Scarborough Advisors, LLC New Holdings in Q3 2024

Scarborough Advisors, LLC

  • $606 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.57M
New
$61.11 - $67.85 $96.1M - $107M
1.57M $107M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
617K
New
$50.85 - $53.88 $31.4M - $33.3M
617K $33.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
314K
New
$89.91 - $101.33 $28.2M - $31.8M
314K $30.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54K
New
$475.2 - $527.7 $25.7M - $28.5M
54K $28.5M
EFV
Msci Eafe Value ETF

ETFs
299K
New
$51.72 - $57.96 $15.5M - $17.3M
299K $17.2M
EFG
Msci Eafe Growth ETF

ETFs
137K
New
$96.84 - $108.77 $13.2M - $14.9M
137K $14.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
152K
New
$84.77 - $97.13 $12.9M - $14.7M
152K $14.5M
VTI
Vanguard Total Stock Market Et

ETFs
50.3K
New
$255.18 - $283.2 $12.8M - $14.2M
50.3K $14.2M
IYW
Ishares Dj Us Tech ETF

ETFs
66.1K
New
$133.16 - $158.73 $8.8M - $10.5M
66.1K $10M
MSFT
Microsoft Corp

Technology
22.6K
New
$395.15 - $467.56 $8.92M - $10.6M
22.6K $9.71M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
78.5K
New
$75.47 - $83.18 $5.93M - $6.53M
78.5K $6.52M
MBB
Ishares Tr

ETFs
66.2K
New
$90.85 - $96.66 $6.01M - $6.4M
66.2K $6.34M
VEA
Vanguard Ftse Developed Market

ETFs
108K
New
$47.6 - $53.31 $5.12M - $5.74M
108K $5.68M
DVY
Ishares Tr

ETFs
33.3K
New
$119.99 - $135.74 $3.99M - $4.52M
33.3K $4.49M
PG
Procter & Gamble CO

Consumer Defensive
25.6K
New
$160.76 - $177.82 $4.12M - $4.56M
25.6K $4.44M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
32.3K
New
$110.22 - $120.89 $3.56M - $3.91M
32.3K $3.89M
LMT
Lockheed Martin Corp

Industrials
6.39K
New
$460.3 - $584.56 $2.94M - $3.73M
6.39K $3.73M
EMB
Ishares Tr

ETFs
29.7K
New
$87.75 - $93.74 $2.6M - $2.78M
29.7K $2.77M
DHR
Danaher Corp

Healthcare
8.2K
New
$239.25 - $280.76 $1.96M - $2.3M
8.2K $2.28M
ROAM
Hartford Multifactor Emerging

ETFs
65K
New
$22.74 - $25.87 $1.48M - $1.68M
65K $1.66M
SCHA
Schwab Strategic Tr Us Small C

ETFs
26.2K
New
$46.9 - $51.96 $1.23M - $1.36M
26.2K $1.35M
VUG
Vanguard Growth ETF

ETFs
3.13K
New
$341.08 - $391.94 $1.07M - $1.23M
3.13K $1.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.55K
New
$531.86 - $624.21 $826K - $969K
1.55K $960K
HD
Home Depot, Inc.

Consumer Cyclical
1.73K
New
$333.64 - $405.2 $578K - $702K
1.73K $702K
LLY
Eli Lilly & CO

Healthcare
717
New
$772.14 - $960.02 $554K - $688K
717 $635K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8.68K
New
$62.4 - $62.4 $542K - $542K
8.68K $541K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.6K
New
$117.9 - $128.2 $424K - $461K
3.6K $461K
WMT
Walmart Inc.

Consumer Defensive
5.48K
New
$66.91 - $81.4 $366K - $446K
5.48K $442K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.01K
New
$332.02 - $382.76 $334K - $385K
1.01K $377K
USFD
Us Foods Holding Corp.

Consumer Defensive
5.86K
New
$50.06 - $62.82 $293K - $368K
5.86K $360K
INTU
Intuit Inc

Technology
420
New
$602.97 - $670.49 $253K - $282K
420 $260K
JNJ
Johnson & Johnson

Healthcare
1.48K
New
$145.48 - $167.38 $215K - $247K
1.48K $239K
GE
General Electric CO

Industrials
1.15K
New
$156.66 - $189.66 $181K - $219K
1.15K $217K
PSX
Phillips 66

Energy
1.57K
New
$125.0 - $147.17 $196K - $231K
1.57K $205K
F
Ford Motor CO

Consumer Cyclical
14.3K
New
$9.71 - $14.55 $139K - $208K
14.3K $151K
TOMZ
Tomi Environmental Solutions, Inc.

Industrials
79.4K
New
$0.66 - $0.97 $52.4K - $77K
79.4K $62K
CAN
Canaan Inc.

Technology
12.8K
New
$0.83 - $1.22 $10.6K - $15.6K
12.8K $12K
Activity Summary
Buys All Purchases 69 New Holdings 38 Increased Positions 31 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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