D. Scott Neal

D. Scott Neal as of June 30, 2021

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 49 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 5-10yr Invt (IGIB) 26.5 $59M 967k 60.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 18.5 $41M 115k 354.43
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 9.6 $21M 280k 75.57
Ishares Tr Sp Smcp600vl Etf (IJS) 4.6 $10M 96k 105.44
Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $9.8M 37k 268.74
Spdr Ser Tr Portfolio Short (SPSB) 4.3 $9.5M 303k 31.30
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 4.1 $9.1M 19k 491.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.9 $8.6M 68k 125.95
Ishares Tr Core S&p500 Etf (IVV) 3.8 $8.5M 20k 429.91
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.3 $7.2M 103k 69.97
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.2 $7.0M 211k 33.28
Invesco Activly Mangd Etc Optimum Yield (PDBC) 2.4 $5.4M 268k 20.09
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $2.6M 14k 188.58
Proshares Tr Pshs Ultra Qqq (QLD) 0.9 $1.9M 26k 71.81
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.8M 33k 52.97
Microsoft Corporation (MSFT) 0.8 $1.7M 6.4k 270.95
Caterpillar (CAT) 0.7 $1.6M 7.5k 217.64
Proshares Tr Pshs Ult S&p 500 (SSO) 0.7 $1.4M 12k 119.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.3M 13k 104.30
At&t (T) 0.5 $1.1M 39k 28.79
Republic Bancorp Inc Ky Cl A (RBCAA) 0.4 $969k 21k 46.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $745k 2.7k 277.99
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $686k 8.7k 79.19
Pfizer (PFE) 0.3 $556k 14k 39.13
Ishares Tr Russell 2000 Etf (IWM) 0.2 $506k 2.2k 229.17
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $446k 16k 27.62
Truist Financial Corp equities (TFC) 0.2 $446k 8.0k 55.54
Regions Financial Corporation (RF) 0.2 $433k 21k 20.20
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.2 $422k 35k 12.06
International Business Machines (IBM) 0.2 $412k 2.8k 146.57
Exxon Mobil Corporation (XOM) 0.2 $411k 6.5k 63.07
Glaxosmithkline Sponsored Adr 0.2 $405k 10k 39.78
NVIDIA Corporation (NVDA) 0.2 $363k 454.00 799.56
Ross Stores (ROST) 0.2 $354k 2.9k 123.91
PNC Financial Services (PNC) 0.2 $336k 1.8k 190.91
Ishares Tr Select Divid Etf (DVY) 0.1 $311k 2.7k 116.61
Procter & Gamble Company (PG) 0.1 $310k 2.3k 134.90
Amazon (AMZN) 0.1 $306k 89.00 3438.20
Nextera Energy (NEE) 0.1 $305k 4.2k 73.21
Apple (AAPL) 0.1 $303k 2.2k 136.79
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $294k 3.4k 86.12
Lowe's Companies (LOW) 0.1 $289k 1.5k 193.83
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $255k 6.5k 39.29
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $249k 1.7k 144.18
Wal-Mart Stores (WMT) 0.1 $241k 1.7k 141.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $238k 557.00 427.29
Qualcomm (QCOM) 0.1 $236k 1.7k 142.94
Johnson & Johnson (JNJ) 0.1 $218k 1.3k 164.65
McDonald's Corporation (MCD) 0.1 $208k 902.00 230.60