Portfolio (Quarterly)
Guide ↗
Scarborough Advisors, LLC
· CIK 0001815355| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 150.0 | $119K | 0.02% | NEW | — | $796.35 | +37.7% |
| 102 | EELV | INVESCO EXCH TRADED FD TR II | — | 3,986.0 | $106K | 0.02% | NEW | — | $26.62 | +7.9% |
| 103 | MOAT | VANECK ETF TRUST | — | 1,043.0 | $103K | 0.02% | NEW | — | $99.09 | +3.1% |
| 104 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 2,303.0 | $101K | 0.02% | NEW | — | $43.95 | +3.2% |
| 105 | AMD | ADVANCED MICRO DEVICES INC | Technology | 619.0 | $100K | 0.02% | NEW | — | $161.90 | +231.9% |
| 106 | ETN | EATON CORP PLC | Industrials | 265.0 | $99K | 0.02% | NEW | — | $374.25 | +12.7% |
| 107 | AUB | ATLANTIC UN BANKSHARES CORP | Financial Services | 2,803.0 | $99K | 0.02% | NEW | — | $35.29 | +11.0% |
| 108 | MO | ALTRIA GROUP INC | Consumer Defensive | 1,474.0 | $97K | 0.02% | NEW | — | $66.06 | +4.6% |
| 109 | MMM | 3M CO | Industrials | 623.0 | $97K | 0.02% | NEW | — | $155.18 | +3.5% |
| 110 | CSCO | CISCO SYS INC | Technology | 1,401.0 | $96K | 0.02% | NEW | — | $68.41 | +74.7% |
| 111 | AVUV | AMERICAN CENTY ETF TR | — | 885.0 | $88K | 0.02% | NEW | — | $99.56 | +22.5% |
| 112 | CMCSA | COMCAST CORP NEW | Communication Services | 2,803.0 | $88K | 0.02% | NEW | — | $31.42 | -28.6% |
| 113 | EAGG | ISHARES TR | — | 1,802.0 | $87K | 0.01% | NEW | — | $48.04 | -1.4% |
| 114 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 2,426.0 | $81K | 0.01% | NEW | — | $33.42 | +9.1% |
| 115 | AEE | AMEREN CORP | Utilities | 740.0 | $77K | 0.01% | NEW | — | $104.32 | +4.2% |
| 116 | SHOP | SHOPIFY INC | Technology | 510.0 | $76K | 0.01% | NEW | — | $148.61 | -26.8% |
| 117 | ADX | ADAMS DIVERSIFIED EQUITY FD | Financial Services | 3,363.0 | $75K | 0.01% | NEW | — | $22.30 | +13.4% |
| 118 | KMI | KINDER MORGAN INC DEL | Energy | 2,631.0 | $74K | 0.01% | NEW | — | $28.31 | +11.6% |
| 119 | XLK | SELECT SECTOR SPDR TR | — | 258.0 | $73K | 0.01% | NEW | — | $282.12 | -32.1% |
| 120 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 245.0 | $71K | 0.01% | NEW | — | $288.85 | +10.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
56.7%
Technology
18.9%
Consumer Cyclical
7.5%
Communication Services
5.7%
Industrials
3.9%
Healthcare
2.4%
Energy
1.9%
Consumer Defensive
1.5%
Utilities
1.1%
Real Estate
0.3%