Cambridge Advisors Inc. Purchases in Q3 2024

Cambridge Advisors Inc.

  • $446 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.5K
+ 1.96%
$71.45 - $75.64 $894K - $947K
651K $48.9M
VEA
Vanguard Ftse Developed Market

ETFs
12.8K
+ 2.29%
$47.6 - $53.31 $607K - $680K
570K $30.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.2K
+ 3.69%
$57.32 - $62.65 $587K - $641K
288K $17.9M
VNQ
Vanguard Specialized Funds Van

ETFs
252
+ 0.33%
$82.97 - $98.97 $20.9K - $24.9K
75.7K $7.38M
AAPL
Apple Inc.

Technology
433
+ 1.09%
$207.23 - $234.82 $89.7K - $102K
40.1K $9.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.75K
+ 7.6%
$54.98 - $59.51 $536K - $580K
138K $8.21M
VB
Vanguard Small Cap ETF

ETFs
1.45K
+ 4.87%
$214.77 - $237.72 $311K - $345K
31.2K $7.4M
BNDX
Vanguard Total International B

ETFs
6.97K
+ 2.87%
$48.42 - $50.35 $337K - $351K
250K $12.6M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
16.6K
+ 29.06%
$23.06 - $26.41 $382K - $437K
73.5K $1.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
639
+ 0.57%
$79.29 - $84.02 $50.7K - $53.7K
113K $9.44M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.01K
+ 6.21%
$49.7 - $56.11 $448K - $506K
154K $8.47M
AMGN
Amgen Inc

Healthcare
114
+ 0.45%
$309.38 - $337.38 $35.3K - $38.5K
25.4K $8.18M
QJUN
First Tr ETF
9.66K
New
$24.85 - $27.22 $240K - $263K
9.66K $260K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.23K
+ 3.88%
$40.45 - $47.24 $49.6K - $57.9K
32.8K $1.54M
BX
Blackstone Inc.

Financial Services
1.5K
New
$120.77 - $159.66 $181K - $239K
1.5K $229K
GILD
Gilead Sciences, Inc.

Healthcare
2.65K
New
$66.59 - $83.99 $176K - $223K
2.65K $222K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.73K
New
$110.06 - $128.44 $191K - $223K
1.73K $220K
PSR
Invesco Actively

ETFs
2.24K
New
$84.82 - $99.93 $190K - $224K
2.24K $220K
FIW
First Trust Water ETF

ETFs
1.96K
New
$98.0 - $109.33 $192K - $214K
1.96K $213K
JNJ
Johnson & Johnson

Healthcare
10
+ 0.08%
$145.48 - $167.38 $1.45K - $1.67K
13.1K $2.12M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
1.78K
+ 1.96%
$30.24 - $32.72 $53.7K - $58.1K
92.4K $3.02M
SVOL
Simplify ETF Simplify Volatili

ETFs
8.73K
+ 30.27%
$20.05 - $22.81 $175K - $199K
37.5K $824K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
77
+ 0.18%
$36.98 - $41.55 $2.85K - $3.2K
43.1K $1.77M
CSCO
Cisco Systems, Inc.

Technology
63
+ 0.33%
$44.74 - $53.22 $2.82K - $3.35K
19K $1.01M
V
Visa Inc.

Financial Services
126
+ 2.71%
$253.74 - $291.56 $32K - $36.7K
4.77K $1.31M
KO
Coca Cola CO

Consumer Defensive
38
+ 0.38%
$62.69 - $73.01 $2.38K - $2.77K
9.98K $716K
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 0.6%
$194.9 - $224.8 $6.43K - $7.42K
5.51K $1.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
47
+ 0.24%
$76.94 - $79.54 $3.62K - $3.74K
19.2K $1.53M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
300
+ 1.04%
$29.62 - $31.54 $8.89K - $9.46K
29K $915K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.93%
$801.83 - $917.05 $5.61K - $6.42K
757 $671K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.72K
+ 9.1%
$25.73 - $27.07 $44.2K - $46.5K
20.6K $535K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
161
+ 1.15%
$19.97 - $21.77 $3.22K - $3.5K
14.1K $304K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.16%
$73.43 - $80.37 $441 - $482
3.76K $301K
DX
Dynex Capital Inc

Real Estate
100
+ 0.59%
$11.71 - $12.96 $1.17K - $1.3K
17.1K $218K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
173
+ 1.03%
$59.61 - $60.15 $10.3K - $10.4K
17K $1.02M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4
+ 0.25%
$162.64 - $179.3 $651 - $717
1.59K $285K
PFE
Pfizer Inc

Healthcare
125
+ 1.33%
$27.7 - $31.39 $3.46K - $3.92K
9.49K $274K
PANW
Palo Alto Networks Inc

Technology
6
+ 0.73%
$294.18 - $368.01 $1.77K - $2.21K
826 $282K
First Tr Exchange Traded Fd
1.08K
+ 2.25%
N/A
49.1K $0
Innovator Etfs Trust
3.25K
+ 32.5%
N/A
13.3K $0
Simplify Exchange Traded Fun
858
+ 6.08%
N/A
15K $0
Fidelity Wise Origin Bitcoin
1.13K
+ 2.86%
N/A
40.4K $0
TUA
Simpl Exch Traded Fds Sht Term
3.49K
+ 11.57%
N/A
33.7K $0
MAXI
Simplify Exc Traded Fds Bitcoi
1.59K
+ 14.35%
N/A
12.7K $0
First Tr Exchng Traded Fd Vi
2.1K
+ 1.57%
N/A
136K $0
Innovator Etfs Trust
267
+ 0.74%
N/A
36.4K $0
VDE
Vanguard Energy ETF

ETFs
73
+ 1.13%
$117.44 - $131.06 $8.57K - $9.57K
6.52K $798K
CVX
Chevron Corp

Energy
15
+ 0.25%
$137.88 - $161.97 $2.07K - $2.43K
6.01K $885K
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.24%
$148.65 - $191.18 $3.72K - $4.78K
10.4K $1.73M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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