Scott Capital Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $324 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $63.8M, Schwab Strategic Tr Us Dividen with a value of $41.2M, Vanguard Growth ETF with a value of $34.9M, Vanguard Small Cap ETF with a value of $30.8M, and Invesco Qqq Trust, Series 1 with a value of $23.8M.

Examining the 13F form we can see an increase of $33.4M in the current position value, from $290M to 324M.

Below you can find more details about Scott Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $324 Million
ETFs: $291 Million
Technology: $9.33 Million
Consumer Cyclical: $2.12 Million
Consumer Defensive: $2.09 Million
Financial Services: $1.76 Million
Healthcare: $1.06 Million
Industrials: $614,000
Communication Services: $268,000
Other: $202,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $324 Million
  • Prior Value $290 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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