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Scott Capital Advisors

Latest statistics and disclosures from Scott Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SCHD, VUG, VB, QQQ, and represent 58.70% of Scott Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: QQQ, BIV, JPIE, VUG, SCHD, DGRO, VOO, JEPI, VB, NVDA.
Started 4 new stock positions in SCHF, PEP, SPHY, IUSB.
Reduced shares in these 10 stocks: VEA, , INTC, , MSFT, ESGU, AGG, BA, VUSB, FERG.
Sold out of its positions in CSCO, INTC, IXUS.
Scott Capital Advisors was a net buyer of stock by $13M.
Scott Capital Advisors has $329M in assets under management (AUM), dropping by 10.27%.
Central Index Key (CIK): 0001905673

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Positions held by Scott Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Scott Capital Advisors

Scott Capital Advisors holds 52 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	19.3	$63M		133k	477.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	12.4	$41M	+3%	511k	79.55	View chart
Vanguard Index Fds Growth Etf (VUG)	10.6	$35M	+4%	101k	342.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	9.2	$30M		135k	225.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.2	$24M	+14%	54k	442.23	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	7.2	$24M	+12%	316k	74.58	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	4.6	$15M	+15%	334k	45.26	View chart
Ishares Tr Core Div Grwth (DGRO)	3.9	$13M	+9%	225k	57.29	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	3.4	$11M	+2%	225k	50.31	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	3.2	$11M	+3%	150k	69.94	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.9	$9.5M		61k	154.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.7	$8.9M		36k	247.39	View chart
Microsoft Corporation (MSFT)	2.4	$7.9M	-2%	19k	426.28	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.2	$7.4M		150k	49.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.7M	-26%	54k	49.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$2.3M	+38%	41k	57.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.0M		22k	92.48	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$1.8M	-7%	15k	114.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M		3.0k	521.86	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$1.4M		35k	39.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.3M		11k	119.56	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.3M		2.00	626900.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.2M	+6%	12k	104.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.0M	+28%	13k	76.95	View chart
Costco Wholesale Corporation (COST)	0.3	$1.0M	+4%	1.4k	718.50	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$901k		22k	40.90	View chart
NVIDIA Corporation (NVDA)	0.2	$814k	+78%	954.00	853.54	View chart
Amazon (AMZN)	0.2	$727k	+2%	3.9k	185.68	View chart
Nike CL B (NKE)	0.2	$648k		7.1k	91.00	View chart
Apple (AAPL)	0.2	$647k		3.8k	169.66	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$591k	+28%	13k	45.01	View chart
ConAgra Foods (CAG)	0.2	$573k		18k	31.28	View chart
Johnson & Johnson (JNJ)	0.2	$534k		3.5k	152.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$533k		3.0k	179.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$510k	+15%	10k	50.14	View chart
Eli Lilly & Co. (LLY)	0.2	$493k	+30%	651.00	757.28	View chart
Starbucks Corporation (SBUX)	0.1	$378k		4.3k	87.12	View chart
Ferguson SHS (FERG)	0.1	$363k	-7%	1.6k	221.98	View chart
Tesla Motors (TSLA)	0.1	$349k	-3%	2.0k	176.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$267k		1.1k	233.83	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$264k	+10%	3.3k	80.56	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$262k	NEW	11k	23.27	View chart
Verizon Communications (VZ)	0.1	$261k		6.4k	40.84	View chart
JPMorgan Chase & Co. (JPM)	0.1	$257k		1.3k	197.08	View chart
Boeing Company (BA)	0.1	$238k	-18%	1.3k	178.18	View chart
Lamb Weston Hldgs (LW)	0.1	$235k		2.9k	80.44	View chart
Bank of America Corporation (BAC)	0.1	$229k	-2%	6.1k	37.73	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$215k	NEW	4.8k	45.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$214k	-22%	2.2k	96.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$212k	NEW	5.5k	38.84	View chart
Realty Income (O)	0.1	$204k	+4%	3.7k	54.39	View chart
Pepsi (PEP)	0.1	$201k	NEW	1.2k	170.65	View chart

Past Filings by Scott Capital Advisors

SEC 13F filings are viewable for Scott Capital Advisors going back to 2021

Scott Capital Advisors 2024 Q1 filed April 18, 2024
Scott Capital Advisors 2023 Q4 filed Jan. 10, 2024
Scott Capital Advisors 2023 Q3 filed Oct. 19, 2023
Scott Capital Advisors 2023 Q2 filed July 12, 2023
Scott Capital Advisors 2023 Q1 filed April 13, 2023
Scott Capital Advisors 2022 Q4 filed Jan. 19, 2023
Scott Capital Advisors 2022 Q3 filed Oct. 14, 2022
Scott Capital Advisors 2022 Q2 filed July 13, 2022
Scott Capital Advisors 2022 Q1 filed April 25, 2022
Scott Capital Advisors 2021 Q4 filed Jan. 26, 2022

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