Scarborough Advisors, LLC Purchases in Q4 2024

Scarborough Advisors, LLC

  • $686 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
178K
New
$198.04 - $221.51 $35.3M - $39.5M
178K $37.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
597K
+ 506.09%
$51.09 - $55.27 $30.5M - $33M
715K $36.6M
RECS
Columbia ETF Tr I

ETFs
422K
New
$33.61 - $36.42 $14.2M - $15.4M
422K $14.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
192K
New
$50.62 - $50.97 $9.72M - $9.79M
192K $9.74M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
46.7K
New
$201.32 - $217.44 $9.4M - $10.1M
46.7K $9.66M
IEMG
Ishares Inc

ETFs
113K
+ 1827.33%
N/A
119K $6.39M
IEFA
Ishares Tr

ETFs
85.4K
+ 3274.65%
$70.06 - $77.43 $5.98M - $6.61M
88K $6.18M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
111K
New
$50.37 - $50.6 $5.58M - $5.61M
111K $5.58M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
202K
New
$26.55 - $27.32 $5.36M - $5.52M
202K $5.39M
PTF
Invesco Exchange Traded Fd Tr

ETFs
69.2K
New
$62.32 - $80.47 $4.31M - $5.57M
69.2K $5.02M
JMEE
J P Morgan Exchange Traded Fd

ETFs
60.5K
New
$60.1 - $66.4 $3.63M - $4.02M
60.5K $3.66M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
121K
New
$26.01 - $28.19 $3.16M - $3.42M
121K $3.18M
GTO
Invesco Actively Managed ETF T

ETFs
58.3K
New
$46.33 - $48.41 $2.7M - $2.82M
58.3K $2.71M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
52.7K
New
$50.0 - $50.27 $2.63M - $2.65M
52.7K $2.64M
IFRA
Ishares Tr

ETFs
54.9K
+ 100.46%
$45.94 - $51.71 $2.52M - $2.84M
109K $5.07M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
51.7K
New
$47.5 - $47.86 $2.45M - $2.47M
51.7K $2.46M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
116K
New
$20.38 - $21.75 $2.37M - $2.53M
116K $2.39M
SPTL
Spdr Portfolio Long Term Treas

ETFs
74.4K
New
$26.05 - $29.17 $1.94M - $2.17M
74.4K $1.95M
XLF
Financial Sector Spdr

ETFs
40.2K
New
$44.89 - $51.34 $1.8M - $2.06M
40.2K $1.94M
IAU
Ishares Gold Trust

ETFs
35.6K
New
$48.37 - $52.65 $1.72M - $1.88M
35.6K $1.76M
GLD
Spdr Gold Trust

ETFs
5.85K
+ 21.65%
$236.59 - $257.5 $1.38M - $1.51M
32.9K $7.96M
IAUM
I Shares Gold Trust Micro

ETFs
51.5K
New
$25.56 - $27.81 $1.32M - $1.43M
51.5K $1.35M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
23.5K
New
$56.06 - $61.35 $1.32M - $1.44M
23.5K $1.33M
EFG
Msci Eafe Growth ETF

ETFs
27.8K
+ 20.29%
$96.83 - $106.88 $2.69M - $2.97M
165K $15.9M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
104K
New
$10.43 - $11.47 $1.08M - $1.19M
104K $1.09M
XCEM
Columbia ETF Tr Ii

ETFs
35.7K
New
$29.6 - $32.67 $1.06M - $1.17M
35.7K $1.06M
HYDB
Ishares Tr Edge High Yield Def

ETFs
20.7K
New
$46.68 - $47.95 $968K - $994K
20.7K $974K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
63.3K
New
$10.95 - $12.01 $693K - $760K
63.3K $699K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 0.11%
$521.84 - $558.82 $31.3K - $33.5K
54.1K $29.1M
FTCS
First Trust Capital Strength E

ETFs
13.4K
+ 6.4%
$87.62 - $94.03 $1.17M - $1.26M
222K $19.5M
AMZN
Amazon Com Inc

Consumer Cyclical
214
+ 1.73%
$180.88 - $232.93 $38.7K - $49.8K
12.6K $2.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
678
+ 24.73%
$481.22 - $538.17 $326K - $365K
3.42K $1.75M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
35K
New
$11.6 - $12.83 $406K - $449K
35K $408K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
171K
+ 217.72%
$27.54 - $83.04 $4.71M - $14.2M
249K $6.91M
BFK
Blackrock Municipal Income Trust

Financial Services
34.2K
New
$9.79 - $10.72 $335K - $366K
34.2K $336K
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
New
$205.18 - $250.29 $269K - $328K
1.31K $314K
AAPL
Apple Inc.

Technology
51
+ 0.32%
$221.69 - $259.02 $11.3K - $13.2K
15.9K $3.99M
IQI
Invesco Quality Municipal Income Trust

Financial Services
29.2K
New
$9.59 - $10.5 $280K - $306K
29.2K $287K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.13K
+ 6.65%
$50.73 - $51.08 $260K - $262K
82.2K $4.18M
DVY
Ishares Tr

ETFs
2.79K
+ 8.38%
$129.55 - $143.41 $361K - $400K
36.1K $4.73M
AVGO
Broadcom Inc.

Technology
547
+ 29.78%
$159.67 - $250.0 $87.3K - $137K
2.38K $552K
META
Meta Platforms, Inc.

Communication Services
376
New
$554.08 - $632.68 $208K - $238K
376 $221K
MSTR
Microstrategy Inc

Technology
743
New
$162.69 - $473.83 $121K - $352K
743 $215K
FTI
Technip Fmc PLC

Energy
6.94K
New
$25.16 - $31.95 $175K - $222K
6.94K $200K
GOOGL
Alphabet Inc.

Communication Services
684
+ 22.77%
$161.86 - $196.66 $111K - $135K
3.69K $698K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.86K
+ 34.02%
$83.09 - $89.28 $155K - $166K
7.34K $623K
GOOG
Alphabet Inc.

Communication Services
527
+ 23.97%
$163.08 - $198.16 $85.9K - $104K
2.73K $519K
ET
Energy Transfer LP

Energy
1.75K
+ 7.41%
$16.05 - $19.86 $28.1K - $34.8K
25.4K $497K
V
Visa Inc.

Financial Services
158
+ 15.43%
$273.87 - $320.91 $43.3K - $50.7K
1.18K $373K
Activity Summary
Buys All Purchases 68 New Holdings 31 Increased Positions 37 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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