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| Cambridge Advisors Inc
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|
|---|---|
| CRD # | 104851 |
| SEC # | 801-36028 |
| CIK # | 0001633695 |
| AUM | $530.5 MM (2023-03-03) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 402-697-1166 |
| Address | 17330 Wright Street, Suite 205 Omaha, NE 68130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 9.2 | |
| AAPL | 2,382,844.0 | 8.4 | |
| AMGN | 130,083.0 | 6.2 | |
| UNP | 133,995.4 | 3.5 | |
| ACN | 179,517.0 | 3.2 | |
| DHR | 183,136.1 | 3.1 | |
| LOW | 111,668.6 | 3.1 | |
| CAT | 99,975.7 | 2.8 | |
| JNJ | 465,600.2 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 68.4 |
| (b) Individuals (high net worth individuals) | 75 | 206.8 |
| (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 | 8 | 32.0 |
| (h) Charitable organizations | 8 | 223.3 |
| (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 | 842 | 530.5 |
| By Discretionary | ||
| Discretionary | 710 | 504.1 |
| Non-Discretionary | 132 | 26.4 |
| Total | 842 | 530.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.5 | |
| Total | 842 | 530.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001633695] |
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|---|---|---|
|
Buttonwood Financial Group LLC
✚
|
MO | 0.5 |
|
Saiph Capital LLC
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|
NJ | 0.5 |
|
Regent Peak Wealth Advisors LLC
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GA | 0.5 |
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Proffitt & Goodson Inc
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TN | 0.5 |
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AWM Capital LLC
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AZ | 0.5 |
|
Rowling & Associates LLC
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CA | 0.5 |
|
Blue Edge Capital LLC
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VA | 0.5 |
|
Fusion Investment Advisors LLC
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TX | 0.5 |
|
Seamount Financial Group Inc
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CO | 0.5 |
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Optimum Quantvest Corporation
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TX | 0.5 |