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All Stocks Held By Cambridge Advisors Inc.
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.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 155,721 -3,901 $74,855
     VOO155,721-3,901$74,855
VANGUARD BD INDEX FDS (BND) 602,441 +13,887 $43,755
     BND602,441+13,887$43,755
VANGUARD TAX MANAGED FDS (VEA) 565,458 +9,323 $28,369
     VEA565,458+9,323$28,369
ISHARES TR (IJH) 284,733 +227,383 $17,295
     IJH284,733+227,383$17,295
MICROSOFT CORP 30,056 -154 $12,645
     MSFT30,056-154$12,645
VANGUARD CHARLOTTE FDS (BNDX) 234,443 +9,199 $11,532
     BNDX234,443+9,199$11,532
VANGUARD INDEX FDS (VTI) 38,826 -1,149 $10,091
     VTI38,826-1,149$10,091
VANGUARD SCOTTSDALE FDS (VCIT) 107,413 +1,441 $8,648
     VCIT107,413+1,441$8,648
VANGUARD INTL EQUITY INDEX F (VWO) 200,025 +14,583 $8,355
     VWO200,025+14,583$8,355
BERKSHIRE HATHAWAY INC DEL      $7,743
     BRK.B18,413UNCH$7,743
J P MORGAN EXCHANGE TRADED F (JEPQ) 139,255 +16,899 $7,553
     JEPQ139,255+16,899$7,553
J P MORGAN EXCHANGE TRADED F (JEPI) 125,820 +16,644 $7,280
     JEPI125,820+16,644$7,280
AMGEN INC 25,218 -72 $7,170
     AMGN25,218-72$7,170
VANGUARD INDEX FDS (VB) 29,960 UNCH $6,849
     VB29,960UNCH$6,849
VANGUARD SPECIALIZED FUNDS (VIG) 37,135 -150 $6,781
     VIG37,135-150$6,781
APPLE INC 38,548 -692 $6,610
     AAPL38,548-692$6,610
VANGUARD INDEX FDS (VNQ) 71,566 -568 $6,189
     VNQ71,566-568$6,189
SCHWAB STRATEGIC TR 63,846 +359 $5,920
     SCHG63,846+359$5,920
SCHWAB STRATEGIC TR 52,200 -3,958 $4,209
     SCHD52,200-3,958$4,209
UNION PAC CORP 14,525 -255 $3,572
     UNP14,525-255$3,572
CATERPILLAR INC 9,546 -969 $3,498
     CAT9,546-969$3,498
FIRST TR EXCHNG TRADED FD VI (BUFR) 119,125 +3,795 $3,331
     BUFR119,125+3,795$3,331
ACCENTURE PLC IRELAND 9,260 -415 $3,210
     ACN9,260-415$3,210
LOWES COS INC 12,136 -809 $3,091
     LOW12,136-809$3,091
SCHWAB STRATEGIC TR 46,884 +59 $2,862
     SCHB46,884+59$2,862
INNOVATOR ETFS TRUST (BSTP) 94,429 -569 $2,857
     BSTP94,429-569$2,857
SCHWAB STRATEGIC TR 40,708 +433 $2,743
     FNDX40,708+433$2,743
DANAHER CORPORATION 10,601 -630 $2,647
     DHR10,601-630$2,647
FIRST TR EXCHANGE TRADED FD (FTCS) 30,243 -889 $2,590
     FTCS30,243-889$2,590
FIRST TR MLP & ENERGY INCOM (FEI) 242,493 +3,659 $2,345
     FEI242,493+3,659$2,345
FIDELITY WISE ORIGIN BITCOIN 36,988 +36,988 $2,295
     FBTC36,988+36,988$2,295
SPDR S&P MIDCAP 400 ETF TR (MDY) 4,029 -80 $2,242
     MDY4,029-80$2,242
ISHARES TR (IWF) 6,600 UNCH $2,225
     IWF6,600UNCH$2,225
FIRST TR EXCHNG TRADED FD VI (FIXD) 50,527 -5,234 $2,203
     FIXD50,527-5,234$2,203
NVIDIA CORPORATION 2,376 +15 $2,147
     NVDA2,376+15$2,147
JOHNSON & JOHNSON 13,524 -301 $2,139
     JNJ13,524-301$2,139
SPDR S&P 500 ETF TR (SPY) 4,015 +167 $2,100
     SPY4,015+167$2,100
J P MORGAN EXCHANGE TRADED F (JPST) 39,857 -5,461 $2,011
     JPST39,857-5,461$2,011
META PLATFORMS INC 3,584 -25 $1,740
     META3,584-25$1,740
SPDR DOW JONES INDL AVERAGE (DIA) 4,110 -70 $1,635
     DIA4,110-70$1,635
INNOVATOR ETFS TRUST (NAPR) 35,777 UNCH $1,628
     NAPR35,777UNCH$1,628
ISHARES TR (IJR) 14,600 -546 $1,614
     IJR14,600-546$1,614
ABBVIE INC 8,775 -600 $1,598
     ABBV8,775-600$1,598
SCHWAB STRATEGIC TR 40,824 -140 $1,593
     SCHF40,824-140$1,593
SCHWAB STRATEGIC TR 19,381 +2,080 $1,578
     SCHM19,381+2,080$1,578
ALPHABET INC 10,318 +395 $1,557
     GOOGL10,318+395$1,557
VANGUARD SCOTTSDALE FDS (VCSH) 19,824 +72 $1,533
     VCSH19,824+72$1,533
MERCK & CO INC 11,416 +524 $1,506
     MRK11,416+524$1,506
SCHWAB STRATEGIC TR 25,347 +314 $1,446
     FNDA25,347+314$1,446
ISHARES TR (IWM) 6,812 UNCH $1,433
     IWM6,812UNCH$1,433
PEPSICO INC 8,155 -280 $1,427
     PEP8,155-280$1,427
UNITEDHEALTH GROUP INC 2,807 UNCH $1,389
     UNH2,807UNCH$1,389
FIRST TR EXCHNG TRADED FD VI (XDEC) 39,268 UNCH $1,385
     XDEC39,268UNCH$1,385
SCHWAB STRATEGIC TR 27,420 +147 $1,350
     SCHA27,420+147$1,350
VISA INC 4,691 -500 $1,309
     V4,691-500$1,309
VANGUARD INTL EQUITY INDEX F (VNQI) 30,925 +1,368 $1,303
     VNQI30,925+1,368$1,303
INVESCO QQQ TR 2,690 UNCH $1,194
     QQQ2,690UNCH$1,194
ILLINOIS TOOL WKS INC 4,440 -450 $1,191
     ITW4,440-450$1,191
CORNING INC 35,598 -1,500 $1,173
     GLW35,598-1,500$1,173
ISHARES TR (LQD) 10,710 -100 $1,167
     LQD10,710-100$1,167
ISHARES TR (EFA) 14,586 UNCH $1,165
     EFA14,586UNCH$1,165
ORACLE CORP 9,150 UNCH $1,149
     ORCL9,150UNCH$1,149
JPMORGAN CHASE & CO 5,464 +30 $1,094
     JPM5,464+30$1,094
OREILLY AUTOMOTIVE INC 967 -5 $1,092
     ORLY967-5$1,092
SPDR GOLD TR (GLD) 5,125 UNCH $1,054
     GLD5,125UNCH$1,054
PROCTER AND GAMBLE CO 6,358 UNCH $1,032
     PG6,358UNCH$1,032
EMCOR GROUP INC 2,930 -200 $1,026
     EME2,930-200$1,026
AUTOMATIC DATA PROCESSING IN 4,065 -800 $1,015
     ADP4,065-800$1,015
INVESCO EXCHANGE TRADED FD T (RSP) 5,981 UNCH $1,013
     RSP5,981UNCH$1,013
VANGUARD STAR FDS (VXUS) 16,534 +925 $997
     VXUS16,534+925$997
FIRST TR EXCHANGE TRADED FD (FTSM) 16,688 +175 $995
     FTSM16,688+175$995
FIRST TR EXCHANGE TRADED FD (DOGG) 46,579 +1,434 $987
     DOGG46,579+1,434$987
ROPER TECHNOLOGIES INC 1,740 -93 $976
     ROP1,740-93$976
NOVARTIS AG 10,075 -700 $975
     NVS10,075-700$975
CISCO SYS INC 18,932 -1,020 $945
     CSCO18,932-1,020$945
CHEVRON CORP NEW 5,993 -485 $945
     CVX5,993-485$945
FIRST TR EXCHANGE TRADED FD (EMLP) 29,389 +12 $868
     EMLP29,389+12$868
SCHWAB STRATEGIC TR 13,812 +75 $857
     SCHX13,812+75$857
VANGUARD WORLD FD (VDE) 6,493 -70 $855
     VDE6,493-70$855
NXP SEMICONDUCTORS N V 3,430 UNCH $850
     NXPI3,430UNCH$850
INNOVATOR ETFS TRUST (PSTP) 28,722 UNCH $847
     PSTP28,722UNCH$847
AMAZON COM INC 4,625 +70 $834
     AMZN4,625+70$834
ABBOTT LABS 7,270 -475 $826
     ABT7,270-475$826
SPDR SER TR (SPYD) 19,816 +275 $807
     SPYD19,816+275$807
SCHWAB STRATEGIC TR 16,480 UNCH $795
     SCHO16,480UNCH$795
EXXON MOBIL CORP 6,822 -74 $793
     XOM6,822-74$793
GOLDMAN SACHS PHYSICAL GOLD 35,326 -13 $777
     AAAU35,326-13$777
ADVISORS INNER CIRCLE FD III 29,853 -1,349 $758
     SAMT29,853-1,349$758
FIRST TR EXCHNG TRADED FD VI (XJUN) 20,898 -4,500 $757
     XJUN20,898-4,500$757
INTEL CORP 16,632 -100 $735
     INTC16,632-100$735
GOLDMAN SACHS ETF TR (GSLC) 6,776 UNCH $703
     GSLC6,776UNCH$703
STARBUCKS CORP 7,448 +51 $681
     SBUX7,448+51$681
SCHWAB STRATEGIC TR 13,055 UNCH $681
     SCHP13,055UNCH$681
SPDR SER TR (SDY) 5,146 UNCH $675
     SDY5,146UNCH$675
FIRST TR EXCHNG TRADED FD VI (XSEP) 17,970 -500 $666
     XSEP17,970-500$666
AMERICAN EXPRESS CO 2,910 UNCH $663
     AXP2,910UNCH$663
SIMPLIFY EXCHANGE TRADED FUN (MTBA) 12,582 +2,882 $641
     MTBA12,582+2,882$641
FIRST TR EXCHANGE TRADED FD (FTSL) 13,764 +74 $636
     FTSL13,764+74$636
ISHARES TR (IEF) 6,671 UNCH $631
     IEF6,671UNCH$631
FIRST TR EXCHNG TRADED FD VI (GDEC) 19,775 UNCH $624
     GDEC19,775UNCH$624
ISHARES TR (AGG) 6,350 UNCH $622
     AGG6,350UNCH$622
TARGET CORP 3,490 -7 $618
     TGT3,490-7$618
ISHARES TR (IJJ) 5,179 UNCH $613
     IJJ5,179UNCH$613
QUALCOMM INC 3,596 +100 $609
     QCOM3,596+100$609
ADVISORS INNER CIRCLE FD III 22,042 -172 $608
     SAGP22,042-172$608
BECTON DICKINSON & CO 2,427 UNCH $601
     BDX2,427UNCH$601
VANECK ETF TRUST (SMH) 2,642 +81 $594
     SMH2,642+81$594
INTUITIVE SURGICAL INC 1,478 UNCH $590
     ISRG1,478UNCH$590
SIMPLIFY EXCHANGE TRADED FUN (SVOL) 26,050 +1,772 $590
     SVOL26,050+1,772$590
FEDEX CORP 1,988 UNCH $576
     FDX1,988UNCH$576
FIRST TR EXCHNG TRADED FD VI (BUFD) 23,905 -11 $564
     BUFD23,905-11$564
SIMPLIFY EXCHANGE TRADED FUN (TUA) 25,755 +5,253 $563
     TUA25,755+5,253$563
COSTCO WHSL CORP NEW 751 +3 $550
     COST751+3$550
COCA COLA CO 8,899 UNCH $544
     KO8,899UNCH$544
RTX CORPORATION 5,329 -180 $520
     RTX5,329-180$520
INNOVATOR ETFS TRUST (PJAN) 13,073 UNCH $511
     PJAN13,073UNCH$511
VANGUARD SCOTTSDALE FDS (VMBS) 11,201 UNCH $511
     VMBS11,201UNCH$511
MEDTRONIC PLC 5,779 -60 $504
     MDT5,779-60$504
DEERE & CO 1,210 -11 $497
     DE1,210-11$497
ISHARES TR (IVV) 943 UNCH $496
     IVV943UNCH$496
ALPHABET INC 3,123 UNCH $476
     GOOG3,123UNCH$476
FIRST TR EXCHNG TRADED FD VI (DMAY) 12,525 UNCH $467
     DMAY12,525UNCH$467
VANGUARD INDEX FDS (VTV) 2,850 UNCH $464
     VTV2,850UNCH$464
SIMPLIFY EXCHANGE TRADED FUN (CTA) 18,374 +664 $458
     CTA18,374+664$458
ISHARES TR (ITB) 3,800 UNCH $440
     ITB3,800UNCH$440
ALPS ETF TR (OUSM) 10,222 -6 $435
     OUSM10,222-6$435
FIRST TR EXCHNG TRADED FD VI (FAUG) 9,900 -100 $425
     FAUG9,900-100$425
FIRST TR EXCHNG TRADED FD VI (DJUL) 10,898 +1,398 $422
     DJUL10,898+1,398$422
ISHARES TR (DVY) 3,290 -50 $405
     DVY3,290-50$405
FIRST TR EXCHANGE TRADED FD (CIBR) 7,139 -35 $403
     CIBR7,139-35$403
WELLS FARGO CO NEW 6,862 +680 $398
     WFC6,862+680$398
INNOVATOR ETFS TRUST (XBJL) 12,555 -600 $398
     XBJL12,555-600$398
FIRST TR EXCHANGE TRADED FD (FDN) 1,868 UNCH $383
     FDN1,868UNCH$383
BLACKROCK INC 406 UNCH $338
     BLK406UNCH$338
FIRST TR EXCHANGE TRADED FD (FTRI) 24,845 -4,716 $330
     FTRI24,845-4,716$330
SIMPLIFY EXCHANGE TRADED FUN (MAXI) 10,655 +425 $329
     MAXI10,655+425$329
KIMBERLY CLARK CORP 2,535 +20 $328
     KMB2,535+20$328
CHARLES RIV LABS INTL INC 1,200 UNCH $325
     CRL1,200UNCH$325
US BANCORP DEL 7,216 +1,000 $323
     USB7,216+1,000$323
ISHARES TR (IQLT) 8,007 -8 $318
     IQLT8,007-8$318
CARRIER GLOBAL CORPORATION 5,301 UNCH $308
     CARR5,301UNCH$308
SPDR SER TR (IBND) 10,400 UNCH $303
     IBND10,400UNCH$303
BOEING CO 1,560 UNCH $301
     BA1,560UNCH$301
SCHWAB STRATEGIC TR 14,436 +3 $293
     SCHH14,436+3$293
INTERNATIONAL BUSINESS MACHS 1,530 -30 $292
     IBM1,530-30$292
SCHWAB STRATEGIC TR 3,835 +3 $291
     SCHV3,835+3$291
ISHARES GOLD TR (IAU) 6,830 UNCH $287
     IAU6,830UNCH$287
CLOROX CO DEL 1,860 UNCH $285
     CLX1,860UNCH$285
SCHWAB STRATEGIC TR 11,300 -10,700 $274
     SCHY11,300-10,700$274
FIRST TR EXCHANGE TRADED FD (IGLD) 13,726 +159 $270
     IGLD13,726+159$270
ISHARES TR (IYW) 2,000 UNCH $270
     IYW2,000UNCH$270
FIRST TR EXCHNG TRADED FD VI (GMAY) 7,855 UNCH $267
     GMAY7,855UNCH$267
GOLDMAN SACHS ETF TR (GSIE) 7,600 UNCH $261
     GSIE7,600UNCH$261
ISHARES TR (QUAL) 1,584 -23 $260
     QUAL1,584-23$260
SPDR SER TR (SPYV) 5,130 UNCH $257
     SPYV5,130UNCH$257
FIRST TR EXCHANGE TRADED FD (LMBS) 5,261 +13 $254
     LMBS5,261+13$254
FORTIVE CORP 2,922 -300 $251
     FTV2,922-300$251
PALO ALTO NETWORKS INC 836 +150 $238
     PANW836+150$238
MCDONALDS CORP 839 UNCH $237
     MCD839UNCH$237
DYNEX CAP INC 18,000 +1,000 $224
     DX18,000+1,000$224
PFIZER INC 7,993 -150 $222
     PFE7,993-150$222
SYSCO CORP 2,680 +2,680 $218
     SYY2,680+2,680$218
GARMIN LTD 1,450 +1,450 $216
     GRMN1,450+1,450$216
SPDR INDEX SHS FDS (SPDW) 5,747 +5,747 $206
     SPDW5,747+5,747$206
3M CO 1,926 -10 $204
     MMM1,926-10$204
ADOBE INC 400 +400 $202
     ADBE400+400$202
SIRIUS XM HOLDINGS INC 29,484 +165 $114
     SIRI29,484+165$114
FIRST TR EXCHNG TRADED FD VI $0 (exited)
     DAUG0-6,000$0
GILEAD SCIENCES INC $0 (exited)
     GILD0-2,650$0
INVESCO ACTIVELY MANAGED ETF 0 -2,367 $0 (exited)
     PSR0-2,367$0

See Summary: Cambridge Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Cambridge Advisors Inc.

EntityShares/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
EntityShares/Amount
Change
Position Value
Change
PSR -2,367-$217
GILD -2,650-$215
DAUG -6,000-$213
EntityShares/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
EntityShares/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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