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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 41.35% of Cambridge Advisors's stock portfolio.
Added to shares of these 10 stocks: BND, VEA, IJH, JEPI, JEPQ, AAAU, BNDX, VB, BUFR, QJUN.
Started 6 new stock positions in FIW, GRID, GILD, QJUN, PSR, BX.
Reduced shares in these 10 stocks: VOO, CIBR, NVDA, SCHY, XDEC, VTI, META, GDEC, XSEP, GLD.
Sold out of its positions in CIBR, SCHY, SIRI.
Cambridge Advisors was a net buyer of stock by $1.9M.
Cambridge Advisors has $458M in assets under management (AUM), dropping by 6.35%.
Central Index Key (CIK): 0001633695

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Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 170 positions in its portfolio as reported in the September 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)	17.4	$79M		151k	527.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.7	$49M		651k	75.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.6	$30M	+2%	570k	52.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.9	$18M	+3%	288k	62.32	View chart
Microsoft Corporation (MSFT)	2.8	$13M		30k	430.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$13M	+2%	250k	50.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$11M		38k	283.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.1	$9.4M		113k	83.75	View chart
Apple (AAPL)	2.0	$9.3M		40k	233.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$9.3M		194k	47.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$8.6M		19k	460.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.8	$8.5M	+6%	154k	54.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.8	$8.2M	+7%	138k	59.51	View chart
Amgen (AMGN)	1.8	$8.2M		25k	322.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$7.4M	+4%	31k	237.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$7.4M		76k	97.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$7.3M		37k	198.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$6.5M		63k	104.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$4.3M		51k	84.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.9	$3.9M	+8%	131k	29.89	View chart
Caterpillar (CAT)	0.8	$3.7M		9.4k	391.11	View chart
Union Pacific Corporation (UNP)	0.8	$3.6M		14k	246.48	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$3.3M		9.2k	353.48	View chart
Lowe's Companies (LOW)	0.7	$3.2M	-3%	12k	270.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$3.1M		44k	71.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.1M	-2%	46k	66.52	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.7	$3.0M		92k	32.72	View chart
Danaher Corporation (DHR)	0.6	$2.9M		11k	278.02	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.6	$2.6M		136k	19.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$2.6M	-3%	29k	90.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.4M		6.5k	375.38	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$2.2M	+2%	40k	55.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.2M	-5%	3.9k	573.72	View chart
NVIDIA Corporation (NVDA)	0.5	$2.2M	-12%	18k	121.44	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$2.2M		3.9k	569.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$2.1M		42k	50.74	View chart
Johnson & Johnson (JNJ)	0.5	$2.1M		13k	162.06	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.4	$2.0M	-2%	45k	45.24	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.4	$1.9M	+29%	74k	26.02	View chart
Meta Platforms Cl A (META)	0.4	$1.9M	-8%	3.3k	572.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$1.8M		43k	41.12	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$1.8M		36k	48.64	View chart
Abbvie (ABBV)	0.4	$1.7M		8.8k	197.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.7M		10k	165.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.7M		15k	116.96	View chart
UnitedHealth (UNH)	0.4	$1.6M		2.8k	584.68	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$1.6M	-6%	3.9k	423.12	View chart
Corning Incorporated (GLW)	0.4	$1.6M		36k	45.15	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.6M		19k	83.09	View chart
Oracle Corporation (ORCL)	0.3	$1.6M		9.1k	170.40	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.5M	+3%	33k	46.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.5M		19k	79.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M		6.8k	220.90	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$1.5M	-2%	25k	59.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.4M		28k	51.50	View chart
Pepsi (PEP)	0.3	$1.4M		8.0k	170.05	View chart
Visa Com Cl A (V)	0.3	$1.3M	+2%	4.8k	274.95	View chart
Merck & Co (MRK)	0.3	$1.3M		12k	113.56	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.3M		15k	83.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.3	$1.3M	-12%	34k	36.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	-3%	2.5k	488.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.2M		11k	112.98	View chart
Illinois Tool Works (ITW)	0.3	$1.2M		4.4k	262.07	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		5.5k	210.86	View chart
Novartis Sponsored Adr (NVS)	0.3	$1.2M		10k	115.02	View chart
Procter & Gamble Company (PG)	0.3	$1.1M		6.6k	173.20	View chart
Emcor (EME)	0.2	$1.1M	-3%	2.6k	430.53	View chart
Automatic Data Processing (ADP)	0.2	$1.1M		4.1k	276.73	View chart
O'reilly Automotive (ORLY)	0.2	$1.1M		963.00	1151.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.1M		17k	64.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.1M		6.0k	179.15	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$1.0M	+2%	49k	20.89	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$1.0M		17k	59.87	View chart
Cisco Systems (CSCO)	0.2	$1.0M		19k	53.22	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$966k		29k	33.60	View chart
Roper Industries (ROP)	0.2	$954k		1.7k	556.44	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.2	$915k		29k	31.54	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$914k		20k	45.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$913k	-2%	14k	67.85	View chart
Chevron Corporation (CVX)	0.2	$886k		6.0k	147.27	View chart
Amazon (AMZN)	0.2	$885k		4.8k	186.33	View chart
Exxon Mobil Corporation (XOM)	0.2	$856k	-3%	7.3k	117.22	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$825k	+30%	38k	21.96	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.2	$821k		30k	27.75	View chart
Abbott Laboratories (ABT)	0.2	$809k	-2%	7.1k	114.01	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$807k		17k	48.98	View chart
Vanguard World Energy Etf (VDE)	0.2	$799k		6.5k	122.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$795k	-14%	3.3k	243.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$792k		21k	38.04	View chart
American Express Company (AXP)	0.2	$789k		2.9k	271.20	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$774k	+11%	34k	22.99	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$771k	+6%	15k	51.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$752k		6.7k	112.94	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$731k		5.1k	142.04	View chart
Intuitive Surgical Com New (ISRG)	0.2	$726k		1.5k	491.27	View chart
Starbucks Corporation (SBUX)	0.2	$720k		7.4k	97.49	View chart
Coca-Cola Company (KO)	0.2	$717k		10k	71.86	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$715k		2.9k	245.47	View chart
Nxp Semiconductors N V (NXPI)	0.1	$684k	-9%	2.9k	240.01	View chart
Costco Wholesale Corporation (COST)	0.1	$671k		757.00	886.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$665k		12k	53.63	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.1	$663k		22k	30.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$655k		6.7k	98.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$654k		6.5k	101.27	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$640k		5.2k	123.62	View chart
Raytheon Technologies Corp (RTX)	0.1	$640k		5.3k	121.17	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$625k	-2%	14k	45.89	View chart
Qualcomm (QCOM)	0.1	$594k		3.5k	170.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$561k		973.00	576.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$553k	-2%	22k	25.04	View chart
Target Corporation (TGT)	0.1	$538k		3.5k	155.86	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$535k	+9%	21k	26.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$529k		11k	47.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$522k		3.1k	167.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$509k	-22%	13k	38.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$509k	-22%	15k	33.20	View chart
FedEx Corporation (FDX)	0.1	$502k	-2%	1.8k	273.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$501k		13k	39.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$498k		2.9k	174.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$489k	-9%	12k	41.32	View chart
Medtronic SHS (MDT)	0.1	$488k	-3%	5.4k	90.03	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$483k		3.8k	127.10	View chart
Deere & Company (DE)	0.1	$466k	-7%	1.1k	417.16	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$461k		10k	45.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$453k		9.9k	45.75	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$444k		3.3k	135.07	View chart
Carrier Global Corporation (CARR)	0.1	$423k		5.3k	80.49	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.1	$420k	+32%	13k	31.66	View chart
Becton, Dickinson and (BDX)	0.1	$416k		1.7k	241.10	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$412k		12k	33.48	View chart
Wells Fargo & Company (WFC)	0.1	$402k	-7%	7.1k	56.49	View chart
BlackRock (BLK)	0.1	$386k		406.00	949.51	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$382k		1.8k	211.83	View chart
Intel Corporation (INTC)	0.1	$376k	-5%	16k	23.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$346k		7.0k	49.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$333k		8.0k	41.49	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$332k		14k	23.17	View chart
Us Bancorp Del Com New (USB)	0.1	$330k	-2%	7.2k	45.73	View chart
International Business Machines (IBM)	0.1	$328k		1.5k	221.08	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.1	$318k		10k	30.60	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$304k		14k	21.57	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$303k		2.0k	151.62	View chart
Clorox Company (CLX)	0.1	$303k		1.9k	162.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$302k		3.8k	80.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$285k		1.6k	179.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$285k		7.9k	36.24	View chart
Palo Alto Networks (PANW)	0.1	$282k		826.00	341.80	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$281k	-11%	21k	13.49	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$280k	+14%	13k	22.10	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$275k		7.6k	36.17	View chart
Pfizer (PFE)	0.1	$275k		9.5k	28.94	View chart
Adobe Systems Incorporated (ADBE)	0.1	$274k	-10%	530.00	517.78	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$271k		5.1k	52.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$261k	NEW	9.7k	27.01	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$258k		5.2k	49.41	View chart
Garmin SHS (GRMN)	0.1	$255k		1.5k	176.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$250k		6.0k	41.41	View chart
McDonald's Corporation (MCD)	0.1	$248k		813.00	304.54	View chart
Charles River Laboratories (CRL)	0.1	$236k		1.2k	196.97	View chart
Fortive (FTV)	0.1	$231k		2.9k	78.93	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$230k	NEW	1.5k	153.13	View chart
Boeing Company (BA)	0.0	$228k		1.5k	152.04	View chart
Gilead Sciences (GILD)	0.0	$222k	NEW	2.7k	83.84	View chart
Kimberly-Clark Corporation (KMB)	0.0	$222k		1.6k	142.28	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.0	$221k	NEW	2.2k	98.50	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$221k	NEW	1.7k	127.25	View chart
3M Company (MMM)	0.0	$220k	-19%	1.6k	136.70	View chart
Dynex Cap (DX)	0.0	$218k		17k	12.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$216k		5.7k	37.56	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$214k	NEW	2.0k	109.34	View chart

Past Filings by Cambridge Advisors

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

Cambridge Advisors 2024 Q3 filed Oct. 23, 2024
Cambridge Advisors 2024 Q2 filed July 11, 2024
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

View all past filings

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