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  Name: Scott Capital Advisors LLC
  City: PORTLAND
  State: OR
  Zip: 97205
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $328,542,000
  Total Value Change : $30,592,000
  Securities Held Change : 1
   
All Securities Held : 52
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 30
  Unchanged Positions : 5
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 42 New $23.27 $262,000 11,250 0.08% 262,000 11,250 0.011    N/A
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 48 New $0.00 $215,000 4,751 0.07% 215,000 4,751 0    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 50 New $39.58 $212,000 5,468 0.06% 212,000 5,468 0.001    Closed - End Fund - Debt
   (PEP)1 Year Chart         PEP Pepsico Inc 52 New $183.11 $201,000 1,176 0.06% 201,000 1,176 0    Beverage Soft Drinks...

      4 Records Found
  1    
Page 1 of 1
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