HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE |
4,916,274 | -104,797 | $810,694 |
| AAPL | 4,916,274 | -104,797 | $810,694 |
| VANGUARD INDEX FDS (VOO) |
1,698,471 | +60,904 | $638,744 |
| VOO | 1,698,471 | +60,904 | $638,744 |
| ISHARES (IVV) |
918,149 | -72,159 | $377,433 |
| IVV | 918,149 | -72,159 | $377,433 |
| VANGUARD STAR FDS VG TL (VXUS) |
6,321,541 | +171,363 | $349,012 |
| VXUS | 6,321,541 | +171,363 | $349,012 |
| INVESCO QQQ TR UNIT SER |
1,045,666 | -39,156 | $335,585 |
| QQQ | 1,045,666 | -39,156 | $335,585 |
| MICROSOFT |
1,117,470 | -23,355 | $322,166 |
| MSFT | 1,117,470 | -23,355 | $322,166 |
| VANGUARD INDEX FDS (VTI) |
1,393,220 | +97,212 | $284,356 |
| VTI | 1,393,220 | +97,212 | $284,356 |
| AMAZON |
2,234,407 | -31,702 | $230,792 |
| AMZN | 2,234,407 | -31,702 | $230,792 |
| SPDR (SPY) |
461,996 | -19,100 | $189,137 |
| SPY | 461,996 | -19,100 | $189,137 |
| SPDR SER TR BLOOMBERG 1 3 (BIL) |
1,864,957 | +478,859 | $171,240 |
| BIL | 1,864,957 | +478,859 | $171,240 |
 BERKSHIRE HATHAWAY INC DEL |
$168,420 | ||
| BRK.B | 498,709 | -18,297 | $153,986 |
| BRK.A | 31 | UNCH | $14,434 |
| NVIDIA CORPORATION |
586,428 | -6,443 | $162,892 |
| NVDA | 586,428 | -6,443 | $162,892 |
| VANGUARD BD INDEX FDS (BND) |
2,141,527 | +33,038 | $158,109 |
| BND | 2,141,527 | +33,038 | $158,109 |
| SCHWAB STRATEGIC |
2,025,698 | +142,487 | $148,200 |
| SCHD | 2,025,698 | +142,487 | $148,200 |
| PACER FDS TR US CASH COWS |
3,003,765 | +464,651 | $141,027 |
| COWZ | 3,003,765 | +464,651 | $141,027 |
| VANGUARD CHARLOTTE FDS (BNDX) |
2,810,542 | -626,257 | $137,492 |
| BNDX | 2,810,542 | -626,257 | $137,492 |
| FIRST TR VALUE LINE (FVD) |
3,163,556 | -503,542 | $127,048 |
| FVD | 3,163,556 | -503,542 | $127,048 |
| VANGUARD SPECIALIZED FUNDS DIV APP (VIG) |
823,264 | -197,959 | $126,791 |
| VIG | 823,264 | -197,959 | $126,791 |
| VANGUARD INDEX FDS (VTV) |
900,636 | -27,397 | $124,387 |
| VTV | 900,636 | -27,397 | $124,387 |
| ISHARES (USMV) |
1,656,840 | +28,258 | $120,519 |
| USMV | 1,656,840 | +28,258 | $120,519 |
| VANGUARD BD INDEX FDS (BSV) |
1,544,597 | -55,219 | $118,146 |
| BSV | 1,544,597 | -55,219 | $118,146 |
| FIRST TR EXCHANGE TRADED FD FIRST (FTSM) |
1,942,136 | +377,998 | $115,577 |
| FTSM | 1,942,136 | +377,998 | $115,577 |
| VANGUARD TAX MANAGED FDS VAN (VEA) |
2,501,120 | -226,995 | $112,976 |
| VEA | 2,501,120 | -226,995 | $112,976 |
| J P MORGAN EXCHANGE TRADED (JPST) |
2,107,490 | +170,133 | $106,049 |
| JPST | 2,107,490 | +170,133 | $106,049 |
| EXXON MOBIL |
957,371 | -40,666 | $104,985 |
| XOM | 957,371 | -40,666 | $104,985 |
| J P MORGAN EXCHANGE TRADED (JEPI) |
1,921,017 | +225,612 | $104,888 |
| JEPI | 1,921,017 | +225,612 | $104,888 |
| TESLA |
505,529 | +42,993 | $104,877 |
| TSLA | 505,529 | +42,993 | $104,877 |
| SPDR SER TR PORTFOLIO (SPLG) |
2,162,080 | +289,192 | $104,104 |
| SPLG | 2,162,080 | +289,192 | $104,104 |
| ISHARES TR CORE US AGGBD (AGG) |
1,043,338 | +103,140 | $103,958 |
| AGG | 1,043,338 | +103,140 | $103,958 |
| SPDR (GLD) |
542,536 | +9,990 | $99,403 |
| GLD | 542,536 | +9,990 | $99,403 |
| ISHARES TR 1 3 (SHY) |
1,199,261 | -60,197 | $98,531 |
| SHY | 1,199,261 | -60,197 | $98,531 |
| ALPHABET |
939,575 | -38,381 | $97,462 |
| GOOGL | 939,575 | -38,381 | $97,462 |
| FIRST TR EXCHANGE TRADED (FTCS) |
1,324,287 | -132,196 | $96,593 |
| FTCS | 1,324,287 | -132,196 | $96,593 |
| VANGUARD INDEX FDS (VUG) |
378,470 | -16,866 | $94,406 |
| VUG | 378,470 | -16,866 | $94,406 |
| VANGUARD WHITEHALL FDS (VYM) |
872,019 | -203,280 | $91,998 |
| VYM | 872,019 | -203,280 | $91,998 |
| PROCTER AND GAMBLE |
582,036 | -55,436 | $86,543 |
| PG | 582,036 | -55,436 | $86,543 |
| JOHNSON & JOHNSON |
555,503 | +32,154 | $86,103 |
| JNJ | 555,503 | +32,154 | $86,103 |
| ALPHABET |
825,275 | -58,717 | $85,829 |
| GOOG | 825,275 | -58,717 | $85,829 |
| JPMORGAN CHASE & |
645,170 | -4,145 | $84,072 |
| JPM | 645,170 | -4,145 | $84,072 |
| ABBVIE |
519,095 | -26,828 | $82,728 |
| ABBV | 519,095 | -26,828 | $82,728 |
| FIRST TR EXCHANGE TRADED FD RISNG (RDVY) |
1,804,404 | -330,292 | $80,964 |
| RDVY | 1,804,404 | -330,292 | $80,964 |
| VANGUARD INDEX FDS EXTEND (VXF) |
575,301 | -28,527 | $80,657 |
| VXF | 575,301 | -28,527 | $80,657 |
| VISA |
335,404 | -5,225 | $75,620 |
| V | 335,404 | -5,225 | $75,620 |
| SELECT SECTOR SPDR (XLK) |
485,165 | +12,169 | $73,265 |
| XLK | 485,165 | +12,169 | $73,265 |
| VANGUARD BD INDEX FDS INTERMED (BIV) |
943,105 | +17,015 | $72,374 |
| BIV | 943,105 | +17,015 | $72,374 |
| VANGUARD INDEX FDS (VB) |
371,382 | -5,461 | $70,399 |
| VB | 371,382 | -5,461 | $70,399 |
| ISHARES (IEFA) |
1,033,641 | +12,824 | $69,099 |
| IEFA | 1,033,641 | +12,824 | $69,099 |
| ISHARES (IJR) |
713,200 | +25,032 | $68,966 |
| IJR | 713,200 | +25,032 | $68,966 |
| CHEVRON |
421,973 | -18,126 | $68,849 |
| CVX | 421,973 | -18,126 | $68,849 |
| ISHARES TR TRS FLT (TFLO) |
1,359,408 | +277,557 | $68,772 |
| TFLO | 1,359,408 | +277,557 | $68,772 |
See Full List: All Stocks Held By Cambridge Investment Research Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cambridge Investment Research Advisors Inc.
|
Size ($ in 1000's)
At 03/31/2023: $20,391,929 At 12/31/2022: $19,277,733 Cambridge Investment Research Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cambridge Investment Research Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
