Scarborough Advisors, LLC Reduced Holdings in Q1 2025

Scarborough Advisors, LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-706K
- 20.3%
$21.75 - $24.28 $15.4M - $17.1M
2.77M $61.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18.6K
- 34.38%
$507.05 - $563.67 $9.43M - $10.5M
35.5K $18.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-217K
- 92.99%
$44.72 - $46.25 $9.72M - $10.1M
16.4K $755K
EFG
Msci Eafe Growth ETF

ETFs
-67.5K
- 41.05%
$96.1 - $106.37 $6.49M - $7.18M
97K $9.7M
EFV
Msci Eafe Value ETF

ETFs
-116K
- 36.68%
$51.88 - $60.73 $6.03M - $7.06M
201K $11.8M
IFRA
Ishares Tr

ETFs
-103K
- 94.08%
$44.8 - $49.25 $4.61M - $5.07M
6.48K $292K
VTI
Vanguard Total Stock Market Et

ETFs
-13.3K
- 27.59%
$271.18 - $303.12 $3.62M - $4.04M
35K $9.62M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-25.9K
- 6.05%
$64.88 - $72.1 $1.68M - $1.87M
402K $26.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-52.3K
- 15.99%
$54.25 - $57.64 $2.84M - $3.02M
275K $15.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-25.8K
- 7.76%
$85.29 - $92.57 $2.2M - $2.39M
307K $27.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-943
- 61.55%
$497.6 - $606.74 $469K - $572K
589 $293K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.94K
- 1.18%
$25.58 - $29.24 $75.1K - $85.9K
247K $6.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-105
- 0.84%
$190.26 - $242.06 $20K - $25.4K
12.5K $2.37M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.6K
- 13.43%
$40.03 - $46.81 $184K - $215K
29.6K $1.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-372
- 10.88%
$468.34 - $539.52 $174K - $201K
3.05K $1.43M
TSLA
Tesla, Inc.

Consumer Cyclical
-185
- 11.67%
$222.15 - $428.22 $41.1K - $79.2K
1.4K $362K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.07K
- 11.0%
$23.16 - $27.04 $117K - $137K
41K $961K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-1.63K
- 37.82%
$123.11 - $130.57 $201K - $213K
2.68K $339K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-8.76K
- 13.4%
$36.91 - $41.03 $323K - $359K
56.6K $2.25M
AVGO
Broadcom Inc.

Technology
-58
- 2.43%
$167.43 - $244.7 $9.71K - $14.2K
2.33K $389K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-9.64K
- 11.24%
$23.18 - $24.68 $224K - $238K
76.2K $1.85M
VUG
Vanguard Growth ETF

ETFs
-109
- 4.11%
$369.1 - $427.61 $40.2K - $46.6K
2.54K $943K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-257
- 23.97%
$360.07 - $417.26 $92.5K - $107K
815 $294K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-516
- 0.42%
$24.88 - $26.85 $12.8K - $13.9K
121K $3.05M
GOOG
Alphabet Inc.

Communication Services
-34
- 1.25%
$156.06 - $207.71 $5.31K - $7.06K
2.69K $420K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-122
- 16.58%
$522.96 - $601.18 $63.8K - $73.3K
614 $327K
VEA
Vanguard Ftse Developed Market

ETFs
-3.4K
- 9.15%
$47.4 - $52.99 $161K - $180K
33.7K $1.72M
SPMD
Spdr Portfolio

ETFs
-390
- 5.29%
$50.21 - $57.73 $19.6K - $22.5K
6.99K $357K
ET
Energy Transfer LP

Energy
-834
- 3.28%
$17.26 - $21.08 $14.4K - $17.6K
24.6K $456K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-678
- 2.58%
$59.78 - $60.03 $40.5K - $40.7K
25.6K $1.53M
COP
Conocophillips

Energy
-341
- 11.47%
$88.6 - $105.85 $30.2K - $36.1K
2.63K $276K
MPC
Marathon Petroleum Corp

Energy
-196
- 9.87%
$134.72 - $159.03 $26.4K - $31.2K
1.79K $260K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-141
- 1.94%
$55.41 - $60.74 $7.81K - $8.56K
7.11K $401K
XCEM
Columbia ETF Tr Ii

ETFs
-250
- 0.7%
$29.18 - $30.72 $7.3K - $7.68K
35.5K $1.05M
IQI
Invesco Quality Municipal Income Trust

Financial Services
-187
- 0.64%
$9.59 - $10.1 $1.79K - $1.89K
29K $280K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-318
- 0.5%
$10.81 - $11.3 $3.44K - $3.59K
63K $692K
BFK
Blackrock Municipal Income Trust

Financial Services
-172
- 0.5%
$9.89 - $10.29 $1.7K - $1.77K
34K $336K
DVY
Ishares Tr

ETFs
-542
- 1.5%
$128.58 - $138.1 $69.7K - $74.9K
35.5K $4.77M
PG
Procter & Gamble CO

Consumer Defensive
-141
- 0.55%
$158.56 - $176.26 $22.4K - $24.9K
25.5K $4.34M
AMGN
Amgen Inc

Healthcare
-64
- 3.57%
$258.59 - $327.36 $16.5K - $21K
1.73K $538K
XLE
Energy Sector Spdr

ETFs
-2.04K
- 2.6%
$85.7 - $93.96 $175K - $192K
76.5K $7.15M
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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