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Jennifer Scott

@Scott Capital Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$347.894MTotal holdings48
Assets growth rate-1.33%Assets growth rate (2-Q avg)1.42%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Scott Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Scott Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 347.894M in assets, with a quarterly growth rate of -1.33% and a 2-quarter average growth rate of 1.42%. The portfolio is managed by Jennifer Scott, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -2.1%
19.85%
$69.036M
129,141 shares@ $534.59 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -6.8%
10.71%
$37.237M
91,825 shares@ $405.52 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.91%
9.33%
$32.449M
135,335 shares@ $239.78 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.72%
7.32%
$25.463M
50,367 shares@ $505.56 avg price
IMCGIshares Tr
Recent Activity
Decreased -0.24%
2.65%
$9.2M
121,935 shares@ $75.45 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -17.65%
1.84%
$6.369M
15,267 shares@ $417.2 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.75%
0.63%
$2.187M
17,091 shares@ $127.95 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Decreased -11.76%
0.38%
$1.303M
32,847 shares@ $39.68 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.66%
0.32%
$1.095M
8,611 shares@ $127.21 avg price
TSLATesla Inc
Recent Activity
Decreased -0.62%
0.27%
$905,228
2,244 shares@ $403.4 avg price