Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

$441 Million
Q1 2025

Cambridge Advisors Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $441 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $74.1M, Vanguard Bd Index Fd Inc Total with a value of $48.8M, Vanguard Ftse Developed Market with a value of $31M, Ishares Core S&P Mid Cap ETF with a value of $15.6M, and Vanguard Total International B with a value of $12.3M.

Examining the 13F form we can see an increase of $8.48M in the current position value, from $433M to 441M.

Below you can find more details about Cambridge Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $441 Million

ETFs: $330 Million

Technology: $31.5 Million

Financial Services: $26.9 Million

Healthcare: $19.5 Million

Industrials: $12.7 Million

Consumer Cyclical: $6.05 Million

Consumer Defensive: $4.55 Million

Communication Services: $4.37 Million

Other: $2.05 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$709,000 0.16% of portfolio	3,354	Q1 2025 Added 12.93%
SAGP Advisors Inner Circle Fd Iii S	$0	$649,000 0.15% of portfolio	21,521	Q1 2025 Reduced 2.42%
VDE Vanguard Energy ETF ETFs	$0	$645,000 0.15% of portfolio	4,978	Q1 2025 Reduced 10.76%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$658,000 0.15% of portfolio	24,506	Q4 2024 Added 97.6%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$620,000 0.14% of portfolio	5,179	Q4 2023 Reduced 0.42%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$638,000 0.14% of portfolio	6,458	Q2 2024 Added 1.7%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$617,000 0.14% of portfolio	5,607	Q1 2025 Reduced 7.96%
IEF Ishares Barclays ETFs	$0	$636,000 0.14% of portfolio	6,671	Q4 2023 Reduced 2.91%
CTA Simplify Exch Traded Fds Simpl ETFs	$0	$582,000 0.13% of portfolio	19,667	Q1 2025 Reduced 4.61%
FTSL First Trust Senior Ln Fund ETFs	$0	$592,000 0.13% of portfolio	12,986	Q1 2025 Reduced 2.45%
IVV Ishares Core S&P 500 ETF ETFs	$0	$546,000 0.12% of portfolio	973	Q2 2024 Added 3.18%
HEQT Simplify Exchange Traded Fds H	$0	$548,000 0.12% of portfolio	19,209	Q1 2025 New
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$518,000 0.12% of portfolio	11,201	Q4 2023 Added 0.01%
VTV Vanguard Value ETF ETFs	$0	$492,000 0.11% of portfolio	2,850	Q3 2023 Reduced 5.63%
DMAY First Tr Ex Tr Fd Viii Cboe Ve Technology	$0	$456,000 0.1% of portfolio	11,525	Q1 2025 Reduced 7.98%
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$463,000 0.1% of portfolio	18,567	Q1 2025 Reduced 13.9%
OUSM Alps ETF Tr Oshares U S Small ETFs	$0	$431,000 0.1% of portfolio	10,266	Q1 2025 Reduced 1.24%
DVY Ishares Tr ETFs	$0	$436,000 0.1% of portfolio	3,250	Q1 2025 Reduced 1.22%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$410,000 0.09% of portfolio	9,903	Q4 2024 Reduced 16.24%
IAU Ishares Gold Trust ETFs	$52.8B	$409,000 0.09% of portfolio	6,952	Q2 2024 Added 1.79%
IGLD First Tr Cboe Vest Gold Strate Communication Services	$0	$344,000 0.08% of portfolio	16,409	Q1 2025 Reduced 7.96%
FAUG First Tr ETF Viii Cboe Vest Us ETFs	$0	$368,000 0.08% of portfolio	8,100	Q1 2025 Reduced 17.35%
XDEC First Tr ETF Viii Cboe Vest U ETFs	$0	$353,000 0.08% of portfolio	9,610	Q4 2024 Reduced 71.81%
FDN First Tr Fd Dow Jones ETFs	$0	$332,000 0.08% of portfolio	1,496	Q1 2025 Reduced 6.27%
ITB Ishares Tr ETFs	$0	$361,000 0.08% of portfolio	3,800	Q4 2022 New
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$314,000 0.07% of portfolio	11,817	Q1 2025 Added 0.07%
BALT Innovator Etfs Tr	$0	$299,000 0.07% of portfolio	9,554	Q1 2025 New
XJUN Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$307,000 0.07% of portfolio	7,988	Q1 2025 Reduced 0.31%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$297,000 0.07% of portfolio	13,844	Q1 2025 Added 0.02%
IBND Spdr Bloomberg International C ETFs	$0	$306,000 0.07% of portfolio	10,400	Q3 2017 New
QJUN First Tr ETF	$0	$255,000 0.06% of portfolio	9,655	Q3 2024 New
IYW Ishares Dj Us Tech ETF ETFs	$0	$280,000 0.06% of portfolio	2,000	Q2 2023 New
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$257,000 0.06% of portfolio	1,506	Q1 2025 Reduced 4.5%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$273,000 0.06% of portfolio	6,888	Q1 2025 Reduced 10.68%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$261,000 0.06% of portfolio	5,130	Q4 2023 Reduced 4.59%
FTRI First Tr ETF Fd Ii First Tr In ETFs	$0	$245,000 0.06% of portfolio	18,507	Q1 2025 Reduced 1.4%
PINK Simplify Exchange Traded Fds S ETFs	$0	$206,000 0.05% of portfolio	7,037	Q1 2025 New
EWG Ishares Msci Germany ETF ETFs	$0	$206,000 0.05% of portfolio	5,570	Q1 2025 New
GRID First Tr Nasdaq Clean Edge Sma ETFs	$0	$209,000 0.05% of portfolio	1,849	Q1 2025 Added 5.72%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$209,000 0.05% of portfolio	5,747	Q1 2025 New
FIW First Trust Water ETF ETFs	$0	$205,000 0.05% of portfolio	2,036	Q1 2025 New
GSIE Goldman Sachs ETF Tr Activebet ETFs	$0	$239,000 0.05% of portfolio	7,600	Q4 2022 New
DJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$226,000 0.05% of portfolio	5,548	Q4 2024 Reduced 8.27%

Summary

Portfolio
No. of Stocks 175
Current Value $441 Million
Prior Value $433 Million
Filing
Period Q1 2025
Filing Date April 24, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 10 stocks
Additional Purchases 42 stocks
Sold out of 0 stocks
Reduced holdings in 63 stocks

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Cambridge Advisors Inc. Portfolio Holdings