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
- 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
- D. Scott Neal 2021 Q3 filed Nov. 4, 2021
- D. Scott Neal 2021 Q2 filed Aug. 2, 2021