CA
| |
Cambridge Advisors Inc.13F | |
| Cambridge Advisors Inc. | |
| Last update 2025-07-16 | 168 Stocks (1 new) |
| Value $478.00 Mil | Turnover 2 % |
Cambridge Advisors Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 148,215 | 84,190.3 | +2.79% | 17.600 | +0.48% | 0.010 | +16.45% | +8.96% | 664,077.8 | ||
BND | Vanguard Total Bond Market ETF | 648,141 | 47,722.6 | -2.53% | 9.980 | -0.27% | 0.040 | +0.98% | +3.40% | 127,600.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 577,888 | 32,945.4 | -5.19% | 6.890 | -0.35% | 0.020 | +11.93% | +23.01% | 162,442.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 300,467 | 18,635.0 | +12.56% | 3.900 | +0.44% | 0.020 | +13.10% | +3.00% | 97,797.3 | ||
MSFT | Microsoft Corp | 28,932 | 14,391.0 | -0.51% | 3.010 | -0.01% | 0.000 | +30.62% | +21.67% | 3,797,138.0 | Software | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 248,675 | 12,311.9 | -1.26% | 2.570 | -0.03% | 0.020 | +0.01% | +1.45% | 66,065.2 | ||
VTI | Vanguard Total Stock Market ETF | 39,128 | 11,892.2 | +4.72% | 2.490 | +0.11% | 0.000 | +16.45% | +8.47% | 478,263.0 | ||
BRK.A | Berkshire Hathaway Inc | 15 | 10,932.0 | 0% | 2.290 | 0% | 0.000 | -8.96% | +6.58% | 1,039,421.7 | Insurance | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 181,623 | 9,880.3 | -1.30% | 2.070 | -0.03% | 0.040 | +12.28% | +3.59% | 25,490.8 | ||
JEPI | JPMorgan Equity Premium Income ETF | 172,306 | 9,795.6 | +2.98% | 2.050 | +0.06% | 0.020 | +6.99% | +3.82% | 41,282.5 |
Cambridge Advisors Inc.'s Historical Top Holdings Breakdowns
Cambridge Advisors Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.48% | 456.74 ($525.37) 568.03 | $583.26 | 11.02% | Add 2.79% | 148,215 | 4,021 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.44% | 51.16 ($58.7) 62.02 | $63.80 | 8.69% | Add 12.56% | 300,467 | 33,527 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Reduce Reduce | -0.35% | 45.65 ($53.52) 57.01 | $58.09 | 8.54% | Reduce -5.19% | 577,888 | -31,624 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Reduce Reduce | -0.27% | 71.88 ($72.74) 73.82 | $72.94 | 0.27% | Reduce -2.53% | 648,141 | -16,851 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Add Add | +0.25% | 193.73 ($223.07) 237.37 | $245.19 | 9.92% | Add 17.83% | 33,036 | 5,000 | |
FTCS | First Trust Capital Strength ETF | 2025-06-30 | Reduce Reduce | -0.16% | 81.6 ($89.06) 92.39 | $91.77 | 3.04% | Reduce -29.18% | 19,759 | -8,141 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Reduce Reduce | -0.14% | 24.32 ($26.14) 27.96 | $27.28 | 4.36% | Reduce -15.21% | 130,243 | -23,359 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.13% | 172.42 ($202.27) 223.89 | $213.76 | 5.68% | Reduce -6.68% | 37,940 | -2,716 | |
FTSL | FIRST TR EXCHANGE4 | 2025-06-30 | Sold Out Sold Out | -0.13% | 44.58 ($45.67) 46.07 | $45.94 | 0.59% | Sold Out | 0 | -12,986 | |
CAT | Caterpillar Inc | 2025-06-30 | Reduce Reduce | -0.12% | 273.94 ($333.25) 388.21 | $429.52 | 28.89% | Reduce -17.94% | 7,684 | -1,680 |
Cambridge Advisors Inc. Total Holding History ($B)
Cambridge Advisors Inc.'s Asset Allocation
Cambridge Advisors Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Cambridge Advisors Inc.'s Hypothetical Growth since 2025-06-30
Cambridge Advisors Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cambridge Advisors Inc.'s Holdings Heat Map
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Cambridge Advisors Inc.'s Holdings Bubble Chart
Cambridge Advisors Inc. News
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