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CIK: 0001633695
Total reported value
$581.7M
$581.7M
168 檔
31.5%
In Q4 2024, Cambridge Advisors Inc.'s U.S. equity holdings reached a combined market value of $581.7M, distributed across 168 disclosed stock positions.
Cambridge Advisors Inc. executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 6 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, VEA) accounted for 31.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
JGRO
市值: $1.3M
Top Position Liquidated / Trimmed
XSEP
前期市值: $509.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.33% | +1.11% | -4.30% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.59% | -0.27% | +1.32% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.51% | +0.30% | +6.95% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.71% | +0.16% | -7.31% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.76% | -0.07% | +0.80% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.36% | -3.10% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.42% | +0.02% | -0.82% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.03% | +0.41% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.23% | -0.06% | +15.12% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.05% | +0.09% | +1.65% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.03% | -0.23% | +14.32% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.96% | +0.04% | +2.81% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.18% | +0.91% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.60% | -0.05% | -0.28% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.57% | -0.01% | +303.06% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.50% | +0.04% | -10.14% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.42% | -0.14% | -3.55% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | +0.03% | -6.86% | |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.95% | -0.03% | +6.50% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.08% | +204.15% | |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.89% | -0.15% | +21.53% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.76% | +0.26% | -0.64% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.73% | -0.02% | -0.10% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.70% | +0.01% | +198.95% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.70% | -0.14% | -3.46% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.70% | -0.03% | +203.19% | |
| 27 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.67% | -0.07% | -1.59% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.09% | +0.01% | |
| 29 | EIPI | Ft Energy Income ETF | ETF-Other | 0.61% | -0.11% | +2.93% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.02% | +1.20% | |
| 32 | FTCS | First Trust Capital Strength | ETF-Other | 0.55% | -0.04% | -1.59% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | +6.61% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.52% | -0.03% | -2.97% | |
| 35 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.51% | -0.17% | +20.52% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.49% | +0.06% | +3.49% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.01% | +0.68% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.04% | +1.11% | |
| 40 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.41% | -0.04% | -0.55% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.05% | -5.37% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.38% | +0.60% | — | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.37% | -0.01% | +109.50% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.36% | — | -0.31% | |
| 45 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.36% | — | +120.64% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | +0.01% | +201.50% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.01% | +1.19% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.08% | -7.33% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | -0.03% | +1.82% | |
| 50 | EMLP | First Trust North American E | ETF-Other | 0.34% | -0.05% | +49.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +21.53% | Add |
| 2 | JEPQ | JPM Nasdaq Equity Premium | +0.4% | +15.12% | Add |
| 3 | JGRO | Jpmorgan Active Growth ETF | +0.3% | NEW | New buy |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +14.32% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +0.41% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.1% | +303.06% | Add |
| 7 | EMLP | First Trust North American E | +0.1% | +49.60% | Add |
| 8 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 9 | BUCK | Simplify Treasury Option Inc | +0.1% | NEW | New buy |
| 10 | AAAU | Goldman Sachs Physical Gold | +0.1% | +20.52% | Add |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +6.50% | Add |
| 12 | DHDG | Ft US Eqty Q 2.5-15 Buff ETF | +0.1% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.1% | +1.20% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.68% | Add |
| 15 | V | Visa Inc-class A Shares | +0.1% | +1.82% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +4.23% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.61% | Add |
| 18 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +17.66% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 20 | BNDX | Vanguard Total Intl Bond ETF | 0% | +0.80% | Add |
| 21 | VCIT | Vanguard Int-term Corporate | 0% | +1.65% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | -4.30% | Trim |
| 23 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 24 | LOW | Lowe's Cos Inc | 0% | +0.01% | Add |
| 25 | CAT | Caterpillar Inc | -0.1% | -0.64% | Trim |
| 26 | UNP | Union Pacific CORP | -0.1% | -0.10% | Trim |
| 27 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | — | Unchanged |
| 28 | DE | Deere & Co | -0.1% | -49.28% | Trim |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | EXIT | Sold out |
| 30 | FIW | First Trust Water ETF | -0.1% | EXIT | Sold out |
| 31 | JNJ | Johnson & Johnson | -0.1% | -5.37% | Trim |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | +6.95% | Add |
| 33 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +2.81% | Add |
| 34 | PEP | Pepsico Inc | -0.1% | -15.56% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | -3.10% | Trim |
| 36 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 37 | BND | Vanguard Total Bond Market | -0.1% | +1.32% | Add |
| 38 | XBJL | Inn US Eq Acc 9 Buff July | -0.1% | EXIT | Sold out |
| 39 | XJUN | Ft Vest U.s. Equity Enhance | -0.1% | -61.49% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -25.96% | Trim |
| 41 | XSEP | Ft Vest U.s. Equity Enhance | -0.1% | EXIT | Sold out |
| 42 | GDEC | Ft Vest US Equity Moderate B | -0.1% | EXIT | Sold out |
| 43 | VB | Vanguard Small-cap ETF | -0.1% | -10.14% | Trim |
| 44 | DHR | Danaher CORP | -0.1% | -2.97% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.1% | -24.40% | Trim |
| 46 | FIXD | First Trust Smith Opportunis | -0.2% | -33.08% | Trim |
| 47 | XDEC | Ft Vest US Equity Enhance & | -0.2% | -71.81% | Trim |
| 48 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -7.31% | Trim |
| 49 | VNQ | Vanguard Real Estate ETF | -0.2% | -6.86% | Trim |
| 50 | AMGN | Amgen Inc | -0.4% | -3.55% | Trim |
According to official SEC Form 13F filings, Cambridge Advisors Inc. reported a total U.S. public equity portfolio value of $581.7M across 168 disclosed positions in Q4 2024.
During Q4 2024, Cambridge Advisors Inc.'s top holdings by market value included VOO (17.3%)、BND (10.6%)、VEA (6.5%). The largest single position, VOO, represented 17.3% of total portfolio value.
In Q4 2024, Cambridge Advisors Inc. made 47 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 6 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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