Scott Capital Advisors, LLC Purchases in Q4 2024

Scott Capital Advisors, LLC

  • $350 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
20.8K
+ 5.94%
$45.59 - $46.25 $947K - $961K
370K $16.9M
DGRO
Ishares Core Dividend Growth E

ETFs
12.7K
+ 5.26%
$60.73 - $64.94 $774K - $827K
255K $15.6M
NVDA
Nvidia Corp

Technology
598
+ 4.61%
$117.0 - $148.88 $70K - $89K
13.6K $1.82M
WMT
Walmart Inc.

Consumer Defensive
2.28K
New
$79.1 - $95.7 $180K - $218K
2.28K $205K
WFC
Wells Fargo & Company

Financial Services
2.88K
New
$54.98 - $77.35 $158K - $223K
2.88K $202K
VO
Vanguard Mid Cap ETF

ETFs
686
+ 1.43%
$261.5 - $284.63 $179K - $195K
48.7K $12.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
66.9K
+ 303.89%
$25.93 - $105.3 $1.73M - $7.04M
88.9K $2.48M
VEA
Vanguard Ftse Developed Market

ETFs
8.47K
+ 13.64%
$47.57 - $52.44 $403K - $444K
70.6K $3.38M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.61K
+ 12.41%
$49.79 - $51.14 $80K - $82.1K
14.5K $729K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.82%
$873.59 - $994.69 $9.61K - $10.9K
1.35K $1.24M
BAC
Bank Of America Corp

Financial Services
7
+ 0.12%
$39.22 - $47.77 $275 - $334
5.87K $258K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
217
+ 8.5%
$96.64 - $101.23 $21K - $22K
2.77K $268K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.71K
+ 3.66%
$57.53 - $60.83 $98.3K - $104K
48.3K $2.78M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.1%
N/A
2.97K $540K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
333
+ 2.33%
$23.29 - $23.93 $7.76K - $7.97K
14.6K $342K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
249
+ 6.86%
$79.93 - $88.06 $19.9K - $21.9K
3.88K $310K
NUSC
Nuveen Esg Small Cap ETF

ETFs
225
+ 1.02%
$41.74 - $46.2 $9.39K - $10.4K
22.3K $933K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.15K
+ 106.48%
$18.41 - $40.87 $113K - $251K
11.9K $220K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32
+ 0.21%
$77.86 - $79.27 $2.49K - $2.54K
15.6K $1.22M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
177
+ 1.22%
$61.87 - $64.86 $11K - $11.5K
14.6K $906K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
593
+ 0.25%
$50.37 - $50.6 $29.9K - $30K
238K $12M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.6K
+ 4.59%
$74.5 - $78.37 $1.02M - $1.07M
311K $23.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
583
+ 0.99%
$160.89 - $176.18 $93.8K - $103K
59.4K $9.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.13M
+ 203.27%
$26.93 - $84.95 $30.4M - $96M
1.69M $46.1M
Activity Summary
Buys All Purchases 25 New Holdings 2 Increased Positions 23 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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