682 | $56.1M | 0.19% | |
| 98 | DONSPDR DOW JONES INDL AVERAGE UT SER | 131,170 | $55.8M | 0.19% | |
| 99 | VMBSVANGUARD SCOTTSDALE FDS MTG-BKD | 1,219,280 | $55.3M | 0.18% | |
| 100 | BACVERIZON COMMUNICATIONS | 1,352,747 | $54.1M | 0.18% |
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