Cambridge Advisors

Cambridge Advisors as of March 31, 2025

Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 175 positions in its portfolio as reported in the March 2025 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 $74M 144k 513.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.7 $49M 665k 73.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.8 $31M 610k 50.83
Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $16M 267k 58.35
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $12M 252k 48.82
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.6 $12M 15.00 798441.60
Microsoft Corporation (MSFT) 2.4 $11M 29k 375.40
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $10M 37k 274.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $10M 19k 532.58
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.1 $9.6M 167k 57.14
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.1 $9.5M 184k 51.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $9.4M 115k 81.76
Apple (AAPL) 2.0 $9.0M 41k 222.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $9.0M 199k 45.26
Amgen (AMGN) 1.7 $7.6M 25k 311.54
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $7.0M 36k 193.99
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $6.4M 71k 90.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $6.4M 255k 25.04
Vanguard Index Fds Small Cp Etf (VB) 1.4 $6.2M 28k 221.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $4.3M 154k 27.96
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.9 $4.2M 143k 29.69
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.8 $3.8M 52k 71.97
Union Pacific Corporation (UNP) 0.7 $3.3M 14k 236.24
Caterpillar (CAT) 0.7 $3.1M 9.4k 329.80
Schwab Strategic Tr Fundamental Us L (FNDX) 0.7 $3.1M 130k 23.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $3.0M 139k 21.53
Innovator Etfs Trust Buffer Step Up S (BSTP) 0.6 $2.9M 91k 32.35
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.6 $2.8M 139k 20.29
Accenture Plc Ireland Shs Class A (ACN) 0.6 $2.8M 8.9k 312.04
Goldman Sachs Physical Gold Unit (AAAU) 0.6 $2.8M 89k 30.88
Lowe's Companies (LOW) 0.6 $2.7M 12k 233.23
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $2.5M 28k 89.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.3M 6.5k 361.09
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.3M 45k 50.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.3M 4.1k 559.40
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $2.1M 3.9k 533.48
Johnson & Johnson (JNJ) 0.5 $2.1M 12k 165.84
Danaher Corporation (DHR) 0.4 $2.0M 9.8k 205.00
NVIDIA Corporation (NVDA) 0.4 $2.0M 19k 108.38
Meta Platforms Cl A (META) 0.4 $1.9M 3.4k 576.29
Abbvie (ABBV) 0.4 $1.8M 8.7k 209.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.8M 90k 19.78
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $1.7M 45k 37.49
Visa Com Cl A (V) 0.4 $1.7M 4.8k 350.42
Corning Incorporated (GLW) 0.4 $1.6M 36k 45.78
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M 11k 154.64
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.6M 3.8k 419.88
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.3 $1.5M 32k 47.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.5M 58k 26.20
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $1.5M 54k 27.39
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.4M 14k 104.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.4M 18k 78.94
O'reilly Automotive (ORLY) 0.3 $1.4M 963.00 1432.58
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 5.5k 245.30
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.3M 33k 40.46
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $1.3M 30k 43.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.3M 55k 23.43
Oracle Corporation (ORCL) 0.3 $1.3M 9.1k 139.81
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.3M 6.3k 199.48
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.2M 15k 81.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 2.6k 468.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 20k 62.10
Automatic Data Processing (ADP) 0.3 $1.2M 3.9k 305.53
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.2M 16k 73.79
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $1.2M 20k 59.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.2M 11k 108.69
UnitedHealth (UNH) 0.2 $1.1M 2.1k 523.75
Cisco Systems (CSCO) 0.2 $1.1M 18k 61.71
Procter & Gamble Company (PG) 0.2 $1.1M 6.5k 170.42
First Tr Exchange-traded Ft Vest Djia (DOGG) 0.2 $1.1M 52k 20.83
Novartis Sponsored Adr (NVS) 0.2 $1.1M 9.7k 111.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.0M 6.0k 173.23
Illinois Tool Works (ITW) 0.2 $1.0M 4.2k 248.01
Pepsi (PEP) 0.2 $985k 6.6k 149.94
Roper Industries (ROP) 0.2 $955k 1.6k 589.58
Amazon (AMZN) 0.2 $946k 5.0k 190.26
Emcor (EME) 0.2 $935k 2.5k 369.63
Chevron Corporation (CVX) 0.2 $932k 5.6k 167.30
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.2 $913k 50k 18.18
Abbott Laboratories (ABT) 0.2 $908k 6.8k 132.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $891k 40k 22.08
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $887k 20k 44.26
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 0.2 $884k 30k 29.19
Spdr Gold Tr Gold Shs (GLD) 0.2 $884k 3.1k 288.14
Exxon Mobil Corporation (XOM) 0.2 $871k 7.3k 118.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $799k 33k 24.34
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $798k 16k 50.14
American Express Company (AXP) 0.2 $783k 2.9k 269.05
Costco Wholesale Corporation (COST) 0.2 $769k 813.00 945.82
Merck & Co (MRK) 0.2 $767k 8.5k 89.76
Intuitive Surgical Com New (ISRG) 0.2 $752k 1.5k 495.27
Innovator Etfs Trust Power Buffer Set (PSTP) 0.2 $740k 24k 31.41
Starbucks Corporation (SBUX) 0.2 $724k 7.4k 98.09
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $709k 3.4k 211.49
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $698k 5.1k 135.68
Raytheon Technologies Corp (RTX) 0.1 $678k 5.1k 132.47
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $668k 30k 21.97
Coca-Cola Company (KO) 0.1 $662k 9.2k 71.62
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $659k 25k 26.89
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) 0.1 $649k 22k 30.16
Vanguard World Energy Etf (VDE) 0.1 $646k 5.0k 129.71
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $639k 6.5k 98.92
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $636k 6.7k 95.37
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $620k 5.2k 119.73
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $617k 5.6k 110.08
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $593k 13k 45.65
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $582k 20k 29.60
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.1 $549k 19k 28.57
Ishares Tr Core S&p500 Etf (IVV) 0.1 $547k 973.00 561.90
Nxp Semiconductors N V (NXPI) 0.1 $542k 2.9k 190.06
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.1 $519k 21k 24.68
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $519k 11k 46.31
Wells Fargo & Company (WFC) 0.1 $518k 7.2k 71.79
Vanguard Index Fds Value Etf (VTV) 0.1 $492k 2.9k 172.74
Medtronic SHS (MDT) 0.1 $487k 5.4k 89.86
Alphabet Cap Stk Cl C (GOOG) 0.1 $472k 3.0k 156.25
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $463k 19k 24.95
Qualcomm (QCOM) 0.1 $460k 3.0k 153.59
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.1 $456k 12k 39.60
Ishares Tr Select Divid Etf (DVY) 0.1 $436k 3.3k 134.29
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $431k 10k 42.02
Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $429k 14k 30.74
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 0.1 $422k 21k 19.97
FedEx Corporation (FDX) 0.1 $417k 1.7k 243.78
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $411k 9.9k 41.47
Ishares Gold Tr Ishares New (IAU) 0.1 $410k 7.0k 58.96
Blackrock (BLK) 0.1 $384k 406.00 946.48
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI) 0.1 $379k 19k 20.03
International Business Machines (IBM) 0.1 $369k 1.5k 248.66
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $368k 8.1k 45.49
Ishares Tr Us Home Cons Etf (ITB) 0.1 $362k 3.8k 95.21
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $354k 9.6k 36.80
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $344k 16k 20.97
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $332k 1.5k 222.15
Carrier Global Corporation (CARR) 0.1 $323k 5.1k 63.40
Intel Corporation (INTC) 0.1 $319k 14k 22.71
Target Corporation (TGT) 0.1 $317k 3.0k 104.36
Garmin SHS (GRMN) 0.1 $315k 1.5k 217.13
Becton, Dickinson and (BDX) 0.1 $314k 1.4k 229.06
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $314k 12k 26.58
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG) 0.1 $313k 10k 30.17
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.1 $307k 8.0k 38.49
Spdr Ser Tr Bloomberg Intl (IBND) 0.1 $307k 10k 29.49
Us Bancorp Del Com New (USB) 0.1 $305k 7.2k 42.22
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $300k 9.6k 31.38
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $298k 14k 21.51
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $285k 7.9k 36.26
McDonald's Corporation (MCD) 0.1 $284k 908.00 312.40
Palo Alto Networks (PANW) 0.1 $282k 1.7k 170.64
Ishares Tr U.s. Tech Etf (IYW) 0.1 $281k 2.0k 140.44
Gilead Sciences (GILD) 0.1 $275k 2.5k 112.05
Clorox Company (CLX) 0.1 $274k 1.9k 147.25
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $273k 6.9k 39.69
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $271k 7.6k 35.65
Deere & Company (DE) 0.1 $266k 566.00 469.07
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $262k 5.1k 51.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $257k 1.5k 170.91
Boeing Company (BA) 0.1 $256k 1.5k 170.55
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.1 $255k 9.7k 26.45
Dynex Cap (DX) 0.1 $249k 19k 13.02
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $245k 19k 13.24
Pfizer (PFE) 0.1 $236k 9.3k 25.34
3M Company (MMM) 0.1 $228k 1.6k 146.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $227k 5.5k 40.90
Kimberly-Clark Corporation (KMB) 0.0 $222k 1.6k 142.22
Altria (MO) 0.0 $220k 3.7k 60.02
Fortive (FTV) 0.0 $214k 2.9k 73.18
Adobe Systems Incorporated (ADBE) 0.0 $214k 557.00 383.53
Blackstone Group Inc Com Cl A (BX) 0.0 $210k 1.5k 139.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $209k 5.7k 36.41
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $209k 1.8k 113.13
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD) 0.0 $208k 7.2k 29.00
Ishares Msci Germany Etf (EWG) 0.0 $207k 5.6k 37.08
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.0 $206k 7.0k 29.31
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $205k 2.0k 100.73