SC

Scott Capital Advisors, LLC

13F
Scott Capital Advisors, LLC
Last update 2025-07-12 51 Stocks (2 new)
Value $369.00 Mil Turnover 2 %
Countries:
Top Holdings: VOO(19.10%)SCHD(13.44%)VUG(10.49%)VB(8.70%)QQQ(7.20%)
Summary Stock Picks Current Portfolio
Scott Capital Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
122,899
70,496.2
+0.46%
19.100
+0.09%
0.010
+16.59%
+9.09%
664,851.8
 
SCHD
Schwab US Dividend Equity ETF
1,817,992
49,613.0
+5.11%
13.440
+0.65%
0.070
+7.13%
+1.73%
71,224.6
 
VUG
Vanguard Growth ETF
87,531
38,732.3
-0.90%
10.490
-0.09%
0.020
+22.12%
+10.51%
166,146.3
 
VB
Vanguard Small Cap ETF
131,841
32,115.3
-0.06%
8.700
-0.01%
0.050
+14.50%
+3.01%
61,749.1
 
QQQ
INVESCO QQQ Trust
47,792
26,584.4
-1.07%
7.200
-0.07%
0.010
+21.10%
+10.87%
360,444.8
 
BIV
Vanguard Intermediate-Term Bond ETF
324,630
24,905.6
+2.29%
6.750
+0.15%
0.110
+1.62%
+4.73%
23,133.0
 
DGRO
iShares Core Dividend Growth ETF
303,550
19,697.4
+6.68%
5.340
+0.33%
0.060
+11.17%
+8.25%
32,824.8
 
JPIE
JPMorgan Income ETF
393,616
18,149.6
+4.22%
4.920
+0.20%
0.450
+2.21%
+4.13%
4,232.9
 
VO
Vanguard Mid-Cap ETF
45,256
12,821.9
-1.59%
3.470
-0.06%
0.020
+13.87%
+10.01%
80,817.6
 
JPST
JPMorgan Ultra-Short Income ETF
253,142
12,788.8
+3.77%
3.460
+0.13%
0.040
+1.22%
+2.75%
32,243.0
 

Scott Capital Advisors, LLC's Historical Top Holdings Breakdowns

Scott Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD
Schwab US Dividend Equity ETF
2025-06-30
Add
Add
+0.65%
●
24.32 ($26.14) 27.96
$27.27
4.34%
Add 5.11%
1,817,992
88,368
FBND
Fidelity Total Bond ETF
2025-06-30
Add
Add
+0.38%
●
44.68 ($45.27) 45.96
$45.58
0.67%
Add 334.7%
39,527
30,434
DGRO
iShares Core Dividend Growth ETF
2025-06-30
Add
Add
+0.33%
●
55.22 ($60.99) 63.94
$65.73
7.77%
Add 6.68%
303,550
19,015
NULG
Nuveen ESG Large-Cap Growth ETF
2025-06-30
New Buy
New Buy
+0.23%
●
70.54 ($84.3) 93.95
$97.18
15.28%
New holding
8,990
8,990
JPIE
JPMorgan Income ETF
2025-06-30
Add
Add
+0.20%
●
45.12 ($45.82) 46.32
$46.19
0.80%
Add 4.22%
393,616
15,926
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.18%
●
354.56 ($433.34) 497.45
$512.02
18.16%
Reduce -10.87%
13,236
-1,614
BIV
Vanguard Intermediate-Term Bond ETF
2025-06-30
Add
Add
+0.15%
●
75.05 ($76.17) 77.34
$76.72
0.72%
Add 2.29%
324,630
7,271
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Add
Add
+0.13%
●
50.36 ($50.51) 50.68
$50.60
0.19%
Add 3.77%
253,142
9,204
NUSC
Nuveen ESG Small-Cap ETF
2025-06-30
Sold Out
Sold Out
-0.12%
●
33.38 ($38.54) 40.81
$42.08
9.19%
Sold Out
0
-10,587
VUG
Vanguard Growth ETF
2025-06-30
Reduce
Reduce
-0.09%
●
329.49 ($394.63) 438.4
$452.45
14.65%
Reduce -0.9%
87,531
-791

Scott Capital Advisors, LLC Total Holding History ($B)

To

Scott Capital Advisors, LLC's Asset Allocation

To

Scott Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Scott Capital Advisors, LLC's Hypothetical Growth since 2025-06-30

Scott Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Scott Capital Advisors, LLC's Holdings Heat Map

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Scott Capital Advisors, LLC's Holdings Bubble Chart

Scott Capital Advisors, LLC News

  • 1

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