Investor

Cambridge Advisors Inc.

Portfolio Total Value

$435,852,000.00

Number of Stocks

159

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
VOO $77,617,000.0 17.86%
Reduced 4.3%
144,054 $538.81 $651.26
Added 20.87%
$443.75 $559.96
BND $47,422,000.0 10.91%
Added 1.32%
659,477 $71.91 $73.73
Added 2.53%
$70.37 $75.67
VEA $29,162,000.0 6.71%
Added 6.95%
609,830 $47.82 $67.69
Added 41.55%
$46.72 $53.4
IJH $16,623,000.0 3.82%
Reduced 7.31%
266,786 $62.31 $72.64
Added 16.58%
$54.14 $68.33
BNDX $12,353,000.0 2.84%
Added 0.8%
251,865 $49.05 $48.09
Reduced 1.96%
$48.19 $50.7
MSFT $12,255,000.0 2.82%
Reduced 3.1%
29,077 $421.49 $415.75
Reduced 1.36%
$385.58 $468.35
VTI $10,828,000.0 2.49%
Reduced 0.82%
37,363 $289.81 $349.8
Added 20.7%
$239.86 $302.95
AAPL $10,085,000.0 2.32%
Added 0.41%
40,276 $250.42 $273.43
Added 9.19%
$164.08 $260.1
$10,005,000.0 2.3%
Added 15.12%
177,466 $56.38 $nan
Reduced nan%
$nan $nan
VCIT $9,195,000.0 2.12%
Added 1.65%
114,559 $80.27 $83.14
Added 3.58%
$77.8 $84.26
JEPI $9,077,000.0 2.09%
Added 14.32%
157,796 $57.53 $57.59
Added 0.1%
$54.77 $60.88
VWO $8,784,000.0 2.02%
Added 2.81%
199,474 $44.04 $57.92
Added 31.52%
$39.43 $49.57
BRK.B $8,575,000.0 1.97%
Added 0.91%
18,918 $453.28 $nan
Reduced nan%
$nan $nan
VIG $7,167,000.0 1.65%
Reduced 0.28%
36,603 $195.83 $227.79
Added 16.32%
$172.3 $205.2
SCHG $7,043,000.0 1.62%
Added 303.06%
252,714 $27.87 $32.44
Added 16.4%
$21.28 $29.14
VB $6,736,000.0 1.55%
Reduced 10.14%
28,036 $240.28 $283.25
Added 17.88%
$205.93 $263.35
AMGN $6,381,000.0 1.47%
Reduced 3.55%
24,485 $260.64 $348.62
Added 33.76%
$253.3 $346.85
VNQ $6,284,000.0 1.45%
Reduced 6.86%
70,553 $89.08 $95.49
Added 7.2%
$78.27 $99.58
BUFR $4,258,000.0 0.98%
Added 6.5%
139,746 $30.47 $35.45
Added 16.34%
$26.86 $31.35
SCHD $4,194,000.0 0.96%
Added 204.15%
153,528 $27.32 $31.42
Added 15.01%
$25.16 $29.72
CAT $3,396,000.0 0.78%
Reduced 0.64%
9,364 $362.75 $835.24
Added 130.25%
$288.34 $418.5
UNP $3,281,000.0 0.75%
Reduced 0.1%
14,388 $228.04 $271.26
Added 18.95%
$218.55 $258.66
SCHB $3,138,000.0 0.72%
Added 198.95%
138,267 $22.7 $27.38
Added 20.62%
$18.75 $64.77
FNDX $3,135,000.0 0.72%
Added 203.19%
132,398 $23.68 $29.49
Added 24.54%
$20.7 $70.22
ACN $3,137,000.0 0.72%
Reduced 3.46%
8,920 $351.79 $178.28
Reduced 49.32%
$278.69 $387.51
BSTP $3,020,000.0 0.69%
Reduced 1.59%
90,961 $33.21 $37.99
Added 14.39%
$28.82 $34.69
LOW $2,890,000.0 0.66%
Added 0.01%
11,713 $246.79 $246.54
Reduced 0.1%
$209.55 $287.01
IWF $2,591,000.0 0.6%
No Change
6,453 $401.58 $473.05
Added 17.8%
$310.51 $419.53
FTCS $2,462,000.0 0.57%
Reduced 1.59%
28,040 $87.82 $93.49
Added 6.46%
$80.47 $94.23
NVDA $2,483,000.0 0.57%
Added 1.2%
18,490 $134.29 $199.64
Added 48.66%
$59.94 $153.13
SPY $2,419,000.0 0.56%
Added 6.61%
4,129 $586.07 $708.45
Added 20.88%
$482.86 $609.07
DHR $2,344,000.0 0.54%
Reduced 2.97%
10,213 $229.55 $178.57
Reduced 22.21%
$225.42 $281.7
AAAU $2,298,000.0 0.53%
Added 20.52%
88,613 $25.93 $46.3
Added 78.56%
$19.64 $27.6
JPST $2,207,000.0 0.51%
Added 3.49%
43,828 $50.37 $50.57
Added 0.4%
$50.2 $50.75
MDY $2,206,000.0 0.51%
No Change
3,874 $569.58 $663.01
Added 16.4%
$495.53 $624.13
GOOGL $1,985,000.0 0.46%
Added 0.68%
10,489 $189.31 $338.89
Added 79.01%
$130.67 $202.29
FB $1,973,000.0 0.45%
Added 1.11%
3,371 $585.43 $43.53
Reduced 92.56%
$0.0 $0.0
NAPR $1,824,000.0 0.42%
Reduced 0.55%
36,207 $50.39 $57.52
Added 14.15%
$43.8 $51.46
JNJ $1,792,000.0 0.41%
Reduced 5.37%
12,393 $144.62 $230.65
Added 59.49%
$140.68 $168.85
GLW $1,691,000.0 0.39%
No Change
35,598 $47.52 $169.5
Added 256.69%
$30.31 $52.03
SCHF $1,670,000.0 0.38%
Added 109.5%
90,283 $18.5 $26.14
Added 41.3%
$18.08 $40.66
DIA $1,634,000.0 0.38%
Reduced 0.31%
3,841 $425.5 $493.0
Added 15.86%
$376.14 $451.55
FNDA $1,617,000.0 0.37%
Added 120.64%
54,475 $29.7 $35.33
Added 18.96%
$26.22 $58.54
SCHM $1,604,000.0 0.37%
Added 201.5%
57,921 $27.71 $33.65
Added 21.44%
$24.54 $81.16
IJR $1,559,000.0 0.36%
Reduced 7.33%
13,538 $115.22 $135.57
Added 17.66%
$101.85 $128.61
ABBV $1,577,000.0 0.36%
Added 1.19%
8,879 $177.7 $200.95
Added 13.08%
$153.58 $207.32
EMLP $1,532,000.0 0.35%
Added 49.6%
42,988 $35.65 $43.56
Added 22.19%
$26.76 $38.3
V $1,534,000.0 0.35%
Added 1.82%
4,855 $316.03 $308.88
Reduced 2.26%
$252.7 $325.74
ORCL $1,527,000.0 0.35%
Added 0.71%
9,165 $166.64 $176.28
Added 5.78%
$106.51 $198.31
IWM $1,511,000.0 0.35%
Added 0.01%
6,839 $220.95 $275.52
Added 24.7%
$190.06 $244.98
SCHA $1,435,000.0 0.33%
Added 102.23%
55,519 $25.86 $32.08
Added 24.05%
$22.41 $50.79
VCSH $1,396,000.0 0.32%
Reduced 6.9%
17,906 $78.01 $79.34
Added 1.7%
$76.27 $79.54
QQQ $1,346,000.0 0.31%
Added 5.74%
2,633 $511.23 $651.42
Added 27.42%
$413.07 $539.15
VNQI $1,296,000.0 0.3%
No Change
32,785 $39.56 $47.09
Added 19.03%
$38.01 $47.63
JPM $1,324,000.0 0.3%
Added 0.36%
5,526 $239.71 $311.69
Added 30.03%
$168.86 $264.25
FIXD $1,300,000.0 0.3%
Reduced 33.08%
30,276 $42.97 $43.76
Added 1.84%
$39.42 $46.8
FTSM $1,197,000.0 0.28%
Added 17.66%
20,042 $59.77 $59.94
Added 0.28%
$59.54 $60.16
ADP $1,212,000.0 0.28%
Added 1.94%
4,142 $292.73 $198.53
Reduced 32.18%
$231.27 $309.63
EFA $1,148,000.0 0.26%
No Change
15,186 $75.61 $101.24
Added 33.9%
$73.91 $84.56
EME $1,148,000.0 0.26%
Reduced 3.8%
2,530 $453.9 $873.11
Added 92.36%
$219.07 $545.3
PG $1,109,000.0 0.26%
No Change
6,616 $167.65 $145.71
Reduced 13.09%
$152.06 $180.43
ORLY $1,141,000.0 0.26%
No Change
963 $1,185.8 $93.24
Reduced 92.14%
$947.49 $1,283.96
LQD $1,144,000.0 0.26%
No Change
10,710 $106.84 $109.52
Added 2.51%
$104.14 $114.07
CSCO $1,097,000.0 0.25%
Reduced 2.19%
18,541 $59.2 $88.59
Added 49.65%
$44.5 $61.33
AMZN $1,086,000.0 0.25%
Added 4.23%
4,951 $219.39 $255.08
Added 16.27%
$151.61 $235.44
UNH $1,073,000.0 0.25%
Reduced 24.4%
2,122 $505.86 $354.56
Reduced 29.91%
$436.38 $630.73
ITW $1,059,000.0 0.24%
Reduced 5.86%
4,178 $253.56 $273.13
Added 7.72%
$232.77 $279.13
RSP $1,043,000.0 0.24%
No Change
5,952 $175.24 $202.45
Added 15.53%
$155.79 $188.16
PEP $1,031,000.0 0.24%
Reduced 15.56%
6,785 $152.06 $155.7
Added 2.39%
$141.51 $183.41
VXUS $996,000.0 0.23%
No Change
16,909 $58.93 $81.72
Added 38.67%
$56.48 $65.52
NVS $980,000.0 0.23%
No Change
10,075 $97.31 $147.48
Added 51.56%
$92.35 $120.92
SCHX $935,000.0 0.22%
Added 200.0%
40,362 $23.18 $27.94
Added 20.53%
$19.08 $66.02
SVOL $961,000.0 0.22%
Added 23.19%
46,250 $20.79 $16.0
Reduced 23.04%
$19.41 $23.14
SAMT $871,000.0 0.2%
Added 1.18%
29,913 $29.14 $43.18
Added 48.18%
$23.71 $31.46
MRK $848,000.0 0.2%
Reduced 25.96%
8,529 $99.48 $114.62
Added 15.22%
$94.48 $134.63
SPYD $866,000.0 0.2%
No Change
20,031 $43.24 $46.39
Added 7.28%
$37.35 $47.52
AXP $863,000.0 0.2%
No Change
2,910 $296.79 $318.55
Added 7.33%
$185.73 $319.8
CVX $809,000.0 0.19%
Reduced 7.07%
5,588 $144.84 $187.6
Added 29.52%
$135.37 $167.11
ROP $842,000.0 0.19%
Reduced 5.54%
1,620 $519.85 $363.76
Reduced 30.03%
$499.47 $580.09
SCHO $790,000.0 0.18%
Added 99.27%
32,840 $24.06 $24.25
Added 0.79%
$23.85 $48.79
ABT $774,000.0 0.18%
Reduced 3.52%
6,845 $113.11 $92.48
Reduced 18.24%
$99.71 $121.64
ISRG $792,000.0 0.18%
Added 2.71%
1,518 $521.96 $478.82
Reduced 8.27%
$362.14 $613.91
XOM $787,000.0 0.18%
Added 0.36%
7,325 $107.57 $150.53
Added 39.94%
$97.74 $126.34
COST $744,000.0 0.17%
Added 7.4%
813 $916.3 $1,014.38
Added 10.7%
$675.96 $1,008.25
PSTP $754,000.0 0.17%
Reduced 18.82%
23,560 $32.03 $35.82
Added 11.83%
$28.47 $34.0
GLD $757,000.0 0.17%
Reduced 4.43%
3,127 $242.13 $431.04
Added 78.02%
$183.78 $257.71
SMH $719,000.0 0.17%
Added 1.99%
2,970 $242.2 $481.85
Added 98.95%
$184.15 $283.07
SDY $679,000.0 0.16%
No Change
5,146 $132.1 $149.36
Added 13.07%
$121.52 $144.45
GSLC $701,000.0 0.16%
Reduced 8.56%
6,092 $115.18 $135.83
Added 17.93%
$95.58 $121.0
VDE $676,000.0 0.16%
Reduced 14.46%
5,578 $121.31 $162.04
Added 33.58%
$112.99 $137.92
IJJ $647,000.0 0.15%
No Change
5,179 $124.96 $141.42
Added 13.17%
$108.67 $136.42
SCHP $632,000.0 0.15%
Added 97.6%
24,506 $25.83 $26.87
Added 4.03%
$25.46 $53.11
SBUX $673,000.0 0.15%
Added 0.01%
7,384 $91.24 $99.54
Added 9.1%
$71.55 $103.32
SAGP $628,000.0 0.14%
No Change
22,055 $28.49 $35.04
Added 22.99%
$25.6 $30.98
AGG $625,000.0 0.14%
No Change
6,458 $96.9 $99.45
Added 2.63%
$94.85 $102.04
NXPI $592,000.0 0.14%
No Change
2,850 $207.85 $241.16
Added 16.03%
$202.25 $296.08
KO $625,000.0 0.14%
Added 0.72%
10,048 $62.26 $76.28
Added 22.52%
$57.93 $73.53
IEF $616,000.0 0.14%
No Change
6,671 $92.45 $95.37
Added 3.16%
$91.02 $99.18
RTX $594,000.0 0.14%
Reduced 2.65%
5,139 $115.73 $179.3
Added 54.93%
$88.7 $128.7
FTSL $615,000.0 0.14%
Reduced 2.27%
13,312 $46.24 $45.03
Reduced 2.62%
$45.23 $46.99
IVV $572,000.0 0.13%
No Change
973 $588.68 $711.74
Added 20.9%
$485.19 $612.09
CTA $575,000.0 0.13%
Added 0.16%
20,618 $27.89 $30.32
Added 8.71%
$23.36 $29.17
GOOG $575,000.0 0.13%
Reduced 3.2%
3,023 $190.46 $337.75
Added 77.33%
$131.55 $203.84
BUFD $550,000.0 0.13%
Reduced 2.27%
21,565 $25.52 $29.03
Added 13.75%
$22.76 $25.97
WFC $502,000.0 0.12%
Added 0.51%
7,152 $70.24 $80.51
Added 14.62%
$47.45 $78.29
FDX $516,000.0 0.12%
No Change
1,835 $281.33 $392.69
Added 39.58%
$234.45 $313.84
DMAY $510,000.0 0.12%
No Change
12,525 $40.74 $46.46
Added 14.04%
$36.47 $41.53
VMBS $507,000.0 0.12%
No Change
11,201 $45.34 $46.99
Added 3.64%
$44.04 $47.59
VTV $482,000.0 0.11%
No Change
2,850 $169.3 $204.1
Added 20.56%
$149.62 $182.38
QCOM $460,000.0 0.11%
Reduced 14.3%
2,996 $153.6 $133.95
Reduced 12.79%
$139.26 $230.63
MDT $439,000.0 0.1%
Added 1.48%
5,499 $79.88 $83.79
Added 4.89%
$75.96 $92.68
FAUG $456,000.0 0.1%
Reduced 1.01%
9,800 $46.54 $54.61
Added 17.34%
$41.04 $47.5
TGT $425,000.0 0.1%
Reduced 8.7%
3,150 $135.18 $130.17
Reduced 3.71%
$120.21 $181.86
PJAN $418,000.0 0.1%
Reduced 16.24%
9,903 $42.25 $48.19
Added 14.06%
$37.59 $42.88
DVY $431,000.0 0.1%
No Change
3,290 $131.29 $153.27
Added 16.74%
$112.42 $144.09
BLK $385,000.0 0.09%
No Change
406 $949.51 $1,053.47
Added 10.95%
$745.55 $1,082.45
FDN $388,000.0 0.09%
Reduced 11.43%
1,596 $243.17 $259.97
Added 6.91%
$177.2 $257.87
ITB $392,000.0 0.09%
No Change
3,800 $103.39 $100.83
Reduced 2.48%
$96.97 $129.89
XBJL $412,000.0 0.09%
No Change
12,310 $33.48 $39.27
Added 17.29%
$30.78 $34.73
XDEC $358,000.0 0.08%
Reduced 71.81%
9,610 $37.3 $41.85
Added 12.2%
$31.46 $37.88
IGLD $336,000.0 0.08%
Added 26.36%
17,828 $18.88 $25.06
Added 32.73%
$18.37 $22.4
IAU $344,000.0 0.08%
No Change
6,952 $49.51 $88.34
Added 78.43%
$37.53 $52.69
IBM $326,000.0 0.08%
No Change
1,485 $219.83 $231.08
Added 5.12%
$162.62 $239.35
USB $345,000.0 0.08%
No Change
7,216 $47.83 $56.63
Added 18.4%
$37.81 $53.98
BDX $333,000.0 0.08%
Reduced 14.77%
1,472 $226.87 $154.85
Reduced 31.75%
$218.75 $248.42
CARR $347,000.0 0.08%
Reduced 3.14%
5,086 $68.26 $61.54
Reduced 9.84%
$53.13 $83.32
CLX $302,000.0 0.07%
No Change
1,860 $162.41 $97.66
Reduced 39.87%
$127.6 $171.37
SCHV $307,000.0 0.07%
Added 214.49%
11,809 $26.07 $32.12
Added 23.21%
$23.25 $78.8
XJUN $309,000.0 0.07%
Reduced 61.49%
8,013 $38.63 $43.87
Added 13.56%
$35.24 $39.12
IYW $319,000.0 0.07%
No Change
2,000 $159.52 $211.56
Added 32.62%
$124.32 $166.47
IBND $294,000.0 0.07%
No Change
10,400 $28.36 $31.61
Added 11.46%
$27.69 $31.41
IQLT $286,000.0 0.07%
Reduced 3.8%
7,712 $37.12 $48.63
Added 31.01%
$36.57 $41.93
GRMN $299,000.0 0.07%
No Change
1,450 $206.26 $260.8
Added 26.44%
$119.15 $222.97
PANW $300,000.0 0.07%
Added 100.0%
1,652 $181.96 $173.21
Reduced 4.81%
$130.05 $207.24
SCHH $291,000.0 0.07%
Reduced 3.45%
13,841 $21.06 $23.15
Added 9.92%
$18.45 $23.66
SPYV $262,000.0 0.06%
No Change
5,130 $51.14 $59.16
Added 15.68%
$46.36 $55.42
GSIE $253,000.0 0.06%
No Change
7,600 $33.34 $44.77
Added 34.28%
$32.02 $36.54
BX $258,000.0 0.06%
No Change
1,500 $172.42 $122.33
Reduced 29.05%
$115.82 $200.96
DE $239,000.0 0.06%
Reduced 49.28%
566 $423.4 $591.95
Added 39.81%
$340.2 $469.39
BA $271,000.0 0.06%
Added 2.33%
1,535 $177.0 $234.15
Added 32.29%
$137.03 $217.59
INTC $281,000.0 0.06%
Reduced 12.48%
14,025 $20.05 $66.78
Added 233.07%
$18.51 $50.3
LMBS $244,000.0 0.06%
Reduced 3.9%
5,023 $48.67 $49.93
Added 2.59%
$45.06 $51.49
MCD $263,000.0 0.06%
Added 11.69%
908 $289.92 $302.53
Added 4.35%
$243.53 $317.9
PFE $251,000.0 0.06%
No Change
9,493 $26.53 $26.67
Added 0.53%
$24.48 $31.54
QJUN $270,000.0 0.06%
No Change
9,655 $28.03 $33.06
Added 17.95%
$24.35 $28.85
QUAL $280,000.0 0.06%
Reduced 0.88%
1,577 $178.1 $205.89
Added 15.6%
$150.47 $187.26
ADBE $236,000.0 0.05%
Added 0.19%
531 $444.68 $238.98
Reduced 46.26%
$403.75 $638.25
CRL $221,000.0 0.05%
No Change
1,200 $184.6 $167.74
Reduced 9.13%
$160.85 $275.0
MMM $200,000.0 0.05%
Reduced 3.48%
1,555 $129.09 $144.84
Added 12.2%
$75.65 $150.0
FTRI $225,000.0 0.05%
Reduced 9.92%
18,770 $12.03 $17.79
Added 47.88%
$11.79 $14.12
GRID $208,000.0 0.05%
Added 0.87%
1,749 $119.34 $184.87
Added 54.91%
$100.05 $129.02
FIW $213,000.0 0.05%
No Change
1,956 $109.34 $108.6
Reduced 0.68%
$91.29 $111.64
KMB $204,000.0 0.05%
No Change
1,560 $131.04 $97.93
Reduced 25.27%
$117.67 $149.31
DJUL $232,000.0 0.05%
Reduced 8.27%
5,548 $41.98 $48.84
Added 16.34%
$36.93 $42.81
DX $232,000.0 0.05%
Added 7.6%
18,400 $12.65 $13.6
Added 7.51%
$11.36 $13.13
GILD $226,000.0 0.05%
Reduced 7.55%
2,450 $92.37 $133.64
Added 44.68%
$62.07 $98.9
FTV $219,000.0 0.05%
No Change
2,922 $75.0 $61.11
Reduced 18.52%
$66.15 $87.1
PSR $201,000.0 0.05%
Reduced 0.49%
2,230 $90.28 $100.01
Added 10.78%
$79.67 $100.17
SPDW $215,000.0 0.05%
No Change
5,747 $37.56 $48.22
Added 28.38%
$33.11 $38.0