$412 Million is the total value of Scarborough Advisors, LLC's 72 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORPORATION | $2,048,810 | +3.4% | 8,258 | 0.0% | 0.50% | +5.1% | |
| FTV | FORTIVE CORP | $301,776 | -0.8% | 4,069 | 0.0% | 0.07% | 0.0% | |
| GOOG | ALPHABET INCcap stk cl c | $296,531 | +9.0% | 2,249 | 0.0% | 0.07% | +10.8% | |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $226,462 | +0.1% | 4,513 | 0.0% | 0.06% | +1.9% | |
| TOMZ | TOMI ENVIRONMENTAL SOLUTIONS | $83,481 | +33.9% | 93,750 | 0.0% | 0.02% | +33.3% | |
| GENE | GENETIC TECHNOLOGIES LTDnew sponsrd adr | $8,113 | -8.2% | 10,638 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-11-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 19.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 8.4% |
| ISHARES TR 20 YR TR | 8 | Q3 2023 | 6.5% |
| First TRUST Capital | 8 | Q3 2023 | 5.9% |
| ISHARES TR | 8 | Q3 2023 | 6.1% |
| SPDR SER TR | 8 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.4% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.3% |
View Scarborough Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-29 |
| 13F-HR | 2024-02-22 |
| 13F-HR/A | 2023-11-30 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-09-07 |
| 13F-HR | 2023-09-07 |
| 13F-HR | 2023-02-10 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-09 |
View Scarborough Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.