Scott Capital Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$353M
Signature - Title
Jennifer Scott - Chief Compliance Officer
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by Scott Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Scott Capital Advisors, LLC reported 52 stock holdings with total value $353M as of Q3 2024. Top holdings included VOO, SCHD, VUG, VB, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 52 $353M +$9.25M -$9.25M -$503 VOO, SCHD, VUG, VB, QQQ 13F-HR 10/9/2024, 05:01 PM
Q2 2024 50 $338M +$7.31M -$7.38M -$73.2K VOO, SCHD, VUG, VB, QQQ 13F-HR 7/12/2024, 02:45 PM
Q1 2024 52 $328M +$16.1M -$2.72M +$13.4M VOO, SCHD, VUG, VB, QQQ 13F-HR 4/17/2024, 06:21 PM
Q4 2023 51 $298M +$30.5M -$5.54M +$24.9M VOO, SCHD, VUG, VB, BIV 13F-HR 1/10/2024, 02:46 PM
Q3 2023 46 $251M +$26M -$1.02M +$25M VOO, SCHD, VUG, VB, BIV 13F-HR 10/19/2023, 11:58 AM
Q2 2023 45 $232M +$15.6M -$1.47M +$14.2M VOO, SCHD, VUG, VB, BIV 13F-HR 7/11/2023, 09:07 PM
Q1 2023 47 $208M +$24.9M -$2.67M +$22.3M VOO, SCHD, VB, VUG, BIV 13F-HR 4/12/2023, 09:53 PM
Q4 2022 46 $177M +$20.9M -$1.54M +$19.3M VOO, SCHD, VB, VUG, VO 13F-HR 1/18/2023, 05:43 PM
Q3 2022 35 $146M +$10.4M -$3.87M +$6.58M VOO, SCHD, VB, VUG, VO 13F-HR 10/14/2022, 05:17 PM
Q2 2022 40 $148M +$26M -$21.9M +$4.12M VOO, SCHD, VB, VUG, VO 13F-HR 7/13/2022, 01:36 PM
Q1 2022 45 $170M +$29.8M -$14.7M +$15.1M VOO, SCHD, VO, VB, VTWO 13F-HR 4/22/2022, 08:03 PM
Q4 2021 38 $164M $0 $0 VOO, SCHD, VO, VTWO, VB 13F-HR 1/25/2022, 06:29 PM