The Analysis of Cambridge Advisors Inc.'s Holdings
Currently, Cambridge Advisors Inc. holds 169 types of securities in its portfolio with a total value $511.7M. In the most recent quarter, they have increased their positions in BND (+46.6K shares, valued at $3.5M), JEPQ (+25.3K shares, valued at $1.5M), WCMI (+63.2K shares, valued at $1.1M); decreased their positions in VOO (-1.5K shares, valued at $894.7K), VTI (-2.1K shares, valued at $679.0K), IJH (-5.3K shares, valued at $344.6K); initiated new positions in WCMI (+63.2K shares, valued at $1.1M), PFIX (+6.0K shares, valued at $287.5K), BKCH (+3.0K shares, valued at $256.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS146.8K shares-0.99%2025-09-302025-10-15
BND VANGUARD BD INDEX FDS694.7K shares7.19%2025-09-302025-10-15 VEA VANGUARD TAX-MANAGED FDS572.3K shares-0.96%2025-09-302025-10-15 IJH ISHARES TR295.2K shares-1.76%2025-09-302025-10-15 MSFT MICROSOFT CORP28.7K shares-0.68%2025-09-302025-10-15 BNDX VANGUARD CHARLOTTE FDS266.3K shares7.11%2025-09-302025-10-15 VTI VANGUARD INDEX FDS37.1K shares-5.29%2025-09-302025-10-15 JEPQ J P MORGAN EXCHANGE TRADED F206.9K shares13.94%2025-09-302025-10-15 BRK.A BERKSHIRE HATHAWAY INC DEL15 shares0.00%2025-09-302025-10-15 JEPI J P MORGAN EXCHANGE TRADED F187.5K shares8.82%2025-09-302025-10-15 VWO VANGUARD INTL EQUITY INDEX F191.7K shares-1.72%2025-09-302025-10-15 VCIT VANGUARD SCOTTSDALE FDS118.4K shares2.64%2025-09-302025-10-15 AAPL APPLE INC37.8K shares-0.28%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL18.2K shares-1.54%2025-09-302025-10-15 SCHG SCHWAB STRATEGIC TR255.0K shares0.52%2025-09-302025-10-15 VB VANGUARD INDEX FDS31.9K shares-3.45%2025-09-302025-10-15 VIG VANGUARD SPECIALIZED FUNDS34.8K shares-1.96%2025-09-302025-10-15 VNQ VANGUARD INDEX FDS76.5K shares4.81%2025-09-302025-10-15 AMGN AMGEN INC24.6K shares0.59%2025-09-302025-10-15 FBTC FIDELITY WISE ORIGIN BITCOIN53.7K shares0.55%2025-09-302025-10-15 BUFR FIRST TR EXCHNG TRADED FD VI142.7K shares-2.68%2025-09-302025-10-15 NVDA NVIDIA CORPORATION20.2K shares0.12%2025-09-302025-10-15 SCHD SCHWAB STRATEGIC TR133.0K shares2.12%2025-09-302025-10-15 SCHB SCHWAB STRATEGIC TR136.7K shares-0.26%2025-09-302025-10-15 CAT CATERPILLAR INC7.2K shares-6.42%2025-09-302025-10-15 FNDX SCHWAB STRATEGIC TR130.3K shares-0.09%2025-09-302025-10-15 AAAU GOLDMAN SACHS PHYSICAL GOLD89.6K shares0.13%2025-09-302025-10-15 BSTP INNOVATOR ETFS TRUST87.5K shares-0.30%2025-09-302025-10-15 IWF ISHARES TR6.4K shares-0.14%2025-09-302025-10-15 UNP UNION PAC CORP12.6K shares-0.99%2025-09-302025-10-15 GLW CORNING INC34.7K shares-2.59%2025-09-302025-10-15 EIPI FIRST TR EXCHNG TRADED FD VI141.5K shares-0.29%2025-09-302025-10-15 LOW LOWES COS INC10.8K shares0.01%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR4.1K shares0.02%2025-09-302025-10-15 JPST J P MORGAN EXCHANGE TRADED F49.5K shares10.27%2025-09-302025-10-15 ORCL ORACLE CORP8.4K shares-8.20%2025-09-302025-10-15 MDY SPDR S&P MIDCAP 400 ETF TR3.9K shares0.00%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON12.0K shares-0.73%2025-09-302025-10-15 SCHF SCHWAB STRATEGIC TR94.6K shares4.74%2025-09-302025-10-15 META META PLATFORMS INC2.7K shares0.18%2025-09-302025-10-15 ABBV ABBVIE INC8.6K shares-0.94%2025-09-302025-10-15 ACN ACCENTURE PLC IRELAND8.0K shares0.00%2025-09-302025-10-15 GOOGL ALPHABET INC8.1K shares-8.01%2025-09-302025-10-15 LQD ISHARES TR16.4K shares6.36%2025-09-302025-10-15 DHR DANAHER CORPORATION9.1K shares-3.58%2025-09-302025-10-15 EMLP FIRST TR EXCHANGE-TRADED FD47.1K shares-0.03%2025-09-302025-10-15 DIA SPDR DOW JONES INDL AVERAGE3.8K shares-0.39%2025-09-302025-10-15 JGRO J P MORGAN EXCHANGE TRADED F18.6K shares20.31%2025-09-302025-10-15 SCHM SCHWAB STRATEGIC TR57.7K shares-0.37%2025-09-302025-10-15 FTCS FIRST TR EXCHANGE-TRADED FD17.6K shares-11.15%2025-09-302025-10-15 EME EMCOR GROUP INC2.5K shares-0.63%2025-09-302025-10-15 IJR ISHARES TR13.6K shares-0.53%2025-09-302025-10-15 VNQI VANGUARD INTL EQUITY INDEX F33.6K shares2.44%2025-09-302025-10-15 NAPR INNOVATOR ETFS TRUST30.4K shares-4.46%2025-09-302025-10-15 QQQ INVESCO QQQ TR2.6K shares0.00%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.4.9K shares-1.99%2025-09-302025-10-15 SCHA SCHWAB STRATEGIC TR54.4K shares0.25%2025-09-302025-10-15 IWM ISHARES TR6.2K shares-0.32%2025-09-302025-10-15 VXUS VANGUARD STAR FDS19.9K shares0.00%2025-09-302025-10-15 EFA ISHARES TR15.2K shares0.00%2025-09-302025-10-15 V VISA INC4.1K shares-0.46%2025-09-302025-10-15 VCSH VANGUARD SCOTTSDALE FDS17.2K shares-4.15%2025-09-302025-10-15 ORLY OREILLY AUTOMOTIVE INC12.8K shares0.00%2025-09-302025-10-15 FNDA SCHWAB STRATEGIC TR39.7K shares-0.44%2025-09-302025-10-15 SDVD FIRST TR EXCH TRADED FD III55.4K shares58.23%2025-09-302025-10-15 NVS NOVARTIS AG9.0K shares0.00%2025-09-302025-10-15 CSCO CISCO SYS INC16.7K shares-2.05%2025-09-302025-10-15 RSP INVESCO EXCHANGE TRADED FD T6.0K shares1.14%2025-09-302025-10-15 FTSM FIRST TR EXCHANGE-TRADED FD18.7K shares-5.56%2025-09-302025-10-15 ADP AUTOMATIC DATA PROCESSING IN3.7K shares0.00%2025-09-302025-10-15 ITW ILLINOIS TOOL WKS INC4.2K shares0.00%2025-09-302025-10-15 WCMI FIRST TR EXCHANGE-TRADED FD63.2K sharesnew addition2025-09-302025-10-15 SMH VANECK ETF TRUST3.3K shares0.34%2025-09-302025-10-15 SAMT ADVISORS INNER CIRCLE FD III28.2K shares-0.29%2025-09-302025-10-15 DOGG FIRST TR EXCHANGE-TRADED FD52.5K shares-0.04%2025-09-302025-10-15 GLD SPDR GOLD TR2.9K shares-4.58%2025-09-302025-10-15 SCHX SCHWAB STRATEGIC TR38.4K shares0.26%2025-09-302025-10-15 FIXD FIRST TR EXCHNG TRADED FD VI22.7K shares0.15%2025-09-302025-10-15 GRID FIRST TR EXCHANGE TRADED FD6.6K shares42.07%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO6.4K shares0.00%2025-09-302025-10-15 AMZN AMAZON COM INC4.5K shares1.12%2025-09-302025-10-15 HEQT SIMPLIFY EXCHANGE TRADED FUN31.6K shares-5.08%2025-09-302025-10-15 AXP AMERICAN EXPRESS CO2.9K shares0.00%2025-09-302025-10-15 PEP PEPSICO INC6.7K shares49.38%2025-09-302025-10-15 ABT ABBOTT LABS6.7K shares-1.78%2025-09-302025-10-15 AIRR FIRST TR EXCHANGE TRADED FD9.2K shares32.18%2025-09-302025-10-15 SPYD SPDR SERIES TRUST20.0K shares0.00%2025-09-302025-10-15 SVOL SIMPLIFY EXCHANGE TRADED FUN47.5K shares-1.64%2025-09-302025-10-15 MTBA SIMPLIFY EXCHANGE TRADED FUN16.7K shares1.57%2025-09-302025-10-15 XOM EXXON MOBIL CORP7.3K shares0.01%2025-09-302025-10-15 SCHO SCHWAB STRATEGIC TR32.8K shares0.00%2025-09-302025-10-15 ROP ROPER TECHNOLOGIES INC1.6K shares0.00%2025-09-302025-10-15 PSTP INNOVATOR ETFS TRUST22.4K shares-0.44%2025-09-302025-10-15 CVX CHEVRON CORP NEW4.9K shares0.04%2025-09-302025-10-15 BUCK SIMPLIFY EXCHANGE TRADED FUN31.6K shares4.31%2025-09-302025-10-15 RTX RTX CORPORATION4.5K shares-3.38%2025-09-302025-10-15 UNH UNITEDHEALTH GROUP INC2.1K shares0.00%2025-09-302025-10-15 SDY SPDR SERIES TRUST5.1K shares0.00%2025-09-302025-10-15 GOOG ALPHABET INC2.8K shares-5.04%2025-09-302025-10-15 ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2025-09-302025-10-15 MRK MERCK & CO INC8.1K shares0.17%2025-09-302025-10-15 SAGP ADVISORS INNER CIRCLE FD III19.6K shares0.04%2025-09-302025-10-15 IJJ ISHARES TR5.1K shares-0.62%2025-09-302025-10-15 AGG ISHARES TR6.5K shares0.00%2025-09-302025-10-15 SCHP SCHWAB STRATEGIC TR23.5K shares-3.98%2025-09-302025-10-15 IEF ISHARES TR6.6K shares-1.50%2025-09-302025-10-15 IVV ISHARES TR947 shares0.00%2025-09-302025-10-15 SBUX STARBUCKS CORP7.4K shares0.31%2025-09-302025-10-15 KO COCA COLA CO9.3K shares0.39%2025-09-302025-10-15 CTA SIMPLIFY EXCHANGE TRADED FUN21.6K shares-0.24%2025-09-302025-10-15 MAXI SIMPLIFY EXCHANGE TRADED FUN21.5K shares9.89%2025-09-302025-10-15 WFC WELLS FARGO CO NEW7.0K shares-1.38%2025-09-302025-10-15 NXPI NXP SEMICONDUCTORS N V2.5K shares0.00%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW613 shares-7.54%2025-09-302025-10-15 VTV VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-10-15 VMBS VANGUARD SCOTTSDALE FDS11.2K shares0.00%2025-09-302025-10-15 QCOM QUALCOMM INC3.1K shares0.23%2025-09-302025-10-15 IAU ISHARES GOLD TR6.9K shares-0.58%2025-09-302025-10-15 MDT MEDTRONIC PLC5.2K shares-3.40%2025-09-302025-10-15 DVY ISHARES TR3.5K shares6.15%2025-09-302025-10-15 BUFD FIRST TR EXCHNG TRADED FD VI17.4K shares-0.57%2025-09-302025-10-15 BLK BLACKROCK INC411 shares1.23%2025-09-302025-10-15 GSLC GOLDMAN SACHS ETF TR3.6K shares0.00%2025-09-302025-10-15 PJAN INNOVATOR ETFS TRUST9.9K shares0.00%2025-09-302025-10-15 OUSM ALPS ETF TR9.7K shares0.00%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-2.30%2025-09-302025-10-15 PANW PALO ALTO NETWORKS INC2.0K shares20.81%2025-09-302025-10-15 ITB ISHARES TR3.8K shares0.00%2025-09-302025-10-15 FAUG FIRST TR EXCHNG TRADED FD VI7.8K shares-1.27%2025-09-302025-10-15 IGLD FIRST TR EXCHANGE-TRADED FD16.6K shares0.04%2025-09-302025-10-15 IYW ISHARES TR2.0K shares0.00%2025-09-302025-10-15 INTC INTEL CORP11.6K shares-3.33%2025-09-302025-10-15 FDN FIRST TR EXCHANGE-TRADED FD1.4K shares-0.57%2025-09-302025-10-15 VDE VANGUARD WORLD FD3.1K shares0.00%2025-09-302025-10-15 XDEC FIRST TR EXCHNG TRADED FD VI9.6K shares0.00%2025-09-302025-10-15 YGLD SIMPLIFY EXCHANGE TRADED FUN9.4K shares7.42%2025-09-302025-10-15 GRMN GARMIN LTD1.4K shares0.00%2025-09-302025-10-15 SCHV SCHWAB STRATEGIC TR12.2K shares3.20%2025-09-302025-10-15 USB US BANCORP DEL7.2K shares0.00%2025-09-302025-10-15 XJUN FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2025-09-302025-10-15 IBND SPDR SERIES TRUST10.4K shares0.00%2025-09-302025-10-15 PINK SIMPLIFY EXCHANGE TRADED FUN10.4K shares36.08%2025-09-302025-10-15 BALT INNOVATOR ETFS TRUST9.6K shares0.00%2025-09-302025-10-15 GSIE GOLDMAN SACHS ETF TR7.6K shares0.00%2025-09-302025-10-15 BA BOEING CO1.4K shares-5.00%2025-09-302025-10-15 GMAY FIRST TR EXCHNG TRADED FD VI7.3K shares-7.32%2025-09-302025-10-15 DHDG FIRST TR EXCHNG TRADED FD VI8.9K shares0.00%2025-09-302025-10-15 FDX FEDEX CORP1.2K shares-7.49%2025-09-302025-10-15 PFIX SIMPLIFY EXCHANGE TRADED FUN6.0K sharesnew addition2025-09-302025-10-15 DX DYNEX CAP INC23.0K shares9.40%2025-09-302025-10-15 SCHH SCHWAB STRATEGIC TR13.1K shares-5.53%2025-09-302025-10-15 IQLT ISHARES TR6.4K shares-7.33%2025-09-302025-10-15 FTRI FIRST TR EXCHANGE TRADED FD18.5K shares-0.31%2025-09-302025-10-15 SPYV SPDR SERIES TRUST4.9K shares-3.61%2025-09-302025-10-15 TGT TARGET CORP2.9K shares-2.49%2025-09-302025-10-15 CARR CARRIER GLOBAL CORPORATION4.4K shares-4.49%2025-09-302025-10-15 MCD MCDONALDS CORP858 shares0.00%2025-09-302025-10-15 DE DEERE & CO566 shares0.00%2025-09-302025-10-15 BX BLACKSTONE INC1.5K shares0.00%2025-09-302025-10-15 BKCH GLOBAL X FDS3.0K sharesnew addition2025-09-302025-10-15 MO ALTRIA GROUP INC3.8K shares0.47%2025-09-302025-10-15 GILD GILEAD SCIENCES INC2.3K shares-8.16%2025-09-302025-10-15 BDX BECTON DICKINSON & CO1.3K shares-3.64%2025-09-302025-10-15 SPDW SPDR INDEX SHS FDS5.7K shares0.00%2025-09-302025-10-15 MMM 3M CO1.6K shares0.00%2025-09-302025-10-15 EWG ISHARES INC5.6K shares0.00%2025-09-302025-10-15 CLX CLOROX CO DEL1.8K shares-2.69%2025-09-302025-10-15 FIW FIRST TR EXCHANGE-TRADED FD1.9K shares-8.10%2025-09-302025-10-15 NJAN INNOVATOR ETFS TRUST3.8K sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available