Scott Capital Advisors, LLC Top Holdings and 13F Report (2025) About Scott Capital Advisors, LLCInvestment ActivityScott Capital Advisors, LLC has $369.17 million in total holdings as of June 30, 2025.Scott Capital Advisors, LLC owns shares of 51 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 0.75% of the portfolio was sold this quarter.This quarter, Scott Capital Advisors, LLC has purchased 50 new stocks and bought additional shares in 22 stocks.Scott Capital Advisors, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $70,496,190Schwab US Dividend Equity ETF $49,612,992Vanguard Growth ETF $38,732,255Vanguard Small-Cap ETF $32,115,256Invesco QQQ $26,584,424 Largest New Holdings this Quarter 67092P201 - Nuveen ESG Large-Cap Growth ETF $852,072 Holding756109104 - Realty Income $224,651 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 88,368 shares (about $2.41M)Fidelity Total Bond ETF 30,434 shares (about $1.39M)iShares Core Dividend Growth ETF 19,015 shares (about $1.23M)Nuveen ESG Large-Cap Growth ETF 8,990 shares (about $852.07K)JPMorgan Income ETF 15,926 shares (about $734.35K) Largest Sales this Quarter Microsoft 1,614 shares (about $812.66K)Vanguard Growth ETF 791 shares (about $350.02K)Invesco QQQ 515 shares (about $286.47K)Vanguard Mid-Cap ETF 733 shares (about $207.67K)NVIDIA 769 shares (about $125.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofScott Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$70,496,190$320,648 ▲0.5%122,89919.1%ETFSCHDSchwab US Dividend Equity ETF$49,612,992$2,411,562 ▲5.1%1,817,99213.4%ETFVUGVanguard Growth ETF$38,732,255$350,016 ▼-0.9%87,53110.5%ETFVBVanguard Small-Cap ETF$32,115,256$18,513 ▼-0.1%131,8418.7%ETFQQQInvesco QQQ$26,584,424$286,470 ▼-1.1%47,7927.2%FinanceBIVVanguard Intermediate-Term Bond ETF$24,905,594$557,831 ▲2.3%324,6306.7%ETFDGROiShares Core Dividend Growth ETF$19,697,379$1,233,885 ▲6.7%303,5505.3%ETFJPIEJPMorgan Income ETF$18,149,620$734,347 ▲4.2%393,6164.9%ETFVOVanguard Mid-Cap ETF$12,821,868$207,673 ▼-1.6%45,2563.5%ETFJPSTJPMorgan Ultra-Short Income ETF$12,788,754$464,987 ▲3.8%253,1423.5%ETFVOEVanguard Mid-Cap Value ETF$9,936,645$72,948 ▼-0.7%59,5262.7%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$9,748,769$19,049 ▼-0.2%120,2662.6%ETFMSFTMicrosoft$6,664,376$812,655 ▼-10.9%13,2361.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,190,316$57,883 ▲1.4%73,1171.1%ETFJEPIJPMorgan Equity Premium Income ETF$3,132,123$238,256 ▲8.2%55,0950.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,619,757$1,708 ▲0.1%88,9860.7%ETFNVDANVIDIA$2,038,599$125,254 ▼-5.8%12,5160.6%Computer and TechnologyIVViShares Core S&P 500 ETF$2,019,972$42,645 ▲2.2%3,2210.5%ETFFBNDFidelity Total Bond ETF$1,803,221$1,388,399 ▲334.7%39,5270.5%ETFBRK.ABerkshire Hathaway$1,439,1560.0%20.4%FinanceESGUiShares ESG Aware MSCI USA ETF$1,421,356$146,021 ▲11.4%10,4250.4%ManufacturingXLREReal Estate Select Sector SPDR Fund$1,350,070$1,366 ▼-0.1%32,6100.4%ETFESGVVanguard ESG U.S. Stock ETF$1,321,891$87,351 ▲7.1%11,9400.4%ETFCOSTCostco Wholesale$1,275,136$98,239 ▼-7.2%1,2980.3%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,259,694$8,229 ▼-0.6%15,9210.3%ETFVYMVanguard High Dividend Yield ETF$1,078,916$22,806 ▼-2.1%7,9950.3%ETFSUBiShares Short-Term National Muni Bond ETF$991,075$85,551 ▲9.4%9,3140.3%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$938,160$11,955 ▲1.3%14,9100.3%ETFAMZNAmazon.com$899,935$50,516 ▲5.9%4,0440.2%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$856,145$82,286 ▲10.6%17,4900.2%ETFNULGNuveen ESG Large-Cap Growth ETF$852,072$852,072 ▲New Holding8,9900.2%ETFAAPLApple$739,097$54,678 ▼-6.9%3,5010.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$710,458$96,148 ▲15.7%3,4360.2%ETFTSLATesla$625,159$31,362 ▼-4.8%2,1130.2%Auto/Tires/TrucksLLYEli Lilly and Company$606,775$59,812 ▲10.9%7710.2%MedicalJNJJohnson & Johnson$445,054$1,094 ▼-0.2%2,8480.1%MedicalNKENIKE$440,720$14,713 ▼-3.2%5,9910.1%Consumer DiscretionaryCAGConagra Brands$373,5250.0%18,3280.1%Consumer StaplesSPHYSPDR Portfolio High Yield Bond ETF$332,826$15,933 ▼-4.6%14,0790.1%ETFVOTVanguard Mid-Cap Growth ETF$328,0550.0%1,1440.1%ETFBACBank of America$309,942$46,934 ▲17.8%6,6170.1%FinanceVIGIVanguard International Dividend Appreciation ETF$307,503$41,521 ▼-11.9%3,4290.1%ETFSBUXStarbucks$284,2780.0%2,9850.1%Retail/WholesaleWFCWells Fargo & Company$274,086$38,606 ▲16.4%3,3510.1%FinanceFERGUSON ENTERPRISES INC$273,759$110,893 ▼-28.8%1,2220.1%COMMON STOCK NEWAGGiShares Core U.S. Aggregate Bond ETF$244,664$30,238 ▼-11.0%2,4840.1%FinanceSCHFSchwab International Equity ETF$243,934$20,376 ▼-7.7%10,9780.1%ETFCSCOCisco Systems$227,955$5,264 ▼-2.3%3,2910.1%Computer and TechnologyORealty Income$224,651$224,651 ▲New Holding3,9470.1%FinanceWMTWalmart$221,094$484 ▲0.2%2,2840.1%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$218,1180.0%4,7510.1%ManufacturingNUSCNuveen ESG Small-Cap ETF$0$405,910 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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