Scott Capital Advisors, LLC Portfolio Holdings by Sector
Scott Capital Advisors, LLC
- $352 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO SCHD VUG VB QQQ BIV DGRO VO 31 stocks |
$316,656
94.43% of portfolio
|
  20  
|
  7  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$7,976
2.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,574
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$1,380
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$1,230
0.37% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,185
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$943
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$729
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$628
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
CAG 1 stocks |
$595
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$590
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$495
0.15% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$377
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$291
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$244
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$236
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$201
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|