Scarborough Advisors, LLC New Holdings in Q4 2024

Scarborough Advisors, LLC

  • $686 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
178K
New
$198.04 - $221.51 $35.3M - $39.5M
178K $37.5M
RECS
Columbia ETF Tr I

ETFs
422K
New
$33.61 - $36.42 $14.2M - $15.4M
422K $14.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
192K
New
$50.62 - $50.97 $9.72M - $9.79M
192K $9.74M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
46.7K
New
$201.32 - $217.44 $9.4M - $10.1M
46.7K $9.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
111K
New
$50.37 - $50.6 $5.58M - $5.61M
111K $5.58M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
202K
New
$26.55 - $27.32 $5.36M - $5.52M
202K $5.39M
PTF
Invesco Exchange Traded Fd Tr

ETFs
69.2K
New
$62.32 - $80.47 $4.31M - $5.57M
69.2K $5.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
77.6K
New
$61.68 - $67.87 $4.79M - $5.27M
77.6K $4.83M
JMEE
J P Morgan Exchange Traded Fd

ETFs
60.5K
New
$60.1 - $66.4 $3.63M - $4.02M
60.5K $3.66M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
121K
New
$26.01 - $28.19 $3.16M - $3.42M
121K $3.18M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
52.7K
New
$50.0 - $50.27 $2.63M - $2.65M
52.7K $2.64M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
51.7K
New
$47.5 - $47.86 $2.45M - $2.47M
51.7K $2.46M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
116K
New
$20.38 - $21.75 $2.37M - $2.53M
116K $2.39M
SPTL
Spdr Portfolio Long Term Treas

ETFs
74.4K
New
$26.05 - $29.17 $1.94M - $2.17M
74.4K $1.95M
XLF
Financial Sector Spdr

ETFs
40.2K
New
$44.89 - $51.34 $1.8M - $2.06M
40.2K $1.94M
IAU
Ishares Gold Trust

ETFs
35.6K
New
$48.37 - $52.65 $1.72M - $1.88M
35.6K $1.76M
IAUM
I Shares Gold Trust Micro

ETFs
51.5K
New
$25.56 - $27.81 $1.32M - $1.43M
51.5K $1.35M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
23.5K
New
$56.06 - $61.35 $1.32M - $1.44M
23.5K $1.33M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
104K
New
$10.43 - $11.47 $1.08M - $1.19M
104K $1.09M
XCEM
Columbia ETF Tr Ii

ETFs
35.7K
New
$29.6 - $32.67 $1.06M - $1.17M
35.7K $1.06M
HYDB
Ishares Tr Edge High Yield Def

ETFs
20.7K
New
$46.68 - $47.95 $968K - $994K
20.7K $974K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
63.3K
New
$10.95 - $12.01 $693K - $760K
63.3K $699K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
35K
New
$11.6 - $12.83 $406K - $449K
35K $408K
BFK
Blackrock Municipal Income Trust

Financial Services
34.2K
New
$9.79 - $10.72 $335K - $366K
34.2K $336K
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
New
$205.18 - $250.29 $269K - $328K
1.31K $314K
IQI
Invesco Quality Municipal Income Trust

Financial Services
29.2K
New
$9.59 - $10.5 $280K - $306K
29.2K $287K
META
Meta Platforms, Inc.

Communication Services
376
New
$554.08 - $632.68 $208K - $238K
376 $221K
MSTR
Microstrategy Inc

Technology
743
New
$162.69 - $473.83 $121K - $352K
743 $215K
FTI
Technip Fmc PLC

Energy
6.94K
New
$25.16 - $31.95 $175K - $222K
6.94K $200K
PLW
Invesco 1 30 Laddered Treasury

ETFs
399K
New
N/A
399K $0
Activity Summary
Buys All Purchases 68 New Holdings 31 Increased Positions 37 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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