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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
AAPLApple Inc
Recent Activity
Decreased -5.65%
0.26%
$895,615
3,821 shares@ $234.4 avg price
SUBIshares Tr
Recent Activity
Decreased -17.02%
0.26%
$886,722
8,419 shares@ $105.33 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -7.45%
0.16%
$544,736
683 shares@ $797.57 avg price
NKENike Inc
Recent Activity
Decreased -13.03%
0.13%
$446,269
6,191 shares@ $72.09 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -17.37%
0.13%
$425,193
2,943 shares@ $144.48 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Decreased -1.19%
0.12%
$383,066
8,626 shares@ $44.41 avg price
FERGFerguson Enterprises Inc
Recent Activity
Decreased -10.44%
0.09%
$292,076
1,714 shares@ $170.41 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -22.58%
0.09%
$280,084
2,995 shares@ $93.52 avg price