Scarborough Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $667 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $61.2M, Ishares Msci Usa Quality Facto with a value of $45.3M, Spdr Portfolio S&P 500 Value E with a value of $40.5M, Invesco Exchange Traded Fd Tr with a value of $36M, and Ishares Trust Ishares 5 10 Yea with a value of $34.3M.

Examining the 13F form we can see an decrease of $18.4M in the current position value, from $686M to 667M.

Scarborough Advisors, LLC is based out at Annapolis, MD

Below you can find more details about Scarborough Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $667 Million
ETFs: $624 Million
Technology: $16 Million
Financial Services: $6.56 Million
Consumer Defensive: $5.81 Million
Industrials: $4.08 Million
Consumer Cyclical: $3.94 Million
Healthcare: $3.52 Million
Communication Services: $2.06 Million
Other: $992,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $667 Million
  • Prior Value $686 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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