Filed: 4/22/2025ACC: 0001419186-25-000004
📋 What this filing means
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 3495 equity positions with a total reported market value of $29.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3495
Positions
$29.64M
Total AUM (reported)
470.34M
Total Shares
Allocation by class
INC COM$3.17M10.7%
COM$1.29M4.3%
CORP COM$1.13M3.8%
S&P 500 ETF SHS$924.6K3.1%
1$694.4K2.3%
CO COM$606.2K2.0%
TR CORE S&P500 ETF$578.7K2.0%
Portfolio Concentration
Top 3$2.52M8.5%
4–10$3.39M11.4%
11–25$2.77M9.4%
Rest$20.95M70.7%
Top 3 weight
8.5%
Top 10 weight
19.9%
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)
Sole3495
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings3495
Rows:
APPLE
SOLEShares4.34M
TypeSH
Market value$963.8K
3.25%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.80M
TypeSH
Market value$924.6K
3.12%
Sole
0.00
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER
SOLEShares1.34M
TypeSH
Market value$629.7K
2.12%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.57M
TypeSH
Market value$603.3K
2.04%
Sole
0.00
Shared
0.00
None
0.00
ISHARES
SOLEShares1.03M
TypeSH
Market value$578.7K
1.95%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.01M
TypeSH
Market value$551.9K
1.86%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT
SOLEShares1.19M
TypeSH
Market value$446.8K
1.51%
Sole
0.00
Shared
0.00
None
0.00
AMAZON
SOLEShares2.31M
TypeSH
Market value$439.8K
1.48%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD STAR FDS VG TL
SOLEShares6.42M
TypeSH
Market value$398.9K
1.35%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares699.46K
TypeSH
Market value$372.5K
1.26%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares646.34K
TypeSH
Market value$361.6K
1.22%
Sole
0.00
Shared
0.00
None
0.00
PACER FDS TR US CASH COWS
SOLEShares4.49M
TypeSH
Market value$245.6K
0.83%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares2.78M
TypeSH
Market value$203.9K
0.69%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC
SOLEShares6.77M
TypeSH
Market value$189.2K
0.64%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP
SOLEShares5.01M
TypeSH
Market value$178.4K
0.60%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares608.22K
TypeSH
Market value$175.3K
0.59%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares900.39K
TypeSH
Market value$174.7K
0.59%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares301.21K
TypeSH
Market value$173.6K
0.59%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares456.90K
TypeSH
Market value$169.4K
0.57%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares954.38K
TypeSH
Market value$164.9K
0.56%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares621.67K
TypeSH
Market value$152.5K
0.51%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED
SOLEShares2.99M
TypeSH
Market value$151.5K
0.51%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares953.60K
TypeSH
Market value$147.5K
0.50%
Sole
0.00
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD RISNG
SOLEShares2.43M
TypeSH
Market value$142.0K
0.48%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares908.65K
TypeSH
Market value$142.0K
0.48%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | INC COM | 4.34M | SH | $963.8K 3.25% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.80M | SH | $924.6K 3.12% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SERSOLE | 1 | 1.34M | SH | $629.7K 2.12% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.57M | SH | $603.3K 2.04% | 0.00 | 0.00 | 0.00 |
ISHARESSOLE | TR CORE S&P500 ETF | 1.03M | SH | $578.7K 1.95% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.01M | SH | $551.9K 1.86% | 0.00 | 0.00 | 0.00 |
MICROSOFTSOLE | CORP COM | 1.19M | SH | $446.8K 1.51% | 0.00 | 0.00 | 0.00 |
AMAZONSOLE | COM INC COM | 2.31M | SH | $439.8K 1.48% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDS VG TLSOLE | INTL STK F | 6.42M | SH | $398.9K 1.35% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 699.46K | SH | $372.5K 1.26% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | S&P 500 ETF TR TR UNIT | 646.34K | SH | $361.6K 1.22% | 0.00 | 0.00 | 0.00 |
PACER FDS TR US CASH COWSSOLE | 100 | 4.49M | SH | $245.6K 0.83% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 2.78M | SH | $203.9K 0.69% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGICSOLE | TR US DIVIDEND EQ | 6.77M | SH | $189.2K 0.64% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUPSOLE | DIVIDEND VALUE SHS CREATION UNI | 5.01M | SH | $178.4K 0.60% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | GOLD TR GOLD SHS | 608.22K | SH | $175.3K 0.59% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 900.39K | SH | $174.7K 0.59% | 0.00 | 0.00 | 0.00 |
META PLATFORMSSOLE | INC CL A | 301.21K | SH | $173.6K 0.59% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 456.90K | SH | $169.4K 0.57% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 954.38K | SH | $164.9K 0.56% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 621.67K | SH | $152.5K 0.51% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADEDSOLE | F ULTRA SHRT ETF | 2.99M | SH | $151.5K 0.51% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL A | 953.60K | SH | $147.5K 0.50% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FD RISNGSOLE | DIVD ACHIV | 2.43M | SH | $142.0K 0.48% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL C | 908.65K | SH | $142.0K 0.48% | 0.00 | 0.00 | 0.00 |
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