Cambridge Advisors Inc. Incresed Positions in Q3 2025

Cambridge Advisors Inc.

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
46.6K
+ 7.19%
$72.57 - $74.72 $3.38M - $3.48M
695K $51.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
25.3K
+ 13.94%
$53.81 - $57.52 $1.36M - $1.46M
207K $11.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.2K
+ 8.82%
$55.61 - $57.37 $845K - $872K
188K $10.7M
BNDX
Vanguard Total International B

ETFs
17.7K
+ 7.11%
$49.0 - $49.51 $866K - $875K
266K $13.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.32K
+ 0.52%
$28.92 - $32.19 $38.1K - $42.4K
255K $8.14M
NVDA
Nvidia Corp

Technology
25
+ 0.12%
$153.3 - $186.58 $3.83K - $4.66K
20.2K $3.77M
VNQ
Vanguard Specialized Funds Van

ETFs
3.51K
+ 4.81%
$88.47 - $93.24 $310K - $327K
76.5K $6.99M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
120
+ 0.13%
$32.29 - $38.12 $3.87K - $4.57K
89.6K $3.41M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.05K
+ 2.64%
$81.75 - $84.54 $249K - $258K
118K $9.96M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.97K
+ 42.07%
$138.08 - $151.2 $272K - $297K
6.64K $1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.24K
+ 32.18%
$82.22 - $96.68 $184K - $217K
9.21K $889K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.01%
$215.01 - $273.02 $215 - $273
10.8K $2.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.61K
+ 10.27%
$50.47 - $50.74 $233K - $234K
49.5K $2.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.28K
+ 4.74%
$21.69 - $23.34 $92.7K - $99.8K
94.6K $2.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$617.65 - $666.84 $618 - $667
4.07K $2.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.77K
+ 2.12%
$26.38 - $27.95 $72.9K - $77.3K
133K $3.63M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11
+ 0.34%
$275.84 - $326.36 $3.03K - $3.59K
3.27K $1.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
134
+ 0.25%
$25.29 - $28.33 $3.39K - $3.8K
54.4K $1.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
980
+ 6.36%
$107.66 - $112.36 $106K - $110K
16.4K $1.83M
AMGN
Amgen Inc

Healthcare
145
+ 0.59%
$271.18 - $309.22 $39.3K - $44.8K
24.6K $6.93M
PINK
Simplify Exchange Traded Fds S

ETFs
2.76K
+ 36.08%
$28.44 - $31.71 $78.5K - $87.5K
10.4K $329K
VNQI
Vanguard Global Ex U.S. Real

ETFs
800
+ 2.44%
$45.22 - $48.34 $36.2K - $38.7K
33.6K $1.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
100
+ 0.26%
$24.46 - $26.5 $2.45K - $2.65K
38.4K $1.01M
PANW
Palo Alto Networks Inc

Technology
350
+ 20.81%
$167.06 - $208.19 $58.5K - $72.9K
2.03K $413K
RSP
Invesco S&P 500 Equal Weight E

ETFs
68
+ 1.14%
$181.56 - $190.33 $12.3K - $12.9K
6.02K $1.14M
CVX
Chevron Corp

Energy
2
+ 0.04%
$145.57 - $161.83 $291 - $324
4.88K $758K
DVY
Ishares Tr

ETFs
200
+ 6.15%
$133.88 - $142.57 $26.8K - $28.5K
3.45K $490K
MRK
Merck & Co., Inc.

Healthcare
14
+ 0.17%
$77.6 - $87.37 $1.09K - $1.22K
8.07K $677K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
6
+ 0.04%
$21.5 - $23.94 $129 - $144
16.6K $396K
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$105.83 - $117.22 $106 - $117
7.33K $826K
MO
Altria Group, Inc.

Consumer Defensive
18
+ 0.47%
$57.75 - $67.68 $1.04K - $1.22K
3.82K $252K
SAGP
Advisors Inner Circle Fd Iii S
7
+ 0.04%
$32.38 - $34.47 $227 - $241
19.6K $673K
SCHV
Schwab Strategic Tr Us Large C

ETFs
378
+ 3.2%
$27.61 - $29.15 $10.4K - $11K
12.2K $355K
DX
Dynex Capital Inc

Real Estate
1.98K
+ 9.4%
$11.85 - $12.93 $23.4K - $25.5K
23K $282K
QCOM
Qualcomm Inc

Technology
7
+ 0.23%
$145.84 - $173.55 $1.02K - $1.21K
3.06K $508K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
34
+ 0.15%
$43.36 - $44.8 $1.47K - $1.52K
22.7K $1.01M
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 1.12%
$211.65 - $238.24 $10.6K - $11.9K
4.5K $987K
First Tr Exch Traded Fd Iii
20.4K
+ 58.23%
N/A
55.4K $0
Simplify Exchange Traded Fun
258
+ 1.57%
N/A
16.7K $0
Fidelity Wise Origin Bitcoin
295
+ 0.55%
N/A
53.7K $0
Simplify Exchange Traded Fun
651
+ 7.42%
N/A
9.42K $0
BUCK
Simplify Exchange Traded Fds S
1.31K
+ 4.31%
N/A
31.6K $0
MAXI
Simplify Exc Traded Fds Bitcoi
1.93K
+ 9.89%
N/A
21.5K $0
JGRO
J P Morgan Exchange Traded Fd
3.14K
+ 20.31%
N/A
18.6K $0
Blackrock Inc
5
+ 1.23%
N/A
411 $0
META
Meta Platforms, Inc.

Communication Services
5
+ 0.18%
$695.21 - $791.73 $3.48K - $3.96K
2.74K $2.01M
KO
Coca Cola CO

Consumer Defensive
36
+ 0.39%
$65.67 - $71.67 $2.36K - $2.58K
9.32K $618K
SBUX
Starbucks Corp

Consumer Cyclical
23
+ 0.31%
$81.9 - $96.86 $1.88K - $2.23K
7.41K $626K
Activity Summary
Buys All Purchases 53 New Holdings 4 Increased Positions 49 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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