D. Scott Neal

D. Scott Neal as of June 30, 2020

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 37 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 32.6 $52M 601k 86.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 22.6 $36M 146k 247.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 13.3 $21M 300k 70.57
Vanguard Scottsdale Fds Short Term Treas (VGSH) 11.6 $19M 298k 62.20
Ishares Tr 3 7 Yr Treas Bd (IEI) 7.2 $12M 86k 133.67
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.7 $4.3M 26k 165.08
At&t (T) 0.9 $1.4M 47k 30.22
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.3M 34k 37.78
Caterpillar (CAT) 0.6 $1.0M 8.0k 126.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $955k 13k 73.50
Proshares Tr Pshs Ultra Qqq (QLD) 0.5 $856k 5.8k 147.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $766k 2.5k 308.50
Pfizer (PFE) 0.5 $728k 22k 32.71
Republic Bancorp Inc Ky Cl A (RBCAA) 0.4 $687k 21k 32.71
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $675k 13k 53.64
Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $668k 5.3k 125.00
Ishares Tr Core S&p500 Etf (IVV) 0.4 $574k 1.9k 309.94
Ishares Tr Russell 2000 Etf (IWM) 0.3 $551k 3.8k 143.15
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $491k 2.5k 199.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $479k 2.7k 178.73
Microsoft Corporation (MSFT) 0.3 $466k 2.3k 203.58
Chevron Corporation (CVX) 0.2 $390k 4.4k 89.12
Exxon Mobil Corporation (XOM) 0.2 $362k 8.1k 44.74
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $355k 7.0k 50.68
Tesla Motors (TSLA) 0.2 $341k 316.00 1079.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $340k 1.0k 324.12
Truist Financial Corp equities (TFC) 0.2 $299k 8.0k 37.51
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $273k 1.5k 177.50
Lowe's Companies (LOW) 0.2 $262k 1.9k 135.19
International Business Machines (IBM) 0.2 $259k 2.1k 120.58
Procter & Gamble Company (PG) 0.2 $253k 2.1k 119.34
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $242k 2.0k 121.73
Regions Financial Corporation (RF) 0.1 $238k 21k 11.10
Ishares Tr Intrm Tr Crp Etf (IGIB) 0.1 $235k 3.9k 60.33
Wal-Mart Stores (WMT) 0.1 $234k 2.0k 119.75
Nextera Energy (NEE) 0.1 $232k 964.00 240.66
General Electric Company 0.1 $85k 12k 6.85