294 is the total number of securities Cambridge Advisors Inc. has owned. The longest Cambridge Advisors Inc. has owned a single stock is 36 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VOO | Vanguard S&P 500 ETF | 36 | 36 | 14.10% | 17.59% | 19.97% | Q4 2014 | Q3 2023 | 36 |
BND | Vanguard Total Bond Ma... | 36 | 36 | 5.36% | 11.00% | 15.14% | Q4 2014 | Q3 2023 | 36 |
VEA | VANGUARD TAX-MANAGED I... | 36 | 36 | 4.99% | 6.66% | 7.44% | Q4 2014 | Q3 2023 | 36 |
IJH | ISHARES TR | 36 | 36 | 0.49% | 3.76% | 4.46% | Q4 2014 | Q3 2023 | 36 |
BNDX | Vanguard Total Interna... | 36 | 36 | 1.29% | 3.03% | 4.23% | Q4 2014 | Q3 2023 | 36 |
VTI | Vanguard Total Stock M... | 36 | 36 | 1.01% | 2.67% | 3.50% | Q4 2014 | Q3 2023 | 36 |
VWO | VANGUARD INTL EQUITY I... | 36 | 36 | 1.61% | 1.92% | 2.28% | Q4 2014 | Q3 2023 | 36 |
MSFT | Monsanto | 36 | 36 | 0.20% | 1.78% | 2.67% | Q4 2014 | Q3 2023 | 36 |
VB | Vanguard Small Cap ETF | 36 | 36 | 1.29% | 1.54% | 1.89% | Q4 2014 | Q3 2023 | 36 |
VIG | VANGUARD SPECIALIZED P... | 36 | 36 | 1.23% | 1.39% | 1.78% | Q4 2014 | Q3 2023 | 36 |
VNQ | Vanguard REIT Index ETF | 36 | 36 | 0.15% | 1.38% | 1.73% | Q4 2014 | Q3 2023 | 36 |
UNP | UNION PACIFIC CORP | 36 | 36 | 0.81% | 1.08% | 1.72% | Q4 2014 | Q3 2023 | 36 |
ACN | ACCENTURE PLC IRELAND | 36 | 36 | 0.81% | 0.99% | 1.35% | Q4 2014 | Q3 2023 | 36 |
JNJ | JOHNSON & JOHNSON | 36 | 36 | 0.59% | 0.97% | 1.56% | Q4 2014 | Q3 2023 | 36 |
DHR | DANAHER CORPORATION | 36 | 36 | 0.61% | 0.89% | 1.37% | Q4 2014 | Q3 2023 | 36 |
LOW | Medtronic Inc. | 36 | 36 | 0.62% | 0.86% | 1.20% | Q4 2014 | Q3 2023 | 36 |
SCHG | Schwab US Large Cap Gr... | 36 | 36 | 0.49% | 0.86% | 1.23% | Q4 2014 | Q3 2023 | 36 |
SCHD | Schwab US Dividend Equ... | 36 | 36 | 0.51% | 0.70% | 1.27% | Q4 2014 | Q3 2023 | 36 |
LQD | ISHARES TR | 36 | 36 | 0.31% | 0.70% | 1.33% | Q4 2014 | Q3 2023 | 36 |
INTC | International Stem Cel... | 36 | 36 | 0.01% | 0.69% | 1.59% | Q4 2014 | Q3 2023 | 36 |
CAT | CATERPILLAR INC DEL | 36 | 36 | 0.50% | 0.62% | 0.79% | Q4 2014 | Q3 2023 | 36 |
MDY | SPDR S&P MIDCAP 400 ET... | 36 | 36 | 0.43% | 0.58% | 0.89% | Q4 2014 | Q3 2023 | 36 |
IWF | ISHARES TR | 36 | 36 | 0.37% | 0.56% | 3.60% | Q4 2014 | Q3 2023 | 36 |
NVS | Oracle Corp | 36 | 36 | 0.26% | 0.52% | 1.17% | Q4 2014 | Q3 2023 | 36 |
GLW | CORNING INC | 36 | 36 | 0.30% | 0.50% | 0.82% | Q4 2014 | Q3 2023 | 36 |
IJR | ISHARES TR | 36 | 36 | 0.21% | 0.50% | 0.77% | Q4 2014 | Q3 2023 | 36 |
SCHB | Schwab U.S. Broad MA | 36 | 36 | 0.23% | 0.50% | 0.68% | Q4 2014 | Q3 2023 | 36 |
PEP | PowerShares QQQ Trust ... | 36 | 36 | 0.28% | 0.49% | 0.84% | Q4 2014 | Q3 2023 | 36 |
CSCO | Cisco Systems Inc | 36 | 36 | 0.26% | 0.46% | 0.74% | Q4 2014 | Q3 2023 | 36 |
WFC | WELLS FARGO CO NEW | 36 | 36 | 0.07% | 0.46% | 0.90% | Q4 2014 | Q3 2023 | 36 |
SPY | SPDR S&P MidCap 400 | 36 | 36 | 0.37% | 0.45% | 0.89% | Q4 2014 | Q3 2023 | 36 |
DIA | SPDR Dow Jones Industr... | 36 | 36 | 0.19% | 0.44% | 0.64% | Q4 2014 | Q3 2023 | 36 |
MRK | Microsoft Corp | 36 | 36 | 0.26% | 0.43% | 1.08% | Q4 2014 | Q3 2023 | 36 |
PG | Roper Industries | 36 | 36 | 0.26% | 0.42% | 0.96% | Q4 2014 | Q3 2023 | 36 |
UNH | UNITEDHEALTH GROUP INC | 36 | 36 | 0.31% | 0.41% | 0.54% | Q4 2014 | Q3 2023 | 36 |
IWM | ISHARES TR | 36 | 36 | 0.24% | 0.39% | 0.61% | Q4 2014 | Q3 2023 | 36 |
ABBV | ABBVIE INC | 36 | 36 | 0.28% | 0.39% | 0.52% | Q4 2014 | Q3 2023 | 36 |
SCHF | SCHWAB STRATEGIC TR | 36 | 36 | 0.31% | 0.38% | 0.54% | Q4 2014 | Q3 2023 | 36 |
TGT | TARGET CORP | 36 | 36 | 0.12% | 0.38% | 1.18% | Q4 2014 | Q3 2023 | 36 |
AGG | ISHARES TR | 36 | 36 | 0.16% | 0.34% | 0.58% | Q4 2014 | Q3 2023 | 36 |
CVX | ChevronTexaco Corp. | 36 | 36 | 0.15% | 0.34% | 0.63% | Q4 2014 | Q3 2023 | 36 |
IEF | ISHARES TR | 36 | 36 | 0.17% | 0.34% | 0.59% | Q4 2014 | Q3 2023 | 36 |
VCSH | Vanguard Short-Term Co... | 36 | 36 | 0.24% | 0.33% | 0.48% | Q4 2014 | Q3 2023 | 36 |
ITW | International Paper | 36 | 36 | 0.21% | 0.33% | 0.52% | Q4 2014 | Q3 2023 | 36 |
IBM | INTERNATIONAL BUSINESS... | 36 | 36 | 0.06% | 0.32% | 1.28% | Q4 2014 | Q3 2023 | 36 |
SCHA | Schwab US Small Cap ETF | 36 | 36 | 0.25% | 0.32% | 0.40% | Q4 2014 | Q3 2023 | 36 |
EFA | iShares TR MSCI EAFE I... | 36 | 36 | 0.20% | 0.31% | 0.55% | Q4 2014 | Q3 2023 | 36 |
JPM | JPMORGAN CHASE & CO | 36 | 36 | 0.19% | 0.30% | 1.43% | Q4 2014 | Q3 2023 | 36 |
ORCL | Pfizer Inc | 36 | 36 | 0.16% | 0.26% | 0.53% | Q4 2014 | Q3 2023 | 36 |
ROP | SPDR S&P 500 | 36 | 36 | 0.20% | 0.25% | 0.62% | Q4 2014 | Q3 2023 | 36 |
SCHM | Schwab U.S. Mid-Cap ETF | 36 | 36 | 0.12% | 0.25% | 0.33% | Q4 2014 | Q3 2023 | 36 |
GLD | SPDR(R) Gold Trust | 36 | 36 | 0.12% | 0.25% | 0.39% | Q4 2014 | Q3 2023 | 36 |
QCOM | SPDR Dow Jones Industr... | 36 | 36 | 0.11% | 0.24% | 0.64% | Q4 2014 | Q3 2023 | 36 |
GILD | IBM | 36 | 36 | 0.06% | 0.24% | 0.68% | Q4 2014 | Q3 2023 | 36 |
ORLY | Pepsico, Inc. | 36 | 36 | 0.10% | 0.23% | 0.80% | Q4 2014 | Q3 2023 | 36 |
SCHH | Schwab US REIT ETF | 36 | 36 | 0.07% | 0.22% | 0.43% | Q4 2014 | Q3 2023 | 36 |
SDY | SPDR SER TR | 36 | 36 | 0.16% | 0.22% | 0.31% | Q4 2014 | Q3 2023 | 36 |
XOM | Fuel-Tech, Inc. | 36 | 36 | 0.04% | 0.22% | 0.40% | Q4 2014 | Q3 2023 | 36 |
SBUX | STARBUCKS CORP | 36 | 36 | 0.15% | 0.21% | 0.29% | Q4 2014 | Q3 2023 | 36 |
PFE | Praxair Inc. | 36 | 36 | 0.08% | 0.19% | 0.31% | Q4 2014 | Q3 2023 | 36 |
IJJ | ISHARES TR | 36 | 36 | 0.11% | 0.18% | 0.24% | Q4 2014 | Q3 2023 | 36 |
KO | COCA COLA CO | 36 | 36 | 0.14% | 0.17% | 0.30% | Q4 2014 | Q3 2023 | 36 |
KMB | Lowe's Cos. Inc. | 36 | 36 | 0.08% | 0.15% | 1.21% | Q4 2014 | Q3 2023 | 36 |
BOND | PIMCO Total Return ETF | 36 | 36 | 0.06% | 0.15% | 0.23% | Q4 2014 | Q3 2023 | 36 |
EME | Exelon Corp. | 36 | 36 | 0.09% | 0.14% | 0.21% | Q4 2014 | Q3 2023 | 36 |
FDX | Garmin Ltd. | 36 | 36 | 0.07% | 0.13% | 0.22% | Q4 2014 | Q3 2023 | 36 |
CLX | CLOROX CO DEL | 36 | 36 | 0.06% | 0.12% | 0.23% | Q4 2014 | Q3 2023 | 36 |
IBND | SPDR SER TR | 36 | 36 | 0.08% | 0.12% | 0.22% | Q4 2014 | Q3 2023 | 36 |
SIRI | SIRIUS XM HOLDINGS INC | 36 | 36 | 0.04% | 0.11% | 0.18% | Q4 2014 | Q3 2023 | 36 |
AMGN | AMGEN INC | 19 | 16 | 1.30% | 1.78% | 2.58% | Q4 2014 | Q3 2023 | 35 |
AAPL | APPLE INC | 19 | 16 | 0.98% | 1.70% | 2.57% | Q4 2014 | Q3 2023 | 35 |
ADP | AUTOMATIC DATA PROCESS... | 19 | 16 | 0.32% | 0.46% | 0.70% | Q4 2014 | Q3 2023 | 35 |
ABT | ABBOTT LABS | 19 | 16 | 0.21% | 0.27% | 0.36% | Q4 2014 | Q3 2023 | 35 |
BDX | Berkshire Hathaway | 19 | 16 | 0.14% | 0.24% | 1.14% | Q4 2014 | Q3 2023 | 35 |
IVV | ISHARES TR | 24 | 11 | 0.10% | 0.21% | 0.59% | Q4 2014 | Q3 2023 | 35 |
BA | Broadcom Corp. | 19 | 16 | 0.08% | 0.19% | 0.30% | Q4 2014 | Q3 2023 | 35 |
AXP | AMERICAN EXPRESS CO | 19 | 16 | 0.08% | 0.12% | 0.22% | Q4 2014 | Q3 2023 | 35 |
WBA | WALGREENS BOOTS ALLIAN... | 34 | 34 | 0.23% | 1.05% | 2.43% | Q4 2014 | Q1 2023 | 34 |
T | AT&T INC | 34 | 34 | 0.21% | 0.64% | 1.16% | Q4 2014 | Q1 2023 | 34 |
FB | META PLATFORMS INC | 34 | 34 | 0.16% | 0.34% | 0.47% | Q2 2015 | Q3 2023 | 34 |
VZ | VERIZON COMMUNICATIONS... | 34 | 34 | 0.11% | 0.19% | 0.30% | Q4 2014 | Q1 2023 | 34 |
USB | US BANCORP DEL | 34 | 34 | 0.05% | 0.13% | 0.20% | Q2 2015 | Q3 2023 | 34 |
FTEK | General Electric Co | 34 | 34 | 0.00% | 0.03% | 0.66% | Q4 2014 | Q1 2023 | 34 |
NKE | O'Reilly Automotive | 18 | 15 | 0.34% | 0.51% | 0.87% | Q4 2014 | Q1 2023 | 33 |
MDT | MEDTRONIC PLC | 33 | 33 | 0.17% | 0.30% | 0.51% | Q3 2015 | Q3 2023 | 33 |
BLK | BLACKROCK INC | 33 | 33 | 0.07% | 0.17% | 0.24% | Q3 2015 | Q3 2023 | 33 |
MMM | 3M CO | 33 | 33 | 0.06% | 0.16% | 0.31% | Q4 2014 | Q4 2022 | 33 |
VMBS | VANGUARD SCOTTSDALE FDS | 33 | 33 | 0.11% | 0.15% | 0.24% | Q3 2015 | Q3 2023 | 33 |
SCHO | SCHWAB STRATEGIC TR | 32 | 32 | 0.20% | 0.28% | 0.56% | Q4 2015 | Q3 2023 | 32 |
GOOGL | ALPHABET INC | 32 | 32 | 0.10% | 0.21% | 0.34% | Q4 2015 | Q3 2023 | 32 |
VCIT | VANGUARD SCOTTSDALE FDS | 31 | 31 | 1.83% | 2.81% | 3.51% | Q1 2016 | Q3 2023 | 31 |
DVY | ISHARES TR | 31 | 31 | 0.09% | 0.12% | 0.17% | Q1 2016 | Q3 2023 | 31 |
BRKB | BERKSHIRE HATHAWAY INC... | 16 | 14 | 1.26% | 1.58% | 1.87% | Q1 2016 | Q3 2023 | 30 |
CERN | CERNER CORP | 30 | 30 | 0.23% | 1.02% | 1.99% | Q4 2014 | Q1 2022 | 30 |
SCHP | SCHWAB STRATEGIC TR | 30 | 30 | 0.09% | 0.23% | 0.38% | Q2 2016 | Q3 2023 | 30 |
FTV | FORTIVE CORP | 29 | 29 | 0.06% | 0.14% | 0.22% | Q3 2016 | Q3 2023 | 29 |
GRMN | Gilead Sciences Inc. | 23 | 1 | 0.08% | 0.13% | 0.46% | Q4 2014 | Q1 2023 | 29 |
SYY | SYSCO CORP | 8 | 2 | 0.05% | 0.09% | 0.15% | Q4 2014 | Q1 2023 | 29 |
MDRX | ALLSCRIPTS HEALTHCARE ... | 29 | 29 | 0.02% | 0.06% | 0.13% | Q4 2014 | Q4 2021 | 29 |
FNDX | SCHWAB STRATEGIC TR | 28 | 28 | 0.09% | 0.33% | 0.62% | Q4 2016 | Q3 2023 | 28 |
NXPI | NXP SEMICONDUCTORS N V | 24 | 4 | 0.18% | 0.32% | 0.61% | Q1 2016 | Q3 2023 | 28 |
FNDA | SCHWAB STRATEGIC TR | 28 | 28 | 0.08% | 0.23% | 0.36% | Q4 2016 | Q3 2023 | 28 |
GOOG | ALPHABET INC | 17 | 2 | 0.07% | 0.10% | 0.16% | Q4 2015 | Q3 2023 | 28 |
VXUS | VANGUARD STAR FDS | 27 | 27 | 0.17% | 0.22% | 0.29% | Q1 2017 | Q3 2023 | 27 |
V | VISA INC | 26 | 26 | 0.21% | 0.31% | 0.38% | Q2 2017 | Q3 2023 | 26 |
CRL | CHARLES RIV LABS INTL INC | 26 | 26 | 0.06% | 0.09% | 0.13% | Q2 2017 | Q3 2023 | 26 |
IAU | ISHARES GOLD TRUST | 26 | 26 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q1 2021 | 26 |
ISRG | INTUITIVE SURGICAL INC | 23 | 2 | 0.07% | 0.10% | 0.13% | Q1 2017 | Q3 2023 | 25 |
EMLP | FIRST TR EXCHANGE-TRAD... | 13 | 11 | 0.07% | 0.14% | 0.28% | Q2 2017 | Q3 2023 | 24 |
MCD | MCDONALDS CORP | 14 | 2 | 0.06% | 0.07% | 0.09% | Q2 2017 | Q3 2023 | 24 |
SLB | SCHLUMBERGER LTD | 21 | 2 | 0.05% | 0.51% | 1.11% | Q4 2014 | Q1 2023 | 23 |
LUV | SOUTHWEST AIRLS CO | 23 | 23 | 0.08% | 0.17% | 0.24% | Q4 2014 | Q2 2020 | 23 |
GSIE | GOLDMAN SACHS ETF TR | 10 | 4 | 0.06% | 0.10% | 0.16% | Q3 2017 | Q3 2023 | 23 |
UTX | UNITED TECHNOLOGIES CORP | 22 | 22 | 0.24% | 0.40% | 0.63% | Q4 2014 | Q1 2020 | 22 |
QQQ | INVESCO QQQ TR | 22 | 22 | 0.18% | 0.24% | 0.28% | Q2 2018 | Q3 2023 | 22 |
RSP | INVESCO EXCHANGE TRADE... | 22 | 22 | 0.19% | 0.23% | 0.28% | Q2 2018 | Q3 2023 | 22 |
SCHZ | Schwab US Aggregate Bo... | 15 | 7 | 0.06% | 0.15% | 0.25% | Q4 2014 | Q4 2020 | 22 |
VDE | VANGUARD WORLD FDS | 22 | 22 | 0.06% | 0.13% | 0.22% | Q2 2018 | Q3 2023 | 22 |
AMZN | AMAZON COM INC | 16 | 6 | 0.07% | 0.13% | 0.18% | Q1 2018 | Q3 2023 | 22 |
WY | WEYERHAEUSER CO MTN BE | 12 | 10 | 0.06% | 0.12% | 0.17% | Q1 2016 | Q3 2022 | 22 |
ADBE | ADOBE SYSTEMS INCORPOR... | 18 | 4 | 0.06% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 22 |
ITB | ISHARES TR | 10 | 4 | 0.05% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 21 |
MAT | MATTEL INC | 21 | 21 | 0.03% | 0.08% | 0.18% | Q4 2016 | Q4 2021 | 21 |
GE | Hewlett Packard Co. | 20 | 20 | 0.03% | 0.37% | 0.81% | Q4 2014 | Q3 2019 | 20 |
FDN | FIRST TR NASDAQ-100 TE... | 19 | 1 | 0.07% | 0.10% | 0.16% | Q3 2018 | Q3 2023 | 20 |
PHB | INVESCO EXCH TRADED FD... | 20 | 20 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q1 2023 | 20 |
KRE | SPDR SER TR | 13 | 6 | 0.06% | 0.19% | 0.41% | Q2 2017 | Q1 2022 | 19 |
COP | CONOCOPHILLIPS | 16 | 1 | 0.06% | 0.10% | 0.14% | Q3 2015 | Q3 2020 | 19 |
EFOI | ENERGY FOCUS INC | 19 | 19 | 0.00% | 0.10% | 0.33% | Q3 2015 | Q1 2020 | 19 |
JNK | SPDR SERIES TRUST | 18 | 18 | 0.09% | 0.16% | 0.24% | Q4 2014 | Q1 2019 | 18 |
FTSL | FIRST TR EXCHANGE-TRAD... | 18 | 18 | 0.08% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
LMBS | FIRST TR EXCHANGE-TRAD... | 17 | 17 | 0.09% | 0.46% | 0.90% | Q3 2019 | Q3 2023 | 17 |
CHRW | C H ROBINSON WORLDWIDE... | 17 | 17 | 0.08% | 0.30% | 0.64% | Q4 2014 | Q4 2018 | 17 |
ARKG | ARK ETF TR | 17 | 17 | 0.08% | 0.25% | 0.50% | Q1 2018 | Q1 2022 | 17 |
DE | DEERE & CO | 13 | 4 | 0.07% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 17 |
FIXD | FIRST TR EXCHNG TRADED... | 16 | 16 | 0.12% | 0.49% | 0.92% | Q4 2019 | Q3 2023 | 16 |
FTSM | FIRST TR EXCHANGE-TRAD... | 16 | 16 | 0.15% | 0.29% | 0.56% | Q4 2019 | Q3 2023 | 16 |
JPST | J P MORGAN EXCHANGE-TR... | 15 | 15 | 0.14% | 0.37% | 0.74% | Q1 2020 | Q3 2023 | 15 |
SYLD | CAMBRIA ETF TR | 15 | 15 | 0.10% | 0.16% | 0.24% | Q3 2019 | Q1 2023 | 15 |
EXC | Fedex Corp. | 15 | 15 | 0.08% | 0.14% | 0.26% | Q4 2014 | Q2 2018 | 15 |
SCHX | SCHWAB STRATEGIC TR | 13 | 1 | 0.06% | 0.09% | 0.19% | Q3 2018 | Q3 2023 | 15 |
TOKE | CAMBRIA ETF TR | 15 | 15 | 0.03% | 0.08% | 0.16% | Q4 2019 | Q2 2023 | 15 |
FTCS | FIRST TR NASDAQ-100 TE... | 14 | 14 | 0.29% | 0.59% | 0.71% | Q2 2020 | Q3 2023 | 14 |
QQQ | Proctor & Gamble | 14 | 14 | 0.22% | 0.29% | 0.81% | Q4 2014 | Q1 2018 | 14 |
PJAN | INNOVATOR ETFS TR | 14 | 14 | 0.09% | 0.23% | 1.10% | Q2 2020 | Q3 2023 | 14 |
MON | Novartis AG | 14 | 14 | 0.10% | 0.21% | 1.16% | Q4 2014 | Q1 2018 | 14 |
GSLC | GOLDMAN SACHS ETF TR | 14 | 14 | 0.07% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
ABB | ABB LTD | 14 | 14 | 0.11% | 0.17% | 0.25% | Q4 2014 | Q1 2018 | 14 |
NVDA | NVIDIA CORPORATION | 14 | 14 | 0.09% | 0.16% | 0.31% | Q2 2020 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.11% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 14 |
BIDU | BAIDU INC | 14 | 14 | 0.11% | 0.13% | 0.18% | Q2 2015 | Q3 2018 | 14 |
FBT | FIRST TR NASDAQ-100 TE... | 14 | 14 | 0.06% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 14 |
SCHV | SCHWAB STRATEGIC TR | 5 | 1 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q3 2023 | 14 |
JEPI | J P MORGAN EXCHANGE-TR... | 13 | 13 | 0.12% | 0.65% | 1.37% | Q3 2020 | Q3 2023 | 13 |
FEI | FIRST TR MLP & ENERGY ... | 13 | 13 | 0.25% | 0.39% | 0.50% | Q3 2020 | Q3 2023 | 13 |
VNQI | VANGUARD INTL EQUITY I... | 13 | 13 | 0.28% | 0.30% | 0.31% | Q3 2020 | Q3 2023 | 13 |
PYPL | PAYPAL HLDGS INC | 10 | 3 | 0.09% | 0.10% | 0.11% | Q1 2016 | Q4 2019 | 13 |
FDRR | FIDELITY COVINGTON TRUST | 13 | 13 | 0.07% | 0.09% | 0.10% | Q2 2019 | Q2 2022 | 13 |
PHO | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.08% | 0.08% | 0.09% | Q1 2020 | Q1 2023 | 13 |
TLT | ISHARES TR | 6 | 6 | 0.17% | 0.25% | 0.33% | Q2 2015 | Q4 2022 | 12 |
DFEB | FIRST TR EXCHNG TRADED... | 12 | 12 | 0.07% | 0.22% | 0.51% | Q1 2020 | Q4 2022 | 12 |
PHYS | SPROTT PHYSICAL GOLD TR | 12 | 12 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CIBR | FIRST TR EXCHANGE TRAD... | 12 | 12 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
CARR | CARRIER GLOBAL CORPORA... | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
PSR | INVESCO ACTIVELY MANAG... | 12 | 12 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q2 2023 | 12 |
QUAL | ISHARES TR | 8 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 12 |
CHK | CHESAPEAKE ENERGY CORP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2018 | 12 |
IVOL | KRANESHARES TR | 11 | 11 | 0.12% | 0.22% | 0.34% | Q1 2021 | Q3 2023 | 11 |
RSP | Rydex Guggenheim S&P 5... | 11 | 11 | 0.12% | 0.22% | 0.29% | Q3 2015 | Q1 2018 | 11 |
BWA | BORGWARNER INC | 9 | 2 | 0.07% | 0.10% | 0.13% | Q3 2016 | Q2 2019 | 11 |
OLED | UNIVERSAL DISPLAY CORP | 8 | 3 | 0.05% | 0.09% | 0.15% | Q2 2017 | Q2 2021 | 11 |
IQLT | ISHARES TR | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
VAL | VALSPAR CORP | 10 | 10 | 0.48% | 0.66% | 0.92% | Q4 2014 | Q1 2017 | 10 |
GEM | GOLDMAN SACHS ETF TR | 10 | 10 | 0.11% | 0.12% | 0.14% | Q3 2017 | Q4 2019 | 10 |
BAX | Becton Dickinson & Co. | 5 | 1 | 0.05% | 0.09% | 0.32% | Q4 2014 | Q1 2022 | 10 |
SMH | VANECK VECTORS ETF TR | 10 | 10 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
SCHY | SCHWAB STRATEGIC TR | 10 | 10 | 0.05% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
SPYV | SPDR SER TR | 10 | 10 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
IAU | ISHARES GOLD TR | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
RIG | TRANSOCEAN LTD | 6 | 4 | 0.01% | 0.06% | 0.15% | Q4 2014 | Q1 2023 | 10 |
DEED | FIRST TR EXCHNG TRADED... | 9 | 9 | 0.32% | 0.38% | 0.45% | Q2 2021 | Q2 2023 | 9 |
IVW | ISHARES TR | 9 | 9 | 0.18% | 0.26% | 0.61% | Q4 2014 | Q4 2016 | 9 |
NJUL | INNOVATOR ETFS TR | 9 | 9 | 0.12% | 0.24% | 0.35% | Q1 2021 | Q1 2023 | 9 |
CMI | CUMMINS INC | 9 | 9 | 0.16% | 0.22% | 0.27% | Q4 2014 | Q4 2016 | 9 |
BSCH | Guggenheim BulletShare... | 9 | 9 | 0.15% | 0.19% | 0.24% | Q3 2015 | Q3 2017 | 9 |
SVOL | SIMPLIFY EXCHANGE TRAD... | 9 | 9 | 0.08% | 0.16% | 0.31% | Q3 2021 | Q3 2023 | 9 |
SLV | ISHARES SILVER TR | 9 | 9 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q1 2023 | 9 |
NOCT | INNOVATOR ETFS TR | 7 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2023 | 9 |
NJAN | INNOVATOR ETFS TR | 8 | 8 | 0.14% | 0.47% | 0.85% | Q3 2020 | Q2 2022 | 8 |
BUFR | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.06% | 0.23% | 0.60% | Q4 2021 | Q3 2023 | 8 |
CAG | CONAGRA FOODS INC | 8 | 8 | 0.10% | 0.17% | 0.23% | Q4 2014 | Q3 2016 | 8 |
MMLG | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.07% | 0.16% | 0.24% | Q2 2021 | Q1 2023 | 8 |
SU | SUNCOR ENERGY INC NEW | 5 | 1 | 0.07% | 0.15% | 0.24% | Q4 2014 | Q3 2018 | 8 |
BUFD | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.07% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
OUSM | OSI ETF TR | 8 | 8 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q1 2022 | 8 |
DMAY | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 8 |
EWG | ISHARES INC | 5 | 3 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q4 2021 | 8 |
HYLS | FIRST TR EXCHANGE-TRAD... | 5 | 3 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q1 2022 | 8 |
JCI | Kimberly Clark | 7 | 7 | 0.17% | 0.83% | 1.31% | Q4 2014 | Q2 2016 | 7 |
JCI | JOHNSON CTLS INTL PLC | 7 | 7 | 0.08% | 0.26% | 0.60% | Q3 2016 | Q1 2018 | 7 |
KWEB | KRANESHARES TR | 5 | 2 | 0.06% | 0.11% | 0.14% | Q4 2019 | Q2 2022 | 7 |
EWJ | ISHARES INC | 4 | 1 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q3 2021 | 7 |
VRX | VALEANT PHARMACEUTICAL... | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q2 2018 | 7 |
CVS | CVS HEALTH CORP | 7 | 7 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2022 | 7 |
BRKA | BERKSHIRE HATHAWAY INC... | 5 | 1 | 0.11% | 1.08% | 2.02% | Q4 2014 | Q3 2018 | 6 |
INNOVATOR ETFS TR | 6 | 6 | 0.10% | 0.46% | 0.61% | Q2 2022 | Q3 2023 | 6 | |
J P MORGAN EXCHANGE TR... | 6 | 6 | 0.09% | 0.42% | 0.97% | Q2 2022 | Q3 2023 | 6 | |
FTRI | FIRST TR EXCHANGE TRAD... | 6 | 6 | 0.25% | 0.37% | 0.42% | Q2 2022 | Q3 2023 | 6 |
ADVISORS INNER CIRCLE ... | 6 | 6 | 0.08% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 6 | |
ADVISORS INNER CIRCLE ... | 6 | 6 | 0.06% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 | |
FTGC | FIRST TR EXCHANGE TRAD... | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
COST | COSTCO WHSL CORP NEW | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
BALT | INNOVATOR ETFS TR | 6 | 6 | 0.07% | 0.10% | 0.18% | Q2 2022 | Q3 2023 | 6 |
ALPS ETF TR | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 | |
ARKW | ARK ETF TR | 6 | 6 | 0.06% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
SPD | SIMPLIFY EXCHANGE TRAD... | 6 | 6 | 0.05% | 0.08% | 0.10% | Q3 2021 | Q4 2022 | 6 |
DBA | INVESCO DB MULTI-SECTO... | 6 | 6 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2022 | 6 |
PHB | PowerShares Fundamenta... | 5 | 1 | 0.03% | 0.07% | 0.08% | Q3 2015 | Q1 2018 | 6 |
QCLN | FIRST TR EXCHANGE-TRAD... | 4 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 6 |
FIRST TR EXCHNG TRADED... | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q1 2023 | 6 | |
BRKB | Boeing Co. | 5 | 5 | 0.24% | 1.62% | 2.24% | Q4 2014 | Q4 2015 | 5 |
IYY | iShares Trust Dow Jone... | 5 | 5 | 0.18% | 0.18% | 0.19% | Q4 2014 | Q4 2015 | 5 |
FIRST TR EXCHNG TRADED... | 5 | 5 | 0.15% | 0.17% | 0.23% | Q3 2022 | Q3 2023 | 5 | |
INNOVATOR ETFS TR | 4 | 1 | 0.06% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 5 | |
IP | INTL PAPER CO | 5 | 5 | 0.13% | 0.15% | 0.16% | Q3 2015 | Q3 2016 | 5 |
DNOV | FIRST TR EXCHNG TRADED... | 5 | 5 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2023 | 5 |
JNK | SPDR SER TR | 4 | 1 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2020 | 5 |
XBJL | INNOVATOR ETFS TR | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
IYW | ISHARES TR | 3 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 5 |
P | PANDORA MEDIA INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
FIRST TR EXCHNG TRADED... | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 | |
PX | Qualcomm Inc | 4 | 4 | 0.13% | 0.22% | 0.42% | Q4 2014 | Q3 2015 | 4 |
SCHE | Schwab Emerging Market... | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2014 | Q3 2015 | 4 |
EMC | E M C CORP MASS | 4 | 4 | 0.14% | 0.16% | 0.18% | Q3 2015 | Q2 2016 | 4 |
SPYD | SPDR SER TR | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ETR | Exxon Mobil Corp. | 2 | 2 | 0.07% | 0.16% | 0.35% | Q4 2014 | Q1 2018 | 4 |
SPLS | Staples Inc | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2014 | Q3 2015 | 4 |
FIRST TR EXCHNG TRADED... | 4 | 4 | 0.06% | 0.08% | 0.17% | Q4 2022 | Q3 2023 | 4 | |
SILJ | ETF MANAGERS TR | 3 | 1 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q1 2023 | 4 |
SPDW | SPDR INDEX SHS FDS | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q4 2021 | 4 |
MDT | Merck | 3 | 3 | 0.53% | 0.58% | 0.62% | Q4 2014 | Q2 2015 | 3 |
HPQ | Illinois Tool Works | 3 | 3 | 0.12% | 0.27% | 0.51% | Q4 2014 | Q2 2015 | 3 |
BRCM | CDK Global Inc. | 3 | 3 | 0.12% | 0.22% | 0.27% | Q4 2014 | Q2 2015 | 3 |
EMCI | Emcor Group Inc | 3 | 3 | 0.18% | 0.21% | 0.25% | Q4 2014 | Q2 2015 | 3 |
J P Morgan Chase & Co. | 3 | 3 | 0.14% | 0.18% | 0.22% | Q4 2014 | Q2 2015 | 3 | |
FPL | FST TR NEW OPPORT MLP ... | 3 | 3 | 0.06% | 0.11% | 0.18% | Q2 2019 | Q4 2019 | 3 |
SIMPLIFY EXCHANGE TRAD... | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 | |
FNDF | SCHWAB STRATEGIC TR | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q1 2018 | 3 |
POT | POTASH CORP SASK INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q3 2016 | 3 |
FJUL | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q1 2023 | 3 |
HD | HOME DEPOT INC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 3 |
HPQ | HP INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2016 | Q1 2017 | 3 |
F | FORD MTR CO DEL | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2016 | Q3 2016 | 3 |
FCX | FREEPORT-MCMORAN INC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 3 |
DX | DYNEX CAP INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.21% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 | |
KBE | SPDR S&P Bank ETF | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2015 | Q1 2016 | 2 |
WMT | Wal-Mart Stores | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q1 2015 | 2 |
VTV | VANGUARD INDEX FDS | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BHC | BAUSCH HEALTH COS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q1 2019 | 2 |
FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 | |
AAAU | GOLDMAN SACHS PHYSICAL... | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
GDXJ | VANECK ETF TRUST | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
GRID | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
DAUG | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WIN | Windstream Corporation | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
FIW | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
JMST | J P MORGAN EXCHANGE-TR... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
WARNER BROS DISCOVERY INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 | |
RJA | SWEDISH EXPT CR CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
DCTH | DELCATH SYS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
BOEING CO | 1 | 1 | 6.25% | 6.25% | 6.25% | Q3 2019 | Q3 2019 | 1 | |
NXP Semiconductors NV | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2015 | Q4 2015 | 1 | |
NAPR | INNOVATOR ETFS TR | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
PSEP | INNOVATOR ETFS TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
CVD | Covance | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
EWZ | ISHARES | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
ILMN | ILLUMINA INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
FAUG | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
DJUL | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
AMTD | TD AMERITRADE HLDG CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
UNG | UNITED STS NAT GAS FD LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
FEM | FIRST TR EXCH TRD ALPH... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
FIRST TR EXCHNG TRADED... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 | |
DDD | 3-D SYS CORP DEL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
GDX | VANECK ETF TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
CCJ | CAMECO CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
RQI | COHEN & STEERS QUALITY... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PCY | PowerShares EM Soverei... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
BSCK | Guggenheim Bullet Shar... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
AMD | Advanced Micro Devices | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Peabody Energy Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
PEABODY ENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
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The securities at the top of the list , including Vanguard S&P 500 ETF, Vanguard Total Bond Market ETF, and VANGUARD TAX-MANAGED INTL FD, are the highest-conviction holdings of Cambridge Advisors Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Cambridge Advisors Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Cambridge Advisors Inc. owns currently or has owned in the past.