Cambridge Advisors Inc. has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $416 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $74.9M, Vanguard Bd Index Fd Inc Total with a value of $43.8M, Vanguard Ftse Developed Market with a value of $28.4M, Ishares Core S&P Mid Cap ETF with a value of $17.3M, and Microsoft Corp with a value of $12.6M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $392M to 416M.

Below you can find more details about Cambridge Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $416 Million
ETFs: $317 Million
Technology: $31.3 Million
Healthcare: $20.5 Million
Financial Services: $14.2 Million
Industrials: $13.7 Million
Consumer Cyclical: $5.93 Million
Consumer Defensive: $5 Million
Communication Services: $4.16 Million
Other: $1.96 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 167
  • Current Value $416 Million
  • Prior Value $392 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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