Scott Capital Advisors, LLC Portfolio Holdings by Sector

Scott Capital Advisors, LLC

$438 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SCHD BIV VUG VB DGRO QQQ VO 31 stocks	$393,994 95.56% of portfolio	19	11	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$6,847 1.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2,336 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$1,508 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$1,376 0.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$1,155 0.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$939 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$906 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$795 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

Banks—Diversified \| Financial Services BAC WFC 2 stocks	$608 0.15% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$486 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$436 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG 1 stocks	$335 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$252 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$223 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services CIFR 1 stocks	$125 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Scott Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scott Capital Advisors, LLC with notifications on news.