Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

  • $433 Million
  • Q4 2024

Cambridge Advisors Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $433 Million distributed in 168 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 $77.6M, Vanguard Bd Index Fd Inc Total with a value of $47.4M, Vanguard Ftse Developed Market with a value of $29.2M, Ishares Core S&P Mid Cap ETF with a value of $16.6M, and Vanguard Total International B with a value of $12.4M.

Examining the 13F form we can see an decrease of $13M in the current position value, from $446M to 433M.

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

Portfolio value $433 Million
ETFs: $334 Million
Technology: $35 Million
Healthcare: $18 Million
Financial Services: $13.4 Million
Industrials: $13.1 Million
Consumer Cyclical: $6.05 Million
Communication Services: $4.88 Million
Consumer Defensive: $4.44 Million
Other: $1.83 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.42B
$221,000 0.05% of portfolio
1,200
Q4 2021 Reduced 7.69%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $433 Million
  • Prior Value $446 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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