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

Ava Hoppe | 21 January, 2024

In the ever-evolving world of finance, it's essential for businesses and individuals to stay up-to-date with the latest market trends and investment strategies. One crucial aspect of this is understanding the holdings of various funds and how they change over time. In this article, we will be focusing on the Q3 2023 and Q4 2023 13F Holdings comparison for Cambridge Advisors Inc.

Cambridge Advisors Inc. is a renowned investment advisor that manages portfolios for a diverse clientele. Their expertise lies in analyzing market trends, identifying investment opportunities, and developing strategies to maximize returns. By examining their 13F Holdings, investors can gain valuable insights into the company's investment decisions.

Let's dive into the comparison of Cambridge Advisors Inc.'s Q3 2023 and Q4 2023 13F Holdings:

1. VANGUARD INDEX FDS (VOO):

- Q3 2023 (Shares): 162,043

- Q4 2023 (Shares): 159,622

- Q3 2023 Value ($000): $63,634

- Q4 2023 Value ($000): $69,722

- Change (%): 9.6

2. VANGUARD BD INDEX FDS (BND):

- Q3 2023 (Shares): 626,646

- Q4 2023 (Shares): 588,554

- Q3 2023 Value ($000): $43,727

- Q4 2023 Value ($000): $43,288

- Change (%): -1

3. VANGUARD TAX-MANAGED FDS (VEA):

- Q3 2023 (Shares): 568,330

- Q4 2023 (Shares): 556,135

- Q3 2023 Value ($000): $24,847

- Q4 2023 Value ($000): $26,638

- Change (%): 7.2

4. ISHARES TR (IJH):

- Q3 2023 (Shares): 57,357

- Q4 2023 (Shares): 57,350

- Q3 2023 Value ($000): $14,302

- Q4 2023 Value ($000): $15,894

- Change (%): 11.1

5. MICROSOFT CORP (MSFT):

- Q3 2023 (Shares): 30,384

- Q4 2023 (Shares): 30,210

- Q3 2023 Value ($000): $9,593

- Q4 2023 Value ($000): $11,360

- Change (%): 18.4

6. VANGUARD CHARLOTTE FDS (BNDX):

- Q3 2023 (Shares): 247,121

- Q4 2023 (Shares): 225,244

- Q3 2023 Value ($000): $11,819

- Q4 2023 Value ($000): $11,119

- Change (%): -5.9

7. VANGUARD INDEX FDS (VTI):

- Q3 2023 (Shares): 46,024

- Q4 2023 (Shares): 39,975

- Q3 2023 Value ($000): $9,775

- Q4 2023 Value ($000): $9,482

- Change (%): -3

8. VANGUARD SCOTTSDALE FDS (VCIT):

- Q3 2023 (Shares): 120,384

- Q4 2023 (Shares): 105,972

- Q3 2023 Value ($000): $9,146

- Q4 2023 Value ($000): $8,613

- Change (%): -5.8

9. VANGUARD INTL EQUITY INDEX F (VWO):

- Q3 2023 (Shares): 185,204

- Q4 2023 (Shares): 185,442

- Q3 2023 Value ($000): $7,261

- Q4 2023 Value ($000): $7,621

- Change (%): 5

10. APPLE INC (AAPL):

- Q3 2023 (Shares): 39,261

- Q4 2023 (Shares): 39,240

- Q3 2023 Value ($000): $6,721

- Q4 2023 Value ($000): $7,554

- Change (%): 12.4

And the list goes on...

This detailed comparison showcases the changes in Cambridge Advisors Inc.'s holdings during the specified quarters. Investors and market analysts can analyze these changes to understand the company's investment strategy and potential market trends. It provides valuable insights into the company's decision-making process and can act as a guide when making investment decisions.

Understanding 13F Holdings is essential for various stakeholders in the financial industry. It provides transparency and allows investors to track the activity of investment advisors and fund managers. By regularly reviewing 13F filings, individuals can gain valuable insights into market trends and make informed investment decisions.

In conclusion, analyzing the Q3 2023 and Q4 2023 13F Holdings of Cambridge Advisors Inc. provides investors and financial market enthusiasts with valuable insights into the company's investment strategies. By keeping a close eye on such changes, individuals can stay ahead in the ever-evolving world of finance and make informed investment decisions.

(Note: The data provided is fictitious and does not reflect the actual holdings of Cambridge Advisors Inc.)

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