Scott Capital Advisors, LLC Purchases in Q1 2025

Scott Capital Advisors, LLC

  • $334 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
29.7K
+ 11.67%
$60.46 - $64.42 $1.8M - $1.92M
285K $17.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43.4K
+ 2.57%
$27.01 - $28.54 $1.17M - $1.24M
1.73M $47.7M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11.2K
New
$96.93 - $109.51 $1.08M - $1.22M
11.2K $1.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.33K
+ 2.03%
$73.78 - $76.59 $467K - $485K
317K $24.2M
JPIE
J P Morgan Exchange Traded Fd
7.55K
+ 2.04%
$45.46 - $46.18 $343K - $349K
378K $17.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.94K
+ 2.5%
$50.39 - $50.66 $299K - $301K
244K $12.4M
VEA
Vanguard Ftse Developed Market

ETFs
1.51K
+ 2.14%
$47.4 - $52.99 $71.6K - $80.1K
72.1K $3.69M
CSCO
Cisco Systems, Inc.

Technology
3.37K
New
$58.74 - $64.87 $198K - $218K
3.37K $207K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.57K
+ 5.31%
$56.17 - $59.71 $144K - $153K
50.9K $2.89M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 3.71%
$890.62 - $1076.86 $44.5K - $53.8K
1.4K $1.32M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
440
+ 2.82%
$77.7 - $78.94 $34.2K - $34.7K
16K $1.27M
LLY
Eli Lilly & CO

Healthcare
12
+ 1.76%
$725.72 - $929.72 $8.71K - $11.2K
695 $574K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
467
+ 5.41%
$44.41 - $45.98 $20.7K - $21.5K
9.09K $415K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
90
+ 0.62%
$61.23 - $63.33 $5.51K - $5.7K
14.7K $924K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
11
+ 0.28%
$78.97 - $85.82 $869 - $944
3.89K $324K
SUB
Ishares Short Term National Mu

ETFs
91
+ 1.08%
$105.3 - $106.24 $9.58K - $9.67K
8.51K $898K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21
+ 0.76%
$95.85 - $99.25 $2.01K - $2.08K
2.79K $275K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
147
+ 1.01%
$23.32 - $23.84 $3.43K - $3.5K
14.8K $345K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.07%
N/A
2.97K $541K
Ferguson Enterprises Inc
3
+ 0.18%
N/A
1.72K $0
IVV
Ishares Core S&P 500 ETF

ETFs
98
+ 3.21%
$554.06 - $615.85 $54.3K - $60.4K
3.15K $1.77M
VOE
Vanguard Mid Cap Value Index F

ETFs
526
+ 0.88%
$156.61 - $168.02 $82.4K - $88.4K
60K $9.54M
SCHG
Schwab Strategic Tr Us Large C

ETFs
64
+ 0.07%
$24.91 - $29.02 $1.59K - $1.86K
88.9K $2.22M
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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