|
Entity | Shares/Amount Change | Position Value Change |
FBTC |
+36,988 | +$2,295 | SYY |
+2,680 | +$218 | GRMN |
+1,450 | +$216 | SPDW |
+5,747 | +$206 | ADBE |
+400 | +$202 |
Entity | Shares/Amount Change | Position Value Change |
PSR |
-2,367 | -$217 | GILD |
-2,650 | -$215 | DAUG |
-6,000 | -$213 |
Entity | Shares/Amount Change | Position Value Change |
IJH |
+227,383 | +$1,400 | JEPQ |
+16,899 | +$1,444 | JEPI |
+16,644 | +$1,278 | VWO |
+14,583 | +$733 | BND |
+13,887 | +$467 | VEA |
+9,323 | +$1,730 | BNDX |
+9,199 | +$413 | TUA |
+5,253 | +$88 | BUFR |
+3,795 | +$267 | FEI |
+3,659 | +$298 |
Entity | Shares/Amount Change | Position Value Change |
SCHY |
-10,700 | -$267 | JPST |
-5,461 | -$265 | FIXD |
-5,234 | -$284 | FTRI |
-4,716 | -$55 | XJUN |
-4,500 | -$135 | SCHD |
-3,958 | -$66 | VOO |
-3,901 | +$5,132 | GLW |
-1,500 | +$43 | SAMT |
-1,349 | +$39 |
Size ($ in 1000's)
At 03/31/2024: $424,077 At 12/31/2023: $398,001
Cambridge Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cambridge Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Cambridge Advisors Inc. to be as follows, presented in the
table below with each row detailing each Cambridge Advisors Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Cambridge Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Cambridge Advisors Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VOO) |
155,721 |
-3,901 |
$74,855 | VOO | 155,721 | -3,901 | $74,855 | VANGUARD BD INDEX FDS (BND) |
602,441 |
+13,887 |
$43,755 | BND | 602,441 | +13,887 | $43,755 | VANGUARD TAX MANAGED FDS (VEA) |
565,458 |
+9,323 |
$28,369 | VEA | 565,458 | +9,323 | $28,369 | ISHARES TR (IJH) |
284,733 |
+227,383 |
$17,295 | IJH | 284,733 | +227,383 | $17,295 | MICROSOFT CORP |
30,056 |
-154 |
$12,645 | MSFT | 30,056 | -154 | $12,645 | VANGUARD CHARLOTTE FDS (BNDX) |
234,443 |
+9,199 |
$11,532 | BNDX | 234,443 | +9,199 | $11,532 | VANGUARD INDEX FDS (VTI) |
38,826 |
-1,149 |
$10,091 | VTI | 38,826 | -1,149 | $10,091 | VANGUARD SCOTTSDALE FDS (VCIT) |
107,413 |
+1,441 |
$8,648 | VCIT | 107,413 | +1,441 | $8,648 | VANGUARD INTL EQUITY INDEX F (VWO) |
200,025 |
+14,583 |
$8,355 | VWO | 200,025 | +14,583 | $8,355 | BERKSHIRE HATHAWAY INC DEL |
|
|
$7,743 | BRK.B | 18,413 | UNCH | $7,743 | J P MORGAN EXCHANGE TRADED F (JEPQ) |
139,255 |
+16,899 |
$7,553 | JEPQ | 139,255 | +16,899 | $7,553 | J P MORGAN EXCHANGE TRADED F (JEPI) |
125,820 |
+16,644 |
$7,280 | JEPI | 125,820 | +16,644 | $7,280 | AMGEN INC |
25,218 |
-72 |
$7,170 | AMGN | 25,218 | -72 | $7,170 | VANGUARD INDEX FDS (VB) |
29,960 |
UNCH |
$6,849 | VB | 29,960 | UNCH | $6,849 | VANGUARD SPECIALIZED FUNDS (VIG) |
37,135 |
-150 |
$6,781 | VIG | 37,135 | -150 | $6,781 | APPLE INC |
38,548 |
-692 |
$6,610 | AAPL | 38,548 | -692 | $6,610 | VANGUARD INDEX FDS (VNQ) |
71,566 |
-568 |
$6,189 | VNQ | 71,566 | -568 | $6,189 | SCHWAB STRATEGIC TR |
63,846 |
+359 |
$5,920 | SCHG | 63,846 | +359 | $5,920 | SCHWAB STRATEGIC TR |
52,200 |
-3,958 |
$4,209 | SCHD | 52,200 | -3,958 | $4,209 | UNION PAC CORP |
14,525 |
-255 |
$3,572 | UNP | 14,525 | -255 | $3,572 | CATERPILLAR INC |
9,546 |
-969 |
$3,498 | CAT | 9,546 | -969 | $3,498 | FIRST TR EXCHNG TRADED FD VI (BUFR) |
119,125 |
+3,795 |
$3,331 | BUFR | 119,125 | +3,795 | $3,331 | ACCENTURE PLC IRELAND |
9,260 |
-415 |
$3,210 | ACN | 9,260 | -415 | $3,210 | LOWES COS INC |
12,136 |
-809 |
$3,091 | LOW | 12,136 | -809 | $3,091 | SCHWAB STRATEGIC TR |
46,884 |
+59 |
$2,862 | SCHB | 46,884 | +59 | $2,862 | INNOVATOR ETFS TRUST (BSTP) |
94,429 |
-569 |
$2,857 | BSTP | 94,429 | -569 | $2,857 | SCHWAB STRATEGIC TR |
40,708 |
+433 |
$2,743 | FNDX | 40,708 | +433 | $2,743 | DANAHER CORPORATION |
10,601 |
-630 |
$2,647 | DHR | 10,601 | -630 | $2,647 | FIRST TR EXCHANGE TRADED FD (FTCS) |
30,243 |
-889 |
$2,590 | FTCS | 30,243 | -889 | $2,590 | FIRST TR MLP & ENERGY INCOM (FEI) |
242,493 |
+3,659 |
$2,345 | FEI | 242,493 | +3,659 | $2,345 | FIDELITY WISE ORIGIN BITCOIN |
36,988 |
+36,988 |
$2,295 | FBTC | 36,988 | +36,988 | $2,295 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
4,029 |
-80 |
$2,242 | MDY | 4,029 | -80 | $2,242 | ISHARES TR (IWF) |
6,600 |
UNCH |
$2,225 | IWF | 6,600 | UNCH | $2,225 | FIRST TR EXCHNG TRADED FD VI (FIXD) |
50,527 |
-5,234 |
$2,203 | FIXD | 50,527 | -5,234 | $2,203 | NVIDIA CORPORATION |
2,376 |
+15 |
$2,147 | NVDA | 2,376 | +15 | $2,147 | JOHNSON & JOHNSON |
13,524 |
-301 |
$2,139 | JNJ | 13,524 | -301 | $2,139 | SPDR S&P 500 ETF TR (SPY) |
4,015 |
+167 |
$2,100 | SPY | 4,015 | +167 | $2,100 | J P MORGAN EXCHANGE TRADED F (JPST) |
39,857 |
-5,461 |
$2,011 | JPST | 39,857 | -5,461 | $2,011 | META PLATFORMS INC |
3,584 |
-25 |
$1,740 | META | 3,584 | -25 | $1,740 | SPDR DOW JONES INDL AVERAGE (DIA) |
4,110 |
-70 |
$1,635 | DIA | 4,110 | -70 | $1,635 | INNOVATOR ETFS TRUST (NAPR) |
35,777 |
UNCH |
$1,628 | NAPR | 35,777 | UNCH | $1,628 | ISHARES TR (IJR) |
14,600 |
-546 |
$1,614 | IJR | 14,600 | -546 | $1,614 | ABBVIE INC |
8,775 |
-600 |
$1,598 | ABBV | 8,775 | -600 | $1,598 | SCHWAB STRATEGIC TR |
40,824 |
-140 |
$1,593 | SCHF | 40,824 | -140 | $1,593 | SCHWAB STRATEGIC TR |
19,381 |
+2,080 |
$1,578 | SCHM | 19,381 | +2,080 | $1,578 | ALPHABET INC |
10,318 |
+395 |
$1,557 | GOOGL | 10,318 | +395 | $1,557 | VANGUARD SCOTTSDALE FDS (VCSH) |
19,824 |
+72 |
$1,533 | VCSH | 19,824 | +72 | $1,533 | MERCK & CO INC |
11,416 |
+524 |
$1,506 | MRK | 11,416 | +524 | $1,506 | SCHWAB STRATEGIC TR |
25,347 |
+314 |
$1,446 | FNDA | 25,347 | +314 | $1,446 | ISHARES TR (IWM) |
6,812 |
UNCH |
$1,433 | IWM | 6,812 | UNCH | $1,433 | PEPSICO INC |
8,155 |
-280 |
$1,427 | PEP | 8,155 | -280 | $1,427 | UNITEDHEALTH GROUP INC |
2,807 |
UNCH |
$1,389 | UNH | 2,807 | UNCH | $1,389 | FIRST TR EXCHNG TRADED FD VI (XDEC) |
39,268 |
UNCH |
$1,385 | XDEC | 39,268 | UNCH | $1,385 | SCHWAB STRATEGIC TR |
27,420 |
+147 |
$1,350 | SCHA | 27,420 | +147 | $1,350 | VISA INC |
4,691 |
-500 |
$1,309 | V | 4,691 | -500 | $1,309 | VANGUARD INTL EQUITY INDEX F (VNQI) |
30,925 |
+1,368 |
$1,303 | VNQI | 30,925 | +1,368 | $1,303 | INVESCO QQQ TR |
2,690 |
UNCH |
$1,194 | QQQ | 2,690 | UNCH | $1,194 | ILLINOIS TOOL WKS INC |
4,440 |
-450 |
$1,191 | ITW | 4,440 | -450 | $1,191 | CORNING INC |
35,598 |
-1,500 |
$1,173 | GLW | 35,598 | -1,500 | $1,173 | ISHARES TR (LQD) |
10,710 |
-100 |
$1,167 | LQD | 10,710 | -100 | $1,167 | ISHARES TR (EFA) |
14,586 |
UNCH |
$1,165 | EFA | 14,586 | UNCH | $1,165 | ORACLE CORP |
9,150 |
UNCH |
$1,149 | ORCL | 9,150 | UNCH | $1,149 | JPMORGAN CHASE & CO |
5,464 |
+30 |
$1,094 | JPM | 5,464 | +30 | $1,094 | OREILLY AUTOMOTIVE INC |
967 |
-5 |
$1,092 | ORLY | 967 | -5 | $1,092 | SPDR GOLD TR (GLD) |
5,125 |
UNCH |
$1,054 | GLD | 5,125 | UNCH | $1,054 | PROCTER AND GAMBLE CO |
6,358 |
UNCH |
$1,032 | PG | 6,358 | UNCH | $1,032 | EMCOR GROUP INC |
2,930 |
-200 |
$1,026 | EME | 2,930 | -200 | $1,026 | AUTOMATIC DATA PROCESSING IN |
4,065 |
-800 |
$1,015 | ADP | 4,065 | -800 | $1,015 | INVESCO EXCHANGE TRADED FD T (RSP) |
5,981 |
UNCH |
$1,013 | RSP | 5,981 | UNCH | $1,013 | VANGUARD STAR FDS (VXUS) |
16,534 |
+925 |
$997 | VXUS | 16,534 | +925 | $997 | FIRST TR EXCHANGE TRADED FD (FTSM) |
16,688 |
+175 |
$995 | FTSM | 16,688 | +175 | $995 | FIRST TR EXCHANGE TRADED FD (DOGG) |
46,579 |
+1,434 |
$987 | DOGG | 46,579 | +1,434 | $987 | ROPER TECHNOLOGIES INC |
1,740 |
-93 |
$976 | ROP | 1,740 | -93 | $976 | NOVARTIS AG |
10,075 |
-700 |
$975 | NVS | 10,075 | -700 | $975 | CISCO SYS INC |
18,932 |
-1,020 |
$945 | CSCO | 18,932 | -1,020 | $945 | CHEVRON CORP NEW |
5,993 |
-485 |
$945 | CVX | 5,993 | -485 | $945 | FIRST TR EXCHANGE TRADED FD (EMLP) |
29,389 |
+12 |
$868 | EMLP | 29,389 | +12 | $868 | SCHWAB STRATEGIC TR |
13,812 |
+75 |
$857 | SCHX | 13,812 | +75 | $857 | VANGUARD WORLD FD (VDE) |
6,493 |
-70 |
$855 | VDE | 6,493 | -70 | $855 | NXP SEMICONDUCTORS N V |
3,430 |
UNCH |
$850 | NXPI | 3,430 | UNCH | $850 | INNOVATOR ETFS TRUST (PSTP) |
28,722 |
UNCH |
$847 | PSTP | 28,722 | UNCH | $847 | AMAZON COM INC |
4,625 |
+70 |
$834 | AMZN | 4,625 | +70 | $834 | ABBOTT LABS |
7,270 |
-475 |
$826 | ABT | 7,270 | -475 | $826 | SPDR SER TR (SPYD) |
19,816 |
+275 |
$807 | SPYD | 19,816 | +275 | $807 | SCHWAB STRATEGIC TR |
16,480 |
UNCH |
$795 | SCHO | 16,480 | UNCH | $795 | EXXON MOBIL CORP |
6,822 |
-74 |
$793 | XOM | 6,822 | -74 | $793 | GOLDMAN SACHS PHYSICAL GOLD |
35,326 |
-13 |
$777 | AAAU | 35,326 | -13 | $777 | ADVISORS INNER CIRCLE FD III |
29,853 |
-1,349 |
$758 | SAMT | 29,853 | -1,349 | $758 | FIRST TR EXCHNG TRADED FD VI (XJUN) |
20,898 |
-4,500 |
$757 | XJUN | 20,898 | -4,500 | $757 | INTEL CORP |
16,632 |
-100 |
$735 | INTC | 16,632 | -100 | $735 | GOLDMAN SACHS ETF TR (GSLC) |
6,776 |
UNCH |
$703 | GSLC | 6,776 | UNCH | $703 | STARBUCKS CORP |
7,448 |
+51 |
$681 | SBUX | 7,448 | +51 | $681 | SCHWAB STRATEGIC TR |
13,055 |
UNCH |
$681 | SCHP | 13,055 | UNCH | $681 | SPDR SER TR (SDY) |
5,146 |
UNCH |
$675 | SDY | 5,146 | UNCH | $675 | FIRST TR EXCHNG TRADED FD VI (XSEP) |
17,970 |
-500 |
$666 | XSEP | 17,970 | -500 | $666 | AMERICAN EXPRESS CO |
2,910 |
UNCH |
$663 | AXP | 2,910 | UNCH | $663 | SIMPLIFY EXCHANGE TRADED FUN (MTBA) |
12,582 |
+2,882 |
$641 | MTBA | 12,582 | +2,882 | $641 | FIRST TR EXCHANGE TRADED FD (FTSL) |
13,764 |
+74 |
$636 | FTSL | 13,764 | +74 | $636 | ISHARES TR (IEF) |
6,671 |
UNCH |
$631 | IEF | 6,671 | UNCH | $631 | FIRST TR EXCHNG TRADED FD VI (GDEC) |
19,775 |
UNCH |
$624 | GDEC | 19,775 | UNCH | $624 | ISHARES TR (AGG) |
6,350 |
UNCH |
$622 | AGG | 6,350 | UNCH | $622 | TARGET CORP |
3,490 |
-7 |
$618 | TGT | 3,490 | -7 | $618 | ISHARES TR (IJJ) |
5,179 |
UNCH |
$613 | IJJ | 5,179 | UNCH | $613 | QUALCOMM INC |
3,596 |
+100 |
$609 | QCOM | 3,596 | +100 | $609 | ADVISORS INNER CIRCLE FD III |
22,042 |
-172 |
$608 | SAGP | 22,042 | -172 | $608 | BECTON DICKINSON & CO |
2,427 |
UNCH |
$601 | BDX | 2,427 | UNCH | $601 | VANECK ETF TRUST (SMH) |
2,642 |
+81 |
$594 | SMH | 2,642 | +81 | $594 | INTUITIVE SURGICAL INC |
1,478 |
UNCH |
$590 | ISRG | 1,478 | UNCH | $590 | SIMPLIFY EXCHANGE TRADED FUN (SVOL) |
26,050 |
+1,772 |
$590 | SVOL | 26,050 | +1,772 | $590 | FEDEX CORP |
1,988 |
UNCH |
$576 | FDX | 1,988 | UNCH | $576 | FIRST TR EXCHNG TRADED FD VI (BUFD) |
23,905 |
-11 |
$564 | BUFD | 23,905 | -11 | $564 | SIMPLIFY EXCHANGE TRADED FUN (TUA) |
25,755 |
+5,253 |
$563 | TUA | 25,755 | +5,253 | $563 | COSTCO WHSL CORP NEW |
751 |
+3 |
$550 | COST | 751 | +3 | $550 | COCA COLA CO |
8,899 |
UNCH |
$544 | KO | 8,899 | UNCH | $544 | RTX CORPORATION |
5,329 |
-180 |
$520 | RTX | 5,329 | -180 | $520 | INNOVATOR ETFS TRUST (PJAN) |
13,073 |
UNCH |
$511 | PJAN | 13,073 | UNCH | $511 | VANGUARD SCOTTSDALE FDS (VMBS) |
11,201 |
UNCH |
$511 | VMBS | 11,201 | UNCH | $511 | MEDTRONIC PLC |
5,779 |
-60 |
$504 | MDT | 5,779 | -60 | $504 | DEERE & CO |
1,210 |
-11 |
$497 | DE | 1,210 | -11 | $497 | ISHARES TR (IVV) |
943 |
UNCH |
$496 | IVV | 943 | UNCH | $496 | ALPHABET INC |
3,123 |
UNCH |
$476 | GOOG | 3,123 | UNCH | $476 | FIRST TR EXCHNG TRADED FD VI (DMAY) |
12,525 |
UNCH |
$467 | DMAY | 12,525 | UNCH | $467 | VANGUARD INDEX FDS (VTV) |
2,850 |
UNCH |
$464 | VTV | 2,850 | UNCH | $464 | SIMPLIFY EXCHANGE TRADED FUN (CTA) |
18,374 |
+664 |
$458 | CTA | 18,374 | +664 | $458 | ISHARES TR (ITB) |
3,800 |
UNCH |
$440 | ITB | 3,800 | UNCH | $440 | ALPS ETF TR (OUSM) |
10,222 |
-6 |
$435 | OUSM | 10,222 | -6 | $435 | FIRST TR EXCHNG TRADED FD VI (FAUG) |
9,900 |
-100 |
$425 | FAUG | 9,900 | -100 | $425 | FIRST TR EXCHNG TRADED FD VI (DJUL) |
10,898 |
+1,398 |
$422 | DJUL | 10,898 | +1,398 | $422 | ISHARES TR (DVY) |
3,290 |
-50 |
$405 | DVY | 3,290 | -50 | $405 | FIRST TR EXCHANGE TRADED FD (CIBR) |
7,139 |
-35 |
$403 | CIBR | 7,139 | -35 | $403 | WELLS FARGO CO NEW |
6,862 |
+680 |
$398 | WFC | 6,862 | +680 | $398 | INNOVATOR ETFS TRUST (XBJL) |
12,555 |
-600 |
$398 | XBJL | 12,555 | -600 | $398 | FIRST TR EXCHANGE TRADED FD (FDN) |
1,868 |
UNCH |
$383 | FDN | 1,868 | UNCH | $383 | BLACKROCK INC |
406 |
UNCH |
$338 | BLK | 406 | UNCH | $338 | FIRST TR EXCHANGE TRADED FD (FTRI) |
24,845 |
-4,716 |
$330 | FTRI | 24,845 | -4,716 | $330 | SIMPLIFY EXCHANGE TRADED FUN (MAXI) |
10,655 |
+425 |
$329 | MAXI | 10,655 | +425 | $329 | KIMBERLY CLARK CORP |
2,535 |
+20 |
$328 | KMB | 2,535 | +20 | $328 | CHARLES RIV LABS INTL INC |
1,200 |
UNCH |
$325 | CRL | 1,200 | UNCH | $325 | US BANCORP DEL |
7,216 |
+1,000 |
$323 | USB | 7,216 | +1,000 | $323 | ISHARES TR (IQLT) |
8,007 |
-8 |
$318 | IQLT | 8,007 | -8 | $318 | CARRIER GLOBAL CORPORATION |
5,301 |
UNCH |
$308 | CARR | 5,301 | UNCH | $308 | SPDR SER TR (IBND) |
10,400 |
UNCH |
$303 | IBND | 10,400 | UNCH | $303 | BOEING CO |
1,560 |
UNCH |
$301 | BA | 1,560 | UNCH | $301 | SCHWAB STRATEGIC TR |
14,436 |
+3 |
$293 | SCHH | 14,436 | +3 | $293 | INTERNATIONAL BUSINESS MACHS |
1,530 |
-30 |
$292 | IBM | 1,530 | -30 | $292 | SCHWAB STRATEGIC TR |
3,835 |
+3 |
$291 | SCHV | 3,835 | +3 | $291 | ISHARES GOLD TR (IAU) |
6,830 |
UNCH |
$287 | IAU | 6,830 | UNCH | $287 | CLOROX CO DEL |
1,860 |
UNCH |
$285 | CLX | 1,860 | UNCH | $285 | SCHWAB STRATEGIC TR |
11,300 |
-10,700 |
$274 | SCHY | 11,300 | -10,700 | $274 | FIRST TR EXCHANGE TRADED FD (IGLD) |
13,726 |
+159 |
$270 | IGLD | 13,726 | +159 | $270 | ISHARES TR (IYW) |
2,000 |
UNCH |
$270 | IYW | 2,000 | UNCH | $270 | FIRST TR EXCHNG TRADED FD VI (GMAY) |
7,855 |
UNCH |
$267 | GMAY | 7,855 | UNCH | $267 | GOLDMAN SACHS ETF TR (GSIE) |
7,600 |
UNCH |
$261 | GSIE | 7,600 | UNCH | $261 | ISHARES TR (QUAL) |
1,584 |
-23 |
$260 | QUAL | 1,584 | -23 | $260 | SPDR SER TR (SPYV) |
5,130 |
UNCH |
$257 | SPYV | 5,130 | UNCH | $257 | FIRST TR EXCHANGE TRADED FD (LMBS) |
5,261 |
+13 |
$254 | LMBS | 5,261 | +13 | $254 | FORTIVE CORP |
2,922 |
-300 |
$251 | FTV | 2,922 | -300 | $251 | PALO ALTO NETWORKS INC |
836 |
+150 |
$238 | PANW | 836 | +150 | $238 | MCDONALDS CORP |
839 |
UNCH |
$237 | MCD | 839 | UNCH | $237 | DYNEX CAP INC |
18,000 |
+1,000 |
$224 | DX | 18,000 | +1,000 | $224 | PFIZER INC |
7,993 |
-150 |
$222 | PFE | 7,993 | -150 | $222 | SYSCO CORP |
2,680 |
+2,680 |
$218 | SYY | 2,680 | +2,680 | $218 | GARMIN LTD |
1,450 |
+1,450 |
$216 | GRMN | 1,450 | +1,450 | $216 | SPDR INDEX SHS FDS (SPDW) |
5,747 |
+5,747 |
$206 | SPDW | 5,747 | +5,747 | $206 | 3M CO |
1,926 |
-10 |
$204 | MMM | 1,926 | -10 | $204 | ADOBE INC |
400 |
+400 |
$202 | ADBE | 400 | +400 | $202 | SIRIUS XM HOLDINGS INC |
29,484 |
+165 |
$114 | SIRI | 29,484 | +165 | $114 | FIRST TR EXCHNG TRADED FD VI |
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$0 (exited) | DAUG | 0 | -6,000 | $0 | GILEAD SCIENCES INC |
|
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$0 (exited) | GILD | 0 | -2,650 | $0 | INVESCO ACTIVELY MANAGED ETF |
0 |
-2,367 |
$0 (exited) | PSR | 0 | -2,367 | $0 |
See Summary: Cambridge Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Cambridge Advisors Inc.
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