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Cambridge Advisors

Latest statistics and disclosures from Cambridge Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, BND, VEA, IJH, MSFT, and represent 41.72% of Cambridge Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$14M), Fidelity Wise Origin Bitcoin, BND, JEPI, JEPQ, VWO, VEA, BNDX, SYY, GRMN.
Started 5 new stock positions in Fidelity Wise Origin Bitcoin, ADBE, GRMN, SYY, SPDW.
Reduced shares in these 10 stocks: VOO, CAT, SCHD, VTI, JPST, SCHY, FIXD, PSR, GILD, DAUG.
Sold out of its positions in DAUG, GILD, PSR.
Cambridge Advisors was a net buyer of stock by $16M.
Cambridge Advisors has $424M in assets under management (AUM), dropping by 6.55%.
Central Index Key (CIK): 0001633695

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Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 167 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	17.7	$75M	-2%	156k	480.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.3	$44M	+2%	602k	72.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.7	$28M		566k	50.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$17M	+396%	285k	60.74	View chart
Microsoft Corporation (MSFT)	3.0	$13M		30k	420.72	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$12M	+4%	234k	49.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$10M	-2%	39k	259.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$8.6M		107k	80.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$8.4M	+7%	200k	41.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$7.7M		18k	420.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.8	$7.6M	+13%	139k	54.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.7	$7.3M	+15%	126k	57.86	View chart
Amgen (AMGN)	1.7	$7.2M		25k	284.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$6.8M		30k	228.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$6.8M		37k	182.61	View chart
Apple (AAPL)	1.6	$6.6M		39k	171.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$6.2M		72k	86.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$5.9M		64k	92.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$4.2M	-7%	52k	80.63	View chart
Union Pacific Corporation (UNP)	0.8	$3.6M		15k	245.93	View chart
Caterpillar (CAT)	0.8	$3.5M	-9%	9.5k	366.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.8	$3.3M	+3%	119k	27.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.8	$3.2M	-4%	9.3k	346.61	View chart
Lowe's Companies (LOW)	0.7	$3.1M	-6%	12k	254.74	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$2.9M		47k	61.05	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.7	$2.9M		94k	30.26	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.6	$2.7M		41k	67.39	View chart
Danaher Corporation (DHR)	0.6	$2.6M	-5%	11k	249.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$2.6M	-2%	30k	85.65	View chart
First Tr Mlp & Energy Income (FEI)	0.6	$2.3M		243k	9.67	View chart
Fidelity Wise Origin Bitcoin SHS	0.5	$2.3M	NEW	37k	62.06	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$2.2M		4.0k	556.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.2M		6.6k	337.05	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$2.2M	-9%	51k	43.60	View chart
NVIDIA Corporation (NVDA)	0.5	$2.1M		2.4k	903.56	View chart
Johnson & Johnson (JNJ)	0.5	$2.1M	-2%	14k	158.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.1M	+4%	4.0k	523.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$2.0M	-12%	40k	50.45	View chart
Meta Platforms Cl A (META)	0.4	$1.7M		3.6k	485.60	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$1.6M		4.1k	397.76	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$1.6M		36k	45.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.6M	-3%	15k	110.52	View chart
Abbvie (ABBV)	0.4	$1.6M	-6%	8.8k	182.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$1.6M		41k	39.02	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.6M	+12%	19k	81.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.6M	+3%	10k	150.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.5M		20k	77.31	View chart
Merck & Co (MRK)	0.4	$1.5M	+4%	11k	131.95	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.3	$1.4M		25k	57.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.4M		6.8k	210.30	View chart
Pepsi (PEP)	0.3	$1.4M	-3%	8.2k	175.01	View chart
UnitedHealth (UNH)	0.3	$1.4M		2.8k	494.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.3	$1.4M		39k	35.26	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.4M		27k	49.24	View chart
Visa Com Cl A (V)	0.3	$1.3M	-9%	4.7k	279.11	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.3M	+4%	31k	42.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M		2.7k	444.01	View chart
Illinois Tool Works (ITW)	0.3	$1.2M	-9%	4.4k	268.33	View chart
Corning Incorporated (GLW)	0.3	$1.2M	-4%	36k	32.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.2M		11k	108.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		15k	79.86	View chart
Oracle Corporation (ORCL)	0.3	$1.1M		9.2k	125.61	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.1M		5.5k	200.31	View chart
O'reilly Automotive (ORLY)	0.3	$1.1M		967.00	1128.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M		5.1k	205.72	View chart
Procter & Gamble Company (PG)	0.2	$1.0M		6.4k	162.25	View chart
Emcor (EME)	0.2	$1.0M	-6%	2.9k	350.20	View chart
Automatic Data Processing (ADP)	0.2	$1.0M	-16%	4.1k	249.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M		6.0k	169.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$997k	+5%	17k	60.30	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$995k		17k	59.62	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$987k	+3%	47k	21.19	View chart
Roper Industries (ROP)	0.2	$976k	-5%	1.7k	560.84	View chart
Novartis Sponsored Adr (NVS)	0.2	$975k	-6%	10k	96.73	View chart
Chevron Corporation (CVX)	0.2	$945k	-7%	6.0k	157.74	View chart
Cisco Systems (CSCO)	0.2	$945k	-5%	19k	49.91	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$868k		29k	29.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$857k		14k	62.06	View chart
Vanguard World Energy Etf (VDE)	0.2	$855k		6.5k	131.70	View chart
Nxp Semiconductors N V (NXPI)	0.2	$850k		3.4k	247.77	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.2	$847k		29k	29.50	View chart
Amazon (AMZN)	0.2	$834k		4.6k	180.38	View chart
Abbott Laboratories (ABT)	0.2	$826k	-6%	7.3k	113.66	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$807k		20k	40.71	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$795k		17k	48.21	View chart
Exxon Mobil Corporation (XOM)	0.2	$793k		6.8k	116.24	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$777k		35k	21.99	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.2	$758k	-4%	30k	25.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$757k	-17%	21k	36.21	View chart
Intel Corporation (INTC)	0.2	$735k		17k	44.17	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$703k		6.8k	103.79	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$681k		13k	52.16	View chart
Starbucks Corporation (SBUX)	0.2	$681k		7.4k	91.39	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$675k		5.1k	131.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$666k	-2%	18k	37.05	View chart
American Express Company (AXP)	0.2	$663k		2.9k	227.69	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$641k	+29%	13k	50.91	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$636k		14k	46.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$632k		6.7k	94.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$624k		20k	31.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$622k		6.4k	97.94	View chart
Target Corporation (TGT)	0.1	$619k		3.5k	177.21	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$613k		5.2k	118.29	View chart
Qualcomm (QCOM)	0.1	$609k	+2%	3.6k	169.29	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.1	$608k		22k	27.60	View chart
Becton, Dickinson and (BDX)	0.1	$601k		2.4k	247.45	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$595k	+3%	2.6k	225.01	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$590k	+7%	26k	22.66	View chart
Intuitive Surgical Com New (ISRG)	0.1	$590k		1.5k	399.09	View chart
FedEx Corporation (FDX)	0.1	$576k		2.0k	289.81	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	0.1	$564k		24k	23.59	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$563k	+25%	26k	21.87	View chart
Costco Wholesale Corporation (COST)	0.1	$550k		751.00	732.63	View chart
Coca-Cola Company (KO)	0.1	$544k		8.9k	61.18	View chart
Raytheon Technologies Corp (RTX)	0.1	$520k	-3%	5.3k	97.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$511k		13k	39.11	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$511k		11k	45.61	View chart
Medtronic SHS (MDT)	0.1	$504k		5.8k	87.15	View chart
Deere & Company (DE)	0.1	$497k		1.2k	410.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$496k		943.00	525.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$476k		3.1k	152.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$467k		13k	37.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$464k		2.9k	162.86	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$458k	+3%	18k	24.95	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$440k		3.8k	115.77	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$435k		10k	42.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$425k		9.9k	42.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$422k	+14%	11k	38.68	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$405k		3.3k	123.18	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$403k		7.1k	56.39	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$398k	-4%	13k	31.70	View chart
Wells Fargo & Company (WFC)	0.1	$398k	+10%	6.9k	57.96	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$383k		1.9k	205.09	View chart
BlackRock (BLK)	0.1	$339k		406.00	833.70	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$330k	-15%	25k	13.27	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$329k	+4%	11k	30.84	View chart
Kimberly-Clark Corporation (KMB)	0.1	$328k		2.5k	129.35	View chart
Charles River Laboratories (CRL)	0.1	$325k		1.2k	270.95	View chart
Us Bancorp Del Com New (USB)	0.1	$323k	+16%	7.2k	44.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$318k		8.0k	39.66	View chart
Carrier Global Corporation (CARR)	0.1	$308k		5.3k	58.13	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.1	$303k		10k	29.11	View chart
Boeing Company (BA)	0.1	$301k		1.6k	192.99	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$293k		14k	20.30	View chart
International Business Machines (IBM)	0.1	$292k		1.5k	190.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$291k		3.8k	75.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$287k		6.8k	42.01	View chart
Clorox Company (CLX)	0.1	$285k		1.9k	153.11	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$274k	-48%	11k	24.26	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$270k		14k	19.69	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$270k		2.0k	135.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$267k		7.9k	34.00	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$261k		7.6k	34.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$260k		1.6k	164.39	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$257k		5.1k	50.10	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$254k		5.3k	48.25	View chart
Fortive (FTV)	0.1	$251k	-9%	2.9k	86.02	View chart
Palo Alto Networks (PANW)	0.1	$238k	+21%	836.00	284.13	View chart
McDonald's Corporation (MCD)	0.1	$237k		839.00	281.98	View chart
Dynex Cap (DX)	0.1	$224k	+5%	18k	12.45	View chart
Pfizer (PFE)	0.1	$222k		8.0k	27.75	View chart
SYSCO Corporation (SYY)	0.1	$218k	NEW	2.7k	81.18	View chart
Garmin SHS (GRMN)	0.1	$216k	NEW	1.5k	148.87	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$206k	NEW	5.7k	35.84	View chart
3M Company (MMM)	0.0	$204k		1.9k	106.07	View chart
Adobe Systems Incorporated (ADBE)	0.0	$202k	NEW	400.00	504.60	View chart
Sirius Xm Holdings (SIRI)	0.0	$114k		30k	3.88	View chart

Past Filings by Cambridge Advisors

SEC 13F filings are viewable for Cambridge Advisors going back to 2014

Cambridge Advisors 2024 Q1 filed April 16, 2024
Cambridge Advisors 2023 Q4 filed Jan. 17, 2024
Cambridge Advisors 2023 Q3 filed Oct. 18, 2023
Cambridge Advisors 2023 Q2 filed July 13, 2023
Cambridge Advisors 2023 Q1 filed April 13, 2023
Cambridge Advisors 2022 Q4 filed Jan. 23, 2023
Cambridge Advisors 2022 Q3 filed Oct. 17, 2022
Cambridge Advisors 2022 Q2 filed July 18, 2022
Cambridge Advisors 2022 Q1 filed May 5, 2022
Cambridge Advisors 2021 Q4 filed Jan. 14, 2022
Cambridge Advisors 2021 Q3 filed Oct. 19, 2021
Cambridge Advisors 2021 Q2 filed July 21, 2021
Cambridge Advisors 2021 Q1 filed April 22, 2021
Cambridge Advisors 2020 Q4 filed Jan. 25, 2021
Cambridge Advisors 2020 Q3 filed Oct. 15, 2020
Cambridge Advisors 2020 Q2 filed July 17, 2020

View all past filings

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