D. Scott Neal

D. Scott Neal as of June 30, 2023

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 63 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 9.2 $12M 69k 178.27
Kla Corp Com New (KLAC) 6.8 $9.1M 19k 485.02
Arthur J. Gallagher & Co. (AJG) 6.7 $9.0M 41k 219.57
Exxon Mobil Corporation (XOM) 6.6 $8.7M 81k 107.25
Ishares Tr Us Consm Staples (IYK) 6.5 $8.6M 43k 200.29
Alpha Metallurgical Resources (AMR) 6.4 $8.5M 52k 164.37
Abbvie (ABBV) 6.1 $8.1M 60k 134.73
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.8 $7.7M 118k 65.44
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 5.4 $7.2M 531k 13.61
Bj's Wholesale Club Holdings (BJ) 4.8 $6.4M 101k 63.01
4068594 Enphase Energy (ENPH) 3.4 $4.5M 27k 167.48
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.8 $3.7M 79k 47.42
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 2.4 $3.2M 42k 76.39
Rekor Systems (REKR) 2.2 $2.9M 1.6M 1.78
Microsoft Corporation (MSFT) 2.1 $2.9M 8.4k 340.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $2.2M 5.9k 369.42
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.4 $1.9M 28k 68.78
Caterpillar (CAT) 1.4 $1.9M 7.5k 246.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.8M 5.4k 341.00
Proshares Tr Pshs Ultra Qqq (QLD) 1.2 $1.6M 25k 64.38
Apple (AAPL) 1.0 $1.3M 6.9k 193.97
Proshares Tr Pshs Ult S&p 500 (SSO) 1.0 $1.3M 23k 58.15
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $1.2M 12k 95.09
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.8 $1.0M 27k 37.69
Republic Bancorp Inc Ky Cl A (RBCAA) 0.7 $893k 21k 42.50
Ishares Tr Core S&p500 Etf (IVV) 0.6 $834k 1.9k 445.71
Home Depot (HD) 0.5 $726k 2.3k 310.64
NVIDIA Corporation (NVDA) 0.5 $698k 1.7k 423.02
Johnson & Johnson (JNJ) 0.5 $679k 4.1k 165.52
At&t (T) 0.5 $618k 39k 15.95
Visa Com Cl A (V) 0.5 $612k 2.6k 237.48
Select Sector Spdr Tr Energy (XLE) 0.4 $566k 7.0k 81.17
Lowe's Companies (LOW) 0.4 $564k 2.5k 225.70
Mastercard Incorporated Cl A (MA) 0.4 $536k 1.4k 393.30
Nike CL B (NKE) 0.4 $517k 4.7k 110.37
Procter & Gamble Company (PG) 0.4 $495k 3.3k 151.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $415k 5.7k 73.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $414k 1.0k 407.28
Regions Financial Corporation (RF) 0.3 $382k 21k 17.82
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $374k 780.00 478.91
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $369k 3.8k 97.46
Ishares Tr Russell 2000 Etf (IWM) 0.3 $348k 1.9k 187.27
Ishares Tr Msci Eafe Etf (EFA) 0.3 $345k 4.8k 72.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $336k 2.2k 149.64
International Business Machines (IBM) 0.3 $333k 2.5k 133.81
Ishares Gold Tr Ishares New (IAU) 0.2 $329k 9.0k 36.39
Amazon (AMZN) 0.2 $323k 2.5k 130.36
Altria (MO) 0.2 $317k 7.0k 45.30
Abbott Laboratories (ABT) 0.2 $316k 2.9k 109.02
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $304k 883.00 343.85
Ishares Tr Select Divid Etf (DVY) 0.2 $302k 2.7k 113.30
GSK Sponsored Adr (GSK) 0.2 $283k 7.9k 35.64
Alphabet Cap Stk Cl A (GOOGL) 0.2 $268k 2.2k 119.70
Honeywell International (HON) 0.2 $267k 1.3k 207.50
Novo-nordisk A S Adr (NVO) 0.2 $264k 1.6k 161.83
Merck & Co (MRK) 0.2 $262k 2.3k 115.39
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $259k 3.6k 72.93
Pfizer (PFE) 0.2 $258k 7.0k 36.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $257k 579.00 443.28
Alphabet Cap Stk Cl C (GOOG) 0.2 $249k 2.1k 120.97
Proshares Tr Short Qqq New (PSQ) 0.2 $232k 22k 10.57
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.2 $213k 29k 7.35
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $205k 2.6k 78.35