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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.06T
$12.3 Million 2.83% of portfolio
29,077
Q4 2024 Reduced 3.1%
$3.66T
$10.1 Million 2.33% of portfolio
40,276
Q4 2024 Added 0.41%
$610B
$8.58 Million 1.98% of portfolio
18,918
Q4 2024 Added 0.91%
$155B
$6.38 Million 1.47% of portfolio
24,485
Q4 2024 Reduced 3.55%
$191B
$3.4 Million 0.78% of portfolio
9,364
Q4 2024 Reduced 0.64%
$149B
$3.28 Million 0.76% of portfolio
14,388
Q4 2024 Reduced 0.1%
$243B
$3.14 Million 0.72% of portfolio
8,920
Q4 2024 Reduced 3.46%
$159B
$2.89 Million 0.67% of portfolio
11,713
Q4 2024 Added 0.01%
$291B
$2.48 Million 0.57% of portfolio
18,490
Q4 2024 Added 1.2%
$156B
$2.34 Million 0.54% of portfolio
10,213
Q4 2024 Reduced 2.97%
$1.55T
$1.99 Million 0.46% of portfolio
3,371
Q4 2024 Added 1.11%
$1.22T
$1.99 Million 0.46% of portfolio
10,489
Q4 2024 Added 0.68%
$397B
$1.79 Million 0.41% of portfolio
12,393
Q4 2024 Reduced 5.37%
$43.4B
$1.69 Million 0.39% of portfolio
35,598
Q3 2024 Reduced 0.45%
$336B
$1.58 Million 0.36% of portfolio
8,879
Q4 2024 Added 1.19%
$455B
$1.53 Million 0.35% of portfolio
9,165
Q4 2024 Added 0.71%
$783B
$1.32 Million 0.31% of portfolio
5,526
Q4 2024 Added 0.36%
$128B
$1.21 Million 0.28% of portfolio
4,142
Q4 2024 Added 1.94%
$21.4B
$1.15 Million 0.27% of portfolio
2,530
Q4 2024 Reduced 3.8%
$82.6B
$1.14 Million 0.26% of portfolio
963
Q3 2024 Reduced 0.41%
$400B
$1.11 Million 0.26% of portfolio
6,616
Q2 2024 Added 4.06%
$251B
$1.1 Million 0.25% of portfolio
18,541
Q4 2024 Reduced 2.19%
$2.42T
$1.09 Million 0.25% of portfolio
4,951
Q4 2024 Added 4.23%
$513B
$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%
$78.5B
$1.06 Million 0.24% of portfolio
4,178
Q4 2024 Reduced 5.86%
$227B
$980,000 0.23% of portfolio
10,075
Q1 2024 Reduced 6.5%
$253B
$848,000 0.2% of portfolio
8,529
Q4 2024 Reduced 25.96%
$237B
$863,000 0.2% of portfolio
2,910
Q3 2024 Reduced 1.85%
$292B
$809,000 0.19% of portfolio
5,588
Q4 2024 Reduced 7.07%
$61.2B
$842,000 0.19% of portfolio
1,620
Q4 2024 Reduced 5.54%
$204B
$792,000 0.18% of portfolio
1,518
Q4 2024 Added 2.71%
$446B
$787,000 0.18% of portfolio
7,325
Q4 2024 Added 0.36%
$225B
$774,000 0.18% of portfolio
6,845
Q4 2024 Reduced 3.52%
$445B
$744,000 0.17% of portfolio
813
Q4 2024 Added 7.4%
$124B
$672,000 0.16% of portfolio
7,384
Q4 2024 Added 0.01%
$191B
$594,000 0.14% of portfolio
5,139
Q4 2024 Reduced 2.65%
$274B
$625,000 0.14% of portfolio
10,048
Q4 2024 Added 0.72%
$53.8B
$592,000 0.14% of portfolio
2,850
Q3 2024 Reduced 9.52%
$1.23T
$575,000 0.13% of portfolio
3,023
Q4 2024 Reduced 3.2%
$297B
$502,000 0.12% of portfolio
7,152
Q4 2024 Added 0.51%
$64.4B
$516,000 0.12% of portfolio
1,835
Q3 2024 Reduced 2.29%
$191B
$460,000 0.11% of portfolio
2,996
Q4 2024 Reduced 14.3%
$120B
$439,000 0.1% of portfolio
5,499
Q4 2024 Added 1.48%
$61.7B
$425,000 0.1% of portfolio
3,150
Q4 2024 Reduced 8.7%
$70.6B
$333,000 0.08% of portfolio
1,472
Q4 2024 Reduced 14.77%
$52.8B
$347,000 0.08% of portfolio
5,086
Q4 2024 Reduced 3.14%
$234B
$326,000 0.08% of portfolio
1,485
Q2 2024 Reduced 2.94%
$69.6B
$345,000 0.08% of portfolio
7,216
Q3 2024 Reduced 2.96%

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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