Scarborough Advisors, LLC Purchases in Q1 2025

Scarborough Advisors, LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
434K
New
$22.46 - $23.26 $9.75M - $10.1M
434K $10.1M
MSFT
Microsoft Corp

Technology
19.5K
+ 657.09%
$375.39 - $447.2 $7.32M - $8.72M
22.5K $8.44M
HEFA
Ishares Currency Hedged Msci E

ETFs
122K
New
$34.83 - $37.52 $4.26M - $4.58M
122K $4.43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
34.9K
+ 15.16%
$168.16 - $186.21 $5.87M - $6.5M
265K $45.3M
IEMG
Ishares Inc

ETFs
74.8K
+ 62.8%
N/A
194K $10.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
77.7K
+ 10.87%
$49.78 - $53.19 $3.87M - $4.13M
792K $40.5M
OEF
Ishares S&P 100 ETF

ETFs
13.5K
New
N/A
13.5K $3.58M
IVE
Ishares S&P 500 Value ETF

ETFs
18.6K
+ 49.2%
$185.78 - $198.58 $3.45M - $3.69M
56.3K $10.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
27.6K
New
$97.25 - $104.79 $2.68M - $2.89M
27.6K $2.86M
GLD
Spdr Gold Trust

ETFs
4.58K
+ 13.94%
$243.19 - $288.14 $1.11M - $1.32M
37.5K $10.8M
IAU
Ishares Gold Trust

ETFs
30.8K
+ 86.44%
$49.74 - $58.96 $1.53M - $1.82M
66.4K $3.92M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
26.2K
+ 4.18%
$50.82 - $52.7 $1.33M - $1.38M
652K $34.3M
IAUM
I Shares Gold Trust Micro

ETFs
40.4K
+ 78.54%
$26.29 - $31.17 $1.06M - $1.26M
91.9K $2.86M
FTCS
First Trust Capital Strength E

ETFs
5.64K
+ 2.54%
$86.39 - $91.35 $487K - $515K
228K $20.4M
IEFA
Ishares Tr

ETFs
4.46K
+ 5.07%
$69.57 - $78.65 $310K - $351K
92.4K $6.99M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.98K
+ 5.2%
$50.48 - $51.04 $504K - $509K
202K $10.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.63K
+ 7.78%
$50.39 - $50.66 $435K - $437K
119K $6.05M
LLY
Eli Lilly & CO

Healthcare
563
New
$725.72 - $929.72 $409K - $523K
563 $464K
MBB
Ishares Tr

ETFs
3.29K
+ 4.76%
$90.37 - $94.08 $298K - $310K
72.4K $6.79M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
11.7K
+ 5.78%
$26.64 - $27.14 $311K - $317K
214K $5.72M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.67K
+ 5.71%
$196.12 - $229.48 $523K - $612K
49.3K $9.97M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.24K
+ 9.73%
$25.54 - $27.64 $185K - $200K
81.7K $2.23M
GTO
Invesco Actively Managed ETF T

ETFs
5.22K
+ 8.94%
$45.9 - $47.37 $239K - $247K
63.5K $2.98M
GE
General Electric CO

Industrials
1.11K
New
$168.59 - $212.13 $187K - $236K
1.11K $222K
IBM
International Business Machines Corp

Technology
879
New
$217.4 - $264.74 $191K - $233K
879 $218K
PFE
Pfizer Inc

Healthcare
8.07K
New
$25.01 - $27.13 $202K - $219K
8.07K $204K
PLTR
Palantir Technologies Inc.

Technology
2.41K
New
$64.98 - $124.62 $157K - $300K
2.41K $203K
EMB
Ishares Tr

ETFs
1.33K
+ 4.33%
$88.64 - $92.03 $118K - $122K
32.1K $2.91M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.67K
+ 29.4%
N/A
11.7K $732K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.75K
+ 15.94%
$53.6 - $58.97 $201K - $221K
27.3K $1.49M
T
At&T Inc.

Communication Services
69
+ 0.24%
$21.56 - $28.28 $1.49K - $1.95K
29K $819K
JPM
Jpmorgan Chase & CO

Financial Services
544
+ 41.46%
$225.19 - $279.95 $123K - $152K
1.86K $455K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
3.46K
+ 6.69%
$47.03 - $47.8 $163K - $165K
55.1K $2.6M
PULS
Pgim ETF Tr

ETFs
2.73K
+ 13.5%
$49.56 - $49.78 $135K - $136K
23K $1.14M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.77K
+ 24.19%
$83.18 - $89.27 $148K - $158K
9.11K $761K
F
Ford Motor CO

Consumer Cyclical
13.3K
New
$9.12 - $10.43 $122K - $139K
13.3K $133K
RTX
Raytheon Technologies Corp

Industrials
97
+ 1.37%
$114.1 - $135.66 $11.1K - $13.2K
7.18K $951K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
956
+ 27.26%
$126.11 - $135.06 $121K - $129K
4.46K $575K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
1.15K
+ 0.99%
$20.56 - $21.51 $23.7K - $24.8K
117K $2.49M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.53K
+ 1.86%
$50.87 - $51.09 $77.8K - $78.1K
83.8K $4.28M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
684
+ 3.89%
$100.32 - $100.76 $68.6K - $68.9K
18.3K $1.84M
PTF
Invesco Exchange Traded Fd Tr

ETFs
17.2K
+ 24.86%
$56.97 - $77.14 $980K - $1.33M
86.4K $5.1M
ABBV
Abb Vie Inc.

Healthcare
74
+ 4.71%
$169.2 - $216.66 $12.5K - $16K
1.64K $344K
TOMZ
Tomi Environmental Solutions, Inc.

Industrials
79.4K
New
$0.73 - $1.22 $58K - $96.9K
79.4K $65K
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 5.42%
$890.62 - $1076.86 $31.2K - $37.7K
681 $644K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
841
+ 1.6%
$50.03 - $50.27 $42.1K - $42.3K
53.5K $2.68M
V
Visa Inc.

Financial Services
4
+ 0.34%
$306.92 - $362.71 $1.23K - $1.45K
1.19K $415K
WMT
Walmart Inc.

Consumer Defensive
511
+ 9.15%
$84.5 - $105.05 $43.2K - $53.7K
6.1K $535K
RDVY
First Trust Rising Dividend Ac

ETFs
2.68K
+ 1.2%
$57.22 - $63.39 $153K - $170K
226K $13.2M
Activity Summary
Buys All Purchases 70 New Holdings 14 Increased Positions 56 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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