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| Cambridge Advisors LLC
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|---|---|
| CRD # | 158928 |
| SEC # | 801-114340 |
| CIK # | 0001633695 |
| AUM | $51.0 MM (2023-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 716-932-7270 |
| Address | 6225 Sheridan Drive Suite 102 Williamsville, NY 14221-5806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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) | 33 | 7.3 |
| (b) Individuals (high net worth individuals) | 19 | 41.2 |
| (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 | 3 | 0.6 |
| (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 | 2 | 1.9 |
| Total | 252 | 51.0 |
| By Discretionary | ||
| Discretionary | 212 | 42.4 |
| Non-Discretionary | 40 | 8.6 |
| Total | 252 | 51.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 51.0 | |
| Total | 252 | 51.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001633695] |
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|---|---|---|
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.1 |
|
Virtus Financial Partners LLC
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|
FL | 0.1 |
|
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NY | 0.1 |
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G&G Planning Concepts Inc
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|
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CA | 0.1 |
|
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|
Buffalo First Wealth Management LLC
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NY | 0.0 |
|
Shield Wealth Advisors LLC
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|
Procapita Partners LLC
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|
IUR Capital LLC
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|
0.0 |