S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)

Cambridge Advisors Inc. Top Holdings and 13F Report (2024)

About Cambridge Advisors Inc.

Investment Activity

  • Cambridge Advisors Inc. has $398.00 million in total holdings as of December 31, 2023.
  • Cambridge Advisors Inc. owns shares of 165 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 1.93% of the portfolio was purchased this quarter.
  • About 3.67% of the portfolio was sold this quarter.
  • This quarter, Cambridge Advisors Inc. has purchased 164 new stocks and bought additional shares in 37 stocks.
  • Cambridge Advisors Inc. sold shares of 68 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

FIRST TR EXCHNG TRADED FD VI
$598,392 Holding
SIMPLIFY EXCHANGE TRADED FUN
$501,393 Holding

Largest Purchases this Quarter

JPMorgan Nasdaq Equity Premium Income ETF
45,117 shares (about $2.25M)
JPMorgan Equity Premium Income ETF
14,151 shares (about $778.02K)
FT Vest Fund of Buffer ETFs
23,440 shares (about $622.80K)
FIRST TR EXCHNG TRADED FD VI
19,775 shares (about $598.39K)
SIMPLIFY EXCHANGE TRADED FUN
9,700 shares (about $501.39K)

Largest Sales this Quarter

Vanguard Total Bond Market ETF
38,092 shares (about $2.80M)
Vanguard Total Stock Market ETF
6,049 shares (about $1.43M)
Vanguard Total International Bond ETF
21,877 shares (about $1.08M)
Vanguard S&P 500 ETF
2,421 shares (about $1.06M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCambridge Advisors Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$69,722,803$1,057,491 -1.5%159,62217.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$43,288,183$2,801,669 -6.1%588,55410.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$26,638,885$584,141 -2.1%556,1356.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$15,894,644$1,940 0.0%57,3504.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$11,360,128$65,431 -0.6%30,2102.9%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$11,119,185$1,079,960 -8.9%225,2442.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,482,808$1,434,934 -13.1%39,9752.4%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$8,613,419$1,171,409 -12.0%105,9722.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,621,671$9,782 0.1%185,4421.9%ETF
Apple Inc. stock logo
AAPL
Apple
$7,554,824$4,043 -0.1%39,2401.9%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$7,283,976$11,233 -0.2%25,2901.8%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,567,181$4,637 -0.1%18,4131.7%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,391,3670.0%29,9601.6%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$6,373,754$148,003 -2.3%72,1341.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,353,364$14,143 -0.2%37,2851.6%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$6,109,239$2,252,693 58.4%122,3561.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$6,002,496$778,022 14.9%109,1761.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$5,266,860$49,029 0.9%63,4871.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,275,290$277,112 -6.1%56,1581.1%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$3,630,264$13,509 -0.4%14,7800.9%Transportation
Accenture plc stock logo
ACN
Accenture
$3,395,054$36,846 -1.1%9,6750.9%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,109,086$23,654 -0.8%10,5150.8%Industrial Products
FT Vest Fund of Buffer ETFs stock logo
BUFR
FT Vest Fund of Buffer ETFs
$3,064,318$622,801 25.5%115,3300.8%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,880,938$124,852 -4.2%12,9450.7%Retail/Wholesale
BSTP
Innovator Buffer Step-Up Strategy ETF
$2,703,444$238,164 9.7%94,9980.7%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$2,606,739$6,068 0.2%46,8250.7%ETF
Danaher Co. stock logo
DHR
Danaher
$2,598,180$119,834 -4.4%11,2310.7%Multi-Sector Conglomerates
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$2,494,617$53,949 -2.1%40,2750.6%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$2,491,811$161,041 -6.1%31,1320.6%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$2,487,199$113,608 -4.4%55,7610.6%Manufacturing
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,276,331$24,914 -1.1%45,3180.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,166,978$51,412 -2.3%13,8250.5%Medical
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,084,8240.0%4,1090.5%ETF
First Trust MLP and Energy Income Fund stock logo
FEI
First Trust MLP and Energy Income Fund
$2,046,803$33,063 1.6%238,8340.5%Financial Services
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,000,9220.0%6,6000.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,829,0950.0%3,8480.5%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,639,606$5,413 -0.3%15,1460.4%ETF
NAPR
Innovator Growth-100 Power Buffer ETF - April
$1,591,4500.0%35,7770.4%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,575,3170.0%4,1800.4%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,528,225$2,631 -0.2%19,7520.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,514,021$23,987 1.6%40,9640.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,477,801$105,294 -6.7%2,8070.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$1,452,844$30,994 -2.1%9,3750.4%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,432,6000.0%8,4350.4%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,386,144$26,541 2.0%9,9230.3%Computer and Technology
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$1,385,592$10,517 0.8%25,0330.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,367,2330.0%6,8120.3%Finance
Visa Inc. stock logo
V
Visa
$1,351,399$260 0.0%5,1910.3%Business Services
XDEC
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
$1,336,290$285,512 27.2%39,2680.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,303,092$11,825 -0.9%17,3010.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,288,377$22,014 1.7%27,2730.3%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,280,887$36,672 -2.8%4,8900.3%Industrial Products
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,277,4420.0%3,6090.3%Computer and Technology
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$1,258,8330.0%29,5570.3%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,196,235$55,330 -4.4%10,8100.3%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,187,444$1,090 0.1%10,8920.3%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,169,214$12,380 1.1%2,3610.3%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,133,399$55,913 -4.7%4,8650.3%Business Services
Corning Incorporated stock logo
GLW
Corning
$1,129,6340.0%37,0980.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,101,6090.0%2,6900.3%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,099,055$9,419 -0.8%14,5860.3%Finance
Novartis AG stock logo
NVS
Novartis
$1,087,9520.0%10,7750.3%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,007,975$3,334 -0.3%19,9520.3%Computer and Technology
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$999,2970.0%1,8330.3%Computer and Technology
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$985,184$10,441 1.1%16,5130.2%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$979,746$415,221 -29.8%5,1250.2%Finance
DOGG
FT Cboe Vest DJIA Dogs 10 Target Income ETF
$967,430$4,586 0.5%45,1450.2%ETF
Chevron Co. stock logo
CVX
Chevron
$966,258$19,391 -2.0%6,4780.2%Oils/Energy
Oracle Co. stock logo
ORCL
Oracle
$964,6850.0%9,1500.2%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$943,8190.0%5,9810.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$931,701$29,308 -3.0%6,3580.2%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$924,304$170 0.0%5,4340.2%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$923,4780.0%9720.2%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$904,6980.0%15,6090.2%ETF
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock logo
XJUN
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
$892,2900.0%25,3980.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$852,492$22,014 -2.5%7,7450.2%Medical
Intel Co. stock logo
INTC
Intel
$840,7790.0%16,7320.2%Computer and Technology
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$813,447$4,181 -0.5%29,3770.2%ETF
PSTP
Innovator Power Buffer Step-Up Strategy ETF
$810,138$36,668 4.7%28,7220.2%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$798,456$29,070 -3.5%16,4800.2%ETF
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$787,8020.0%3,4300.2%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$774,767$1,015 -0.1%13,7370.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$769,709$8,210 1.1%6,5630.2%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$765,812$27,433 3.7%19,5410.2%ETF
Goldman Sachs Physical Gold ETF stock logo
AAAU
Goldman Sachs Physical Gold ETF
$722,153$392,291 118.9%35,3390.2%ETF
SAMT
Strategas Macro Thematic Opportunities ETF
$719,159$174,362 -19.5%31,2020.2%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$710,158$14,497 2.1%7,3970.2%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$692,087$9,876 1.4%4,5550.2%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$689,448$7,598 1.1%6,8960.2%Oils/Energy
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$681,471$95,369 -12.3%13,0550.2%ETF
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$674,2960.0%3,1300.2%Construction
XSEP
FT Vest U.S. Equity Enhance & Moderate Buffer ETF
$662,846$538 0.1%18,4700.2%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$643,0960.0%5,1460.2%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$643,018$19,278 -2.9%6,6710.2%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$635,657$938 -0.1%6,7760.2%ETF
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$630,709$19,258 3.1%13,6900.2%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$630,238$19,850 -3.1%6,3500.2%Finance
FIRST TR EXCHNG TRADED FD VI
$598,392$598,392 New Holding19,7750.2%FT CBOE VEST US
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$591,7750.0%2,4270.1%Medical
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$590,613$2,509 -0.4%5,1790.1%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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