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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
XLRESelect Sector Spdr Tr
Recent Activity
Decreased -11.76%
0.38%
$1.303M
32,847 shares@ $39.68 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.83%
0.36%
$1.247M
1,348 shares@ $924.77 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 0.21%
0.35%
$1.211M
15,585 shares@ $77.7 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.66%
0.32%
$1.095M
8,611 shares@ $127.21 avg price
NUSCNushares Etf Tr
Recent Activity
Increased 1.03%
0.27%
$925,819
22,264 shares@ $41.59 avg price
TSLATesla Inc
Recent Activity
Decreased -0.62%
0.27%
$905,228
2,244 shares@ $403.4 avg price
VCEBVanguard World Fd
Recent Activity
Increased 1.23%
0.26%
$895,775
14,630 shares@ $61.23 avg price
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
AMZNAmazon Com Inc
Recent Activity
0.25%
$855,762
3,917 shares@ $218.48 avg price