Institutions / Scarborough Advisors, LLC / Activity
Activity — Scarborough Advisors, LLC
313 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | iShares MSCI UAE ETF Common stock | $-11.54M | -58K -25.97% | 165,682 5.56% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $6.46M | +26K +53.23% | 74,322 3.14% of portfolio | medium |
| Q4 2025 as of | Add | 78464A508 Common stock | $5.94M | +105K +19.14% | 650,462 6.24% of portfolio | medium |
| Q4 2025 as of | Add | 46434G103 Common stock | $4.37M | +65K +11.60% | 625,924 7.10% of portfolio | low |
| Q4 2025 as of | Trim | 92203J407 Common stock | $-2.95M | -61K -69.91% | 26,305 0.21% of portfolio | low |
| Q4 2025 as of | New | 46435U796 Common stock | $2.73M | +30K | 30,427 0.46% of portfolio | low |
| Q4 2025 as of | Add | 81369Y506 Common stock | $2.69M | +60K +82.80% | 132,603 1.00% of portfolio | low |
| Q4 2025 as of | Add | 78468R663 Common stock | $1.54M | +17K +225.54% | 24,380 0.38% of portfolio | low |
| Q4 2025 as of | Add | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $1.06M | +17K +2.40% | 743,184 7.63% of portfolio | low |
| Q4 2025 as of | Add | 33737A108 Common stock | $810.1K | +5K +243.63% | 7,467 0.19% of portfolio | low |
| Q4 2025 as of | Add | 09290C780 Common stock | $734.6K | +22K +4.52% | 510,319 2.87% of portfolio | low |
| Q4 2025 as of | Add | 33733E104 Common stock | $677.7K | +7K +2.95% | 256,055 4.00% of portfolio | low |
| Q4 2025 as of | Add | 78464A854 Common stock | $535.3K | +7K +1.70% | 399,204 5.41% of portfolio | low |
| Q4 2025 as of | Add | 092528603 Common stock | $477.6K | +9K +5.27% | 180,633 1.61% of portfolio | low |
| Q4 2025 as of | Trim | Invesco Bloomberg Enhanced Fallen Angels ETF Common stock | $-425.3K | -15K -2.28% | 661,426 3.08% of portfolio | low |
| Q4 2025 as of | Add | 47103U845 Common stock | $403.7K | +8K +3.10% | 265,174 2.26% of portfolio | low |
| Q4 2025 as of | Add | 46138G698 Common stock | $403.2K | +4K +1.48% | 241,449 4.67% of portfolio | low |
| Q4 2025 as of | Trim | iShares MSCI UAE ETF Common stock | $-400.4K | -4K -73.72% | 1,394 0.02% of portfolio | low |
| Q4 2025 as of | Add | 19761L706 Common stock | $341.8K | +8K +1.59% | 535,940 3.69% of portfolio | low |
| Q4 2025 as of | Add | 09290C806 Common stock | $326.9K | +8K +1.73% | 498,031 3.24% of portfolio | low |
| Q4 2025 as of | Add | 53700T827 Common stock | $311.4K | +11K +3.32% | 345,677 1.64% of portfolio | low |
| Q4 2025 as of | New | MMD NYLI MacKay DefinedTerm Muni Opportunities Fund Closed-End Fund | $290.4K | +20K | 19,530 0.05% of portfolio | low |
| Q4 2025 as of | Exit | IQI Invesco Quality Municipal Income Trust Closed-End Fund | $-285.6K | -29K -100.00% | 0 | low |
| Q4 2025 as of | Add | 78464A664 Common stock | $279.8K | +11K +3.26% | 335,246 1.50% of portfolio | low |
| Q4 2025 as of | Add | 00039J806 Common stock | $268.2K | +6K +200.28% | 9,729 0.07% of portfolio | low |
| Q4 2025 as of | Add | 46435G474 Common stock | $255.0K | +9K +3.61% | 268,022 1.24% of portfolio | low |
| Q4 2025 as of | Trim | 69344A107 Common stock | $-253.4K | -5K -21.75% | 18,384 0.15% of portfolio | low |
| Q4 2025 as of | Add | 46432F842 Common stock | $248.7K | +3K +2.14% | 132,780 2.01% of portfolio | low |
| Q4 2025 as of | Add | 37960A529 Common stock | $197.2K | +3K +3.46% | 90,934 0.99% of portfolio | low |
| Q4 2025 as of | New | Q4982L109 Common stock | $188.8K | +5K | 5,000 0.03% of portfolio | low |
| Q4 2025 as of | Add | 92206C847 Common stock | $176.5K | +3K +41.43% | 10,797 0.10% of portfolio | low |
| Q4 2025 as of | Add | 46641Q837 Common stock | $156.4K | +3K +2.40% | 132,035 1.13% of portfolio | low |
| Q4 2025 as of | Add | 46428Q109 Common stock | $135.9K | +2K +4.53% | 48,694 0.53% of portfolio | low |
| Q4 2025 as of | Add | 46434V613 Common stock | $132.4K | +3K +21.77% | 15,906 0.12% of portfolio | low |
| Q4 2025 as of | Add | 46641Q118 Common stock | $129.5K | +2K +2.06% | 99,565 1.08% of portfolio | low |
| Q4 2025 as of | Trim | 46137V811 Common stock | $-124.4K | -2K -47.74% | 1,781 0.02% of portfolio | low |
| Q4 2025 as of | Add | 46090E103 Common stock | $121.0K | +197 +6.20% | 3,374 0.35% of portfolio | low |
| Q4 2025 as of | Add | 46435G672 Common stock | $111.3K | +2K +3.44% | 66,871 0.56% of portfolio | low |
| Q4 2025 as of | Add | Apple Inc. Common stock | $109.0K | +401 +2.64% | 15,613 0.72% of portfolio | low |
| Q4 2025 as of | Add | Bank of America Corp /De Common stock | $104.9K | +2K +68.77% | 4,680 0.04% of portfolio | low |
| Q4 2025 as of | Trim | General Motors Co Common stock | $-95.7K | -1K -12.78% | 8,034 0.11% of portfolio | low |
| Q4 2025 as of | Add | 003264108 Common stock | $80.2K | +1K +2.47% | 49,164 0.56% of portfolio | low |
| Q4 2025 as of | Add | 46138E222 Common stock | $77.6K | +1K +305.02% | 1,855 0.02% of portfolio | low |
| Q4 2025 as of | Add | Virtus Seix Senior Loan ETF Common stock | $77.3K | +3K +160.13% | 5,382 0.02% of portfolio | low |
| Q4 2025 as of | Add | 84858T772 Common stock | $71.6K | +2K +3.67% | 48,047 0.34% of portfolio | low |
| Q4 2025 as of | Add | Alphabet Inc. Common stock | $70.7K | +226 +5.83% | 4,105 0.22% of portfolio | low |
| Q4 2025 as of | Trim | 33739Q408 Common stock | $-68.0K | -1K -4.31% | 25,152 0.25% of portfolio | low |
| Q4 2025 as of | Trim | 46429B655 Common stock | $-67.4K | -1K -1.60% | 81,438 0.70% of portfolio | low |
| Q4 2025 as of | Trim | 69374H881 Common stock | $-66.6K | -1K -7.05% | 14,593 0.15% of portfolio | low |
| Q4 2025 as of | Add | Netflix Inc Common stock | $61.2K | +653 +1920.59% | 687 0.01% of portfolio | low |