Filed: 2/14/2025ACC: 0001419186-25-000003
📋 What this filing means
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 3460 equity positions with a total reported market value of $29.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3460
Positions
$29.93M
Total AUM (reported)
456.66M
Total Shares
Allocation by class
INC COM$3.43M11.5%
COM$1.40M4.7%
CORP COM$1.17M3.9%
S&P 500 ETF SHS$997.5K3.3%
1$735.1K2.5%
TR CORE S&P500 ETF$617.0K2.1%
CO COM$586.4K2.0%
Portfolio Concentration
Top 3$2.86M9.6%
4–10$3.60M12.0%
11–25$2.90M9.7%
Rest$20.57M68.7%
Top 3 weight
9.6%
Top 10 weight
21.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3460
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings3460
Rows:
APPLE
SOLEShares4.38M
TypeSH
Market value$1.10M
3.66%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.85M
TypeSH
Market value$997.5K
3.33%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.73M
TypeSH
Market value$769.7K
2.57%
Sole
0.00
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER
SOLEShares1.33M
TypeSH
Market value$679.3K
2.27%
Sole
0.00
Shared
0.00
None
0.00
ISHARES
SOLEShares1.05M
TypeSH
Market value$617.0K
2.06%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.98M
TypeSH
Market value$574.3K
1.92%
Sole
0.00
Shared
0.00
None
0.00
AMAZON
SOLEShares2.36M
TypeSH
Market value$517.7K
1.73%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT
SOLEShares1.19M
TypeSH
Market value$500.2K
1.67%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD STAR FDS VG
SOLEShares6.36M
TypeSH
Market value$374.6K
1.25%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares579.58K
TypeSH
Market value$339.7K
1.13%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares686.40K
TypeSH
Market value$311.1K
1.04%
Sole
0.00
Shared
0.00
None
0.00
PACER FDS TR US CASH COWS
SOLEShares4.45M
TypeSH
Market value$251.4K
0.84%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares2.94M
TypeSH
Market value$211.7K
0.71%
Sole
0.00
Shared
0.00
None
0.00
TESLA
SOLEShares501.90K
TypeSH
Market value$202.7K
0.68%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC
SOLEShares7.10M
TypeSH
Market value$194.0K
0.65%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED
SOLEShares3.78M
TypeSH
Market value$190.5K
0.64%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares461.64K
TypeSH
Market value$189.5K
0.63%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares962.85K
TypeSH
Market value$182.3K
0.61%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares897.88K
TypeSH
Market value$175.8K
0.59%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.03M
TypeSH
Market value$175.1K
0.59%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares3.49M
TypeSH
Market value$171.3K
0.57%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares890.70K
TypeSH
Market value$169.6K
0.57%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares288.20K
TypeSH
Market value$168.7K
0.56%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP
SOLEShares4.43M
TypeSH
Market value$156.3K
0.52%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM
SOLEShares630.99K
TypeSH
Market value$146.3K
0.49%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | INC COM | 4.38M | SH | $1.10M 3.66% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.85M | SH | $997.5K 3.33% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.73M | SH | $769.7K 2.57% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SERSOLE | 1 | 1.33M | SH | $679.3K 2.27% | 0.00 | 0.00 | 0.00 |
ISHARESSOLE | TR CORE S&P500 ETF | 1.05M | SH | $617.0K 2.06% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.98M | SH | $574.3K 1.92% | 0.00 | 0.00 | 0.00 |
AMAZONSOLE | COM INC COM | 2.36M | SH | $517.7K 1.73% | 0.00 | 0.00 | 0.00 |
MICROSOFTSOLE | CORP COM | 1.19M | SH | $500.2K 1.67% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDS VGSOLE | TL INTL STK F | 6.36M | SH | $374.6K 1.25% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | S&P 500 ETF TR TR UNIT | 579.58K | SH | $339.7K 1.13% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 686.40K | SH | $311.1K 1.04% | 0.00 | 0.00 | 0.00 |
PACER FDS TR US CASH COWSSOLE | 100 | 4.45M | SH | $251.4K 0.84% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 2.94M | SH | $211.7K 0.71% | 0.00 | 0.00 | 0.00 |
TESLASOLE | INC COM | 501.90K | SH | $202.7K 0.68% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGICSOLE | TR US DIVIDEND EQ | 7.10M | SH | $194.0K 0.65% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADEDSOLE | F ULTRA SHRT ETF | 3.78M | SH | $190.5K 0.64% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 461.64K | SH | $189.5K 0.63% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL A | 962.85K | SH | $182.3K 0.61% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 897.88K | SH | $175.8K 0.59% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.03M | SH | $175.1K 0.59% | 0.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 3.49M | SH | $171.3K 0.57% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL C | 890.70K | SH | $169.6K 0.57% | 0.00 | 0.00 | 0.00 |
META PLATFORMSSOLE | INC CL A | 288.20K | SH | $168.7K 0.56% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUPSOLE | DIVIDEND VALUE SHS CREATION UNI | 4.43M | SH | $156.3K 0.52% | 0.00 | 0.00 | 0.00 |
BROADCOMSOLE | INC COM | 630.99K | SH | $146.3K 0.49% | 0.00 | 0.00 | 0.00 |
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