test

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
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
AGGIshares Tr
Recent Activity
Increased 8.5%
0.08%
$265,472
2,770 shares@ $95.84 avg price
BACBank America Corp
Recent Activity
Increased 0.12%
0.08%
$264,661
5,874 shares@ $45.06 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 106.48%
0.07%
$218,858
11,920 shares@ $18.37 avg price
IUSBIshares Tr
Recent Activity
0.07%
$212,465
4,751 shares@ $44.73 avg price
WMTWalmart Inc
Recent Activity
New Position
0.06%
$208,562
2,279 shares@ $91.52 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.06%
$203,072
2,879 shares@ $70.54 avg price