Cambridge Advisors

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

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Positions held by Cambridge Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 181 positions in its portfolio as reported in the December 2022 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) 16.2 $60M 172k 351.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.6 $43M 600k 71.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $26M 622k 41.97
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $14M -2% 57k 241.89
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.2 $12M 251k 47.43
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $11M 59k 191.19
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $10M 130k 77.51
Microsoft Corporation (MSFT) 2.1 $7.7M -4% 32k 239.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $6.9M 178k 38.98
Apple (AAPL) 1.8 $6.7M 52k 129.93
Amgen (AMGN) 1.8 $6.6M 25k 262.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $6.1M 20k 308.90
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $5.7M 38k 151.85
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $5.7M 69k 82.48

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Vanguard Index Fds Small Cp Etf (VB) 1.5 $5.4M 30k 183.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $4.7M +5% 63k 75.54
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $4.2M +2% 78k 54.49
Union Pacific Corporation (UNP) 1.0 $3.6M -2% 17k 207.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $3.3M -2% 59k 55.56
Danaher Corporation (DHR) 0.9 $3.3M 12k 265.41
Lowe's Companies (LOW) 0.8 $3.1M 16k 199.24
Accenture Plc Ireland Shs Class A (ACN) 0.8 $3.0M -2% 11k 266.84
Caterpillar (CAT) 0.8 $2.9M -2% 12k 239.56
Johnson & Johnson (JNJ) 0.7 $2.8M 16k 176.65
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $2.7M +4% 53k 50.13
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $2.6M 35k 74.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $2.2M 49k 44.81
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.6 $2.2M +2% 40k 53.44
Innovator Etfs Tr Buffer Step Up S (BSTP) 0.5 $1.9M 78k 24.09
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $1.9M 4.2k 442.79
Abbvie (ABBV) 0.5 $1.8M -3% 11k 161.61
Pepsi (PEP) 0.5 $1.7M 9.5k 180.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.7M 23k 75.19
First Tr Mlp & Energy Income (FEI) 0.5 $1.7M -9% 218k 7.81
UnitedHealth (UNH) 0.4 $1.7M 3.1k 530.18
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.4 $1.6M -2% 114k 13.71
Corning Incorporated (GLW) 0.4 $1.5M 48k 31.94
Merck & Co (MRK) 0.4 $1.5M 14k 110.95
Nike CL B (NKE) 0.4 $1.5M -15% 13k 117.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.5M 3.8k 382.47
Automatic Data Processing (ADP) 0.4 $1.5M 6.1k 238.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.4M 4.3k 331.33
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.4M -9% 15k 94.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.4M 6.5k 214.24
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.3M -4% 7.5k 169.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.3M -10% 12k 105.43
Illinois Tool Works (ITW) 0.3 $1.3M 5.8k 220.30
JPMorgan Chase & Co. (JPM) 0.3 $1.3M 9.4k 134.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.2M -6% 38k 32.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.2M +7% 30k 40.51
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 0.3 $1.2M -2% 57k 21.09
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.3 $1.2M +5% 28k 42.55
Cisco Systems (CSCO) 0.3 $1.2M 25k 47.64
Procter & Gamble Company (PG) 0.3 $1.2M 7.9k 151.57
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.2M 6.8k 174.37
Chevron Corporation (CVX) 0.3 $1.1M 6.4k 179.49
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.1M 27k 41.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.1M -2% 17k 65.61
Visa Com Cl A (V) 0.3 $1.1M 5.3k 207.78
Novartis Sponsored Adr (NVS) 0.3 $1.1M 12k 90.72
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $1.0M +17% 26k 40.80
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.3 $995k +7% 21k 46.72
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $994k -13% 19k 51.79
Abbott Laboratories (ABT) 0.3 $954k -2% 8.7k 109.79
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $948k +10% 16k 59.44
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $945k -24% 20k 47.41
Walgreen Boots Alliance (WBA) 0.3 $944k -16% 25k 37.36
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.2 $920k NEW 31k 29.76
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $901k -2% 34k 26.69
At&t (T) 0.2 $895k 49k 18.41
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 0.2 $864k +3% 37k 23.10
Alphabet Cap Stk Cl A (GOOGL) 0.2 $858k -3% 9.7k 88.23
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $853k 18k 48.24
O'reilly Automotive (ORLY) 0.2 $850k -2% 1.0k 844.03
Roper Industries (ROP) 0.2 $843k 2.0k 432.09
Exxon Mobil Corporation (XOM) 0.2 $837k -4% 7.6k 110.30
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $830k -3% 19k 43.92
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.2 $810k +29% 37k 22.21
Ishares Tr Msci Eafe Etf (EFA) 0.2 $806k 12k 65.64
Vanguard World Fds Energy Etf (VDE) 0.2 $805k 6.6k 121.28
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $798k 6.4k 125.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $795k 5.6k 141.24
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.2 $794k -30% 36k 21.90
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.2 $791k -9% 13k 59.31
Starbucks Corporation (SBUX) 0.2 $755k 7.6k 99.20
Oracle Corporation (ORCL) 0.2 $748k 9.2k 81.74
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $717k -6% 32k 22.61
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.2 $716k -2% 23k 31.51
Nxp Semiconductors N V (NXPI) 0.2 $702k 4.4k 158.03
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $694k -5% 7.2k 96.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $690k +4% 13k 51.72
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $685k +2% 15k 44.59
Coca-Cola Company (KO) 0.2 $676k 11k 63.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $671k 2.5k 266.28
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $658k -5% 6.9k 95.78
Raytheon Technologies Corp (RTX) 0.2 $649k 6.4k 100.93
Medtronic SHS (MDT) 0.2 $648k 8.3k 77.72
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $643k -6% 6.5k 99.56
Becton, Dickinson and (BDX) 0.2 $617k 2.4k 254.30
Target Corporation (TGT) 0.2 $609k 4.1k 149.04
Pfizer (PFE) 0.2 $602k -2% 12k 51.24
Qualcomm (QCOM) 0.2 $586k +2% 5.3k 109.95
Meta Platforms Cl A (META) 0.2 $586k -2% 4.9k 120.34
Boeing Company (BA) 0.2 $583k 3.1k 190.49
Verizon Communications (VZ) 0.2 $578k 15k 39.40
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) 0.1 $555k 18k 30.65
Sprott Physical Gold Tr Unit (PHYS) 0.1 $546k -2% 39k 14.10
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $543k NEW 14k 39.58
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $539k 5.3k 100.80
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $534k -19% 7.0k 76.13
Deere & Company (DE) 0.1 $523k 1.2k 428.85
Intel Corporation (INTC) 0.1 $514k -19% 20k 26.43
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $510k 11k 45.52
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $499k -9% 25k 19.67
Emcor (EME) 0.1 $495k 3.3k 148.11
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) 0.1 $489k 21k 23.58
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $460k -4% 19k 24.49
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) 0.1 $445k NEW 14k 31.29
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $439k 2.9k 154.13
Ishares Silver Tr Ishares (SLV) 0.1 $433k 20k 22.02
American Express Company (AXP) 0.1 $430k 2.9k 147.75
Ishares Tr Select Divid Etf (DVY) 0.1 $425k 3.5k 120.60
Intuitive Surgical Com New (ISRG) 0.1 $416k 1.6k 265.35
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $415k -13% 11k 38.71
Amazon (AMZN) 0.1 $412k -12% 4.9k 84.00
NVIDIA Corporation (NVDA) 0.1 $410k -4% 2.8k 146.14
Innovator Etfs Tr Power Buffer Set (PSTP) 0.1 $407k NEW 16k 24.82
Etf Managers Tr Prime Junir Slvr (SILJ) 0.1 $404k +100% 38k 10.55
Alphabet Cap Stk Cl C (GOOG) 0.1 $391k -20% 4.4k 88.73
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $390k +30% 12k 33.57
Costco Wholesale Corporation (COST) 0.1 $383k -9% 838.00 456.50
Us Bancorp Del Com New (USB) 0.1 $383k 8.8k 43.61
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $378k +14% 17k 22.42
Garmin SHS (GRMN) 0.1 $377k 4.1k 92.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $365k +7% 8.1k 45.15
Ishares Tr Core S&p500 Etf (IVV) 0.1 $362k 943.00 384.21
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $352k 3.9k 90.48
FedEx Corporation (FDX) 0.1 $348k 2.0k 173.19
Kimberly-Clark Corporation (KMB) 0.1 $341k 2.5k 135.75
Wells Fargo & Company (WFC) 0.1 $329k 8.0k 41.29
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $318k 6.2k 51.54
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $316k -6% 16k 19.29
BlackRock (BLK) 0.1 $295k -2% 416.00 708.63
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.1 $294k +6% 9.0k 32.67
International Business Machines (IBM) 0.1 $292k -14% 2.1k 140.89
Spdr Ser Tr Bloomberg Intl (IBND) 0.1 $288k 10k 27.72
McDonald's Corporation (MCD) 0.1 $283k 1.1k 263.55
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.1 $280k 8.2k 34.30
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $278k -3% 14k 20.15
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) 0.1 $271k 16k 16.52
Innovator Etfs Tr Defined Wlt Shld (BALT) 0.1 $266k 10k 26.59
Gilead Sciences (GILD) 0.1 $265k -70% 3.1k 85.85
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.1 $263k NEW 7.5k 35.05
Charles River Laboratories (CRL) 0.1 $262k 1.2k 217.90
Clorox Company (CLX) 0.1 $261k 1.9k 140.33
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $260k 6.7k 38.89
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $260k -12% 8.0k 32.39
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $259k -15% 1.3k 202.91
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.1 $255k -15% 11k 24.25
Fortive (FTV) 0.1 $252k 3.9k 64.25
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $252k -12% 2.0k 123.15
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $248k 7.4k 33.33
Carrier Global Corporation (CARR) 0.1 $248k 6.0k 41.25
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $242k NEW 6.8k 35.65
Ishares Gold Tr Ishares New (IAU) 0.1 $240k 6.9k 34.59
Innovator Etfs Tr Us Eqt Aclrtd 9 (XBJL) 0.1 $232k 9.0k 25.63
3M Company (MMM) 0.1 $232k 1.9k 119.92
Ishares Tr Us Home Cons Etf (ITB) 0.1 $230k NEW 3.8k 60.60
Adobe Systems Incorporated (ADBE) 0.1 $227k NEW 675.00 336.53
CVS Caremark Corporation (CVS) 0.1 $226k 2.4k 93.18
Schlumberger Com Stk (SLB) 0.1 $219k NEW 4.1k 53.46
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $219k NEW 7.6k 28.78
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) 0.1 $211k +102% 64k 3.29
Sirius Xm Holdings (SIRI) 0.1 $207k -14% 36k 5.84
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.1 $205k NEW 6.6k 30.92
SYSCO Corporation (SYY) 0.1 $204k NEW 2.7k 76.45
Invesco Actively Managed Etf Active Us Real (PSR) 0.1 $200k -15% 2.3k 87.09
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $189k -3% 11k 17.12
Cambria Etf Tr Cannabis Etf (TOKE) 0.0 $152k -9% 23k 6.69
Transocean Reg Shs (RIG) 0.0 $57k 12k 4.56
Fuel Tech (FTEK) 0.0 $15k 12k 1.27

Past Filings by Cambridge Advisors

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

View all past filings