Scott Capital Advisors, LLC Incresed Positions in Q3 2024

Scott Capital Advisors, LLC

  • $352 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
36.9K
+ 7.11%
$77.02 - $85.06 $2.84M - $3.14M
556K $47M
VB
Vanguard Small Cap ETF

ETFs
258
+ 0.19%
$214.77 - $237.72 $55.4K - $61.3K
137K $32.4M
DGRO
Ishares Core Dividend Growth E

ETFs
8.68K
+ 3.72%
$57.47 - $62.76 $499K - $545K
242K $15.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
32.1K
+ 15.62%
$50.25 - $50.74 $1.61M - $1.63M
237K $12M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.54K
+ 2.6%
$74.26 - $78.84 $560K - $595K
297K $23.3M
VO
Vanguard Mid Cap ETF

ETFs
362
+ 0.76%
$237.84 - $263.83 $86.1K - $95.5K
48.1K $12.7M
JPIE
J P Morgan Exchange Traded Fd
9.32K
+ 2.74%
$45.17 - $46.39 $421K - $432K
349K $16.2M
VEA
Vanguard Ftse Developed Market

ETFs
5.69K
+ 10.08%
$47.6 - $53.31 $271K - $303K
62.1K $3.28M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.78K
+ 18.81%
$113.45 - $126.18 $316K - $351K
17.6K $2.22M
XLRE
Select Sector Spdr Tr Real Est

ETFs
648
+ 1.77%
$38.04 - $45.36 $24.6K - $29.4K
37.2K $1.66M
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.36%
$520.18 - $576.82 $5.72K - $6.35K
3.05K $1.76M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
616
+ 4.12%
$76.94 - $79.54 $47.4K - $49K
15.6K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 2.53%
$801.83 - $917.05 $26.5K - $30.3K
1.34K $1.19M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.29K
+ 11.02%
$49.93 - $51.15 $64.2K - $65.7K
12.9K $661K
SCHG
Schwab Strategic Tr Us Large C

ETFs
19
+ 0.09%
$92.63 - $105.69 $1.76K - $2.01K
22K $2.29M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.05%
$72.51 - $98.6 $145 - $197
3.87K $377K
SUB
Ishares Short Term National Mu

ETFs
545
+ 5.68%
$104.3 - $106.3 $56.8K - $57.9K
10.1K $1.08M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.06%
$145.48 - $167.38 $291 - $335
3.56K $577K
VZ
Verizon Communications Inc

Communication Services
49
+ 0.76%
$38.89 - $45.0 $1.91K - $2.21K
6.49K $291K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1
+ 0.03%
$80.13 - $88.89 $80.1 - $88.9
3.63K $320K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
93
+ 1.08%
$44.65 - $47.21 $4.15K - $4.39K
8.73K $408K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
158
+ 1.12%
$23.04 - $24.06 $3.64K - $3.8K
14.3K $343K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
44
+ 1.75%
$96.25 - $101.98 $4.24K - $4.49K
2.55K $258K
LLY
Eli Lilly & CO

Healthcare
17
+ 2.36%
$772.14 - $960.02 $13.1K - $16.3K
738 $653K
BA
Boeing CO

Industrials
221
+ 16.54%
$152.04 - $190.6 $33.6K - $42.1K
1.56K $236K
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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