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, BIV, and represent 58.75% of Scott Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$15M), JPIE (+$11M), VEA, DGRO, VUSB, INTC, VZ, VIGI, JPM, BAC.
- Started 6 new stock positions in VIGI, INTC, O, JPM, BAC, VZ.
- Reduced shares in these 10 stocks: VB, VO, VOO, MSFT, BIV, JPST, PFE, SCHD, VUG, VIG.
- Sold out of its position in PFE.
- Scott Capital Advisors was a net buyer of stock by $25M.
- Scott Capital Advisors has $298M in assets under management (AUM), dropping by 18.71%.
- Central Index Key (CIK): 0001905673
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Scott Capital Advisors holds 51 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Scott Capital Advisors
SEC 13F filings are viewable for Scott Capital Advisors going back to 2021
- 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