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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Scott Capital Advisors holds 52 positions in its portfolio as reported in the March 2024 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 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