Institutions / Scarborough Advisors, LLC / Activity
Activity — Scarborough Advisors, LLC
313 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 46435G102 Common stock | $60.5K | +614 +9.90% | 6,814 0.11% of portfolio | low |
| Q4 2025 as of | Add | 33740F805 Common stock | $59.7K | +1K +35.09% | 5,182 0.04% of portfolio | low |
| Q4 2025 as of | Add | QuantumScape Corp Common stock | $53.8K | +5K +568.94% | 6,074 0.01% of portfolio | low |
| Q4 2025 as of | Add | Nextera Energy Inc Common stock | $47.8K | +596 +839.44% | 667 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 78462F103 Common stock | $46.4K | +68 +31.63% | 283 0.03% of portfolio | low |
| Q4 2025 as of | Add | Duke Energy Corp Common stock | $45.4K | +387 +30.79% | 1,644 0.03% of portfolio | low |
| Q4 2025 as of | Add | BTT BlackRock Municipal 2030 Target Term Trust Closed-End Fund | $44.8K | +2K +1.66% | 120,117 0.46% of portfolio | low |
| Q4 2025 as of | Trim | 78467V608 Common stock | $-39.7K | -962 -63.58% | 551 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Palantir Technologies Inc Common stock | $38.2K | +215 +5.95% | 3,826 0.11% of portfolio | low |
| Q4 2025 as of | Add | 81369Y803 Common stock | $38.0K | +264 +102.33% | 522 0.01% of portfolio | low |
| Q4 2025 as of | Add | Tesla Inc Common stock | $33.7K | +75 +5.44% | 1,453 0.11% of portfolio | low |
| Q4 2025 as of | Add | 72201R833 Common stock | $33.7K | +336 +1.91% | 17,917 0.30% of portfolio | low |
| Q4 2025 as of | Add | 09254C107 Common stock | $31.6K | +3K +77.91% | 7,193 0.01% of portfolio | low |
| Q4 2025 as of | Add | Meta Platforms Inc Common stock | $31.1K | +47 +11.93% | 441 0.05% of portfolio | low |
| Q4 2025 as of | Add | Dominion Energy, Inc Common stock | $30.4K | +519 +1038.00% | 569 <0.01% of portfolio | low |
| Q4 2025 as of | Trim | 78468R754 Common stock | $-26.4K | -198 -8.32% | 2,181 0.05% of portfolio | low |
| Q4 2025 as of | Add | NVIDIA Corp Common stock | $26.1K | +140 +0.64% | 21,906 0.69% of portfolio | low |
| Q4 2025 as of | Add | Clearway Energy, Inc. Common stock | $25.3K | +761 +84.56% | 1,661 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 78464A409 Common stock | $24.5K | +230 +11.81% | 2,177 0.04% of portfolio | low |
| Q4 2025 as of | Add | Visa Inc Common stock | $22.8K | +65 +5.06% | 1,349 0.08% of portfolio | low |
| Q4 2025 as of | Exit | Talen Energy Corp Common stock | $-21.7K | -51 -100.00% | 0 | low |
| Q4 2025 as of | Exit | Astera Labs, Inc. Common stock | $-19.6K | -100 -100.00% | 0 | low |
| Q4 2025 as of | Add | Advanced Micro Devices Inc Common stock | $19.5K | +91 +14.70% | 710 0.03% of portfolio | low |
| Q4 2025 as of | Trim | 19762B202 Common stock | $-19.4K | -506 -1.28% | 39,011 0.25% of portfolio | low |
| Q4 2025 as of | New | AllianceBernstein National Mun Common stock | $19.3K | +2K | 1,783 <0.01% of portfolio | low |
| Q4 2025 as of | Add | AT&T Inc. Common stock | $19.1K | +770 +2.17% | 36,280 0.15% of portfolio | low |
| Q4 2025 as of | Add | Warren E. Buffett Common stock | $19.1K | +38 +2.49% | 1,565 0.13% of portfolio | low |
| Q4 2025 as of | Add | 46436E221 Common stock | $18.9K | +590 +57.06% | 1,624 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Boise Cascade Co Common stock | $18.4K | +250 +2777.78% | 259 <0.01% of portfolio | low |
| Q4 2025 as of | Add | Medtronic plc Common stock | $18.3K | +191 +341.07% | 247 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 46434G764 Common stock | $18.3K | +252 +1.89% | 13,576 0.17% of portfolio | low |
| Q4 2025 as of | Trim | 46436F103 Common stock | $-18.1K | -420 -0.47% | 89,419 0.65% of portfolio | low |
| Q4 2025 as of | Add | 92189F643 Common stock | $15.7K | +152 +14.57% | 1,195 0.02% of portfolio | low |
| Q4 2025 as of | Trim | Broadcom Inc. Common stock | $-15.6K | -45 -2.10% | 2,096 0.12% of portfolio | low |
| Q4 2025 as of | Trim | 46435G250 Common stock | $-14.1K | -298 -22.17% | 1,046 <0.01% of portfolio | low |
| Q4 2025 as of | Add | 33738R506 Common stock | $14.0K | +201 +0.10% | 194,813 2.28% of portfolio | low |
| Q4 2025 as of | Add | 025072877 Common stock | $13.7K | +134 +15.14% | 1,019 0.02% of portfolio | low |
| Q4 2025 as of | Add | 46138G649 Common stock | $13.7K | +54 +0.02% | 233,361 9.96% of portfolio | low |
| Q4 2025 as of | Trim | Oracle Corp Common stock | $-13.5K | -69 -15.75% | 369 0.01% of portfolio | low |
| Q4 2025 as of | Add | Waste Management Inc Common stock | $13.0K | +59 +28.10% | 269 <0.01% of portfolio | low |
| Q4 2025 as of | Trim | 82509L107 Common stock | $-12.9K | -80 -15.69% | 430 0.01% of portfolio | low |
| Q4 2025 as of | New | NiSource Inc Common stock | $12.8K | +307 | 307 <0.01% of portfolio | low |
| Q4 2025 as of | Trim | 46435U549 Common stock | $-12.5K | -262 -14.54% | 1,540 0.01% of portfolio | low |
| Q4 2025 as of | Add | GE Vernova Inc. Common stock | $11.8K | +18 +18.18% | 117 0.01% of portfolio | low |
| Q4 2025 as of | Trim | 33740F755 Common stock | $-11.0K | -321 -13.23% | 2,105 0.01% of portfolio | low |
| Q4 2025 as of | New | Bloom Energy Corp Common stock | $10.4K | +120 | 120 <0.01% of portfolio | low |
| Q4 2025 as of | Add | MHD BlackRock Muniholdings Fund, Inc. Closed-End Fund | $10.4K | +887 +2.34% | 38,796 0.08% of portfolio | low |
| Q4 2025 as of | Add | 78433H303 Common stock | $10.2K | +195 +99.49% | 391 <0.01% of portfolio | low |
| Q4 2025 as of | Trim | The Boeing Company Common stock | $-10.2K | -47 -6.06% | 728 0.03% of portfolio | low |
| Q4 2025 as of | Trim | 46435U713 Common stock | $-9.8K | -186 -3.60% | 4,979 0.04% of portfolio | low |