Cambridge Advisors Inc. Incresed Positions in Q4 2025

Cambridge Advisors Inc.

  • $499 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
35.9K
+ 5.16%
$74.09 - $75.1 $2.66M - $2.69M
731K $54.2M
AMGN
Amgen Inc

Healthcare
128
+ 0.52%
$290.13 - $341.71 $37.1K - $43.7K
24.7K $8.44M
BNDX
Vanguard Total International B

ETFs
23.6K
+ 8.87%
$49.3 - $49.91 $1.17M - $1.18M
290K $14.3M
VNQ
Vanguard Specialized Funds Van

ETFs
8.21K
+ 10.74%
$88.13 - $92.69 $724K - $761K
84.7K $7.59M
SAMT
Advisors Inn.Circle Fd Iii Str
15.6K
+ 55.26%
$37.01 - $39.14 $578K - $611K
43.8K $1.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.3K
+ 4.5%
$63.25 - $66.24 $840K - $880K
308K $19.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.94K
+ 64.57%
$93.79 - $100.35 $557K - $596K
15.1K $1.43M
PINK
Simplify Exchange Traded Fds S

ETFs
12.3K
+ 118.01%
$32.33 - $35.98 $397K - $442K
22.7K $816K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.66K
+ 40.08%
$149.52 - $158.91 $398K - $423K
9.3K $1.42M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.19K
+ 3.54%
$83.45 - $84.82 $350K - $356K
123K $10.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.02K
+ 8.13%
$50.57 - $50.77 $203K - $204K
53.5K $2.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.63K
+ 11.94%
$114.27 - $121.15 $186K - $197K
15.2K $1.78M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.57K
+ 0.76%
$56.33 - $59.22 $88.4K - $93K
209K $12.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.5K
+ 13.39%
$59.91 - $60.13 $150K - $151K
21.2K $1.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.4K
+ 7.02%
$72.17 - $75.74 $101K - $106K
21.3K $1.59M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.85K
+ 8.49%
$46.68 - $48.34 $133K - $138K
36.4K $1.73M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
67
+ 2.05%
$325.34 - $368.61 $21.8K - $24.7K
3.33K $1.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
125
+ 1.97%
$459.47 - $491.71 $57.4K - $61.5K
6.48K $3.05M
AMZN
Amazon Com Inc

Consumer Cyclical
25
+ 0.56%
$213.04 - $254.0 $5.33K - $6.35K
4.52K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
302
+ 0.32%
$23.02 - $24.23 $6.95K - $7.32K
94.9K $2.27M
GLD
Spdr Gold Trust

ETFs
1
+ 0.03%
$354.79 - $403.15 $355 - $403
2.88K $1.08M
KO
Coca Cola CO

Consumer Defensive
76
+ 0.82%
$66.1 - $71.61 $5.02K - $5.44K
9.4K $664K
CTA
Simplify Exch Traded Fds Simpl

ETFs
2.18K
+ 10.06%
$26.88 - $29.21 $58.5K - $63.6K
23.8K $649K
HEQT
Simplify Exchange Traded Fds H
974
+ 3.09%
$30.98 - $31.88 $30.2K - $31.1K
32.5K $1.03M
EMLP
First Tr Exchange Traded Iv

ETFs
654
+ 1.39%
$37.38 - $38.54 $24.4K - $25.2K
47.7K $1.84M
XOM
Exxon Mobil Corp

Energy
2
+ 0.03%
$110.64 - $119.78 $221 - $240
7.33K $862K
DX
Dynex Capital Inc

Real Estate
26
+ 0.11%
$12.48 - $13.73 $324 - $357
23K $312K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
424
+ 2.56%
$23.78 - $26.13 $10.1K - $11.1K
17K $422K
FIW
First Trust Water ETF

ETFs
264
+ 14.1%
$110.5 - $115.7 $29.2K - $30.5K
2.14K $236K
PFIX
Simplify ETF Simplify Int Rate

ETFs
150
+ 2.51%
$44.35 - $48.79 $6.65K - $7.32K
6.12K $296K
PANW
Palo Alto Networks Inc

Technology
23
+ 1.13%
$204.77 - $221.38 $4.71K - $5.09K
2.06K $421K
SBUX
Starbucks Corp

Consumer Cyclical
34
+ 0.46%
$78.46 - $87.26 $2.67K - $2.97K
7.44K $630K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.09K
+ 1.88%
$28.9 - $30.17 $31.4K - $32.8K
58.8K $1.71M
SCHV
Schwab Strategic Tr Us Large C

ETFs
184
+ 1.51%
$28.46 - $29.45 $5.24K - $5.42K
12.4K $359K
GLW
Corning Inc

Technology
25
+ 0.07%
$82.06 - $90.29 $2.05K - $2.26K
34.7K $2.85M
BUCK
Simplify Exchange Traded Fds S
17.7K
+ 55.98%
N/A
49.3K $0
MAXI
Simplify Exc Traded Fds Bitcoi
9.95K
+ 46.37%
N/A
31.4K $0
JGRO
J P Morgan Exchange Traded Fd
6.19K
+ 33.25%
N/A
24.8K $0
Simplify Exchange Traded Fun
2.48K
+ 14.86%
N/A
19.1K $0
Simplify Exchange Traded Fun
2.22K
+ 23.51%
N/A
11.6K $0
Fidelity Wise Origin Bitcoin
2.92K
+ 5.43%
N/A
56.6K $0
First Tr Exchng Traded Fd Vi
4.21K
+ 2.97%
N/A
146K $0
First Tr Exchange Traded Fd
5.53K
+ 8.74%
N/A
68.8K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
74
+ 0.43%
$79.55 - $80.13 $5.89K - $5.93K
17.3K $1.38M
First Tr Exch Traded Fd Iii
3.37K
+ 6.09%
N/A
58.8K $0
WFC
Wells Fargo & Company

Financial Services
1
+ 0.01%
$77.62 - $87.3 $77.6 - $87.3
7.02K $585K
FNDA
Schwab Fundamental U S Small C

ETFs
620
+ 1.56%
$29.85 - $31.55 $18.5K - $19.6K
40.3K $1.23M
SVOL
Simplify ETF Simplify Volatili

ETFs
360
+ 0.76%
$16.9 - $18.34 $6.08K - $6.6K
47.9K $837K
VB
Vanguard Small Cap ETF

ETFs
450
+ 1.41%
$248.1 - $260.08 $112K - $117K
32.3K $8.08M
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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