Cambridge Investment Research Advisors, Inc.

CIK Number: 0001419186

29.64B
Market Value
3,080
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
201.21
-0.18% 4.38M -3.09% 1.1B 51.32 3.66%
2 VOO Vanguard 500 In...
564.28
+0.81% 1.85M +0.19% 997.46M 282.25 3.33%
3 NVDA NVIDIA Corporat...
155.10
+0.51% 5.73M +1.59% 769.68M 14.06 2.57%
4 QQQ Invesco QQQ Tru...
546.29
+0.95% 1.33M +3.97% 679.33M 305.39 2.27%
5 IVV iShares Core S&...
614.96
+0.82% 1.05M +0.26% 616.96M 304.86 2.06%
6 VTI Vanguard Total ...
302.04
+0.90% 1.98M +4.75% 574.3M 186.8 1.92%
7 AMZN Amazon.com, Inc...
217.26
+2.49% 2.36M +0.21% 517.71M 90.99 1.73%
8 MSFT Microsoft Corpo...
497.50
+1.06% 1.19M -1.36% 500.22M 142.79 1.67%
9 VXUS Vanguard Total ...
68.64
+1.01% 6.36M +1.18% 374.6M 52.28 1.25%
10 SPY SPDR S&P 500 ET...
611.96
+0.80% 579.58K -0.48% 339.68M 358.24 1.13%
11 BRK-B Berkshire Hatha...
485.71
-0.1% 686.4K +1.17% 311.13M 248.4 1.04%
12 COWZ Pacer US Cash C...
54.78
+0.81% 4.45M -1.09% 251.38M 48 0.84%
13 BND Vanguard Total ...
73.52
+0.29% 2.94M -2.67% 211.73M 79.81 0.71%
14 TSLA Tesla, Inc.
326.14
-0.43% 501.9K -0.63% 202.69M 132.37 0.68%
15 SCHD Schwab U.S. Div...
26.39
+0.71% 7.1M +217.46% 193.97M 23.6 0.65%
16 JPST JPMorgan Ultra-...
50.65
+0.07% 3.78M +118.24% 190.46M 50.32 0.64%
17 VUG Vanguard Growth...
433.78
+0.82% 461.64K +2.14% 189.47M 290.16 0.63%
18 GOOGL Alphabet Inc.
173.50
+1.65% 962.85K -1.52% 182.27M 73.95 0.61%
19 VIG Vanguard Divide...
203.59
+0.62% 897.88K +0.89% 175.83M 148.67 0.59%
20 VTV Vanguard Value ...
176.23
+0.72% 1.03M +1.47% 175.12M 123.99 0.59%
21 BNDX Vanguard Total ...
49.48
+0.11% 3.49M +38.80% 171.35M 52.95 0.57%
22 GOOG Alphabet Inc.
174.38
+1.69% 890.7K -1.23% 169.62M 76.23 0.57%
23 META Meta Platforms,...
726.45
+2.51% 288.2K +2.22% 168.75M 206.31 0.56%
24 CGDV Capital Group D...
39.30
+1.00% 4.43M +17.01% 156.26M 28.76 0.52%
25 AVGO Broadcom Inc.
270.21
+2.10% 630.99K -4.97% 146.29M 75.11 0.49%
26 JPM JPMorgan Chase ...
288.83
+1.68% 596.97K -0.9% 143.1M 103.55 0.48%
27 RDVY First Trust Ris...
62.10
+0.66% 2.26M +8.09% 133.49M 47.84 0.45%
28 GLD SPDR Gold Share...
306.79
-0.11% 540.08K -1.73% 130.77M 175.97 0.44%
29 AGG iShares Core U....
99.08
+0.28% 1.34M +3.16% 129.42M 107.25 0.43%
30 XOM Exxon Mobil Cor...
110.07
+1.57% 1.16M -0.58% 124.7M 81.31 0.42%
31 SPLG SPDR Portfolio ...
72.20
+0.80% 1.8M +9.71% 124M 46.54 0.41%
32 USMV iShares MSCI US...
92.69
+0.37% 1.39M -5.09% 123.2M 72.4 0.41%
33 LLY Eli Lilly and C...
795.71
+0.43% 159.2K -3.42% 122.9M 220.05 0.41%
34 BIL SPDR Bloomberg ...
91.69
+0.02% 1.33M +7.56% 121.86M 91.6 0.41%
35 VEA Vanguard Develo...
56.48
+1.10% 2.54M +0.84% 121.4M 40.64 0.41%
36 SGOV iShares 0-3 Mon...
100.66
+0.01% 1.2M +40.10% 120.47M 100.44 0.40%
37 RSP Invesco S&P 500...
180.32
+0.81% 676.39K +2.87% 118.52M 144.26 0.40%
38 V Visa Inc.
346.26
+0.29% 365.06K -2.51% 115.37M 125.08 0.39%
39 COST Costco Wholesal...
983.03
-0.36% 124.6K +1.08% 114.16M 378.79 0.38%
40 XLK Technology Sele...
251.16
+0.73% 489.99K -17.99% 113.93M 140.14 0.38%
41 JEPI JPMorgan Equity...
56.44
+0.13% 1.97M +1.19% 113.34M 55.27 0.38%
42 WMT Walmart Inc.
96.16
-1.13% 1.25M +5.85% 112.71M 42 0.38%
43 VYM Vanguard High D...
132.15
+0.88% 858.69K +6.78% 109.56M 106.09 0.37%
44 PG The Procter & G...
158.66
-0.19% 645.25K +2.18% 108.18M 105.33 0.36%
45 VXF Vanguard Extend...
191.48
+1.16% 559.2K -1.46% 106.24M 118.56 0.35%
46 IVW iShares S&P 500...
108.89
+0.98% 1.03M +2.97% 104.09M 67.93 0.35%
47 QUAL iShares MSCI US...
180.45
+0.60% 574.13K -5.58% 102.24M 123.63 0.34%
48 BSV Vanguard Short-...
78.66
+0.17% 1.31M -0.18% 101.46M 80.6 0.34%
49 FTCS First Trust Cap...
89.98
+0.27% 1.1M +4.96% 96.75M 63.77 0.32%
50 PLTR Palantir Techno...
144.33
+1.00% 1.28M +1.01% 96.73M 23.07 0.32%
51 IWY iShares Russell...
243.31
+0.84% 402.07K -11.89% 94.6M 161.32 0.32%
52 CGGR Capital Group G...
40.17
+1.04% 2.51M +10.26% 93.26M 24.74 0.31%
53 VGT Vanguard Inform...
656.89
+0.75% 147.97K +2.19% 92.01M 353.03 0.31%
54 HD The Home Depot,...
363.71
+0.51% 233.78K +2.21% 90.94M 196.43 0.30%
55 VB Vanguard Small ...
237.05
+1.40% 377.33K +18.14% 90.67M 183.95 0.30%
56 BUFR First Trust Cbo...
31.64
+0.52% 2.9M -2.25% 88.28M 26.77 0.29%
57 ABBV AbbVie Inc.
186.97
+0.85% 489.81K -1.06% 87.04M 92.23 0.29%
58 MOAT VanEck Mornings...
93.14
+0.82% 928.3K +9.86% 86.08M 75.35 0.29%
59 IJR iShares Core S&...
109.20
+1.52% 726.95K +16.17% 83.76M 88.29 0.28%
60 SCHG Schwab U.S. Lar...
28.88
+0.87% 2.97M +371.71% 82.81M 18.7 0.28%
61 ITOT iShares Core S&...
133.78
+0.92% 625.38K -3.49% 80.44M 85.13 0.27%
62 SDVY First Trust SMI...
35.21
+1.06% 2.13M +17.80% 76.47M 32.75 0.26%
63 SHV iShares Short T...
110.38
+0.01% 683.44K -18.62% 75.25M 110.16 0.25%
64 NFLX Netflix, Inc.
1306.80
+2.47% 84.36K +2.17% 75.19M 525.13 0.25%
65 JAAA Janus Henderson...
50.72
+0.12% 1.48M +32.36% 75.07M 50.38 0.25%
66 VO Vanguard Mid Ca...
277.93
+0.78% 282.18K +0.70% 74.53M 178.27 0.25%
67 IWM iShares Russell...
215.50
+1.67% 335.46K +29.67% 74.12M 189.91 0.25%
68 CALF Pacer US Small ...
39.80
+1.17% 1.66M -11.44% 73.22M 43.07 0.24%
69 USFR WisdomTree Floa...
50.29
0.00% 1.45M +0.57% 72.84M 50.3 0.24%
70 FVD First Trust Val...
44.38
+0.03% 1.65M +1.49% 72.19M 34.08 0.24%
71 IEFA iShares Core MS...
82.55
+1.22% 1.03M +2.66% 72.1M 68.34 0.24%
72 SCHX Schwab U.S. Lar...
24.23
+0.81% 3.07M +195.02% 71.11M 15.33 0.24%
73 CGUS Capital Group C...
36.69
+1.00% 2.01M +11.50% 70.26M 27.53 0.23%
74 IVE iShares S&P 500...
193.80
+0.67% 362.42K +12.80% 69.18M 157.89 0.23%
75 CVX Chevron Corpora...
144.42
+0.83% 476.16K +2.43% 68.97M 115.31 0.23%
76 CAT Caterpillar Inc...
382.01
+2.81% 185.72K -1.95% 67.37M 189.51 0.23%
77 IUSB iShares Core To...
46.16
+0.27% 1.47M -5.68% 66.66M 46.7 0.22%
78 IJH iShares Core S&...
61.88
+1.38% 1.06M +4.67% 65.79M 41.13 0.22%
79 FBND Fidelity Total ...
45.88
+0.34% 1.46M +62.47% 65.57M 45.23 0.22%
80 BIV Vanguard Interm...
77.22
+0.31% 852.85K -0.26% 63.73M 86.6 0.21%
81 JNJ Johnson & Johns...
152.17
-0.07% 439.1K -4.65% 63.5M 124.9 0.21%
82 IWF iShares Russell...
419.42
+0.96% 157.83K +14.03% 63.38M 202.41 0.21%
83 CGGO Capital Group G...
31.91
+1.08% 2.14M +6.16% 62.64M 25.06 0.21%
84 FTSM First Trust Enh...
60.05
+0.07% 1.04M -11.45% 62.1M 59.48 0.21%
85 MINT PIMCO Enhanced ...
100.47
+0.03% 615.56K -38.76% 61.77M 99.87 0.21%
86 DGRO iShares Core Di...
63.44
+0.69% 1M +4.00% 61.59M 43.7 0.21%
87 TFLO iShares Treasur...
50.62
0.00% 1.22M -0.06% 61.43M 50.52 0.21%
88 XLE Energy Select S...
85.73
+1.41% 711.61K +34.39% 60.96M 81.59 0.20%
89 QQQM Invesco NASDAQ ...
224.86
+0.96% 286.56K +23.83% 60.31M 161.85 0.20%
90 SPYG SPDR Portfolio ...
94.26
+0.96% 681.04K +0.65% 59.86M 58.6 0.20%
91 TLT iShares 20+ Yea...
87.93
+0.48% 681.3K -26.34% 59.5M 105.62 0.20%
92 JEPQ JPMorgan Nasdaq...
54.14
+0.45% 1.04M +140.26% 58.9M 54.03 0.20%
93 UNH UnitedHealth Gr...
302.52
+0.17% 115.63K -4.84% 58.49M 286.83 0.20%
94 XLF Financial Selec...
51.80
+0.75% 1.21M +35.65% 58.25M 38.08 0.19%
95 GSY Invesco Ultra S...
50.12
+0.05% 1.14M -19.41% 57.37M 49.9 0.19%
96 IBM International B...
292.32
+0.43% 259.26K +0.77% 56.99M 151.54 0.19%
97 SMH VanEck Semicond...
277.33
+0.77% 231.68K +12.12% 56.11M 163.48 0.19%
98 DIA SPDR Dow Jones ...
434.02
+0.97% 131.17K +9.32% 55.81M 350.87 0.19%
99 VMBS Vanguard Mortga...
46.35
+0.47% 1.22M -2.43% 55.28M 52.37 0.18%
100 VZ Verizon Communi...
42.13
+0.01% 1.35M +1.56% 54.1M 50.35 0.18%
101 T AT&T Inc.
28.04
+0.41% 2.38M +0.92% 54.09M 24.85 0.18%
102 AMD Advanced Micro ...
143.75
+0.25% 443.55K -2.55% 53.58M 85.65 0.18%
103 MCD McDonald's Corp...
285.78
+0.08% 182.19K -2.78% 52.82M 178.49 0.18%
104 XMHQ Invesco S&P Mid...
97.72
+1.18% 523.05K +8.96% 51.51M 94.41 0.17%
105 MA Mastercard Inco...
546.24
-0.63% 96.63K +1.65% 50.88M 209.53 0.17%
106 BBUS JPMorgan BetaBu...
110.81
+0.81% 467.06K -4.47% 49.47M 84.88 0.17%
107 DFAC Dimensional U.S...
35.55
+1.01% 1.43M -25.95% 49.46M 27.18 0.17%
108 IWB iShares Russell...
336.34
+0.86% 153.32K +3.76% 49.4M 229.63 0.17%
109 NOBL ProShares S&P 5...
99.88
+0.71% 495.72K -0.68% 49.35M 77.76 0.16%
110 IXUS iShares Core MS...
76.83
+1.05% 745.93K +1.82% 49.34M 58.63 0.16%
111 TCAF T. Rowe Price E...
35.02
+0.85% 1.48M +35.17% 49.13M 31.02 0.16%
112 MGV Vanguard Mega C...
130.75
+0.64% 390.96K -1.74% 48.83M 100.97 0.16%
113 PTLC Pacer Trendpilo...
50.26
+0.88% 906.36K -3% 48.44M 40.94 0.16%
114 BX Blackstone Inc.
148.20
+3.22% 274.88K -4.31% 47.4M 62.71 0.16%
115 SPTM SPDR Portfolio ...
74.20
+0.86% 659.96K -4.39% 47.14M 59.47 0.16%
116 XLV Health Care Sel...
134.22
+0.24% 342.66K -9.71% 47.14M 121.07 0.16%
117 PEP PepsiCo, Inc.
128.20
+0.14% 307.73K -0.15% 46.79M 131.84 0.16%
118 SOXX iShares Semicon...
239.16
+0.82% 213.61K -0.9% 46.03M 164.92 0.15%
119 AIRR First Trust RBA...
80.58
+1.56% 595.07K +18.59% 45.84M 62.55 0.15%
120 PFE Pfizer Inc.
24.28
+0.08% 1.72M -1.82% 45.52M 33.12 0.15%
121 KO The Coca-Cola C...
69.48
-0.21% 726.01K +5.12% 45.2M 48.87 0.15%
122 DLN WisdomTree U.S....
81.38
+0.68% 580.49K -0.86% 45.16M 60.81 0.15%
123 MRK Merck & Co., In...
78.92
-0.94% 450.79K -2.89% 44.84M 69.12 0.15%
124 SPYV SPDR Portfolio ...
51.93
+0.56% 876.68K -23.74% 44.83M 41.79 0.15%
125 IEF iShares 7-10 Ye...
95.64
+0.35% 481.65K -1.22% 44.53M 97.52 0.15%
126 BOXX Alpha Architect...
112.63
+0.01% 402.79K -3.07% 44.42M 107.37 0.15%
127 CSCO Cisco Systems, ...
68.97
+1.15% 732.99K +0.49% 43.39M 38.9 0.14%
128 FNDX Schwab Fundamen...
24.36
+0.85% 1.82M +208.15% 43M 19.18 0.14%
129 SPGP Invesco S&P 500...
106.37
+1.23% 405.14K -9.05% 42.49M 91.63 0.14%
130 BAC Bank of America...
47.51
+1.40% 964.88K -0.94% 42.41M 27.91 0.14%
131 FSK FS KKR Capital ...
20.63
+1.10% 1.95M -0.62% 42.25M 19.46 0.14%
132 SPDW SPDR Portfolio ...
40.12
+1.20% 1.23M +5.26% 41.96M 30.14 0.14%
133 IWR iShares Russell...
91.43
+0.95% 474.19K +2.16% 41.92M 65.94 0.14%
134 EFV iShares MSCI EA...
63.08
+1.07% 798.42K +2.67% 41.89M 52.24 0.14%
135 CRM Salesforce, Inc...
270.60
+1.06% 124.08K -5.96% 41.48M 185.15 0.14%
136 BLV Vanguard Long-T...
69.20
+0.46% 606.19K -1.65% 41.48M 97.34 0.14%
137 TSM Taiwan Semicond...
224.01
+0.57% 208.94K -1.53% 41.26M 106.87 0.14%
138 CGCP Capital Group C...
22.55
+0.29% 1.84M +23.18% 40.84M 22.62 0.14%
139 IYW iShares U.S. Te...
171.64
+0.87% 255.74K -11.57% 40.8M 98.04 0.14%
140 FIXD First Trust TCW...
43.80
-0.15% 946.6K +1.64% 40.67M 44.97 0.14%
141 QQH HCM Defender 10...
66.75
+1.34% 606.6K +2.30% 40.66M 46.96 0.14%
142 CRWD CrowdStrike Hol...
505.58
+2.33% 118.74K -5.23% 40.63M 196.46 0.14%
143 SPMO Invesco S&P 500...
111.24
+1.17% 427.37K +36.00% 40.6M 88.23 0.14%
144 BRK-A Berkshire Hatha...
728620.02
-0.19% 59 +63.89% 40.17M 521250.39 0.13%
145 FSCO FS Credit Oppor...
7.11
+0.14% 5.85M -1.09% 39.93M 4.81 0.13%
146 CGBL Capital Group C...
33.33
+0.80% 1.27M +33.26% 39.76M 29.83 0.13%
147 IXN iShares Global ...
91.58
+0.89% 464.81K +1.57% 39.39M 44.19 0.13%
148 VWO Vanguard Emergi...
49.45
+0.69% 893.44K +0.00% 39.35M 42.99 0.13%
149 VV Vanguard Large ...
283.29
+0.67% 143.2K -3.86% 38.62M 115.22 0.13%
150 MGK Vanguard Mega C...
362.58
+0.87% 112.37K -5.28% 38.59M 188.1 0.13%