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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.4 Million 0.32% of portfolio
17,906
Q4 2024 Reduced 6.9%
$720B
$1.32 Million 0.31% of portfolio
5,526
Q4 2024 Added 0.36%
$0
$1.35 Million 0.31% of portfolio
2,633
Q4 2024 Added 5.74%
$0
$1.3 Million 0.3% of portfolio
32,785
Q3 2024 Added 3.88%
$0
$1.3 Million 0.3% of portfolio
30,276
Q4 2024 Reduced 33.08%
$0
$1.2 Million 0.28% of portfolio
20,042
Q4 2024 Added 17.66%
$127B
$1.21 Million 0.28% of portfolio
4,142
Q4 2024 Added 1.94%
$17.6B
$1.15 Million 0.27% of portfolio
2,530
Q4 2024 Reduced 3.8%
$0
$1.15 Million 0.27% of portfolio
15,186
Q2 2024 Added 4.11%
$90B
$1.14 Million 0.26% of portfolio
963
Q3 2024 Reduced 0.41%
$404B
$1.11 Million 0.26% of portfolio
6,616
Q2 2024 Added 4.06%
$0
$1.14 Million 0.26% of portfolio
10,710
Q1 2024 Reduced 0.93%
$253B
$1.1 Million 0.25% of portfolio
18,541
Q4 2024 Reduced 2.19%
$1.94T
$1.09 Million 0.25% of portfolio
4,951
Q4 2024 Added 4.23%
$490B
$1.07 Million 0.25% of portfolio
2,122
Q4 2024 Reduced 24.4%
$207B
$1.03 Million 0.24% of portfolio
6,785
Q4 2024 Reduced 15.56%
$0
$1.04 Million 0.24% of portfolio
5,952
Q3 2024 Reduced 0.48%
$240B
$980,000 0.23% of portfolio
10,075
Q1 2024 Reduced 6.5%
$0
$996,000 0.23% of portfolio
16,909
Q2 2024 Added 2.27%
$0
$935,000 0.22% of portfolio
40,362
Q4 2024 Added 200.0%
$0
$961,000 0.22% of portfolio
46,250
Q4 2024 Added 23.19%
$227B
$848,000 0.2% of portfolio
8,529
Q4 2024 Reduced 25.96%
$0
$866,000 0.2% of portfolio
20,031
Q2 2024 Added 1.08%
$201B
$863,000 0.2% of portfolio
2,910
Q3 2024 Reduced 1.85%
$0
$871,000 0.2% of portfolio
29,913
Q4 2024 Added 1.18%
$327B
$809,000 0.19% of portfolio
5,588
Q4 2024 Reduced 7.07%
$62.5B
$842,000 0.19% of portfolio
1,620
Q4 2024 Reduced 5.54%
$175B
$792,000 0.18% of portfolio
1,518
Q4 2024 Added 2.71%
$496B
$787,000 0.18% of portfolio
7,325
Q4 2024 Added 0.36%
$0
$790,000 0.18% of portfolio
32,840
Q4 2024 Added 99.27%
$232B
$774,000 0.18% of portfolio
6,845
Q4 2024 Reduced 3.52%
$0
$754,000 0.17% of portfolio
23,560
Q4 2024 Reduced 18.82%
$99.4B
$757,000 0.17% of portfolio
3,127
Q4 2024 Reduced 4.43%
$419B
$744,000 0.17% of portfolio
813
Q4 2024 Added 7.4%
$0
$719,000 0.17% of portfolio
2,970
Q4 2024 Added 1.99%
$0
$676,000 0.16% of portfolio
5,578
Q4 2024 Reduced 14.46%
$112B
$672,000 0.16% of portfolio
7,384
Q4 2024 Added 0.01%
$0
$679,000 0.16% of portfolio
5,146
Q3 2023 Reduced 19.34%
$0
$701,000 0.16% of portfolio
6,092
Q4 2024 Reduced 8.56%
$0
$647,000 0.15% of portfolio
5,179
Q4 2023 Reduced 0.42%
$0
$632,000 0.15% of portfolio
24,506
Q4 2024 Added 97.6%
$0
$628,000 0.15% of portfolio
22,055
Q3 2024 Reduced 0.18%
$0
$625,000 0.14% of portfolio
6,458
Q2 2024 Added 1.7%
$195B
$594,000 0.14% of portfolio
5,139
Q4 2024 Reduced 2.65%
$310B
$625,000 0.14% of portfolio
10,048
Q4 2024 Added 0.72%
$0
$615,000 0.14% of portfolio
13,312
Q4 2024 Reduced 2.27%
$49.9B
$592,000 0.14% of portfolio
2,850
Q3 2024 Reduced 9.52%
$0
$616,000 0.14% of portfolio
6,671
Q4 2023 Reduced 2.91%
$0
$575,000 0.13% of portfolio
20,618
Q4 2024 Added 0.16%

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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