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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
VOEVanguard Index Fds
Recent Activity
Increased 1%
2.75%
$9.55M
59,437 shares@ $160.68 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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 13.64%
0.97%
$3.346M
70,596 shares@ $47.4 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 3.67%
0.8%
$2.768M
48,337 shares@ $57.27 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 303.9%
0.71%
$2.455M
88,864 shares@ $27.63 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.75%
0.63%
$2.187M
17,091 shares@ $127.95 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.62%
0.52%
$1.807M
13,565 shares@ $133.24 avg price
IVVIshares Tr
Recent Activity
Increased 0.3%
0.52%
$1.785M
3,055 shares@ $584.2 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.39%
$1.333M
2 shares@ $666280.0 avg price