Cambridge Advisors Inc. Reduced Holdings in Q4 2024

Cambridge Advisors Inc.

  • $433 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.47K
- 4.3%
$521.84 - $558.82 $3.37M - $3.61M
144K $77.6M
AMGN
Amgen Inc

Healthcare
-902
- 3.55%
$258.78 - $328.31 $233K - $296K
24.5K $6.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-21K
- 7.31%
$61.68 - $67.87 $1.3M - $1.43M
267K $16.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.19K
- 6.86%
$87.85 - $98.6 $456K - $512K
70.6K $6.28M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-24.5K
- 71.81%
$36.71 - $37.55 $899K - $919K
9.61K $358K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-15K
- 33.08%
$42.84 - $45.38 $641K - $679K
30.3K $1.3M
VB
Vanguard Small Cap ETF

ETFs
-3.16K
- 10.14%
$233.76 - $261.58 $740K - $828K
28K $6.74M
MSFT
Microsoft Corp

Technology
-931
- 3.1%
$406.35 - $454.46 $378K - $423K
29.1K $12.3M
DHR
Danaher Corp

Healthcare
-313
- 2.97%
$226.16 - $274.52 $70.8K - $85.9K
10.2K $2.34M
UNH
Unitedhealth Group Inc

Healthcare
-685
- 24.4%
$485.52 - $625.25 $333K - $428K
2.12K $1.07M
MRK
Merck & Co., Inc.

Healthcare
-2.99K
- 25.96%
$96.31 - $114.76 $288K - $343K
8.53K $848K
PEP
Pepsico Inc

Consumer Defensive
-1.25K
- 15.56%
$151.29 - $176.1 $189K - $220K
6.79K $1.03M
JNJ
Johnson & Johnson

Healthcare
-703
- 5.37%
$143.34 - $165.86 $101K - $117K
12.4K $1.79M
CAT
Caterpillar Inc

Industrials
-60
- 0.64%
$360.37 - $416.88 $21.6K - $25K
9.36K $3.4M
UNP
Union Pacific Corp

Industrials
-15
- 0.1%
$223.15 - $249.32 $3.35K - $3.74K
14.4K $3.28M
DE
Deere & CO

Industrials
-550
- 49.28%
$389.45 - $466.0 $214K - $256K
566 $239K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-5.46K
- 18.82%
$31.29 - $32.43 $171K - $177K
23.6K $754K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.07K
- 7.33%
$113.92 - $127.38 $122K - $136K
13.5K $1.56M
QCOM
Qualcomm Inc

Technology
-500
- 14.3%
$150.4 - $178.04 $75.2K - $89K
3K $460K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.33K
- 6.9%
$77.86 - $79.27 $103K - $105K
17.9K $1.4M
ACN
Accenture PLC

Technology
-320
- 3.46%
$343.9 - $376.86 $110K - $121K
8.92K $3.14M
FTCS
First Trust Capital Strength E

ETFs
-452
- 1.59%
$87.62 - $94.03 $39.6K - $42.5K
28K $2.46M
VDE
Vanguard Energy ETF

ETFs
-943
- 14.46%
$116.67 - $136.78 $110K - $129K
5.58K $676K
ROP
Roper Technologies Inc

Industrials
-95
- 5.54%
$519.85 - $575.95 $49.4K - $54.7K
1.62K $842K
TGT
Target Corp

Consumer Defensive
-300
- 8.7%
$121.59 - $160.69 $36.5K - $48.2K
3.15K $425K
ITW
Illinois Tool Works Inc

Industrials
-260
- 5.86%
$253.56 - $278.5 $65.9K - $72.4K
4.18K $1.06M
INTC
Intel Corp

Technology
-2K
- 12.48%
$19.07 - $26.23 $38.1K - $52.5K
14K $281K
BDX
Becton Dickinson & CO

Healthcare
-255
- 14.77%
$220.02 - $243.75 $56.1K - $62.2K
1.47K $333K
CVX
Chevron Corp

Energy
-425
- 7.07%
$141.15 - $162.53 $60K - $69.1K
5.59K $809K
CARR
Carrier Global Corp

Industrials
-165
- 3.14%
$66.69 - $82.65 $11K - $13.6K
5.09K $347K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.92K
- 16.24%
$41.16 - $42.25 $79K - $81.1K
9.9K $418K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-2.07K
- 9.92%
$11.82 - $13.73 $24.4K - $28.4K
18.8K $225K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-570
- 8.56%
$111.85 - $120.71 $63.8K - $68.8K
6.09K $701K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-305
- 3.8%
$37.12 - $41.23 $11.3K - $12.6K
7.71K $286K
RTX
Raytheon Technologies Corp

Industrials
-140
- 2.65%
$114.45 - $127.21 $16K - $17.8K
5.14K $594K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-494
- 3.45%
$20.55 - $23.26 $10.2K - $11.5K
13.8K $291K
GLD
Spdr Gold Trust

ETFs
-145
- 4.43%
$236.59 - $257.5 $34.3K - $37.3K
3.13K $757K
ABT
Abbott Laboratories

Healthcare
-250
- 3.52%
$111.93 - $119.39 $28K - $29.8K
6.85K $774K
MMM
3 M CO

Industrials
-56
- 3.48%
$124.74 - $137.12 $6.99K - $7.68K
1.56K $200K
PSR
Invesco Actively

ETFs
-11
- 0.49%
$89.02 - $99.55 $979 - $1.1K
2.23K $201K
VIG
Vanguard Dividend Appreciation

ETFs
-101
- 0.28%
N/A
36.6K $6.67M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-500
- 8.27%
$41.08 - $42.6 $20.5K - $21.3K
5.55K $232K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-204
- 3.9%
$48.48 - $49.47 $9.89K - $10.1K
5.02K $244K
FTSL
First Trust Senior Ln Fund

ETFs
-309
- 2.27%
$45.9 - $46.48 $14.2K - $14.4K
13.3K $615K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-14
- 0.88%
$176.42 - $186.91 $2.47K - $2.62K
1.58K $280K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-1.47K
- 1.59%
$32.41 - $33.9 $47.6K - $49.8K
91K $3.02M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-500
- 2.27%
$24.94 - $25.74 $12.5K - $12.9K
21.6K $550K
Innovator Etfs Trust
-200
- 0.55%
N/A
36.2K $0
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-100
- 1.01%
$45.35 - $47.21 $4.54K - $4.72K
9.8K $456K
Activity Summary
Buys All Purchases 68 New Holdings 4 Increased Positions 64 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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