Scott Capital Advisors, LLC Purchases in Q2 2025

Scott Capital Advisors, LLC

  • $365 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
559
+ 0.46%
$456.74 - $568.03 $255K - $318K
123K $69.8M
DGRO
Ishares Core Dividend Growth E

ETFs
19K
+ 6.68%
$55.22 - $63.94 $1.05M - $1.22M
304K $19.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
30.4K
+ 334.7%
$44.68 - $45.96 $1.36M - $1.4M
39.5K $1.81M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.27K
+ 2.29%
$75.05 - $77.34 $546K - $562K
325K $25.1M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
8.99K
New
$70.54 - $93.95 $634K - $845K
8.99K $844K
JPIE
J P Morgan Exchange Traded Fd
15.9K
+ 4.22%
$45.12 - $46.32 $719K - $738K
394K $18.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.2K
+ 3.77%
$50.36 - $50.68 $464K - $466K
253K $12.8M
VEA
Vanguard Ftse Developed Market

ETFs
1.01K
+ 1.4%
$45.65 - $57.01 $46.1K - $57.6K
73.1K $4.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
88.4K
+ 5.11%
$24.32 - $27.87 $2.15M - $2.46M
1.82M $48.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
58
+ 0.07%
$22.27 - $29.21 $1.29K - $1.69K
89K $2.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.19K
+ 8.23%
$51.14 - $57.0 $214K - $239K
55.1K $3.13M
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 2.16%
$498.8 - $620.9 $33.9K - $42.2K
3.22K $2M
O
Realty Income Corp

Real Estate
3.95K
New
$52.27 - $58.52 $206K - $231K
3.95K $227K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
789
+ 7.08%
$86.93 - $109.64 $68.6K - $86.5K
11.9K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
227
+ 5.95%
$167.32 - $223.3 $38K - $50.7K
4.04K $887K
SUB
Ishares Short Term National Mu

ETFs
804
+ 9.45%
$104.77 - $106.34 $84.2K - $85.5K
9.31K $990K
VIG
Vanguard Dividend Appreciation

ETFs
465
+ 15.65%
N/A
3.44K $625K
BAC
Bank Of America Corp

Financial Services
1K
+ 17.85%
$34.39 - $47.46 $34.5K - $47.6K
6.62K $313K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.68K
+ 10.63%
$48.13 - $49.85 $80.9K - $83.8K
17.5K $857K
WFC
Wells Fargo & Company

Financial Services
472
+ 16.39%
$60.98 - $80.12 $28.8K - $37.8K
3.35K $268K
LLY
Eli Lilly & CO

Healthcare
76
+ 10.94%
$713.71 - $898.95 $54.2K - $68.3K
771 $601K
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.22%
$81.79 - $99.98 $409 - $500
2.28K $223K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
190
+ 1.29%
$61.25 - $63.4 $11.6K - $12K
14.9K $945K
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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