Cambridge Advisors Inc. Reduced Holdings in Q3 2025

Cambridge Advisors Inc.

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
-2.2K
- 11.15%
$89.72 - $93.74 $198K - $207K
17.6K $1.64M
VIG
Vanguard Dividend Appreciation

ETFs
-695
- 1.96%
N/A
34.8K $6.34M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 7.54%
$915.95 - $994.57 $45.8K - $49.7K
613 $567K
CARR
Carrier Global Corp

Industrials
-206
- 4.49%
$58.75 - $80.73 $12.1K - $16.6K
4.38K $261K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.1K
- 5.56%
$59.81 - $60.11 $65.9K - $66.2K
18.7K $1.12M
V
Visa Inc.

Financial Services
-19
- 0.46%
$332.09 - $358.86 $6.31K - $6.82K
4.1K $1.4M
DHR
Danaher Corp

Healthcare
-338
- 3.58%
$181.46 - $212.2 $61.3K - $71.7K
9.1K $1.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-745
- 4.15%
$78.96 - $80.04 $58.8K - $59.6K
17.2K $1.38M
CSCO
Cisco Systems, Inc.

Technology
-350
- 2.05%
$66.2 - $71.79 $23.2K - $25.1K
16.7K $1.14M
SVOL
Simplify ETF Simplify Volatili

ETFs
-794
- 1.64%
$16.48 - $19.27 $13.1K - $15.3K
47.5K $854K
ABT
Abbott Laboratories

Healthcare
-122
- 1.78%
$120.51 - $136.62 $14.7K - $16.7K
6.75K $903K
IBM
International Business Machines Corp

Technology
-35
- 2.3%
$234.77 - $292.47 $8.22K - $10.2K
1.49K $419K
GILD
Gilead Sciences, Inc.

Healthcare
-200
- 8.16%
$108.22 - $120.47 $21.6K - $24.1K
2.25K $249K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-975
- 3.98%
$26.44 - $27.1 $25.8K - $26.4K
23.5K $634K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-505
- 7.33%
$41.43 - $44.2 $20.9K - $22.3K
6.38K $281K
HEQT
Simplify Exchange Traded Fds H
-1.69K
- 5.08%
$30.02 - $31.27 $50.7K - $52.8K
31.6K $986K
FDX
Fedex Corp

Industrials
-100
- 7.49%
$217.1 - $243.2 $21.7K - $24.3K
1.24K $291K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-766
- 5.53%
$20.76 - $21.78 $15.9K - $16.7K
13.1K $282K
FIW
First Trust Water ETF

ETFs
-165
- 8.1%
$107.54 - $115.08 $17.7K - $19K
1.87K $210K
BA
Boeing CO

Industrials
-75
- 5.0%
$209.79 - $237.38 $15.7K - $17.8K
1.43K $307K
IEF
Ishares Barclays

ETFs
-100
- 1.5%
$93.91 - $97.26 $9.39K - $9.73K
6.57K $633K
First Tr Exchng Traded Fd Vi
-415
- 0.29%
N/A
141K $0
First Tr Exchng Traded Fd Vi
-575
- 7.32%
N/A
7.28K $0
CLX
Clorox CO

Consumer Defensive
-50
- 2.69%
$117.67 - $131.43 $5.88K - $6.57K
1.81K $223K
Innovator Etfs Trust
-1.42K
- 4.46%
N/A
30.4K $0
First Tr Exchange Traded Fd
-20
- 0.04%
N/A
52.5K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-185
- 3.61%
$52.12 - $55.33 $9.64K - $10.2K
4.95K $273K
BDX
Becton Dickinson & CO

Healthcare
-50
- 3.64%
$172.41 - $199.66 $8.62K - $9.98K
1.32K $247K
FDN
First Tr Fd Dow Jones

ETFs
-8
- 0.57%
$264.06 - $287.34 $2.11K - $2.3K
1.39K $389K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-57
- 0.31%
$14.12 - $15.3 $805 - $872
18.5K $280K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-100
- 1.27%
$49.0 - $51.91 $4.9K - $5.19K
7.8K $404K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-100
- 0.57%
$26.52 - $27.64 $2.65K - $2.76K
17.4K $480K
WFC
Wells Fargo & Company

Financial Services
-98
- 1.38%
$77.05 - $85.16 $7.55K - $8.35K
7.02K $588K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-53
- 0.24%
$26.46 - $28.43 $1.4K - $1.51K
21.6K $605K
MDT
Medtronic PLC

Healthcare
-184
- 3.4%
$87.67 - $95.74 $16.1K - $17.6K
5.24K $498K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-32
- 0.62%
$122.57 - $132.57 $3.92K - $4.24K
5.15K $667K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-100
- 0.44%
$33.4 - $34.78 $3.34K - $3.48K
22.4K $779K
EMLP
First Tr Exchange Traded Iv

ETFs
-13
- 0.03%
$36.99 - $38.38 $481 - $499
47.1K $1.8M
UNP
Union Pacific Corp

Industrials
-125
- 0.99%
$214.91 - $237.16 $26.9K - $29.6K
12.6K $2.97M
IAU
Ishares Gold Trust

ETFs
-40
- 0.58%
$61.62 - $72.77 $2.46K - $2.91K
6.89K $501K
RTX
Raytheon Technologies Corp

Industrials
-156
- 3.38%
$144.19 - $167.33 $22.5K - $26.1K
4.46K $745K
SAMT
Advisors Inn.Circle Fd Iii Str
-83
- 0.29%
$33.7 - $37.35 $2.8K - $3.1K
28.2K $1.05M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-15
- 0.39%
$435.72 - $463.74 $6.54K - $6.96K
3.8K $1.76M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-214
- 0.37%
$28.15 - $30.13 $6.02K - $6.45K
57.7K $1.71M
FNDA
Schwab Fundamental U S Small C

ETFs
-176
- 0.44%
$28.75 - $31.93 $5.06K - $5.62K
39.7K $1.24M
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 1.99%
$282.78 - $316.06 $28.3K - $31.6K
4.93K $1.55M
GLD
Spdr Gold Trust

ETFs
-138
- 4.58%
$300.96 - $355.47 $41.5K - $49.1K
2.88K $1.02M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.93K
- 2.68%
$31.79 - $33.42 $125K - $131K
143K $4.77M
INTC
Intel Corp

Technology
-400
- 3.33%
$19.31 - $35.5 $7.72K - $14.2K
11.6K $390K
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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