Cambridge Advisors Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-changing landscape of the investment world, it's essential to stay up to date with the latest trends and movements in the market. One way to do this is by analyzing the 13F filings of prominent investment firms. These filings provide detailed information about the holdings of these firms, offering valuable insights into their investment strategies.

Today, we will be focusing on the 13F holdings comparison of Cambridge Advisors Inc. for the first quarter of 2023 (Q1 2023) and the second quarter of 2023 (Q2 2023). The data we'll be exploring includes the ticker symbol, issuer name, option type (if applicable), the number of shares held in Q1 2023 and Q2 2023, the value of the holdings in thousands of dollars for both quarters, and the percentage change in holdings.

Let's dive into the data and uncover the trends and changes in Cambridge Advisors Inc.'s portfolio.

Vanguard Index Funds (Ticker: VOO)

Cambridge Advisors Inc. held 173,812 shares of Vanguard Index Funds in Q1 2023, which decreased slightly to 170,092 shares in Q2 2023. The value of the holdings also experienced a small increase from $65,365,000 to $69,275,000, representing a 6% change.

Vanguard Bond Index Funds (Ticker: BND)

The firm's holdings in Vanguard Bond Index Funds remained relatively stable throughout Q1 2023 and Q2 2023. Cambridge Advisors Inc. held 631,674 shares in Q1 2023 and 629,974 shares in Q2 2023. However, there was a slight decrease in value from $46,636,000 to $45,792,000, indicating a 1.8% decrease.

Vanguard Tax-Managed Funds (Ticker: VEA)

Cambridge Advisors Inc. maintained a consistent position in Vanguard Tax-Managed Funds with 565,800 shares held in Q1 2023 and 564,656 shares in Q2 2023. The value of the holdings increased from $25,557,000 to $26,075,000, signifying a 2% change.

iShares TR (Ticker: IJH)

The number of shares held by Cambridge Advisors Inc. in iShares TR increased from 56,320 in Q1 2023 to 58,107 in Q2 2023, representing a 7.8% change. The value of the holdings also experienced an increase from $14,088,000 to $15,193,000.

Vanguard Index Funds (Ticker: VTI)

Cambridge Advisors Inc. maintained its position in Vanguard Index Funds with 60,506 shares in both Q1 2023 and Q2 2023. However, there was a slight increase in the value of the holdings from $12,349,000 to $13,333,000, indicating an 8% change.

These are just a few examples of Cambridge Advisors Inc.'s holdings. The complete list of their 13F holdings can be found on the official SEC website or other financial platforms.

Analyzing the changes in holdings can provide valuable insights into an investment firm's strategy and market sentiment. It's important to note that these holdings are subject to change, and it's crucial to stay updated with the latest filings and announcements.

As an investor, keeping an eye on the 13F filings of prominent firms like Cambridge Advisors Inc. can help you make informed decisions about your own investment portfolio. Understanding the trends and changes in these holdings can provide valuable insights into market movements and potential opportunities.

It's crucial to conduct thorough research and analysis before making any investment decisions. Consulting with a financial advisor is recommended to ensure you make informed choices based on your individual financial goals and risk tolerance.

Disclaimer: The information provided in this article is for educational purposes only and should not be considered as financial advice. Always do your due diligence and consult with a qualified financial advisor before making any investment decisions.