Scott Capital Advisors, LLC Incresed Positions in Q3 2025

Scott Capital Advisors, LLC

  • $438 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
204K
+ 62.75%
$76.16 - $78.59 $15.5M - $16M
528K $41.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
267K
+ 674.76%
$45.26 - $46.63 $12.1M - $12.4M
306K $14.2M
DGRO
Ishares Core Dividend Growth E

ETFs
155K
+ 51.21%
$64.12 - $68.08 $9.97M - $10.6M
459K $31.2M
JPIE
J P Morgan Exchange Traded Fd
162K
+ 41.06%
$46.01 - $46.55 $7.44M - $7.52M
555K $25.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
68.5K
+ 124.42%
$55.61 - $57.37 $3.81M - $3.93M
124K $7.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
65.4K
+ 3.6%
$26.38 - $27.95 $1.73M - $1.83M
1.88M $51.4M
VB
Vanguard Small Cap ETF

ETFs
3.18K
+ 2.41%
$237.58 - $259.17 $756K - $825K
135K $34.3M
VO
Vanguard Mid Cap ETF

ETFs
6.96K
+ 15.37%
$279.83 - $293.74 $1.95M - $2.04M
52.2K $15.3M
NVDA
Nvidia Corp

Technology
7
+ 0.06%
$153.3 - $186.58 $1.07K - $1.31K
12.5K $2.34M
O
Realty Income Corp

Real Estate
4.05K
+ 102.58%
$56.13 - $60.79 $227K - $246K
8K $486K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.25%
$620.67 - $670.08 $4.97K - $5.36K
3.23K $2.16M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
197
+ 1.65%
$109.47 - $119.06 $21.6K - $23.5K
12.1K $1.44M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
21
+ 0.2%
$134.94 - $145.86 $2.83K - $3.06K
10.4K $1.52M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.64K
+ 9.39%
$48.5 - $50.19 $79.7K - $82.5K
19.1K $957K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.14%
$155.17 - $185.42 $621 - $742
2.85K $528K
SUB
Ishares Short Term National Mu

ETFs
738
+ 7.92%
$106.17 - $107.3 $78.4K - $79.2K
10.1K $1.07M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
770
+ 4.84%
$78.96 - $80.04 $60.8K - $61.6K
16.7K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15
+ 0.19%
$132.9 - $142.03 $1.99K - $2.13K
8.01K $1.13M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
80
+ 0.89%
$92.97 - $100.18 $7.44K - $8.01K
9.07K $902K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.25K
+ 11.4%
$21.69 - $23.34 $27.1K - $29.2K
12.2K $284K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
385
+ 2.58%
$62.49 - $64.56 $24.1K - $24.9K
15.3K $981K
BAC
Bank Of America Corp

Financial Services
2
+ 0.03%
$44.92 - $52.42 $89.8 - $105
6.62K $341K
LLY
Eli Lilly & CO

Healthcare
51
+ 6.61%
$625.65 - $812.69 $31.9K - $41.4K
822 $627K
AMZN
Amazon Com Inc

Consumer Cyclical
84
+ 2.08%
$211.65 - $238.24 $17.8K - $20K
4.13K $906K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.09%
$94.4 - $104.27 $189 - $209
2.29K $235K
NKE
Nike, Inc.

Consumer Cyclical
263
+ 4.39%
$69.24 - $79.24 $18.2K - $20.8K
6.25K $436K
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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