D. Scott Neal
Latest statistics and disclosures from D. Scott Neal's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, QQQ, XLC, UNM, AJG, and represent 58.53% of D. Scott Neal's stock portfolio.
- Added to shares of these 10 stocks: XLU, MU, ITB, BAC, WMT, HEFA, FLEX, AVGO, AAPL, ESGV.
- Started 4 new stock positions in ITB, MU, WMT, BAC.
- Reduced shares in these 10 stocks: UNM, SPY, IAU, GLD, AJG, NVO, NVDA, QQQ, IBM, ABT.
- Sold out of its position in NVO.
- D. Scott Neal was a net seller of stock by $-1.8M.
- D. Scott Neal has $216M in assets under management (AUM), dropping by 7.77%.
- Central Index Key (CIK): 0001596920
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Portfolio Holdings for D. Scott Neal
D. Scott Neal holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 16.7 | $36M | 102k | 355.47 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 14.3 | $31M | 52k | 600.37 |
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| Select Sector Spdr Tr Communication (XLC) | 10.1 | $22M | 185k | 118.37 |
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| Unum (UNM) | 9.3 | $20M | -2% | 257k | 77.78 |
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| Arthur J. Gallagher & Co. (AJG) | 8.1 | $18M | 57k | 309.74 |
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| Flex Ord (FLEX) | 7.2 | $16M | 268k | 57.97 |
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| Kla Corp Com New (KLAC) | 5.4 | $12M | 11k | 1078.60 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 3.6 | $7.7M | 256k | 30.22 |
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| Ishares Gold Tr Ishares New (IAU) | 2.3 | $4.9M | -8% | 67k | 72.77 |
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| Microsoft Corporation (MSFT) | 2.0 | $4.2M | 8.2k | 517.93 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $4.1M | -10% | 6.2k | 666.18 |
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| Caterpillar (CAT) | 1.7 | $3.6M | 7.5k | 477.15 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 1.6 | $3.4M | 25k | 137.20 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.4 | $2.9M | +9% | 34k | 87.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.9M | 5.7k | 502.74 |
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| Rekor Systems (REKR) | 1.2 | $2.7M | 1.7M | 1.57 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 1.2 | $2.5M | 23k | 112.13 |
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| Apple (AAPL) | 0.8 | $1.8M | 6.9k | 254.64 |
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| NVIDIA Corporation (NVDA) | 0.8 | $1.7M | -9% | 9.1k | 186.58 |
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| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.7 | $1.5M | 21k | 72.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.4M | 2.1k | 669.45 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.6 | $1.2M | 31k | 39.61 |
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| At&t (T) | 0.5 | $1.0M | 36k | 28.24 |
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| Home Depot (HD) | 0.4 | $947k | 2.3k | 405.19 |
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| Visa Com Cl A (V) | 0.4 | $871k | 2.6k | 341.38 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $775k | 1.4k | 568.84 |
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| Lowe's Companies (LOW) | 0.3 | $653k | 2.6k | 251.31 |
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| International Business Machines (IBM) | 0.3 | $607k | -12% | 2.2k | 282.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $606k | -3% | 989.00 | 612.38 |
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| Johnson & Johnson (JNJ) | 0.3 | $575k | 3.1k | 185.42 |
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| Regions Financial Corporation (RF) | 0.3 | $565k | 21k | 26.37 |
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| Tesla Motors (TSLA) | 0.3 | $558k | 1.3k | 444.72 |
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| Procter & Gamble Company (PG) | 0.3 | $556k | 3.6k | 153.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $540k | 2.2k | 243.10 |
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| Amazon (AMZN) | 0.2 | $514k | 2.3k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $487k | 2.0k | 243.55 |
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| Altria (MO) | 0.2 | $469k | 7.1k | 66.06 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $465k | 780.00 | 596.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $450k | 1.9k | 241.96 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $421k | -4% | 2.9k | 145.60 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $344k | 3.6k | 96.55 |
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| GSK Sponsored Adr (GSK) | 0.2 | $342k | 7.9k | 43.16 |
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| Broadcom (AVGO) | 0.2 | $341k | 1.0k | 330.07 |
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| Oracle Corporation (ORCL) | 0.2 | $338k | 1.2k | 281.24 |
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| Nike CL B (NKE) | 0.1 | $321k | 4.6k | 69.73 |
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| Abbott Laboratories (ABT) | 0.1 | $308k | -17% | 2.3k | 133.94 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $306k | 3.3k | 92.98 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $286k | -3% | 2.5k | 112.75 |
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| Honeywell International (HON) | 0.1 | $271k | 1.3k | 210.50 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $253k | 2.1k | 118.44 |
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| Goldman Sachs (GS) | 0.1 | $239k | 300.00 | 796.35 |
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| Micron Technology (MU) | 0.1 | $227k | NEW | 1.4k | 167.32 |
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| Waste Management (WM) | 0.1 | $225k | 1.0k | 220.83 |
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| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.1 | $216k | 29k | 7.44 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $215k | NEW | 2.0k | 107.25 |
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| Bank of America Corporation (BAC) | 0.1 | $206k | NEW | 4.0k | 51.59 |
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| Wal-Mart Stores (WMT) | 0.1 | $201k | NEW | 1.9k | 103.06 |
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| LivePerson (LPSN) | 0.0 | $15k | 25k | 0.58 |
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Past Filings by D. Scott Neal
SEC 13F filings are viewable for D. Scott Neal going back to 2013
- D. Scott Neal 2025 Q3 filed Oct. 28, 2025
- D. Scott Neal 2025 Q2 filed July 8, 2025
- D. Scott Neal 2025 Q1 filed April 11, 2025
- D. Scott Neal 2024 Q4 filed Jan. 14, 2025
- D. Scott Neal 2024 Q3 filed Oct. 17, 2024
- D. Scott Neal 2024 Q2 filed July 15, 2024
- D. Scott Neal 2024 Q1 filed April 11, 2024
- D. Scott Neal 2023 Q4 filed Jan. 17, 2024
- D. Scott Neal 2023 Q3 filed Oct. 11, 2023
- D. Scott Neal 2023 Q2 filed July 17, 2023
- D. Scott Neal 2023 Q1 filed April 12, 2023
- D. Scott Neal 2022 Q4 filed Jan. 11, 2023
- D. Scott Neal 2022 Q3 filed Oct. 27, 2022
- D. Scott Neal 2022 Q2 filed July 11, 2022
- D. Scott Neal 2022 Q1 filed May 4, 2022
- D. Scott Neal 2021 Q4 filed Jan. 21, 2022