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| Happy Holidays!! thanks for using AUM13F!! |
| Cambridge Advisors LLC
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| CRD # | 158928 |
| SEC # | 801-114340 |
| CIK # | 0001633695 |
| AUM | $42.7 M (2025-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 716-932-7270 |
| Address | 6225 Sheridan Drive Suite 102 Williamsville, NY 14221-5806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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) | 32 | 8.1 |
| (b) Individuals (high net worth individuals) | 23 | 29.9 |
| (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 | 5 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 2.4 |
| Total | 247 | 42.7 |
| By Discretionary | ||
| Discretionary | 231 | 34.1 |
| Non-Discretionary | 16 | 8.5 |
| Total | 247 | 42.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 42.3 | |
| Total | 247 | 42.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633695] |
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|---|---|---|
|
Forever Financial Advisors LLC
✚
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0.1 | |
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American Wealth Administration Group LLC
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NY | 0.0 |
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|
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|
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Sage Tree Wealth Inc
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