Cambridge Advisors Inc. Purchases in Q2 2025

Cambridge Advisors Inc.

  • $460 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.02K
+ 2.79%
$456.74 - $568.03 $1.84M - $2.28M
148K $84.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
33.5K
+ 12.56%
$51.16 - $62.02 $1.72M - $2.08M
300K $18.6M
VTI
Vanguard Total Stock Market Et

ETFs
1.76K
+ 4.72%
$243.75 - $303.93 $430K - $536K
39.1K $11.9M
VB
Vanguard Small Cap ETF

ETFs
5K
+ 17.83%
$193.73 - $237.37 $969K - $1.19M
33K $7.83M
NVDA
Nvidia Corp

Technology
1.69K
+ 9.1%
$94.31 - $157.99 $159K - $266K
20.2K $3.19M
ORCL
Oracle Corp

Technology
15
+ 0.16%
$122.82 - $218.63 $1.84K - $3.28K
9.12K $1.99M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.96K
New
$61.92 - $81.5 $431K - $568K
6.96K $566K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.7K
+ 43.88%
$105.23 - $109.61 $495K - $515K
15.4K $1.69M
HEQT
Simplify Exchange Traded Fds H
14K
+ 73.12%
$27.22 - $30.05 $382K - $422K
33.3K $999K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.83K
+ 152.84%
$101.69 - $139.02 $287K - $393K
4.68K $649K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.99K
+ 2.98%
$51.14 - $57.0 $255K - $284K
172K $9.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
279
+ 0.31%
$17.76 - $22.1 $4.96K - $6.17K
90.3K $2M
VCIT
Vanguard Intermediate Term Cor

ETFs
838
+ 0.73%
$79.56 - $82.92 $66.7K - $69.5K
115K $9.57M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
206
+ 0.23%
$29.44 - $33.91 $6.06K - $6.99K
89.5K $2.92M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
358
+ 1.84%
$55.54 - $69.09 $19.9K - $24.7K
19.9K $1.37M
FNDX
Schwab Fundamental U S Large C

ETFs
907
+ 0.7%
$20.84 - $24.54 $18.9K - $22.3K
130K $3.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
20
+ 0.52%
$468.22 - $566.51 $9.36K - $11.3K
3.89K $2.21M
VNQ
Vanguard Specialized Funds Van

ETFs
2.45K
+ 3.48%
$79.79 - $91.42 $196K - $224K
73K $6.5M
IBM
International Business Machines Corp

Technology
35
+ 2.36%
$221.03 - $294.78 $7.74K - $10.3K
1.52K $448K
EMLP
First Tr Exchange Traded Iv

ETFs
1.89K
+ 4.17%
$33.62 - $37.89 $63.4K - $71.5K
47.1K $1.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33
+ 0.24%
$90.56 - $109.49 $2.99K - $3.61K
13.7K $1.5M
PANW
Palo Alto Networks Inc

Technology
30
+ 1.82%
$152.44 - $204.64 $4.57K - $6.14K
1.68K $344K
ABT
Abbott Laboratories

Healthcare
22
+ 0.32%
$123.95 - $138.08 $2.73K - $3.04K
6.87K $933K
QCOM
Qualcomm Inc

Technology
55
+ 1.84%
$124.66 - $159.48 $6.86K - $8.77K
3.05K $485K
PINK
Simplify Exchange Traded Fds S

ETFs
610
+ 8.67%
$26.92 - $30.05 $16.4K - $18.3K
7.65K $229K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
48
+ 0.26%
$11.52 - $14.55 $553 - $698
18.6K $264K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
143
+ 0.87%
$19.73 - $22.32 $2.82K - $3.19K
16.6K $359K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
54
+ 0.3%
$77.94 - $79.5 $4.21K - $4.29K
17.9K $1.43M
FIW
First Trust Water ETF

ETFs
1
+ 0.05%
$90.26 - $108.05 $90.3 - $108
2.04K $219K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.07%
$23.55 - $27.67 $188 - $221
11.8K $327K
DX
Dynex Capital Inc

Real Estate
1.9K
+ 9.92%
$11.13 - $12.99 $21.1K - $24.6K
21K $256K
MO
Altria Group, Inc.

Consumer Defensive
132
+ 3.6%
$55.56 - $60.91 $7.33K - $8.04K
3.8K $222K
Simplify Exchange Traded Fun
1.61K
+ 22.46%
N/A
8.77K $0
First Tr Exchng Traded Fd Vi
3.24K
+ 2.34%
N/A
142K $0
Fidelity Wise Origin Bitcoin
1.24K
+ 2.37%
N/A
53.4K $0
Simplify Exchange Traded Fun
488
+ 3.07%
N/A
16.4K $0
First Tr Exch Traded Fd Iii
13.9K
+ 65.79%
N/A
35K $0
First Tr Exchange Traded Fd
528
+ 1.02%
N/A
52.5K $0
TUA
Simpl Exch Traded Fds Sht Term
186
+ 0.61%
N/A
30.6K $0
BUCK
Simplify Exchange Traded Fds S
9.29K
+ 44.17%
N/A
30.3K $0
MAXI
Simplify Exc Traded Fds Bitcoi
581
+ 3.07%
N/A
19.5K $0
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.03K
+ 10.32%
$26.61 - $29.9 $54K - $60.7K
21.7K $580K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5
+ 0.04%
$18.94 - $21.67 $94.7 - $108
13.8K $293K
KO
Coca Cola CO

Consumer Defensive
36
+ 0.39%
$68.37 - $73.9 $2.46K - $2.66K
9.28K $656K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.01%
$79.69 - $99.41 $79.7 - $99.4
7.39K $676K
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$99.93 - $119.04 $99.9 - $119
7.33K $789K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.8K
+ 1223.99%
$87.84 - $1441.89 $1.04M - $17M
12.8K $1.15M
Activity Summary
Buys All Purchases 48 New Holdings 1 Increased Positions 47 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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