Cambridge Investment Research Advisors, Inc.
3,930 holdingsFiling period: 2026-03-31Current AUM: $43.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 1.94M | $1.16B | $1.33B | 3.09% | +31.3K | 2026-03-31 |
| 2 | AAPL | APPLE | 4.39M | $1.11B | $1.35B | 3.15% | +7.3K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 5.67M | $989.7M | $1.14B | 2.65% | +168.4K | 2026-03-31 |
| 4 | IVV | ISHARES | 1.20M | $785.8M | $902.6M | 2.10% | +205.3K | 2026-03-31 |
| 5 | QQQ | INVESCO | 1.27M | $734.3M | $875.3M | 2.03% | -48,398 | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 2.13M | $683.9M | $785.0M | 1.82% | +52.0K | 2026-03-31 |
| 7 | AMZN | AMAZON | 2.45M | $509.3M | $664.2M | 1.54% | +20.0K | 2026-03-31 |
| 8 | VXUS | VANGUARD STAR FDS VG TL | 6.18M | $476.6M | $522.8M | 1.21% | -178,864 | 2026-03-31 |
| 9 | MSFT | MICROSOFT | 1.28M | $474.5M | $595.7M | 1.38% | +47.8K | 2026-03-31 |
| 10 | SPY | STATE | 643.7K | $418.6M | $480.9M | 1.12% | -52,120 | 2026-03-31 |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 741.9K | $355.5M | $355.5M | 0.83% | -45,581 | 2026-03-31 |
| 12 | CGDV | CAPITAL GROUP | 7.63M | $324.8M | $378.2M | 0.88% | +580.5K | 2026-03-31 |
| 13 | GOOGL | ALPHABET | 1.00M | $289.0M | $357.9M | 0.83% | +30.5K | 2026-03-31 |
| 14 | GOOG | ALPHABET | 936.9K | $268.8M | $334.1M | 0.78% | -23,577 | 2026-03-31 |
| 15 | GLD | SPDR | 584.0K | $251.3M | $217.0M | 0.50% | -8,587 | 2026-03-31 |
| 16 | BIL | SPDR SERIES TRUST STATE | 2.65M | $242.7M | $242.9M | 0.56% | +953.2K | 2026-03-31 |
| 17 | VUG | VANGUARD INDEX FDS | 538.6K | $235.2M | $275.3M | 0.64% | +25.7K | 2026-03-31 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS VAN | 3.46M | $221.8M | $244.5M | 0.57% | +334.0K | 2026-03-31 |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD RISNG | 3.23M | $220.6M | $261.9M | 0.61% | +521.8K | 2026-03-31 |
| 20 | AVGO | BROADCOM | 690.8K | $213.8M | $268.9M | 0.62% | +17.0K | 2026-03-31 |
| 21 | VTV | VANGUARD INDEX FDS | 1.03M | $201.9M | $226.3M | 0.53% | +82.0K | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & | 685.3K | $201.6M | $241.1M | 0.56% | +40.7K | 2026-03-31 |
| 23 | SCHD | SCHWAB STRATEGIC | 6.54M | $200.7M | $219.0M | 0.51% | +173.9K | 2026-03-31 |
| 24 | BND | VANGUARD BD INDEX FDS | 2.71M | $199.4M | $195.6M | 0.45% | +223.7K | 2026-03-31 |
| 25 | COWZ | PACER FDS TR US CASH COWS | 3.15M | $197.3M | $211.0M | 0.49% | -104,651 | 2026-03-31 |
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