D. Scott Neal

Latest statistics and disclosures from D. Scott Neal's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GLD, QQQ, UNM, AJG, XLC, and represent 62.85% of D. Scott Neal's stock portfolio.
  • Added to shares of these 9 stocks: XLU, XLC, TSLA, IAU, HEFA, SPY, AAPL, MA, XOM.
  • Started 2 new stock positions in TSLA, XLU.
  • Reduced shares in these 10 stocks: , QQQ, AJG, UNM, FLEX, AVGO, GLD, KLAC, GOOG, NSA.
  • Sold out of its positions in AVGO, ITB, KRE.
  • D. Scott Neal was a net seller of stock by $-7.6M.
  • D. Scott Neal has $180M in assets under management (AUM), dropping by -1.11%.
  • Central Index Key (CIK): 0001596920

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Portfolio Holdings for D. Scott Neal

D. Scott Neal holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 16.3 $29M 102k 288.14
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Invesco Qqq Tr Unit Ser 1 (QQQ) 13.5 $24M -4% 52k 468.92
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Unum (UNM) 12.3 $22M -3% 272k 81.46
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Arthur J. Gallagher & Co. (AJG) 11.0 $20M -3% 58k 345.24
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Select Sector Spdr Tr Communication (XLC) 9.8 $18M +8% 183k 96.45
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National Storage Affiliates Com Shs Ben In (NSA) 5.6 $10M -2% 258k 39.40
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Flex Ord (FLEX) 4.7 $8.6M -6% 259k 33.08
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Kla Corp Com New (KLAC) 3.9 $7.0M -4% 10k 679.79
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Ishares Gold Tr Ishares New (IAU) 2.4 $4.3M +5% 74k 58.96
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Microsoft Corporation (MSFT) 1.7 $3.1M 8.4k 375.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.0M 5.7k 532.58
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Caterpillar (CAT) 1.4 $2.5M 7.5k 329.80
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Select Sector Spdr Tr Sbi Int-utils (XLU) 1.3 $2.3M NEW 29k 78.85
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Proshares Tr Pshs Ultra Qqq (QLD) 1.2 $2.2M 25k 88.88
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Proshares Tr Pshs Ult S&p 500 (SSO) 1.0 $1.9M 23k 82.78
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Apple (AAPL) 0.8 $1.5M 6.9k 222.13
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NVIDIA Corporation (NVDA) 0.8 $1.5M -14% 14k 108.38
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Rekor Systems (REKR) 0.8 $1.5M 1.7M 0.89
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Republic Bancorp Inc Ky Cl A (RBCAA) 0.7 $1.3M 21k 63.82
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.2M -5% 2.1k 561.96
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Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $1.1M +3% 31k 36.29
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At&t (T) 0.6 $1.0M 37k 28.28
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Visa Com Cl A (V) 0.5 $894k 2.6k 350.46
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Home Depot (HD) 0.5 $856k 2.3k 366.49
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Mastercard Incorporated Cl A (MA) 0.4 $749k 1.4k 548.13
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International Business Machines (IBM) 0.3 $610k 2.5k 248.66
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Lowe's Companies (LOW) 0.3 $606k 2.6k 233.23
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Procter & Gamble Company (PG) 0.3 $557k 3.3k 170.42
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Johnson & Johnson (JNJ) 0.3 $514k 3.1k 165.84
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Amazon (AMZN) 0.3 $482k 2.5k 190.26
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $471k 917.00 513.91
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Regions Financial Corporation (RF) 0.3 $466k 21k 21.73
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Altria (MO) 0.2 $420k 7.0k 60.02
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $416k 780.00 533.48
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Tesla Motors (TSLA) 0.2 $403k NEW 1.6k 259.16
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Abbott Laboratories (ABT) 0.2 $385k 2.9k 132.65
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $371k 1.9k 199.49
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $368k -2% 3.0k 121.91
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $343k -2% 2.2k 154.64
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Exxon Mobil Corporation (XOM) 0.2 $314k 2.6k 118.93
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Alphabet Cap Stk Cl C (GOOG) 0.2 $313k -47% 2.0k 156.23
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GSK Sponsored Adr (GSK) 0.2 $307k 7.9k 38.74
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $303k 3.6k 85.07
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Nike CL B (NKE) 0.2 $292k 4.6k 63.48
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $278k +2% 496.00 559.39
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $277k 3.4k 81.69
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Honeywell International (HON) 0.2 $272k 1.3k 211.75
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Waste Management (WM) 0.1 $235k 1.0k 231.51
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Novo-nordisk A S Adr (NVO) 0.1 $226k 3.3k 69.44
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Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.1 $225k 29k 7.76
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Costco Wholesale Corporation (COST) 0.1 $212k 224.00 945.78
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Merck & Co (MRK) 0.1 $204k 2.3k 89.76
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $202k -7% 2.1k 97.95
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LivePerson (LPSN) 0.0 $20k 25k 0.80
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Past Filings by D. Scott Neal

SEC 13F filings are viewable for D. Scott Neal going back to 2013

View all past filings