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Scarborough Advisors, LLC

13F
Scarborough Advisors, LLC
Last update 2025-05-15 118 Stocks (14 new)
Value $702.00 Mil Turnover 11 %
Countries:
Top Holdings: SCHX(8.72%)QUAL(6.45%)SPYV(5.76%)QQQM(5.13%)IGIB(4.88%)
Summary Stock Picks Current Portfolio
Scarborough Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
2,773,343
61,235.4
-20.30%
8.720
-2.31%
0.120
-0.60%
+0.81%
53,613.3
 
QUAL 		iShares MSCI USA Quality Factor ETF
264,975
45,281.5
+15.16%
6.450
+0.85%
0.090
-2.26%
-0.35%
50,709.3
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
792,404
40,468.1
+10.87%
5.760
+0.56%
0.160
-3.75%
-0.55%
25,560.6
 
QQQM 		Invesco NASDAQ 100 ETF
186,703
36,037.3
+4.66%
5.130
+0.23%
0.090
+2.31%
+1.73%
47,659.8
 
IGIB 		iShares Intermediate Credit Bond ETF
652,135
34,250.2
+4.18%
4.880
+0.20%
0.230
+0.79%
+3.51%
14,725.2
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
702,306
34,244.4
+3.24%
4.880
+0.15%
0.220
0%
+1.72%
17,315.0
 
TLT 		iShares 20+ Year Treasury Bond ETF
306,915
27,938.5
-7.76%
3.980
-0.32%
0.060
-5.68%
+0.19%
51,077.0
 
SPLG 		SPDR Portfolio S&P 500 ETF
402,231
26,450.7
-6.05%
3.770
-0.25%
0.040
-0.48%
+0.89%
67,319.4
 
FTCS 		First Trust Capital Strength ETF
227,641
20,405.8
+2.54%
2.910
+0.07%
0.240
-0.19%
+3.82%
8,435.6
 
VOO 		Vanguard S&P 500 ETF
35,491
18,239.4
-34.38%
2.600
-1.42%
0.000
-0.49%
+0.90%
601,339.2
 

Scarborough Advisors, LLC's Historical Top Holdings Breakdowns

Scarborough Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Reduce
-2.31%
●
21.75 ($23.28) 24.28
$23.30
0.09%
Reduce -20.3%
2,773,343
-706,341
BTHM 		BLACKROCK ETF TRUS2025-03-31New Buy
+1.46%
●
31.08 ($33.64) 35.42
$33.22
-1.24%
New holding
322,624
322,624
SCHZ 		Schwab US Aggregate Bond ETF2025-03-31New Buy
+1.43%
●
22.46 ($22.91) 23.26
$22.96
0.22%
New holding
434,259
434,259
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-1.42%
●
507.05 ($540.58) 563.67
$541.76
0.22%
Reduce -34.38%
35,491
-18,592
IUSB 		iShares Core Total USD Bond Market ETF2025-03-31Reduce
-1.39%
●
44.72 ($45.57) 46.25
$45.70
0.29%
Reduce -92.99%
16,387
-217,430
MSFT 		Microsoft Corp2025-03-31Add
+1.04%
●
375.39 ($407.71) 447.2
$460.36
12.91%
Add 657.09%
22,478
19,509
EFG 		iShares MSCI EAFE Growth ETF2025-03-31Reduce
-0.92%
●
96.1 ($101.94) 106.32
$109.79
7.70%
Reduce -41.05%
96,991
-67,542
EFV 		iShares MSCI EAFE Value ETF2025-03-31Reduce
-0.86%
●
51.88 ($56.57) 60.73
$63.64
12.50%
Reduce -36.68%
200,561
-116,180
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Add
+0.85%
●
168.16 ($179.03) 186.21
$177.06
-1.10%
Add 15.16%
264,975
34,888
IFRA 		iShares U.S. Infrastructure ETF2025-03-31Reduce
-0.68%
●
44.8 ($46.64) 49.25
$47.77
2.42%
Reduce -94.08%
6,483
-102,974

Scarborough Advisors, LLC Total Holding History ($B)

To

Scarborough Advisors, LLC's Asset Allocation

To

Scarborough Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Scarborough Advisors, LLC's Hypothetical Growth since 2025-03-31

Scarborough Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Scarborough Advisors, LLC's Holdings Heat Map

Size field:

Scarborough Advisors, LLC's Holdings Bubble Chart

Scarborough Advisors, LLC News

  • 1

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