Cambridge Advisors Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

It's that time of the year again when investment firms are required to disclose their quarterly holdings. Cambridge Advisors Inc. recently released its 13F holdings for Q3 2023 and Q4 2023. Let's take a closer look at the changes in their portfolio during this period.

In Q3 2023, Cambridge Advisors Inc. held a total of 46 stocks in their portfolio. The total value of their holdings for this quarter amounted to $204,542,000. However, in Q4 2023, the number of stocks decreased to 45, with a total value of $213,331,000. Let's dive into the details and see which stocks saw significant changes in holdings.

Vanguard Index Funds (VOO) remained the top holding for Cambridge Advisors Inc. throughout both quarters, with a slight decrease in shares from 162,043 in Q3 to 159,622 in Q4. The value of VOO in their portfolio also saw a slight increase from $63,634,000 to $69,722,000.

Another notable change in holdings was observed in Vanguard BD Index Funds (BND). The number of shares held by Cambridge Advisors Inc. dropped from 626,646 in Q3 to 588,554 in Q4. The value of BND also slightly decreased from $43,727,000 to $43,288,000.

Vanguard Tax-Managed Funds (VEA) had a similar trend, with a decrease in the number of shares held from 568,330 in Q3 to 556,135 in Q4. However, there was a slight increase in the value of VEA from $24,847,000 to $26,638,000.

Microsoft Corp (MSFT) was another interesting stock in Cambridge Advisors Inc.'s portfolio. The number of shares held remained relatively stable at around 30,000 throughout both quarters. However, the value of MSFT saw a significant increase from $9,593,000 to $11,360,000.

Moving on to the energy sector, Union Pac Corp (UNP) experienced a slight decrease in shares from 14,835 in Q3 to 14,780 in Q4. The value of UNP in Cambridge Advisors Inc.'s portfolio also increased from $3,020,000 to $3,630,000.

One of the biggest changes was observed in JP Morgan Exchange Traded Funds (JEPQ). The number of shares held skyrocketed from 77,239 in Q3 to 122,356 in Q4. The value of JEPQ also saw a significant increase from $3,624,000 to $6,109,000.

These are just a few examples of the changes in holdings for Cambridge Advisors Inc. Q3 2023 vs. Q4 2023. It's important to note that these changes reflect the investment strategy and decisions of the firm during this period.

Investors and market enthusiasts can utilize these quarterly reports to gain insights into the investment choices made by these firms. Such reports can influence investment decisions and provide valuable information on market trends.

Please note that the analysis provided above is solely based on the disclosed 13F holdings and does not account for any additional information or factors that may have influenced Cambridge Advisors Inc.'s decision-making process.

In conclusion, Cambridge Advisors Inc. demonstrated several changes in their holdings during Q3 2023 vs. Q4 2023. The adjustments made to their portfolio reflect their investment strategy and market trends during this period. Investors and market enthusiasts can leverage these reports to gain valuable insights into the investment decisions made by these firms.