Cambridge Advisors Inc. Top Holdings and 13F Report (2025) About Cambridge Advisors Inc.Investment ActivityCambridge Advisors Inc. has $456.55 million in total holdings as of March 31, 2025.Cambridge Advisors Inc. owns shares of 175 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.76% of the portfolio was purchased this quarter.About 0.58% of the portfolio was sold this quarter.This quarter, Cambridge Advisors Inc. has purchased 168 new stocks and bought additional shares in 42 stocks.Cambridge Advisors Inc. sold shares of 63 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $74,102,553Vanguard Total Bond Market ETF $48,843,661Vanguard FTSE Developed Markets ETF $30,981,476iShares Core S&P Mid-Cap ETF $15,575,941Vanguard Total International Bond ETF $12,295,159 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $11,976,624 Holding82889N764 - Simplify Hedged Equity ETF $548,897 Holding33738D820 - FIRST TR EXCH TRADED FD III $421,926 Holding45783Y855 - Innovator Defined Wealth Shield ETF $299,805 Holding02209S103 - Altria Group $220,029 Holding Largest Purchases this Quarter Berkshire Hathaway 15 shares (about $11.98M)Simplify Hedged Equity ETF 19,209 shares (about $548.90K)JPMorgan Equity Premium Income ETF 9,521 shares (about $544.03K)FIRST TR EXCH TRADED FD III 21,128 shares (about $421.93K)Vanguard Total Bond Market ETF 5,515 shares (about $405.08K) Largest Sales this Quarter Innovator Growth-100 Power Buffer ETF - April 4,383 shares (about $209.07K)Vanguard Dividend Appreciation ETF 594 shares (about $115.23K)iShares Russell 2000 ETF 564 shares (about $112.51K)Union Pacific 475 shares (about $112.21K)Simplify Short Term Treasury Futures Strategy ETF 4,559 shares (about $100.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCambridge Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$74,102,553$71,947 ▲0.1%144,19416.2%ETFBNDVanguard Total Bond Market ETF$48,843,661$405,077 ▲0.8%664,99210.7%ETFVEAVanguard FTSE Developed Markets ETF$30,981,476$16,164 ▼-0.1%609,5126.8%ETFIJHiShares Core S&P Mid-Cap ETF$15,575,941$8,986 ▲0.1%266,9403.4%ETFBNDXVanguard Total International Bond ETF$12,295,159$879 ▼0.0%251,8472.7%ETFBRK.ABerkshire Hathaway$11,976,624$11,976,624 ▲New Holding152.6%FinanceMSFTMicrosoft$10,916,496$1,126 ▲0.0%29,0802.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$10,269,106$275 ▲0.0%37,3642.2%ETFBRK.BBerkshire Hathaway$10,051,382$23,966 ▼-0.2%18,8732.2%FinanceJEPIJPMorgan Equity Premium Income ETF$9,560,518$544,031 ▲6.0%167,3172.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$9,528,521$339,315 ▲3.7%184,0192.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,363,033$3,270 ▼0.0%114,5192.1%ETFAAPLApple$9,030,815$84,408 ▲0.9%40,6562.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$9,023,445$4,752 ▼-0.1%199,3692.0%ETFAMGNAmgen$7,628,794$623 ▲0.0%24,4871.7%MedicalVIGVanguard Dividend Appreciation ETF$6,985,386$115,230 ▼-1.6%36,0091.5%ETFVNQVanguard Real Estate ETF$6,386,980$905 ▼0.0%70,5431.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$6,377,655$49,704 ▲0.8%254,6991.4%ETFVBVanguard Small-Cap ETF$6,216,9830.0%28,0361.4%ETFSCHDSchwab US Dividend Equity ETF$4,294,706$2,069 ▲0.0%153,6020.9%ETFBUFRFT Vest Laddered Buffer ETF$4,244,037$94,978 ▲2.3%142,9450.9%ETFFIDELITY WISE ORIGIN BITCOIN$3,755,107$218,933 ▲6.2%52,1760.8%SHSUNPUnion Pacific$3,286,807$112,214 ▼-3.3%13,9130.7%TransportationCATCaterpillar$3,088,2120.0%9,3640.7%IndustrialsFNDXSchwab Fundamental U.S. Large Company Index ETF$3,057,626$68,280 ▼-2.2%129,5060.7%ETFSCHBSchwab US Broad Market ETF$2,984,116$7,234 ▲0.2%138,6030.7%ETFBSTPInnovator Buffer Step-Up Strategy ETF$2,932,555$9,834 ▼-0.3%90,6570.6%ETFFIRST TR EXCHNG TRADED FD VI$2,812,790$20,168 ▼-0.7%138,6290.6%FT ENERGY INCOMEACNAccenture$2,780,276$3,120 ▼-0.1%8,9100.6%Computer and TechnologyAAAUGoldman Sachs Physical Gold ETF$2,756,225$19,856 ▲0.7%89,2560.6%FinanceLOWLowe's Companies$2,717,838$13,994 ▼-0.5%11,6530.6%Retail/WholesaleFTCSFirst Trust Capital Strength ETF$2,500,932$12,549 ▼-0.5%27,9000.5%ETFIWFiShares Russell 1000 Growth ETF$2,330,1140.0%6,4530.5%ETFJPSTJPMorgan Ultra-Short Income ETF$2,290,568$71,541 ▲3.2%45,2410.5%ETFSPYSPDR S&P 500 ETF Trust$2,287,390$22,376 ▼-1.0%4,0890.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,066,7020.0%3,8740.5%ETFJNJJohnson & Johnson$2,057,135$1,824 ▲0.1%12,4040.5%MedicalDHRDanaher$2,019,045$74,620 ▼-3.6%9,8490.4%MedicalNVDANVIDIA$2,005,791$1,842 ▲0.1%18,5070.4%Computer and TechnologyMETAMeta Platforms$1,932,314$10,373 ▼-0.5%3,3530.4%Computer and TechnologyABBVAbbVie$1,827,014$33,314 ▼-1.8%8,7200.4%MedicalSCHFSchwab International Equity ETF$1,780,547$5,242 ▼-0.3%90,0180.4%ETFEMLPFirst Trust North American Energy Infrastructure Fund$1,694,849$83,228 ▲5.2%45,2080.4%ETFVVisa$1,692,902$8,410 ▼-0.5%4,8310.4%Business ServicesGLWCorning$1,632,210$2,518 ▲0.2%35,6530.4%Computer and TechnologyGOOGLAlphabet$1,626,069$4,021 ▲0.2%10,5150.4%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,612,7590.0%3,8410.4%FinanceNAPRInnovator Growth-100 Power Buffer ETF - April$1,518,005$209,069 ▼-12.1%31,8240.3%ETFSCHMSchwab U.S. Mid-Cap ETF$1,517,755$236 ▲0.0%57,9300.3%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$1,474,505$17,557 ▼-1.2%53,8340.3%ETFIJRiShares Core S&P Small-Cap ETF$1,428,332$12,653 ▲0.9%13,6590.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,412,604$868 ▼-0.1%17,8950.3%ETFORLYO'Reilly Automotive$1,379,5750.0%9630.3%Retail/WholesaleJPMJPMorgan Chase & Co.$1,355,5280.0%5,5260.3%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$1,326,4810.0%32,7850.3%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$1,318,923$8,373 ▼-0.6%30,0850.3%ManufacturingSCHASchwab US Small-Cap ETF$1,298,420$2,390 ▼-0.2%55,4170.3%ETFORCLOracle$1,272,271$9,088 ▼-0.7%9,1000.3%Computer and TechnologyIWMiShares Russell 2000 ETF$1,251,744$112,507 ▼-8.2%6,2750.3%FinanceEFAiShares MSCI EAFE ETF$1,241,1520.0%15,1860.3%FinanceQQQInvesco QQQ$1,234,6660.0%2,6330.3%FinanceVXUSVanguard Total International Stock ETF$1,211,509$161,460 ▲15.4%19,5090.3%ETFADPAutomatic Data Processing$1,204,399$61,106 ▼-4.8%3,9420.3%Business ServicesJGROJPMorgan Active Growth ETF$1,201,687$45,381 ▲3.9%16,2850.3%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,198,310$1,017 ▼-0.1%20,0250.3%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,164,0700.0%10,7100.3%FinanceUNHUnitedHealth Group$1,111,3980.0%2,1220.2%MedicalCSCOCisco Systems$1,111,150$33,015 ▼-2.9%18,0060.2%Computer and TechnologyPGProcter & Gamble$1,101,936$25,563 ▼-2.3%6,4660.2%Consumer StaplesDOGGFT Cboe Vest DJIA Dogs 10 Target Income ETF$1,083,548$16,852 ▼-1.5%52,0160.2%ETFNVSNovartis$1,078,569$44,592 ▼-4.0%9,6750.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,031,215$173 ▲0.0%5,9530.2%ETFITWIllinois Tool Works$1,029,986$6,200 ▼-0.6%4,1530.2%IndustrialsPEPPepsiCo$985,106$32,237 ▼-3.2%6,5700.2%Consumer StaplesROPRoper Technologies$955,1200.0%1,6200.2%Computer and TechnologyAMZNAmazon.com$945,782$3,805 ▲0.4%4,9710.2%Retail/WholesaleEMEEMCOR Group$935,1640.0%2,5300.2%ConstructionCVXChevron$931,668$3,179 ▼-0.3%5,5690.2%EnergySVOLSimplify Volatility Premium ETF$912,819$71,993 ▲8.6%50,2100.2%ETFABTAbbott Laboratories$907,9890.0%6,8450.2%MedicalSCHXSchwab US Large-Cap ETF$891,1930.0%40,3620.2%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$886,5720.0%20,0310.2%ETFSAMTStrategas Macro Thematic Opportunities ETF$884,188$10,890 ▲1.2%30,2860.2%ETFGLDSPDR Gold Shares$883,725$17,288 ▼-1.9%3,0670.2%FinanceXOMExxon Mobil$871,301$119 ▲0.0%7,3260.2%EnergySCHOSchwab Short-Term U.S. Treasury ETF$799,3260.0%32,8400.2%ETFSIMPLIFY EXCHANGE TRADED FUN$798,280$65,282 ▼-7.6%15,9210.2%MBS ETFAXPAmerican Express$782,9360.0%2,9100.2%FinanceCOSTCostco Wholesale$768,9510.0%8130.2%Retail/WholesaleMRKMerck & Co., Inc.$766,635$1,077 ▲0.1%8,5410.2%MedicalISRGIntuitive Surgical$751,8200.0%1,5180.2%MedicalPSTPInnovator Power Buffer Step-Up Strategy ETF$739,9090.0%23,5600.2%ETFSBUXStarbucks$724,3230.0%7,3840.2%Retail/WholesaleSMHVanEck Semiconductor ETF$709,349$81,213 ▲12.9%3,3540.2%ManufacturingSDYSPDR S&P Dividend ETF$698,2090.0%5,1460.2%ETFRTXRTX$677,464$3,312 ▼-0.5%5,1140.1%AerospaceTUASimplify Short Term Treasury Futures Strategy ETF$667,725$100,160 ▼-13.0%30,3930.1%ETFKOCoca-Cola$662,327$57,295 ▼-8.0%9,2480.1%Consumer StaplesSCHPSchwab U.S. TIPS ETF$658,9660.0%24,5060.1%ETFSAGPStrategas Global Policy Opportunities ETF$649,164$16,108 ▼-2.4%21,5210.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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