Scarborough Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $606 Million distributed in 90 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 $107M, Ishares Msci Usa Quality Facto with a value of $47.5M, Blackrock ETF Tr U S Equity Fa with a value of $34.9M, Ishares Trust Ishares 5 10 Yea with a value of $33.2M, and Ishares Barclays 20+ Year Trea with a value of $30.8M.

Examining the 13F form we can see an increase of $372M in the current position value, from $234M to 606M.

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 $606 Million
ETFs: $565 Million
Technology: $17.1 Million
Consumer Defensive: $5.82 Million
Healthcare: $4.92 Million
Industrials: $4.87 Million
Consumer Cyclical: $4.06 Million
Communication Services: $1.44 Million
Energy: $1.4 Million
Other: $606,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $606 Million
  • Prior Value $234 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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