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Scm Trust shares owned by Private Advisor

Quarter-by-quarter ownership of Scm Trust (SEPI) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Scm Trust

Tip: Access up to 7 years of quarterly data

All positions including Scm Trust held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Scm Trust by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $277k 11k 25.06

More positions owned by Private Advisor

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTM)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for Private Advisor

Top funds holding Scm Trust

CCM Partners
Good Steward Wealth Advisors
LPL Financial
Focused Alpha
Steward Partners Investment Advisory
Jane Street
Investment Planning Advisors
Royal Bank of Canada
Hilton Head Capital Partners
Carson Advisory
Golden State Equity Partners
Western Wealth Management
Private Advisor
Pittenger & Anderson
DHJJ Financial Advisors

View all funds holding Scm Trust