D. Scott Neal

D. Scott Neal as of Dec. 31, 2021

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 57 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP) 30.8 $82M 1.6M 51.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.9 $45M 112k 397.85
Vanguard Index Fds Mcap Gr Idxvip (VOT) 5.2 $14M 54k 254.62
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 4.9 $13M 164k 79.02
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.5 $12M 166k 72.47
Ishares Tr Core S&p500 Etf (IVV) 4.1 $11M 23k 476.97
Rekor Systems (REKR) 4.0 $11M 1.6M 6.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.7 $9.8M 70k 140.89
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.6 $9.5M 124k 77.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.5 $9.2M 18k 517.66
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.7 $7.1M 137k 51.81
Invesco Activly Mangd Etc Optimum Yield (PDBC) 2.2 $5.8M 415k 14.06
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.5 $4.0M 56k 71.10
Microsoft Corporation (MSFT) 1.3 $3.4M 10k 336.33
Proshares Tr Pshs Ultra Qqq (QLD) 0.9 $2.4M 27k 89.02
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $2.3M 22k 104.49
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $1.9M 33k 58.44
Proshares Tr Pshs Ult S&p 500 (SSO) 0.7 $1.8M 12k 146.34
Caterpillar (CAT) 0.6 $1.6M 7.7k 206.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.4M 13k 113.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.3M 4.4k 298.87
Republic Bancorp Inc Ky Cl A (RBCAA) 0.4 $1.1M 21k 50.86
At&t (T) 0.4 $935k 38k 24.60
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $797k 14k 59.25
Amazon (AMZN) 0.3 $787k 236.00 3334.75
Apple (AAPL) 0.3 $761k 4.3k 177.51
Pfizer (PFE) 0.3 $726k 12k 59.04
Home Depot (HD) 0.3 $715k 1.7k 414.73
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $646k 7.8k 83.05
Lowe's Companies (LOW) 0.2 $644k 2.5k 258.53
Johnson & Johnson (JNJ) 0.2 $602k 3.5k 171.12
Nike CL B (NKE) 0.2 $531k 3.2k 166.72
NVIDIA Corporation (NVDA) 0.2 $516k 1.8k 294.02
Abbott Laboratories (ABT) 0.2 $488k 3.5k 140.80
Alphabet Cap Stk Cl C (GOOG) 0.2 $472k 163.00 2895.71
Truist Financial Corp equities (TFC) 0.2 $472k 8.1k 58.53
Regions Financial Corporation (RF) 0.2 $467k 21k 21.79
Procter & Gamble Company (PG) 0.2 $462k 2.8k 163.54
Glaxosmithkline Sponsored Adr 0.2 $430k 9.7k 44.14
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $424k 16k 26.88
Ishares Tr Russell 2000 Etf (IWM) 0.2 $414k 1.9k 222.58
Visa Com Cl A (V) 0.2 $398k 1.8k 216.54
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $390k 2.4k 162.70
Abbvie (ABBV) 0.1 $386k 2.8k 135.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $377k 863.00 436.85
International Business Machines (IBM) 0.1 $371k 2.8k 133.79
Ishares Tr Select Divid Etf (DVY) 0.1 $327k 2.7k 122.61
Wal-Mart Stores (WMT) 0.1 $312k 2.2k 144.65
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.1 $302k 34k 8.88
Qualcomm (QCOM) 0.1 $302k 1.7k 182.92
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $292k 3.4k 85.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $265k 557.00 475.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $257k 1.7k 148.04
McDonald's Corporation (MCD) 0.1 $244k 910.00 268.13
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $234k 1.8k 132.73
Exxon Mobil Corporation (XOM) 0.1 $211k 3.4k 61.30
Wp Carey (WPC) 0.1 $204k 2.5k 81.93