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CIK: 0001633695
Total reported value
$581.0M
$581.0M
175 檔
31.3%
The Q1 2025 SEC filing reveals that Cambridge Advisors Inc. held a total portfolio value of $581.0M, covering 175 public equity positions.
In Q1 2025, Cambridge Advisors Inc. displayed an active expansion posture, initiating 175 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.23% | +0.48% | +0.10% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.70% | -0.25% | +0.84% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.79% | -0.02% | -0.05% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.41% | -0.25% | +0.06% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.69% | -0.06% | -0.01% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.62% | — | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.58% | +0.01% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.25% | -0.01% | +0.00% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.01% | -0.24% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.09% | — | +6.03% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.09% | +0.02% | +3.69% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.05% | -0.07% | -0.03% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.20% | +0.94% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.98% | — | -0.05% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.67% | +0.26% | +0.01% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.53% | -0.03% | -1.62% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.09% | -0.01% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.40% | +0.09% | +0.79% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.36% | -0.09% | — | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | +0.01% | +0.05% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.93% | +0.02% | +2.29% | |
| 22 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.82% | +0.22% | +6.19% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | -0.01% | -3.30% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | -0.28% | — | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.67% | +0.01% | -2.18% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | +0.02% | +0.24% | |
| 27 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.64% | -0.05% | -0.33% | |
| 28 | EIPI | Ft Energy Income ETF | ETF-Other | 0.62% | -0.02% | -0.71% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.61% | +0.06% | -0.11% | |
| 30 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.60% | — | +0.73% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.08% | -0.51% | |
| 32 | FTCS | First Trust Capital Strength | ETF-Other | 0.55% | — | -0.50% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | — | — | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | +0.16% | +3.22% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | -0.97% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | -0.03% | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.03% | +0.09% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.44% | +0.03% | -3.56% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.10% | +0.09% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.06% | -0.53% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.01% | -1.79% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.39% | -0.01% | -0.29% | |
| 43 | EMLP | First Trust North American E | ETF-Other | 0.37% | -0.03% | +5.16% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | — | -0.49% | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.36% | -0.60% | +0.15% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | -0.04% | +0.25% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.35% | -0.03% | — | |
| 48 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.33% | -0.01% | -12.11% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | -0.03% | +0.02% | |
| 50 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.32% | -0.02% | -1.18% |
According to official SEC Form 13F filings, Cambridge Advisors Inc. reported a total U.S. public equity portfolio value of $581.0M across 175 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, VEA) accounted for 31.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $74.1M
During Q1 2025, Cambridge Advisors Inc.'s top holdings by market value included VOO (16.2%)、BND (10.7%)、VEA (6.8%). The largest single position, VOO, represented 16.2% of total portfolio value.
In Q1 2025, Cambridge Advisors Inc. made 175 total portfolio adjustments, initiating 175 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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