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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

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 22 - $625,100.00 $1,254,000 2 0.38% 169,000 0 0    Property & Casualty I...
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 26 - $0.00 $901,000 22,039 0.27% 39,000 0 0.097    N/A
   (CAG)1 Year Chart         CAG ConAgra Foods Inc 32 - $30.99 $573,000 18,328 0.17% 48,000 0 0.004    Food - Major Diversified
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 40 - $233.58 $267,000 1,143 0.08% 16,000 0 0.002    Closed - End Fund - Debt
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 46 - $86.96 $234,000 2,915 0.07% -81,000 0 0.002    N/A

      5 Records Found
  1    
Page 1 of 1
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