Scott Capital Advisors, LLC Top Holdings and 13F Report (2025) About Scott Capital Advisors, LLCInvestment ActivityScott Capital Advisors, LLC has $335.24 million in total holdings as of March 31, 2025.Scott Capital Advisors, LLC owns shares of 50 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.80% of the portfolio was purchased this quarter.About 2.70% of the portfolio was sold this quarter.This quarter, Scott Capital Advisors, LLC has purchased 48 new stocks and bought additional shares in 22 stocks.Scott Capital Advisors, LLC sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $62,871,971Schwab US Dividend Equity ETF $48,360,276Vanguard Growth ETF $32,751,513Vanguard Small-Cap ETF $29,252,497Vanguard Intermediate-Term Bond ETF $24,300,216 Largest New Holdings this Quarter 921910733 - Vanguard ESG US Stock ETF $1,092,210 Holding17275R102 - Cisco Systems $207,807 Holding Largest Purchases this Quarter iShares Core Dividend Growth ETF 29,731 shares (about $1.84M)Schwab US Dividend Equity ETF 43,390 shares (about $1.21M)Vanguard ESG US Stock ETF 11,151 shares (about $1.09M)Vanguard Intermediate-Term Bond ETF 6,327 shares (about $484.46K)JPMorgan Income ETF 7,552 shares (about $347.92K) Largest Sales this Quarter Vanguard S&P 500 ETF 6,801 shares (about $3.50M)Vanguard Growth ETF 3,503 shares (about $1.30M)Invesco QQQ 2,060 shares (about $965.97K)iShares ESG Aware MSCI USA ETF 7,737 shares (about $943.26K)Vanguard Small-Cap ETF 3,418 shares (about $757.94K) 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$62,871,971$3,495,114 ▼-5.3%122,34018.8%ETFSCHDSchwab US Dividend Equity ETF$48,360,276$1,213,184 ▲2.6%1,729,62414.4%ETFVUGVanguard Growth ETF$32,751,513$1,298,980 ▼-3.8%88,3229.8%ETFVBVanguard Small-Cap ETF$29,252,497$757,939 ▼-2.5%131,9178.7%ETFBIVVanguard Intermediate-Term Bond ETF$24,300,216$484,459 ▲2.0%317,3597.2%ETFQQQInvesco QQQ$22,651,888$965,965 ▼-4.1%48,3076.8%FinanceDGROiShares Core Dividend Growth ETF$17,578,546$1,836,778 ▲11.7%284,5355.2%ETFJPIEJPMorgan Income ETF$17,400,156$347,920 ▲2.0%377,6905.2%ETFJPSTJPMorgan Ultra-Short Income ETF$12,350,588$300,793 ▲2.5%243,9383.7%ETFVOVanguard Mid-Cap ETF$11,893,571$710,682 ▼-5.6%45,9893.5%ETFVOEVanguard Mid-Cap Value ETF$9,626,474$84,444 ▲0.9%59,9632.9%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$8,607,351$102,430 ▼-1.2%120,5012.6%ETFMSFTMicrosoft$5,574,411$156,534 ▼-2.7%14,8501.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,665,175$76,804 ▲2.1%72,1071.1%ETFJEPIJPMorgan Equity Premium Income ETF$2,908,651$146,678 ▲5.3%50,9040.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,226,763$1,603 ▲0.1%88,9280.7%ETFIVViShares Core S&P 500 ETF$1,771,820$55,071 ▲3.2%3,1530.5%ETFBRK.ABerkshire Hathaway$1,596,8830.0%20.5%FinanceNVDANVIDIA$1,439,833$30,346 ▼-2.1%13,2850.4%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$1,366,099$8,537 ▼-0.6%32,6430.4%ETFCOSTCostco Wholesale$1,322,480$47,299 ▲3.7%1,3980.4%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,265,008$34,733 ▲2.8%16,0250.4%ETFESGUiShares ESG Aware MSCI USA ETF$1,140,402$943,264 ▼-45.3%9,3540.3%ManufacturingESGVVanguard ESG US Stock ETF$1,092,210$1,092,210 ▲New Holding11,1510.3%ETFVYMVanguard High Dividend Yield ETF$1,052,821$57,645 ▼-5.2%8,1640.3%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$926,163$5,663 ▲0.6%14,7200.3%ETFSUBiShares Short-Term National Muni Bond ETF$898,657$9,610 ▲1.1%8,5100.3%ETFAAPLApple$835,175$13,549 ▼-1.6%3,7600.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$784,429$62,520 ▲8.7%15,8090.2%ETFAMZNAmazon.com$726,269$19,027 ▼-2.6%3,8170.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$576,374$388 ▲0.1%2,9710.2%ETFTSLATesla$575,081$6,479 ▼-1.1%2,2190.2%Auto/Tires/TrucksLLYEli Lilly and Company$574,069$9,912 ▲1.8%6950.2%MedicalCAGConagra Brands$488,8080.0%18,3280.1%Consumer StaplesJNJJohnson & Johnson$473,418$14,592 ▼-3.0%2,8550.1%MedicalFBNDFidelity Total Bond ETF$415,087$21,318 ▲5.4%9,0930.1%ETFNUSCNuveen ESG Small-Cap ETF$405,910$447,701 ▼-52.4%10,5870.1%ETFNKENIKE$393,0240.0%6,1910.1%Consumer DiscretionarySPHYSPDR Portfolio High Yield Bond ETF$345,515$3,443 ▲1.0%14,7530.1%ETFVIGIVanguard International Dividend Appreciation ETF$322,807$912 ▲0.3%3,8920.1%ETFSBUXStarbucks$292,754$981 ▼-0.3%2,9850.1%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$279,7920.0%1,1440.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$276,102$2,077 ▲0.8%2,7910.1%FinanceFERGUSON ENTERPRISES INC$275,187$481 ▲0.2%1,7170.1%COMMON STOCK NEWSCHFSchwab International Equity ETF$235,290$495 ▼-0.2%11,8950.1%ETFBACBank of America$234,307$10,808 ▼-4.4%5,6150.1%FinanceIUSBiShares Core Total USD Bond Market ETF$218,9260.0%4,7510.1%ManufacturingCSCOCisco Systems$207,807$207,807 ▲New Holding3,3670.1%Computer and TechnologyWFCWells Fargo & Company$206,6770.0%2,8790.1%FinanceWMTWalmart$200,0400.0%2,2790.1%Retail/WholesaleShowing 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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