Cambridge Investment Research Advisors, Inc.
CIK Number: 0001419186
Main Sectors:
Top Industries:
Filing Date: Apr 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 227.16 | -0.26% | 4.34M | -0.84% | 963.76M | 51.32 | 3.25% | Share |
| 2 | VOO | Vanguard S&P 50... | 590.66 | -0.43% | 1.8M | -2.81% | 924.59M | 282.25 | 3.12% | Share |
| 3 | QQQ | Invesco QQQ Tru... | 570.35 | -0.28% | 1.34M | +1.05% | 629.68M | 307.09 | 2.12% | Share |
| 4 | NVDA | NVIDIA Corporat... | 179.81 | +1.02% | 5.57M | -2.87% | 603.32M | 14.06 | 2.04% | Share |
| 5 | IVV | iShares Core S&... | 645.66 | -0.44% | 1.03M | -1.73% | 578.72M | 304.86 | 1.95% | Share |
| 6 | VTI | Vanguard Total ... | 316.65 | -0.48% | 2.01M | +1.33% | 551.86M | 187.96 | 1.86% | Share |
| 7 | MSFT | Microsoft Corpo... | 504.26 | -0.59% | 1.19M | +0.28% | 446.76M | 143.44 | 1.51% | Share |
| 8 | AMZN | Amazon.com, Inc... | 227.94 | -0.39% | 2.31M | -2.05% | 439.76M | 90.99 | 1.48% | Share |
| 9 | VXUS | Vanguard Total ... | 71.65 | -0.97% | 6.42M | +1.05% | 398.89M | 52.39 | 1.35% | Share |
| 10 | BRK-B | Berkshire Hatha... | 486.11 | -0.59% | 699.46K | +1.90% | 372.52M | 253.7 | 1.26% | Share |
| 11 | SPY | SPDR S&P 500 ET... | 642.49 | -0.44% | 646.34K | +11.52% | 361.55M | 379.02 | 1.22% | Share |
| 12 | COWZ | Pacer US Cash C... | 57.73 | -0.56% | 4.49M | +0.78% | 245.63M | 48.05 | 0.83% | Share |
| 13 | BND | Vanguard Total ... | 73.64 | -0.14% | 2.78M | -5.71% | 203.91M | 79.81 | 0.69% | Share |
| 14 | SCHD | Schwab U.S. Div... | 27.77 | -0.63% | 6.77M | -4.67% | 189.24M | 23.6 | 0.64% | Share |
| 15 | CGDV | Capital Group D... | 41.21 | -0.63% | 5.01M | +12.95% | 178.4M | 29.55 | 0.60% | Share |
| 16 | GLD | SPDR Gold Share... | 309.83 | -0.24% | 608.22K | +12.62% | 175.25M | 188.54 | 0.59% | Share |
| 17 | VIG | Vanguard Divide... | 209.80 | -0.75% | 900.39K | +0.28% | 174.67M | 148.79 | 0.59% | Share |
| 18 | META | Meta Platforms,... | 753.30 | -0.2% | 301.21K | +4.51% | 173.6M | 222.29 | 0.59% | Share |
| 19 | VUG | Vanguard Growth... | 457.58 | -0.18% | 456.9K | -1.03% | 169.43M | 290.16 | 0.57% | Share |
| 20 | VTV | Vanguard Value ... | 182.07 | -0.78% | 954.38K | -7.74% | 164.86M | 123.99 | 0.56% | Share |
| 21 | JPM | JPMorgan Chase ... | 294.85 | -0.47% | 621.67K | +4.14% | 152.5M | 109.18 | 0.51% | Share |
| 22 | JPST | JPMorgan Ultra-... | 50.70 | -0.01% | 2.99M | -20.88% | 151.47M | 50.32 | 0.51% | Share |
| 23 | GOOGL | Alphabet Inc. | 208.49 | +1.16% | 953.6K | -0.96% | 147.47M | 73.95 | 0.50% | Share |
| 24 | RDVY | First Trust Ris... | 65.59 | -0.43% | 2.43M | +7.44% | 141.96M | 48.58 | 0.48% | Share |
| 25 | GOOG | Alphabet Inc. | 209.16 | +1.18% | 908.65K | +2.02% | 141.96M | 77.81 | 0.48% | Share |
| 26 | VEA | Vanguard Develo... | 58.83 | -1.23% | 2.77M | +9.05% | 140.72M | 41.49 | 0.47% | Share |
| 27 | XOM | Exxon Mobil Cor... | 111.75 | +0.42% | 1.14M | -1.29% | 136.09M | 81.31 | 0.46% | Share |
| 28 | BIL | SPDR Bloomberg ... | 91.71 | +0.02% | 1.48M | +11.03% | 135.75M | 91.61 | 0.46% | Share |
| 29 | LLY | Eli Lilly and C... | 695.50 | -2.27% | 163.24K | +2.53% | 134.82M | 235.02 | 0.45% | Share |
| 30 | V | Visa Inc. | 348.87 | -0.33% | 377.86K | +3.51% | 132.43M | 132.72 | 0.45% | Share |
| 31 | TSLA | Tesla, Inc. | 346.60 | +1.94% | 507.64K | +1.14% | 131.56M | 133.81 | 0.44% | Share |
| 32 | RSP | Invesco S&P 500... | 188.03 | -0.77% | 756.6K | +11.86% | 131.07M | 147.33 | 0.44% | Share |
| 33 | BNDX | Vanguard Total ... | 49.18 | -0.2% | 2.64M | -24.49% | 128.77M | 52.95 | 0.43% | Share |
| 34 | COST | Costco Wholesal... | 941.58 | -1.77% | 129.15K | +3.66% | 122.15M | 398.79 | 0.41% | Share |
| 35 | USMV | iShares MSCI US... | 93.70 | -0.89% | 1.3M | -6.34% | 121.72M | 72.4 | 0.41% | Share |
| 36 | JEPI | JPMorgan Equity... | 57.02 | -0.62% | 2.04M | +3.73% | 116.77M | 55.33 | 0.39% | Share |
| 37 | AGG | iShares Core U.... | 99.23 | -0.17% | 1.18M | -11.99% | 116.27M | 107.25 | 0.39% | Share |
| 38 | PG | The Procter & G... | 156.06 | -1.64% | 670.06K | +3.84% | 114.19M | 107.74 | 0.39% | Share |
| 39 | SPLG | SPDR Portfolio ... | 75.60 | -0.41% | 1.73M | -3.82% | 113.76M | 46.54 | 0.38% | Share |
| 40 | VYM | Vanguard High D... | 138.24 | -0.66% | 875.53K | +1.96% | 112.91M | 106.53 | 0.38% | Share |
| 41 | WMT | Walmart Inc. | 96.10 | -0.75% | 1.27M | +2.06% | 111.78M | 42.92 | 0.38% | Share |
| 42 | AVGO | Broadcom Inc. | 294.23 | +0.08% | 653.77K | +3.61% | 109.46M | 78.32 | 0.37% | Share |
| 43 | IVW | iShares S&P 500... | 114.72 | -0.18% | 1.18M | +14.88% | 109.33M | 71.16 | 0.37% | Share |
| 44 | QUAL | iShares MSCI US... | 188.42 | -0.5% | 630.59K | +9.83% | 107.76M | 127.86 | 0.36% | Share |
| 45 | ABBV | AbbVie Inc. | 207.47 | -1.49% | 511.06K | +4.34% | 107.08M | 97.11 | 0.36% | Share |
| 46 | BSV | Vanguard Short-... | 78.75 | -0.06% | 1.35M | +3.16% | 106.04M | 80.53 | 0.36% | Share |
| 47 | PLTR | Palantir Techno... | 157.17 | -0.99% | 1.23M | -3.96% | 103.67M | 23.07 | 0.35% | Share |
| 48 | XLK | Technology Sele... | 261.84 | -0.22% | 485.86K | -0.84% | 100.32M | 140.14 | 0.34% | Share |
| 49 | FTCS | First Trust Cap... | 92.79 | -0.84% | 1.05M | -4.28% | 94.53M | 63.77 | 0.32% | Share |
| 50 | CGGR | Capital Group G... | 42.14 | -0.26% | 2.75M | +9.53% | 94.12M | 25.57 | 0.32% | Share |
| 51 | TLT | iShares 20+ Yea... | 86.80 | -0.29% | 1.03M | +51.69% | 94.07M | 100.65 | 0.32% | Share |
| 52 | BUFR | First Trust Cbo... | 32.73 | -0.18% | 3.07M | +6.06% | 91.23M | 26.94 | 0.31% | Share |
| 53 | SCHG | Schwab U.S. Lar... | 30.43 | -0.21% | 3.63M | +22.25% | 90.96M | 19.86 | 0.31% | Share |
| 54 | HD | The Home Depot,... | 408.92 | -0.94% | 238.1K | +1.85% | 87.26M | 199.52 | 0.29% | Share |
| 55 | VB | Vanguard Small ... | 250.55 | -0.74% | 382.19K | +1.29% | 84.75M | 184.43 | 0.29% | Share |
| 56 | IWY | iShares Russell... | 257.85 | -0.2% | 396.79K | -1.31% | 83.7M | 161.32 | 0.28% | Share |
| 57 | JAAA | Janus Henderson... | 50.77 | 0.00% | 1.65M | +11.36% | 83.59M | 50.41 | 0.28% | Share |
| 58 | IVE | iShares S&P 500... | 202.49 | -0.7% | 429.23K | +18.44% | 81.8M | 162.98 | 0.28% | Share |
| 59 | ITOT | iShares Core S&... | 140.67 | -0.43% | 658.26K | +5.26% | 80.31M | 86.97 | 0.27% | Share |
| 60 | IJR | iShares Core S&... | 117.42 | -0.92% | 760.04K | +4.55% | 79.48M | 89 | 0.27% | Share |
| 61 | JNJ | Johnson & Johns... | 178.41 | -0.49% | 478.69K | +9.01% | 79.39M | 128.28 | 0.27% | Share |
| 62 | CVX | Chevron Corpora... | 158.11 | -0.04% | 471.56K | -0.97% | 78.89M | 115.31 | 0.27% | Share |
| 63 | NFLX | Netflix, Inc. | 1218.07 | +1.11% | 81.31K | -3.61% | 75.83M | 525.13 | 0.26% | Share |
| 64 | CGUS | Capital Group C... | 38.41 | -0.47% | 2.27M | +12.82% | 75.71M | 28.2 | 0.26% | Share |
| 65 | SDVY | First Trust SMI... | 37.85 | -0.79% | 2.25M | +5.63% | 75.48M | 32.79 | 0.25% | Share |
| 66 | SHV | iShares Short T... | 110.40 | 0.00% | 674.45K | -1.32% | 74.5M | 110.16 | 0.25% | Share |
| 67 | VO | Vanguard Mid Ca... | 288.66 | -0.71% | 287.22K | +1.79% | 74.28M | 179.68 | 0.25% | Share |
| 68 | IUSB | iShares Core To... | 46.27 | -0.13% | 1.6M | +8.40% | 73.67M | 46.65 | 0.25% | Share |
| 69 | VGT | Vanguard Inform... | 692.25 | -0.28% | 135.32K | -8.55% | 73.4M | 353.03 | 0.25% | Share |
| 70 | VXF | Vanguard Extend... | 203.47 | -0.75% | 424.19K | -24.14% | 73.07M | 118.56 | 0.25% | Share |
| 71 | XLE | Energy Select S... | 88.36 | +0.25% | 779.56K | +9.55% | 72.85M | 82.62 | 0.25% | Share |
| 72 | IEFA | iShares Core MS... | 85.99 | -1.29% | 953.94K | -7.01% | 72.17M | 68.34 | 0.24% | Share |
| 73 | XLF | Financial Selec... | 53.25 | -0.59% | 1.44M | +19.76% | 71.89M | 40.01 | 0.24% | Share |
| 74 | FVD | First Trust Val... | 46.35 | -1.09% | 1.6M | -3.38% | 71.26M | 34.08 | 0.24% | Share |
| 75 | MA | Mastercard Inco... | 593.17 | -0.97% | 129.74K | +34.27% | 71.12M | 295.95 | 0.24% | Share |
| 76 | MOAT | VanEck Mornings... | 98.40 | -0.79% | 805.11K | -13.27% | 70.85M | 75.35 | 0.24% | Share |
| 77 | T | AT&T Inc. | 28.75 | -0.09% | 2.47M | +3.86% | 69.78M | 24.98 | 0.24% | Share |
| 78 | BIV | Vanguard Interm... | 77.47 | -0.15% | 883.97K | +3.65% | 67.69M | 86.24 | 0.23% | Share |
| 79 | SGOV | iShares 0-3 Mon... | 100.65 | +0.01% | 671.77K | -44.06% | 67.63M | 100.44 | 0.23% | Share |
| 80 | IBM | International B... | 239.51 | -1.07% | 265.57K | +2.43% | 66.04M | 153.85 | 0.22% | Share |
| 81 | MINT | PIMCO Enhanced ... | 100.61 | +0.02% | 647.56K | +5.20% | 65.16M | 99.9 | 0.22% | Share |
| 82 | FTSM | First Trust Enh... | 60.07 | +0.02% | 1.09M | +4.45% | 64.94M | 59.5 | 0.22% | Share |
| 83 | CGGO | Capital Group G... | 32.69 | -0.68% | 2.27M | +5.79% | 64.25M | 25.24 | 0.22% | Share |
| 84 | VZ | Verizon Communi... | 44.21 | -0.52% | 1.41M | +4.40% | 64.06M | 50.14 | 0.22% | Share |
| 85 | GSY | Invesco Ultra S... | 50.17 | +0.02% | 1.28M | +11.46% | 63.96M | 49.92 | 0.22% | Share |
| 86 | IJH | iShares Core S&... | 64.71 | -0.77% | 1.1M | +3.71% | 63.9M | 41.75 | 0.22% | Share |
| 87 | DIA | SPDR Dow Jones ... | 453.08 | -0.78% | 150.31K | +14.59% | 63.11M | 359.66 | 0.21% | Share |
| 88 | UNH | UnitedHealth Gr... | 304.89 | -0.82% | 118.56K | +2.53% | 62.1M | 292.68 | 0.21% | Share |
| 89 | TFLO | iShares Treasur... | 50.60 | -0.01% | 1.22M | +0.41% | 61.91M | 50.52 | 0.21% | Share |
| 90 | SCHX | Schwab U.S. Lar... | 25.44 | -0.47% | 2.79M | -9.17% | 61.52M | 15.33 | 0.21% | Share |
| 91 | CAT | Caterpillar Inc... | 432.30 | -0.77% | 184.15K | -0.84% | 60.73M | 189.51 | 0.20% | Share |
| 92 | DGRO | iShares Core Di... | 66.54 | -0.75% | 983K | -2.11% | 60.73M | 43.7 | 0.20% | Share |
| 93 | MCD | McDonald's Corp... | 313.27 | -0.25% | 192.38K | +5.59% | 60.09M | 185.58 | 0.20% | Share |
| 94 | USFR | WisdomTree Floa... | 50.44 | +0.01% | 1.15M | -20.27% | 58.08M | 50.3 | 0.20% | Share |
| 95 | FBND | Fidelity Total ... | 45.92 | -0.13% | 1.27M | -13.05% | 58.01M | 45.23 | 0.20% | Share |
| 96 | SPYG | SPDR Portfolio ... | 99.35 | -0.19% | 713.97K | +4.84% | 57.38M | 59.6 | 0.19% | Share |
| 97 | TIP | iShares TIPS Bo... | 110.72 | -0.18% | 507.52K | +105.95% | 56.38M | 113.44 | 0.19% | Share |
| 98 | XLV | Health Care Sel... | 136.20 | -1.43% | 383.05K | +11.79% | 55.93M | 123.7 | 0.19% | Share |
| 99 | AIRR | First Trust RBA... | 91.52 | -0.52% | 813.42K | +36.69% | 55.48M | 64.07 | 0.19% | Share |
| 100 | BBUS | JPMorgan BetaBu... | 116.31 | -0.45% | 549.5K | +17.65% | 55.44M | 87.28 | 0.19% | Share |
| 101 | VMBS | Vanguard Mortga... | 46.45 | -0.15% | 1.18M | -2.88% | 54.84M | 52.37 | 0.18% | Share |
| 102 | BOXX | Alpha Architect... | 113.39 | +0.02% | 491.68K | +22.07% | 54.82M | 108.11 | 0.18% | Share |
| 103 | TCAF | T. Rowe Price E... | 36.76 | -0.76% | 1.66M | +12.69% | 53.71M | 31.16 | 0.18% | Share |
| 104 | KO | The Coca-Cola C... | 68.92 | -1.73% | 744.79K | +2.59% | 53.34M | 49.44 | 0.18% | Share |
| 105 | IWM | iShares Russell... | 232.38 | -1.04% | 266.78K | -20.47% | 53.22M | 189.91 | 0.18% | Share |
| 106 | IWB | iShares Russell... | 353.03 | -0.42% | 173.36K | +13.06% | 53.17M | 238.54 | 0.18% | Share |
| 107 | IWF | iShares Russell... | 444.43 | -0.19% | 144.89K | -8.19% | 52.32M | 202.41 | 0.18% | Share |
| 108 | BRK-A | Berkshire Hatha... | 729131.00 | -0.72% | 65 | +10.17% | 51.9M | 546837.26 | 0.18% | Share |
| 109 | IXUS | iShares Core MS... | 80.14 | -1.04% | 743.39K | -0.34% | 51.9M | 58.63 | 0.18% | Share |
| 110 | IAU | iShares Gold Tr... | 63.42 | -0.24% | 868.64K | +21.08% | 51.22M | 39.65 | 0.17% | Share |
| 111 | MGV | Vanguard Mega C... | 134.09 | -0.75% | 393.19K | +0.57% | 50.66M | 101.13 | 0.17% | Share |
| 112 | NOBL | ProShares S&P 5... | 105.06 | -1.05% | 492.32K | -0.68% | 50.31M | 77.76 | 0.17% | Share |
| 113 | PEP | PepsiCo, Inc. | 148.20 | -0.96% | 332.18K | +7.94% | 49.81M | 133.17 | 0.17% | Share |
| 114 | DYNF | BlackRock U.S. ... | 56.92 | -0.26% | 1.01M | +44.83% | 49.34M | 46.45 | 0.17% | Share |
| 115 | QQQM | Invesco NASDAQ ... | 234.77 | -0.3% | 253.89K | -11.4% | 49.01M | 161.85 | 0.17% | Share |
| 116 | SPMO | Invesco S&P 500... | 116.26 | -0.21% | 523.85K | +22.58% | 48.47M | 89.02 | 0.16% | Share |
| 117 | CGBL | Capital Group C... | 33.91 | -0.48% | 1.55M | +21.82% | 47.99M | 30.04 | 0.16% | Share |
| 118 | PTLC | Pacer Trendpilo... | 52.76 | -0.39% | 926.64K | +2.24% | 47.68M | 41.17 | 0.16% | Share |
| 119 | SPYV | SPDR Portfolio ... | 54.28 | -0.71% | 921.98K | +5.17% | 47.09M | 42.24 | 0.16% | Share |
| 120 | CALF | Pacer US Small ... | 43.19 | -0.46% | 1.25M | -25.14% | 46.7M | 43.07 | 0.16% | Share |
| 121 | DFAC | Dimensional U.S... | 37.60 | -0.5% | 1.41M | -1.26% | 46.58M | 27.18 | 0.16% | Share |
| 122 | DLN | WisdomTree U.S.... | 85.18 | -0.65% | 586.04K | +0.96% | 46.51M | 60.99 | 0.16% | Share |
| 123 | SPDW | SPDR Portfolio ... | 41.81 | -1.19% | 1.26M | +2.22% | 45.76M | 30.27 | 0.15% | Share |
| 124 | CRWD | CrowdStrike Hol... | 418.83 | -0.41% | 128.55K | +8.26% | 45.32M | 208.38 | 0.15% | Share |
| 125 | CSCO | Cisco Systems, ... | 67.14 | -0.27% | 733.77K | +0.11% | 45.28M | 38.92 | 0.15% | Share |
| 126 | PFE | Pfizer Inc. | 25.13 | -2.9% | 1.78M | +3.75% | 45.11M | 32.84 | 0.15% | Share |
| 127 | FDL | First Trust Mor... | 44.27 | -0.73% | 1.03M | +23.52% | 44.53M | 37.37 | 0.15% | Share |
| 128 | AMD | Advanced Micro ... | 163.36 | -2.62% | 426.3K | -3.89% | 43.8M | 85.65 | 0.15% | Share |
| 129 | BLV | Vanguard Long-T... | 69.17 | -0.2% | 618.23K | +1.99% | 43.54M | 96.82 | 0.15% | Share |
| 130 | VWO | Vanguard Emergi... | 51.95 | -0.41% | 954.71K | +6.86% | 43.21M | 43.14 | 0.15% | Share |
| 131 | XMHQ | Invesco S&P Mid... | 104.10 | -0.71% | 471.68K | -9.82% | 43.17M | 94.41 | 0.15% | Share |
| 132 | SPTM | SPDR Portfolio ... | 77.96 | -0.43% | 629.95K | -4.55% | 42.84M | 59.47 | 0.14% | Share |
| 133 | CGCP | Capital Group C... | 22.63 | -0.09% | 1.89M | +2.78% | 42.45M | 22.62 | 0.14% | Share |
| 134 | FSCO | FS Credit Oppor... | 7.36 | -1.34% | 6M | +2.49% | 42.3M | 4.86 | 0.14% | Share |
| 135 | FIXD | First Trust TCW... | 43.85 | -0.12% | 953.2K | +0.70% | 41.79M | 44.96 | 0.14% | Share |
| 136 | MO | Altria Group, I... | 67.05 | -0.92% | 687.43K | +5.21% | 41.26M | 46.52 | 0.14% | Share |
| 137 | SMH | VanEck Semicond... | 293.92 | +0.10% | 192.79K | -16.79% | 40.77M | 163.48 | 0.14% | Share |
| 138 | IEF | iShares 7-10 Ye... | 95.58 | -0.2% | 427.06K | -11.33% | 40.73M | 97.52 | 0.14% | Share |
| 139 | MRK | Merck & Co., In... | 85.33 | -2.33% | 453.14K | +0.52% | 40.67M | 69.23 | 0.14% | Share |
| 140 | EFV | iShares MSCI EA... | 67.44 | -1.43% | 690.03K | -13.58% | 40.67M | 52.24 | 0.14% | Share |
| 141 | FNDX | Schwab Fundamen... | 25.59 | -0.49% | 1.72M | -5.5% | 40.51M | 19.18 | 0.14% | Share |
| 142 | FSK | FS KKR Capital ... | 17.89 | -1.08% | 1.93M | -0.67% | 40.48M | 19.46 | 0.14% | Share |
| 143 | PM | Philip Morris I... | 167.36 | -2.56% | 254.68K | +14.36% | 40.43M | 107.12 | 0.14% | Share |
| 144 | VCIT | Vanguard Interm... | 83.23 | -0.18% | 491.1K | +33.29% | 40.15M | 83.77 | 0.14% | Share |
| 145 | IWR | iShares Russell... | 95.48 | -0.67% | 470.5K | -0.78% | 40.02M | 65.94 | 0.14% | Share |
| 146 | IEMG | iShares Core MS... | 62.59 | -0.52% | 730.72K | +20.57% | 39.44M | 51.92 | 0.13% | Share |
| 147 | IYW | iShares U.S. Te... | 181.15 | -0.14% | 279.64K | +9.35% | 39.27M | 101.66 | 0.13% | Share |
| 148 | NEE | NextEra Energy,... | 75.32 | -1.31% | 552.7K | +4.54% | 39.18M | 57.23 | 0.13% | Share |
| 149 | BAC | Bank of America... | 49.50 | +0.04% | 924.13K | -4.22% | 38.56M | 27.91 | 0.13% | Share |
| 150 | BX | Blackstone Inc. | 169.52 | -0.57% | 268.65K | -2.27% | 37.55M | 62.71 | 0.13% | Share |