Cambridge Advisors Inc. Reduced Holdings in Q2 2025

Cambridge Advisors Inc.

  • $460 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.72K
- 6.68%
$172.42 - $223.89 $468K - $608K
37.9K $7.78M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.9K
- 2.53%
$72.02 - $73.82 $1.21M - $1.24M
648K $47.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-399
- 2.11%
$483.48 - $539.8 $193K - $215K
18.5K $8.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-23.4K
- 15.21%
$24.32 - $27.87 $568K - $651K
130K $3.45M
AMGN
Amgen Inc

Healthcare
-63
- 0.26%
$262.28 - $309.85 $16.5K - $19.5K
24.4K $6.82M
FTCS
First Trust Capital Strength E

ETFs
-8.14K
- 29.18%
$81.6 - $92.39 $664K - $752K
19.8K $1.8M
PEP
Pepsico Inc

Consumer Defensive
-2.07K
- 31.51%
$128.02 - $151.37 $265K - $313K
4.5K $594K
ACN
Accenture PLC

Technology
-880
- 9.88%
$279.23 - $323.21 $246K - $284K
8.03K $2.4M
UNP
Union Pacific Corp

Industrials
-1.23K
- 8.8%
$208.27 - $238.46 $255K - $292K
12.7K $2.92M
FNDA
Schwab Fundamental U S Small C

ETFs
-13.9K
- 25.9%
$23.85 - $28.69 $333K - $400K
39.9K $1.14M
LOW
Lowes Companies Inc

Consumer Cyclical
-856
- 7.35%
$210.83 - $235.28 $180K - $201K
10.8K $2.4M
VDE
Vanguard Energy ETF

ETFs
-1.91K
- 38.27%
$105.87 - $130.56 $202K - $249K
3.07K $368K
CVX
Chevron Corp

Energy
-689
- 12.37%
$133.73 - $168.51 $92.1K - $116K
4.88K $698K
V
Visa Inc.

Financial Services
-715
- 14.8%
$308.27 - $373.31 $220K - $267K
4.12K $1.46M
ABBV
Abb Vie Inc.

Healthcare
-18
- 0.21%
$170.16 - $206.27 $3.06K - $3.71K
8.7K $1.62M
JNJ
Johnson & Johnson

Healthcare
-287
- 2.31%
$146.36 - $159.82 $42K - $45.9K
12.1K $1.85M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.04K
- 36.31%
$97.68 - $121.38 $199K - $247K
3.57K $433K
DHR
Danaher Corp

Healthcare
-415
- 4.21%
$174.64 - $205.16 $72.5K - $85.1K
9.43K $1.86M
MRK
Merck & Co., Inc.

Healthcare
-485
- 5.68%
$73.47 - $87.12 $35.6K - $42.3K
8.06K $637K
FDX
Fedex Corp

Industrials
-375
- 21.93%
$198.07 - $245.17 $74.3K - $91.9K
1.34K $303K
COST
Costco Wholesale Corp

Consumer Defensive
-150
- 18.45%
$908.13 - $1056.85 $136K - $159K
663 $656K
CAT
Caterpillar Inc

Industrials
-1.68K
- 17.94%
$273.94 - $388.21 $460K - $652K
7.68K $2.98M
VIG
Vanguard Dividend Appreciation

ETFs
-499
- 1.39%
N/A
35.5K $6.47M
GOOGL
Alphabet Inc.

Communication Services
-1.71K
- 16.29%
$144.7 - $178.6 $248K - $306K
8.8K $1.55M
PG
Procter & Gamble CO

Consumer Defensive
-25
- 0.39%
$157.66 - $172.39 $3.94K - $4.31K
6.44K $1.03M
ROP
Roper Technologies Inc

Industrials
-50
- 3.09%
$519.19 - $590.78 $26K - $29.5K
1.57K $889K
ADP
Automatic Data Processing Inc

Industrials
-225
- 5.71%
$276.76 - $326.81 $62.3K - $73.5K
3.72K $1.15M
INTC
Intel Corp

Technology
-2K
- 14.26%
$18.13 - $22.69 $36.3K - $45.4K
12K $269K
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 5.51%
$285.55 - $321.23 $14.3K - $16.1K
858 $250K
SVOL
Simplify ETF Simplify Volatili

ETFs
-1.92K
- 3.83%
$13.97 - $19.98 $26.9K - $38.4K
48.3K $888K
TGT
Target Corp

Consumer Defensive
-30
- 0.99%
$88.76 - $105.77 $2.66K - $3.17K
3.01K $296K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-378
- 0.84%
$50.36 - $50.68 $19K - $19.2K
44.9K $2.27M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-228
- 1.14%
$59.8 - $60.07 $13.6K - $13.7K
19.8K $1.19M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-529
- 5.15%
$37.73 - $43.54 $20K - $23K
9.74K $420K
SAGP
Advisors Inner Circle Fd Iii S
-1.97K
- 9.14%
$27.3 - $32.96 $53.7K - $64.8K
19.6K $644K
RTX
Raytheon Technologies Corp

Industrials
-500
- 9.78%
$113.75 - $148.48 $56.9K - $74.2K
4.61K $673K
SCHO
Schwab Short Term Us Treasury

ETFs
-83
- 0.25%
$24.19 - $24.45 $2.01K - $2.03K
32.8K $798K
JGRO
J P Morgan Exchange Traded Fd
-807
- 4.96%
N/A
15.5K $0
First Tr Exchng Traded Fd Vi
-1.52K
- 14.66%
N/A
8.87K $0
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.1K
- 5.92%
$23.45 - $26.56 $25.8K - $29.2K
17.5K $463K
NVS
Novartis Ag

Healthcare
-700
- 7.24%
$101.96 - $121.01 $71.4K - $84.7K
8.98K $1.09M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-1.04K
- 4.41%
$29.4 - $33.37 $30.6K - $34.7K
22.5K $751K
CARR
Carrier Global Corp

Industrials
-500
- 9.83%
$55.55 - $75.83 $27.8K - $37.9K
4.59K $335K
BNDX
Vanguard Total International B

ETFs
-3.17K
- 1.26%
$48.77 - $49.55 $155K - $157K
249K $12.3M
NXPI
Nxp Semiconductors N.V.

Technology
-300
- 10.53%
$153.5 - $218.72 $46.1K - $65.6K
2.55K $557K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-200
- 2.47%
$41.76 - $49.03 $8.35K - $9.81K
7.9K $387K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-8
- 0.1%
$35.8 - $41.07 $286 - $329
7.98K $327K
IAU
Ishares Gold Trust

ETFs
-19
- 0.27%
$56.1 - $64.74 $1.07K - $1.23K
6.93K $432K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3
- 0.04%
$35.9 - $43.76 $108 - $131
6.89K $297K
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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