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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, BNDX, and represent 40.89% of Cambridge Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$5.3M), SCHD, FNDX, SCHB, VEA, JEPQ, JGRO, JEPI, SCHM, FNDA.
Started 4 new stock positions in JGRO, First Tr Exchng Traded Fd Vi, BUCK, BLK.
Reduced shares in these 10 stocks: VOO, IJH, XDEC, VB, FIXD, XSEP, GDEC, XJUN, VNQ, XBJL.
Sold out of its positions in BlackRock, FIW, GDEC, XSEP, XBJL, SPDW.
Cambridge Advisors was a net buyer of stock by $15M.
Cambridge Advisors has $448M in assets under management (AUM), dropping by -2.12%.
Central Index Key (CIK): 0001633695

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Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 168 positions in its portfolio as reported in the December 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)	17.3	$78M	-4%	144k	538.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.6	$47M		660k	71.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.5	$29M	+6%	610k	47.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$17M	-7%	267k	62.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.8	$12M		252k	49.05	View chart
Microsoft Corporation (MSFT)	2.7	$12M	-3%	29k	421.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$11M		37k	289.81	View chart
Apple (AAPL)	2.3	$10M		40k	250.42	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.2	$10M	+15%	178k	56.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.1	$9.2M		115k	80.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.0	$9.1M	+14%	158k	57.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$8.8M	+2%	200k	44.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$8.6M		19k	453.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$7.2M		37k	195.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$7.0M	+303%	253k	27.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$6.7M	-10%	28k	240.28	View chart
Amgen (AMGN)	1.4	$6.4M	-3%	25k	260.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$6.3M	-6%	71k	89.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.0	$4.3M	+6%	140k	30.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$4.2M	+204%	154k	27.32	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.9	$4.0M	+21%	49k	81.58	View chart
Caterpillar (CAT)	0.8	$3.4M		9.4k	362.75	View chart
Union Pacific Corporation (UNP)	0.7	$3.3M		14k	228.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.1M	+198%	138k	22.70	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$3.1M	-3%	8.9k	351.79	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$3.1M	+203%	132k	23.68	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.7	$3.0M		91k	33.21	View chart
Lowe's Companies (LOW)	0.6	$2.9M		12k	246.79	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.6	$2.7M	+2%	140k	19.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.6M		6.5k	401.58	View chart
NVIDIA Corporation (NVDA)	0.6	$2.5M		19k	134.29	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$2.5M		28k	87.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.4M	+6%	4.1k	586.07	View chart
Danaher Corporation (DHR)	0.5	$2.3M	-2%	10k	229.55	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.5	$2.3M	+20%	89k	25.93	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$2.2M	+3%	44k	50.37	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$2.2M		3.9k	569.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.0M		11k	189.31	View chart
Meta Platforms Cl A (META)	0.4	$2.0M		3.4k	585.43	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$1.8M		36k	50.39	View chart
Johnson & Johnson (JNJ)	0.4	$1.8M	-5%	12k	144.62	View chart
Corning Incorporated (GLW)	0.4	$1.7M		36k	47.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$1.7M	+109%	90k	18.50	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$1.6M		3.8k	425.50	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$1.6M	+120%	55k	29.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.6M	+201%	58k	27.71	View chart
Abbvie (ABBV)	0.4	$1.6M		8.9k	177.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.6M	-7%	14k	115.22	View chart
Visa Com Cl A (V)	0.3	$1.5M		4.9k	316.03	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.3	$1.5M	+49%	43k	35.65	View chart
Oracle Corporation (ORCL)	0.3	$1.5M		9.2k	166.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M		6.8k	220.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.4M	+102%	56k	25.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.4M	-6%	18k	78.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.3M	+5%	2.6k	511.23	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		5.5k	239.71	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$1.3M	-33%	30k	42.97	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.3M		33k	39.56	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$1.3M	NEW	16k	81.03	View chart
Automatic Data Processing (ADP)	0.3	$1.2M		4.1k	292.73	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$1.2M	+17%	20k	59.77	View chart
Emcor (EME)	0.3	$1.1M	-3%	2.5k	453.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.1M		15k	75.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.1M		11k	106.84	View chart
O'reilly Automotive (ORLY)	0.3	$1.1M		963.00	1185.80	View chart
Procter & Gamble Company (PG)	0.2	$1.1M		6.6k	167.65	View chart
Cisco Systems (CSCO)	0.2	$1.1M	-2%	19k	59.20	View chart
Amazon (AMZN)	0.2	$1.1M	+4%	5.0k	219.39	View chart
UnitedHealth (UNH)	0.2	$1.1M	-24%	2.1k	505.86	View chart
Illinois Tool Works (ITW)	0.2	$1.1M	-5%	4.2k	253.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M		6.0k	175.24	View chart
Pepsi (PEP)	0.2	$1.0M	-15%	6.8k	152.06	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$1.0M	+7%	53k	19.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$996k		17k	58.93	View chart
Novartis Sponsored Adr (NVS)	0.2	$980k		10k	97.31	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$962k	+23%	46k	20.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$936k	+200%	40k	23.18	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.2	$872k		30k	29.14	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$866k		20k	43.24	View chart
American Express Company (AXP)	0.2	$864k		2.9k	296.79	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$856k	+15%	17k	49.69	View chart
Merck & Co (MRK)	0.2	$849k	-25%	8.5k	99.48	View chart
Roper Industries (ROP)	0.2	$842k	-5%	1.6k	519.85	View chart
Chevron Corporation (CVX)	0.2	$809k	-7%	5.6k	144.84	View chart
Intuitive Surgical Com New (ISRG)	0.2	$792k	+2%	1.5k	521.96	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$790k	+99%	33k	24.06	View chart
Exxon Mobil Corporation (XOM)	0.2	$788k		7.3k	107.57	View chart
Abbott Laboratories (ABT)	0.2	$774k	-3%	6.8k	113.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$757k	-4%	3.1k	242.13	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.2	$755k	-18%	24k	32.03	View chart
Costco Wholesale Corporation (COST)	0.2	$745k	+7%	813.00	916.30	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$742k	+3%	35k	21.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$719k		3.0k	242.20	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$702k	-8%	6.1k	115.18	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$680k		5.1k	132.10	View chart
Vanguard World Energy Etf (VDE)	0.2	$677k	-14%	5.6k	121.31	View chart
Starbucks Corporation (SBUX)	0.2	$674k		7.4k	91.24	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$647k		5.2k	124.96	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$633k	+97%	25k	25.83	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.1	$628k		22k	28.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$626k		6.5k	96.90	View chart
Coca-Cola Company (KO)	0.1	$626k		10k	62.26	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$617k		6.7k	92.45	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$616k	-2%	13k	46.24	View chart
Raytheon Technologies Corp (RTX)	0.1	$595k	-2%	5.1k	115.73	View chart
Nxp Semiconductors N V (NXPI)	0.1	$592k		2.9k	207.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$576k	-3%	3.0k	190.46	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$575k		21k	27.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$573k		973.00	588.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$550k	-2%	22k	25.52	View chart
FedEx Corporation (FDX)	0.1	$516k		1.8k	281.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$510k		13k	40.74	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$508k		11k	45.34	View chart
Wells Fargo & Company (WFC)	0.1	$502k		7.2k	70.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$483k		2.9k	169.30	View chart
Qualcomm (QCOM)	0.1	$460k	-14%	3.0k	153.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$456k		9.8k	46.54	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$455k		10k	43.72	View chart
Medtronic SHS (MDT)	0.1	$439k		5.5k	79.88	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$432k		3.3k	131.29	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.1	$427k		13k	32.24	View chart
Target Corporation (TGT)	0.1	$426k	-8%	3.2k	135.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$418k	-16%	9.9k	42.25	View chart
Blackrock (BLK)	0.1	$416k	NEW	406.00	1025.11	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$397k	NEW	16k	24.54	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$395k	+16%	15k	26.73	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$393k		3.8k	103.39	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$388k	-11%	1.6k	243.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$359k	-71%	9.6k	37.30	View chart
Carrier Global Corporation (CARR)	0.1	$347k	-3%	5.1k	68.26	View chart
Us Bancorp Del Com New (USB)	0.1	$345k		7.2k	47.83	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$344k		7.0k	49.51	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$337k	+26%	18k	18.88	View chart
Becton, Dickinson and (BDX)	0.1	$334k	-14%	1.5k	226.87	View chart
International Business Machines (IBM)	0.1	$326k		1.5k	219.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$319k		2.0k	159.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit	0.1	$311k	NEW	10k	30.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$310k	-61%	8.0k	38.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$308k	+214%	12k	26.07	View chart
Clorox Company (CLX)	0.1	$302k		1.9k	162.41	View chart
Palo Alto Networks (PANW)	0.1	$301k	+100%	1.7k	181.96	View chart
Garmin SHS (GRMN)	0.1	$299k		1.5k	206.26	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.1	$295k		10k	28.36	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$292k	-3%	14k	21.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$290k		7.9k	36.89	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$286k	-3%	7.7k	37.12	View chart
Intel Corporation (INTC)	0.1	$281k	-12%	14k	20.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$281k		1.6k	178.10	View chart
Boeing Company (BA)	0.1	$272k	+2%	1.5k	177.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$271k		9.7k	28.03	View chart
McDonald's Corporation (MCD)	0.1	$263k	+11%	908.00	289.92	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$262k		5.1k	51.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$259k		1.5k	172.42	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$253k		7.6k	33.34	View chart
Pfizer (PFE)	0.1	$252k		9.5k	26.53	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$245k	-3%	5.0k	48.67	View chart
Deere & Company (DE)	0.1	$240k	-49%	566.00	423.40	View chart
Adobe Systems Incorporated (ADBE)	0.1	$236k		531.00	444.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$233k	-8%	5.5k	41.98	View chart
Dynex Cap (DX)	0.1	$233k	+7%	18k	12.65	View chart
Gilead Sciences (GILD)	0.1	$226k	-7%	2.5k	92.37	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$226k	-9%	19k	12.03	View chart
Charles River Laboratories (CRL)	0.0	$222k		1.2k	184.60	View chart
Fortive (FTV)	0.0	$219k		2.9k	75.00	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$209k		1.7k	119.34	View chart
Kimberly-Clark Corporation (KMB)	0.0	$204k		1.6k	131.04	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.0	$201k		2.2k	90.28	View chart
3M Company (MMM)	0.0	$201k	-3%	1.6k	129.09	View chart

Past Filings by Cambridge Advisors

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

Cambridge Advisors 2024 Q4 filed Jan. 16, 2025
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

View all past filings

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