The Future of Investing: Cambridge Advisors Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison

Cambridge Advisors Inc. is a registered investment advisor company that advises wealthy individuals and organizations on investment opportunities. Recently, the company has released its Q4 2022 vs. Q1 2023 13F holdings comparison. The data reveals several insights into the company's investment strategies, which mark a significant shift in the investment landscape.

In this article, we'll explore some of the top holdings of Cambridge Advisors and analyze how the company's investments have changed from Q4 2022 to Q1 2023. We'll also break down the data and provide insights into the implications of these changes for investors in the current market.

Vanguard Group: The Biggest Winner

Cambridge Advisors' top holdings consist of several Vanguard Group exchange-traded funds (ETFs), which show a significant increase in shares from Q4 2022 to Q1 2023. VOO, the Vanguard Index Fund, gained 8.5% in shares while BND, the Vanguard Bond Fund, increased by 8.3%. Moreover, BNDX, the Vanguard International Bond Fund, saw an 8.6% increase in shares, and VTI, the Vanguard Total Stock Market ETF, enjoyed a 9.5% share increase.

The Vanguard Group's strong showing in Cambridge Advisors' holdings signals that the index fund giant remains a dominant force in the financial industry. As the market shifts towards passive investing and away from active management, it's no surprise that Cambridge Advisors is increasing its Vanguard holdings.

Microsoft and Apple's Strong Performance

Cambridge Advisors' individual stock holdings reveal some significant winners in the Q4 2022 vs. Q1 2023 comparison. While the gains were marginal, Microsoft and Apple stocks increased by 19.4% and 24.2% in value, respectively.

As two of the most prominent tech companies in the world, Microsoft and Apple have long been considered a safe bet for investors. Their strong performances in Cambridge Advisors' holdings show that their dominance in the tech industry remains intact.

JP Morgan ETFs: The New Kids on the Block

Cambridge Advisors' Q4 2022 vs. Q1 2023 holdings comparison reveals a significant investment in two JP Morgan exchange-traded funds (ETFs). JEPI, the JP Morgan Exchange-Traded Fund, increased its shares by 13.1%, while JEPQ, another JP Morgan ETF, enjoyed a 34.9% share increase.

The growth in JP Morgan ETFs signals Cambridge Advisors' willingness to explore new investment opportunities outside of the traditional Vanguard and individual stock holdings. The company's investment in JP Morgan ETFs suggests that they may be providing more attractive investment options in the current market.

The Bottom Line

Cambridge Advisors' Q4 2022 vs. Q1 2023 13F holdings comparison provides valuable insight into the company's investment strategies. The company's holdings reveal that they are increasing their investments in passive ETFs like Vanguard and exploring new investment opportunities like JP Morgan ETFs. Moreover, their individual stock holdings show faith in tech industry giants like Microsoft and Apple.

Cambridge Advisors' investment strategy mirrors a broader shift in the financial industry towards passive investing and a move away from traditional active management. As such, investors should keep a close eye on Cambridge Advisors' holdings to get a sense of where the market is headed in the future.