D. Scott Neal

D. Scott Neal as of Dec. 31, 2020

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 43 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 26.3 $54M 171k 313.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 23.6 $48M 558k 86.38
Ishares Tr Ishs 5-10yr Invt (IGIB) 14.6 $30M 484k 61.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 6.9 $14M 66k 212.06
Ishares Tr 3 7 Yr Treas Bd (IEI) 6.0 $12M 92k 132.98
Vanguard Index Fds Sml Cp Grw Etf (VBK) 5.5 $11M 42k 267.66
Ishares Tr Core S&p500 Etf (IVV) 3.5 $7.2M 19k 375.42
Ishares Tr Eafe Grwth Etf (EFG) 2.7 $5.6M 56k 100.91
Proshares Tr Pshs Ultra Qqq (QLD) 0.8 $1.7M 14k 115.12
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.8 $1.6M 24k 68.78
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.5M 34k 46.08
Caterpillar (CAT) 0.7 $1.5M 8.0k 182.06
Microsoft Corporation (MSFT) 0.7 $1.4M 6.4k 222.41
At&t (T) 0.7 $1.4M 48k 28.76
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $1.4M 22k 61.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.2M 13k 91.00
Proshares Tr Pshs Ult S&p 500 (SSO) 0.5 $976k 11k 91.32
Pfizer (PFE) 0.4 $830k 23k 36.81
Republic Bancorp Inc Ky Cl A (RBCAA) 0.4 $757k 21k 36.05
Ishares Tr Russell 2000 Etf (IWM) 0.3 $711k 3.6k 196.19
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $648k 9.4k 68.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $622k 2.7k 232.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $603k 1.6k 373.84
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $440k 1.0k 419.45
International Business Machines (IBM) 0.2 $380k 3.0k 125.95
Truist Financial Corp equities (TFC) 0.2 $378k 7.9k 47.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $353k 1.5k 229.52
Regions Financial Corporation (RF) 0.2 $346k 21k 16.14
Procter & Gamble Company (PG) 0.2 $315k 2.3k 138.95
Exxon Mobil Corporation (XOM) 0.2 $311k 7.5k 41.24
Nextera Energy (NEE) 0.1 $297k 3.9k 77.02
Chevron Corporation (CVX) 0.1 $277k 3.3k 84.55
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $272k 1.7k 157.50
PNC Financial Services (PNC) 0.1 $263k 1.8k 149.09
Ishares Tr Select Divid Etf (DVY) 0.1 $257k 2.7k 96.36
Wal-Mart Stores (WMT) 0.1 $237k 1.6k 144.16
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $236k 2.0k 119.92
Qualcomm (QCOM) 0.1 $235k 1.5k 152.50
Lowe's Companies (LOW) 0.1 $231k 1.4k 160.64
NVIDIA Corporation (NVDA) 0.1 $211k 404.00 522.28
Johnson & Johnson (JNJ) 0.1 $207k 1.3k 157.53
Amazon (AMZN) 0.1 $202k 62.00 3258.06
General Electric Company 0.1 $128k 12k 10.82