Portfolio (Quarterly)
Guide ↗
Scarborough Advisors, LLC
· CIK 0001815355| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,076.0 | $526K | 0.06% | -489.0 | -31.2% | $489.25 | — |
| 102 | SGOV | ISHARES TR | — | 5,217.0 | $524K | 0.06% | +66.0 | +1.3% | $100.51 | +0.1% |
| 103 | — | FIRST TR EXCHANGE TRADED FD | — | 21,543.0 | $512K | 0.06% | NEW | — | $23.77 | — |
| 104 | WMT | WALMART INC | Consumer Defensive | 4,111.0 | $498K | 0.06% | NEW | — | $121.08 | -4.9% |
| 105 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,673.0 | $470K | 0.05% | -153.0 | -4.0% | $128.00 | +34.0% |
| 106 | MPC | MARATHON PETE CORP | Energy | 1,722.0 | $454K | 0.05% | -88.0 | -4.9% | $263.68 | +38.9% |
| 107 | — | BLACKROCK ETF TRUST | — | 13,358.0 | $431K | 0.05% | NEW | — | $32.30 | — |
| 108 | EDIV | SPDR INDEX SHS FDS | — | 10,102.0 | $423K | 0.05% | +9K | +650.0% | $41.85 | -0.4% |
| 109 | V | VISA INC | Financial Services | 1,304.0 | $421K | 0.05% | -45.0 | -3.3% | $322.47 | +13.0% |
| 110 | — | J P MORGAN EXCHANGE TRADED F | — | 5,686.0 | $404K | 0.05% | -834.0 | -12.8% | $71.01 | — |
| 111 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 579.0 | $403K | 0.05% | -19.0 | -3.2% | $695.87 | +1.2% |
| 112 | IWF | ISHARES TR | — | 3,211.0 | $390K | 0.04% | NEW | — | $121.61 | +1.2% |
| 113 | SPMD | SPDR SERIES TRUST | — | 5,849.0 | $390K | 0.04% | — | — | $66.68 | +1.5% |
| 114 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 884.0 | $375K | 0.04% | NEW | — | $423.93 | -2.5% |
| 115 | ABBV | ABBVIE INC | Healthcare | 1,632.0 | $372K | 0.04% | -102.0 | -5.9% | $227.84 | +13.6% |
| 116 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 4,608.0 | $367K | 0.04% | NEW | — | $79.71 | -5.2% |
| 117 | — | TECHNIPFMC PLC | — | 4,812.0 | $341K | 0.04% | — | — | $70.79 | — |
| 118 | AMD | ADVANCED MICRO DEVICES INC | Technology | 610.0 | $312K | 0.04% | -100.0 | -14.1% | $511.93 | -5.4% |
| 119 | VGLT | VANGUARD SCOTTSDALE FDS | — | 5,662.0 | $310K | 0.04% | -5K | -47.6% | $54.77 | -4.1% |
| 120 | ONEV | SPDR SERIES TRUST | — | 2,142.0 | $309K | 0.04% | -39.0 | -1.8% | $144.29 | +3.7% |
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
48.7%
Technology
23.9%
Consumer Cyclical
8.6%
Industrials
4.5%
Communication Services
4.4%
Consumer Defensive
3.6%
Healthcare
2.7%
Energy
2.5%
Utilities
1.1%