Scott Capital Advisors, LLC Portfolio Holdings
Scott Capital Advisors, LLC
- $352 Million
- Q3 2024
Scott Capital Advisors, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $352 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 $69.6M, Schwab Strategic Tr Us Dividen with a value of $47M, Vanguard Growth ETF with a value of $37.8M, Vanguard Small Cap ETF with a value of $32.4M, and Invesco Qqq Trust, Series 1 with a value of $25.3M.
Examining the 13F form we can see an increase of $24.6M in the current position value, from $327M to 352M.
Below you can find more details about Scott Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$352 Million
ETFs: $317 Million
Technology: $10.5 Million
Consumer Cyclical: $2.32 Million
Consumer Defensive: $1.98 Million
Financial Services: $1.88 Million
Healthcare: $1.23 Million
Communication Services: $291,000
Real Estate: $244,000
Other: $236,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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