|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Cambridge Advisors Inc
✚
|
|
|---|---|
| CRD # | 104851 |
| SEC # | 801-36028 |
| CIK # | 0001633695 |
| AUM | $622.0 M (2025-03-04) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 402-697-1166 |
| Address | 17330 Wright Street, Suite 205 Omaha, NE 68130 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.4 | ||
| Apple Inc | 7.8 | ||
| Amgen Inc | 6.8 | ||
| Fidelity Wise Origin Bitcoin Fund | 5.0 | ||
| Nvidia Corp | 3.2 | ||
| Caterpillar Inc | 3.0 | ||
| Perth MINT Physical Gold ETF | 2.9 | ||
| Union Pacific Corp | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 56.0 |
| (b) Individuals (high net worth individuals) | 87 | 266.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 35.5 |
| (h) Charitable organizations | 8 | 264.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 622.0 |
| By Discretionary | ||
| Discretionary | 676 | 594.7 |
| Non-Discretionary | 111 | 27.2 |
| Total | 787 | 622.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 622.0 | |
| Total | 787 | 622.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633695] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 0.6 |
|
Oak Harbor Wealth Partners LLC
✚
|
NC | 0.6 |
|
NBW Capital LLC
✚
|
MA | 0.6 |
|
Laffer Tengler Investments Inc
✚
|
TN | 0.6 |
|
ASIO Capital LLC
✚
|
KY | 0.6 |
|
MTM Investment Management LLC
✚
|
SC | 0.6 |
|
Holderness Investments Co
✚
|
NC | 0.6 |
|
The Patten Group Inc
✚
|
TN | 0.6 |
|
Northern Financial Advisors Inc
✚
|
MI | 0.6 |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 0.6 |