Jennifer Scott

@Scott Capital Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$347.894M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VUSBVanguard Bd Index Fds Recent Activity Exited	0%	$618,557 12,386 shares@ $49.95 avg price	Exited
VZVerizon Communications Inc Recent Activity Exited	0%	$291,640 6,494 shares@ $44.91 avg price	Exited
JPMJpmorgan Chase & Co. Recent Activity Exited	0%	$263,586 1,250 shares@ $210.87 avg price	Exited
ORealty Income Corp Recent Activity Exited	0%	$244,140 3,850 shares@ $63.42 avg price	Exited
BABoeing Co Recent Activity Exited	0%	$236,710 1,557 shares@ $152.03 avg price	Exited
PEPPepsico Inc Recent Activity Exited	0%	$201,429 1,185 shares@ $169.99 avg price	Exited