The Q4 2022 vs. Q1 2023 Fund Holdings Comparison: Cambridge Advisors Inc.

Cambridge Advisors Inc. has recently filed their 13F form with the SEC, which discloses their holdings as of Q4 2022 and Q1 2023. We analyzed the data and found some interesting changes in their top holdings. In this article, we'll delve into the Q4 2022 vs. Q1 2023 fund holdings comparison and provide some insights on what may have caused these changes.

First off, let's take a look at Cambridge Advisors' top holdings in Q4 2022 and Q1 2023. In Q4 2022, their top five holdings were VANGUARD BD INDEX FDS, VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, ISHARES TR, and VANGUARD CHARLOTTE FDS. In comparison, their top five holdings in Q1 2023 were VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, VANGUARD TAX-MANAGED FDS, VANGUARD CHARLOTTE FDS, and ISHARES TR. As you can see, the top five holdings were shuffled around a bit, but the companies remained the same.

One notable change in Cambridge Advisors' holdings was with Microsoft Corp (MSFT). In Q4 2022, they held 31,957 shares, valued at $7,664,000. However, in Q1 2023, they only held 31,753 shares, valued at $9,154,000. This represents a significant increase in value, but a decrease in the number of shares held. It's difficult to determine the reasoning behind this change, but it could be due to a number of factors, such as a change in market conditions or a reshuffling of the portfolio.

Another interesting change was with Innovator ETFs Trust (BSTP). In Q4 2022, Cambridge Advisors held 78,007 shares, valued at $1,878,000. However, by Q1 2023, they had increased their holdings to 78,117 shares, valued at $1,984,000. This represents a 5.6% increase in the number of shares held and a 5.6% increase in the value of those shares. It's possible that Cambridge Advisors made this move due to the bullish outlook for BSTP.

Overall, Cambridge Advisors' fund holdings remained stable between Q4 2022 and Q1 2023, with some notable changes in certain holdings. It's important to note that these changes could be due to a variety of factors and may not indicate a specific investment strategy. However, analyzing these changes can provide valuable insights into the investment decisions of a professional advisor.