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CIK: 0001633695
Total reported value
$581.7M
$581.7M
170 檔
32.5%
At the close of Q3 2024, Cambridge Advisors Inc. disclosed equity holdings valued at approximately $581.7M, spread across 170 reported holdings.
Cambridge Advisors Inc. executed strategic sector rebalancing during Q3 2024, establishing 6 new positions while fully exiting 2 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.35% | +1.11% | -1.91% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.68% | -0.27% | +1.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.58% | +0.30% | +2.29% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.92% | +0.16% | +3.69% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.36% | -0.06% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.74% | -0.07% | +2.87% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.33% | +0.02% | -1.57% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.06% | +0.09% | +0.57% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.04% | -0.03% | +1.09% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.03% | +0.04% | -1.32% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.18% | -0.12% | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.85% | -0.06% | +6.21% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.79% | -0.23% | +7.60% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.79% | -0.14% | +0.45% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.62% | +0.04% | +4.87% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.61% | +0.03% | +0.33% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.59% | -0.05% | -1.56% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.43% | -0.01% | -1.60% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | -0.08% | -1.97% | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.86% | -0.03% | +8.84% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | +0.26% | -1.06% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | -0.02% | -0.01% | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.71% | -0.14% | -0.11% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.69% | -0.09% | -3.22% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.68% | -0.03% | -0.14% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | +0.01% | -2.60% | |
| 27 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.66% | -0.07% | +1.96% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.64% | -0.03% | — | |
| 29 | EIPI | Ft Energy Income ETF | ETF-Other | 0.57% | -0.11% | +1.57% | |
| 30 | FTCS | First Trust Capital Strength | ETF-Other | 0.57% | -0.04% | -3.21% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | +0.02% | -0.19% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.49% | -0.15% | +2.86% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | -5.33% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.02% | -12.56% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.48% | — | -0.13% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | +0.06% | -0.39% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.05% | +0.08% | |
| 38 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.45% | -0.02% | -2.26% | |
| 39 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.42% | -0.17% | +29.06% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.04% | -8.13% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.39% | -0.01% | +0.18% | |
| 42 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.39% | -0.04% | +0.74% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.01% | -0.74% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.01% | +0.24% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.08% | -0.52% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.03% | — | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.36% | — | -6.25% | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.35% | +0.60% | -0.45% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.35% | +0.01% | -0.81% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.03% | -0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.2% | +2.29% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +3.69% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.33% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.12% | Trim |
| 5 | AAAU | Goldman Sachs Physical Gold | +0.1% | +29.06% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.1% | +4.87% | Add |
| 7 | AAPL | Apple Inc | +0.1% | +1.09% | Add |
| 8 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +7.60% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | -1.06% | Trim |
| 10 | LOW | Lowe's Cos Inc | +0.1% | -3.22% | Trim |
| 11 | ACN | Accenture plc | +0.1% | -0.11% | Trim |
| 12 | QJUN | Ft Vest Nasdaq-100 Buffer Et | +0.1% | NEW | New buy |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +8.84% | Add |
| 14 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 15 | GILD | Gilead Sciences Inc | +0.1% | NEW | New buy |
| 16 | PSR | Invesco Active US Real Estat | +0.1% | NEW | New buy |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | NEW | New buy |
| 18 | FIW | First Trust Water ETF | +0.1% | NEW | New buy |
| 19 | ORCL | Oracle CORP | 0% | -0.55% | Trim |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | +3.88% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.32% | Trim |
| 22 | DHR | Danaher CORP | 0% | — | Unchanged |
| 23 | GLW | Corning Inc | 0% | -0.45% | Trim |
| 24 | ABBV | Abbvie Inc | 0% | -0.74% | Trim |
| 25 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 26 | SVOL | Simplify Volatility Premium | 0% | +30.27% | Add |
| 27 | UNP | Union Pacific CORP | 0% | -0.01% | Trim |
| 28 | JNJ | Johnson & Johnson | 0% | +0.08% | Add |
| 29 | ADP | Automatic Data Processing | 0% | -0.05% | Trim |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | -1.56% | Trim |
| 31 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +2.86% | Add |
| 32 | SCHD | Schwab US Dvd Equity ETF | — | -1.97% | Trim |
| 33 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | -0.14% | Trim |
| 34 | BSTP | Innovator Buff Su Strat ETF | — | +1.96% | Add |
| 35 | BND | Vanguard Total Bond Market | 0% | +1.96% | Add |
| 36 | BNDX | Vanguard Total Intl Bond ETF | 0% | +2.87% | Add |
| 37 | EIPI | Ft Energy Income ETF | 0% | +1.57% | Add |
| 38 | VCIT | Vanguard Int-term Corporate | 0% | +0.57% | Add |
| 39 | JEPQ | JPM Nasdaq Equity Premium | 0% | +6.21% | Add |
| 40 | AMGN | Amgen Inc | 0% | +0.45% | Add |
| 41 | INTC | Intel CORP | 0% | -5.87% | Trim |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.57% | Trim |
| 43 | NXPI | NXP Semiconductors N.V. | -0.1% | -9.52% | Trim |
| 44 | SCHY | Schwab International Dvd ETF | -0.1% | EXIT | Sold out |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.24% | Add |
| 46 | XDEC | Ft Vest US Equity Enhance & | -0.1% | -12.58% | Trim |
| 47 | CIBR | First Trust Nasdaq Cybersecu | -0.1% | EXIT | Sold out |
| 48 | NVDA | Nvidia CORP | -0.1% | -12.56% | Trim |
| 49 | MSFT | Microsoft CORP | -0.3% | -0.06% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | -0.5% | -1.91% | Trim |
According to official SEC Form 13F filings, Cambridge Advisors Inc. reported a total U.S. public equity portfolio value of $581.7M across 170 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, VEA) accounted for 32.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
QJUN
市值: $260.8K
Top Position Liquidated / Trimmed
CIBR
前期市值: $353.5K
During Q3 2024, Cambridge Advisors Inc.'s top holdings by market value included VOO (17.4%)、BND (10.7%)、VEA (6.6%). The largest single position, VOO, represented 17.4% of total portfolio value.
In Q3 2024, Cambridge Advisors Inc. made 48 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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