D. Scott Neal

D. Scott Neal as of March 31, 2021

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 47 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 5-10yr Invt (IGIB) 29.3 $65M 1.1M 59.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.0 $36M 112k 319.13
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 7.6 $17M 243k 69.53
Vanguard Index Fds Extend Mkt Etf (VXF) 6.5 $15M 82k 176.92
Spdr Ser Tr Portfolio Short (SPSB) 5.6 $12M 396k 31.31
Ishares Tr 3 7 Yr Treas Bd (IEI) 5.5 $12M 94k 129.89
Ishares Tr Sp Smcp600vl Etf (IJS) 5.0 $11M 110k 100.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 4.0 $8.8M 19k 476.05
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.5 $7.7M 240k 32.10
Ishares Tr Core S&p500 Etf (IVV) 3.4 $7.7M 19k 397.79
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.2 $7.1M 104k 68.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $3.2M 37k 86.24
Caterpillar (CAT) 0.8 $1.7M 7.5k 231.83
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $1.6M 33k 49.20
Proshares Tr Pshs Ultra Qqq (QLD) 0.7 $1.6M 14k 117.17
Microsoft Corporation (MSFT) 0.7 $1.5M 6.4k 235.84
At&t (T) 0.7 $1.5M 48k 30.28
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $1.3M 12k 102.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.2M 13k 96.71
Republic Bancorp Inc Ky Cl A (RBCAA) 0.4 $930k 21k 44.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $698k 9.4k 73.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $684k 2.7k 255.22
Pfizer (PFE) 0.2 $514k 14k 36.20
Ishares Tr Russell 2000 Etf (IWM) 0.2 $480k 2.2k 221.10
Truist Financial Corp equities (TFC) 0.2 $460k 7.9k 58.34
Regions Financial Corporation (RF) 0.2 $443k 21k 20.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $400k 1.5k 260.08
International Business Machines (IBM) 0.2 $390k 2.9k 133.42
Exxon Mobil Corporation (XOM) 0.2 $364k 6.5k 55.85
Chevron Corporation (CVX) 0.2 $343k 3.3k 104.70
Ross Stores (ROST) 0.2 $343k 2.9k 120.06
Procter & Gamble Company (PG) 0.1 $311k 2.3k 135.34
PNC Financial Services (PNC) 0.1 $309k 1.8k 175.57
Ishares Tr Select Divid Etf (DVY) 0.1 $304k 2.7k 113.99
Nextera Energy (NEE) 0.1 $292k 3.9k 75.73
Amazon (AMZN) 0.1 $275k 89.00 3089.89
Lowe's Companies (LOW) 0.1 $273k 1.4k 189.85
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $243k 6.5k 37.44
NVIDIA Corporation (NVDA) 0.1 $242k 454.00 533.04
Apple (AAPL) 0.1 $241k 2.0k 122.33
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $239k 2.1k 113.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $234k 1.7k 135.50
Wal-Mart Stores (WMT) 0.1 $223k 1.6k 135.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $221k 557.00 396.77
Johnson & Johnson (JNJ) 0.1 $218k 1.3k 164.65
Qualcomm (QCOM) 0.1 $204k 1.5k 132.38
McDonald's Corporation (MCD) 0.1 $202k 902.00 223.95