D. Scott Neal

D. Scott Neal as of Dec. 31, 2023

Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 59 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 20.2 $23M 119k 191.17
Alpha Metallurgical Resources (AMR) 9.8 $11M 32k 338.92
Kla Corp Com New (KLAC) 8.5 $9.5M 16k 581.31
Abbvie (ABBV) 7.9 $8.9M 58k 154.97
Arthur J. Gallagher & Co. (AJG) 7.6 $8.5M 38k 224.88
Rekor Systems (REKR) 5.0 $5.7M 1.7M 3.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $4.3M 11k 409.52
Microsoft Corporation (MSFT) 2.8 $3.2M 8.4k 376.03
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $2.7M 56k 47.49
Caterpillar (CAT) 2.0 $2.2M 7.5k 295.67
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 2.0 $2.2M 27k 82.40
Select Sector Spdr Tr Energy (XLE) 2.0 $2.2M 26k 83.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $1.9M 5.4k 356.66
Proshares Tr Pshs Ultra Qqq (QLD) 1.7 $1.9M 25k 76.00
Ishares Gold Tr Ishares New (IAU) 1.4 $1.6M 41k 39.03
Proshares Tr Pshs Ult S&p 500 (SSO) 1.3 $1.5M 23k 65.07
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.2 $1.4M 19k 73.38
Apple (AAPL) 1.2 $1.3M 6.8k 192.53
Republic Bancorp Inc Ky Cl A (RBCAA) 1.1 $1.2M 23k 55.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.2M 2.6k 476.82
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.8 $930k 23k 40.06
Ishares Tr Core S&p500 Etf (IVV) 0.8 $893k 1.9k 477.63
NVIDIA Corporation (NVDA) 0.7 $825k 1.7k 495.22
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $821k 8.0k 103.07
Home Depot (HD) 0.7 $810k 2.3k 346.55
Visa Com Cl A (V) 0.6 $664k 2.6k 260.35
At&t (T) 0.6 $651k 39k 16.78
Johnson & Johnson (JNJ) 0.6 $643k 4.1k 156.74
Ishares Tr Msci Eafe Etf (EFA) 0.6 $642k 8.5k 75.35
Mastercard Incorporated Cl A (MA) 0.5 $581k 1.4k 426.51
Alphabet Cap Stk Cl C (GOOG) 0.5 $564k 4.0k 140.93
Lowe's Companies (LOW) 0.5 $556k 2.5k 222.55
Nike CL B (NKE) 0.5 $510k 4.7k 108.94
Procter & Gamble Company (PG) 0.4 $478k 3.3k 146.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $423k 969.00 436.80
Regions Financial Corporation (RF) 0.4 $421k 21k 19.62
International Business Machines (IBM) 0.4 $406k 2.5k 163.55
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $397k 3.8k 104.92
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $397k 780.00 509.27
Amazon (AMZN) 0.3 $383k 2.5k 151.94
Ishares Tr Russell 2000 Etf (IWM) 0.3 $373k 1.9k 200.71
Arista Networks (ANET) 0.3 $364k 1.5k 235.51
Novo-nordisk A S Adr (NVO) 0.3 $332k 3.2k 103.45
Abbott Laboratories (ABT) 0.3 $319k 2.9k 110.07
Alphabet Cap Stk Cl A (GOOGL) 0.3 $310k 2.2k 139.69
GSK Sponsored Adr (GSK) 0.3 $297k 7.9k 37.42
Altria (MO) 0.3 $289k 7.0k 41.32
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $277k 3.6k 77.73
Exxon Mobil Corporation (XOM) 0.2 $274k 2.7k 99.99
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.2 $273k 29k 9.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $272k 3.6k 75.54
Honeywell International (HON) 0.2 $270k 1.3k 209.71
Merck & Co (MRK) 0.2 $249k 2.3k 109.79
Broadcom (AVGO) 0.2 $243k 218.00 1116.25
JPMorgan Chase & Co. (JPM) 0.2 $231k 1.4k 170.10
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $223k 2.6k 85.06
Ishares Tr Us Home Cons Etf (ITB) 0.2 $204k 2.0k 101.73
Pfizer (PFE) 0.2 $202k 7.0k 28.79
LivePerson (LPSN) 0.1 $95k 25k 3.79