116 is the total number of securities Scarborough Advisors, LLC has owned. The longest Scarborough Advisors, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHX | SCHWAB STRATEGIC TR | 8 | 8 | 11.67% | 15.59% | 19.25% | Q4 2021 | Q3 2023 | 8 |
VTI | VANGUARD INDEX FDS | 8 | 8 | 4.87% | 6.23% | 7.51% | Q4 2021 | Q3 2023 | 8 |
SCHP | SCHWAB STRATEGIC TR | 8 | 8 | 0.11% | 4.87% | 8.36% | Q4 2021 | Q3 2023 | 8 |
TLT | ISHARES TR 20 YR TR | 8 | 8 | 1.26% | 4.47% | 6.51% | Q4 2021 | Q3 2023 | 8 |
FTCS | First TRUST Capital | 8 | 8 | 3.38% | 4.17% | 5.87% | Q4 2021 | Q3 2023 | 8 |
EFV | ISHARES TR | 8 | 8 | 2.44% | 3.87% | 6.06% | Q4 2021 | Q3 2023 | 8 |
ONEV | SPDR SER TR | 8 | 8 | 2.01% | 3.05% | 3.89% | Q4 2021 | Q3 2023 | 8 |
SCHA | SCHWAB STRATEGIC TR | 8 | 8 | 1.63% | 2.81% | 7.41% | Q4 2021 | Q3 2023 | 8 |
XLE | SELECT SECTOR SPDR TR | 8 | 8 | 1.00% | 1.89% | 2.62% | Q4 2021 | Q3 2023 | 8 |
SCHM | SCHWAB STRATEGIC TR | 8 | 8 | 1.24% | 1.88% | 3.25% | Q4 2021 | Q3 2023 | 8 |
JQUA | J P MORGAN EXCHANGE TR... | 8 | 8 | 0.25% | 1.76% | 2.24% | Q4 2021 | Q3 2023 | 8 |
EFG | ISHARES TR | 8 | 8 | 0.87% | 1.39% | 2.30% | Q4 2021 | Q3 2023 | 8 |
DVY | ISHARES TR | 8 | 8 | 1.05% | 1.30% | 1.59% | Q4 2021 | Q3 2023 | 8 |
FLOT | ISHARES TR | 8 | 8 | 1.04% | 1.25% | 1.50% | Q4 2021 | Q3 2023 | 8 |
SPMD | SPDR SER TR PORTFOLIO | 8 | 8 | 0.60% | 1.18% | 4.44% | Q4 2021 | Q3 2023 | 8 |
GLD | SPDR GOLD TR GOLD | 8 | 8 | 1.06% | 1.17% | 1.31% | Q4 2021 | Q3 2023 | 8 |
LMT | LOCKHEED MARTIN CORP | 8 | 8 | 0.66% | 0.81% | 0.96% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 0.57% | 0.79% | 1.04% | Q4 2021 | Q3 2023 | 8 |
USMV | ISHARES TR | 8 | 8 | 0.45% | 0.65% | 0.95% | Q4 2021 | Q3 2023 | 8 |
MINT | PIMCO ETF TR | 8 | 8 | 0.42% | 0.58% | 1.01% | Q4 2021 | Q3 2023 | 8 |
FTSM | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.11% | 0.51% | 0.85% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.26% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
TMO | THERMO FISHER SCIENTIF... | 8 | 8 | 0.15% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.07% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FTV | FORTIVE CORP | 8 | 8 | 0.07% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TOMZ | TOMI ENVIRONMENTAL SOL... | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
COMT | ISHARES U S ETF TR | 7 | 7 | 0.07% | 2.50% | 5.16% | Q4 2021 | Q2 2023 | 7 |
MSFT | MICROSOFT CORP | 4 | 3 | 1.56% | 1.88% | 2.51% | Q4 2021 | Q3 2023 | 7 |
SPSM | SPDR SER TR PORTFOLIO | 7 | 7 | 1.12% | 1.67% | 2.82% | Q1 2022 | Q3 2023 | 7 |
XLF | SELECT SECTOR SPDR TR | 7 | 7 | 0.07% | 1.05% | 2.77% | Q4 2021 | Q2 2023 | 7 |
DHR | DANAHER CORPORATION | 4 | 3 | 0.47% | 0.66% | 0.94% | Q4 2021 | Q3 2023 | 7 |
GM | GENERAL MTRS CO | 4 | 3 | 0.07% | 0.16% | 0.35% | Q4 2021 | Q3 2023 | 7 |
NVDA | NVIDIA CORPORATION | 4 | 3 | 0.06% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 7 |
T | AT&T INC | 4 | 3 | 0.08% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 7 |
GOOG | ALPHABET INC | 4 | 3 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
SCHV | SCHWAB STRATEGIC TR | 6 | 6 | 4.95% | 6.18% | 7.41% | Q4 2021 | Q1 2023 | 6 |
VOO | VANGUARD INDEX FDS S&P... | 6 | 6 | 1.46% | 3.63% | 6.06% | Q2 2022 | Q3 2023 | 6 |
EELV | INVESCO EXCH TRADED FD... | 6 | 6 | 0.69% | 2.58% | 4.14% | Q2 2022 | Q3 2023 | 6 |
IFRA | ISHARES TR | 6 | 6 | 0.44% | 0.73% | 0.84% | Q2 2022 | Q3 2023 | 6 |
IEFA | ISHARES TR | 6 | 6 | 0.07% | 0.57% | 2.35% | Q4 2021 | Q1 2023 | 6 |
TIP | ISHARES TR | 4 | 2 | 0.08% | 0.28% | 0.44% | Q4 2021 | Q2 2023 | 6 |
COP | CONOCOPHILLIPS | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
TSLA | TESLA INC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 6 |
ESGU | ISHARES TR | 5 | 5 | 3.18% | 4.63% | 6.80% | Q4 2021 | Q4 2022 | 5 |
VEA | VANGUARD TAX-MANAGED FDS | 5 | 5 | 2.22% | 2.48% | 2.64% | Q3 2022 | Q3 2023 | 5 |
IQLT | ISHARES TR | 5 | 5 | 2.25% | 2.46% | 2.70% | Q3 2022 | Q3 2023 | 5 |
GOOGL | ALPHABET INC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
IGIB | ISHARES TR | 2 | 2 | 0.09% | 5.05% | 7.24% | Q4 2021 | Q3 2023 | 4 |
IYW | ISHARES TR | 4 | 4 | 1.15% | 1.83% | 2.62% | Q4 2022 | Q3 2023 | 4 |
MDYV | SPDR SER TR | 3 | 1 | 0.06% | 1.70% | 3.43% | Q4 2021 | Q4 2022 | 4 |
MBB | ISHARES TR | 4 | 4 | 1.15% | 1.47% | 1.86% | Q4 2022 | Q3 2023 | 4 |
IHI | ISHARES TR | 4 | 4 | 0.43% | 0.69% | 0.94% | Q4 2021 | Q3 2022 | 4 |
FALN | ISHARES TR | 4 | 4 | 0.13% | 0.31% | 0.48% | Q4 2021 | Q3 2022 | 4 |
VZ | VERIZON COMMUNICATIONS... | 3 | 1 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 4 |
IWF | ISHARES TR | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
MPC | MARATHON PETE CORP | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
IEMG | ISHARES INC | 3 | 3 | 1.88% | 2.21% | 2.55% | Q1 2023 | Q3 2023 | 3 |
QUAL | ISHARES TR | 3 | 3 | 1.42% | 2.02% | 2.64% | Q1 2023 | Q3 2023 | 3 |
VUG | VANGUARD INDEX FDS | 3 | 3 | 1.80% | 2.01% | 2.21% | Q1 2023 | Q3 2023 | 3 |
EEMV | ISHARES TR | 3 | 3 | 1.36% | 1.44% | 1.60% | Q2 2022 | Q4 2022 | 3 |
EMB | ISHARES TR | 3 | 3 | 0.80% | 1.29% | 1.80% | Q1 2023 | Q3 2023 | 3 |
SHYG | ISHARES TR | 3 | 3 | 0.28% | 1.21% | 2.96% | Q4 2022 | Q2 2023 | 3 |
IJR | ISHARES TR CORE | 3 | 3 | 0.51% | 0.93% | 1.18% | Q3 2022 | Q1 2023 | 3 |
VSDA | VICTORY PORTFOLIOS II | 3 | 3 | 0.09% | 0.85% | 2.35% | Q4 2021 | Q2 2022 | 3 |
IUSB | ISHARES TR | 3 | 3 | 0.14% | 0.82% | 1.18% | Q2 2022 | Q4 2022 | 3 |
PG | PROCTER AND GAMBLE CO | 3 | 3 | 0.38% | 0.73% | 0.91% | Q1 2023 | Q3 2023 | 3 |
SPLG | SPDR SER TR | 3 | 3 | 0.70% | 0.72% | 0.75% | Q1 2023 | Q3 2023 | 3 |
ICVT | ISHARES TR | 3 | 3 | 0.57% | 0.70% | 0.89% | Q2 2022 | Q4 2022 | 3 |
XLC | SELECT SECTOR SPDR TR | 3 | 3 | 0.49% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 |
GOVT | ISHARES TR | 3 | 3 | 0.15% | 0.49% | 0.93% | Q1 2022 | Q3 2022 | 3 |
ROAM | LATTICE STRATEGIES TR | 3 | 3 | 0.23% | 0.26% | 0.30% | Q1 2023 | Q3 2023 | 3 |
QQQ | INVESCO QQQ TR | 2 | 1 | 0.07% | 0.15% | 0.27% | Q4 2021 | Q3 2023 | 3 |
GENE | GENETIC TECHNOLOGIES LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TLH | ISHARES TR | 2 | 2 | 2.04% | 2.07% | 2.10% | Q3 2022 | Q4 2022 | 2 |
IGLB | ISHARES TR | 2 | 2 | 1.45% | 1.65% | 1.86% | Q4 2021 | Q1 2022 | 2 |
VSS | VANGUARD INTL EQUITY I... | 2 | 2 | 0.84% | 1.38% | 1.92% | Q4 2021 | Q1 2022 | 2 |
VLUE | ISHARES TR | 2 | 2 | 0.10% | 1.33% | 2.56% | Q4 2021 | Q1 2022 | 2 |
MTUM | ISHARES TR | 2 | 2 | 0.51% | 0.83% | 1.14% | Q4 2022 | Q1 2023 | 2 |
FNDX | SCHWAB STRATEGIC TR | 2 | 2 | 0.78% | 0.78% | 0.79% | Q4 2022 | Q1 2023 | 2 |
SCHH | SCHWAB STRATEGIC TR | 2 | 2 | 0.14% | 0.25% | 0.36% | Q4 2021 | Q1 2022 | 2 |
RTX | RTX CORPORATION | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
FIXD | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
DIS | DISNEY WALT CO | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
INTU | INTUIT | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 2 |
COST | COSTCO WHSL CORP NEW | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
JPST | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
XOM | EXXON MOBIL CORP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
JNJ | JOHNSON & JOHNSON | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ENZC | Enzolytics Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Zacatecas Silver Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 | |
DHCC | Diamondhead Casino Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RCPIQ | Rock Creek Pharma | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MDY | SPDR S&P MIDCAP 400 ET... | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2023 | Q3 2023 | 1 |
FVAL | FIDELITY COVINGTON TRUST | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
IJS | ISHARES TR | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2022 | Q2 2022 | 1 |
IJH | ISHARES TR | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
IVW | ISHARES TR | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
SLY | SPDR SER TR | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
SPYG | SPDR SER TR | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
CSQ | CALAMOS STRATEGIC TOTA... | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
TFLO | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
AMGN | AMGEN INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
VIS | VANGUARD WORLD FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
V | VISA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ANTM | ELEVANCE HEALTH INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MCD | MCDONALDS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SIRI | SIRIUS XM HOLDINGS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SNRS | Sunrise Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Healthier Choices Manage | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Scarborough Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Scarborough Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Scarborough Advisors, LLC owns currently or has owned in the past.