D. Scott Neal

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

  • Top 5 stock holdings are SHY, QQQ, IGIB, IEI, VOT, and represent 81.46% of D. Scott Neal's stock portfolio.
  • Added to shares of these 10 stocks: IGIB (+$26M), VBK (+$7.6M), VOT (+$6.1M), QQQ, EFG, IEI, QLD, FPXI, SSO, TLT.
  • Started 3 new stock positions in NVDA, EFG, TLT.
  • Reduced shares in these 10 stocks: , VGSH (-$15M), SHY, SPY, , LOW, IVV, WMT, XOM, IBM.
  • Sold out of its positions in TSLA, VGIT.
  • D. Scott Neal was a net buyer of stock by $14M.
  • D. Scott Neal has $178M in assets under management (AUM), dropping by 11.57%.

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Portfolio Holdings for D. Scott Neal

Companies in the D. Scott Neal portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 28.2 $50M -3% 581k 86.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 25.5 $45M +11% 163k 277.84
Ishares Tr Ishs 5-10yr Invt (IGIB) 14.7 $26M +10977% 432k 60.81
Ishares Tr 3 7 Yr Treas Bd (IEI) 7.0 $12M +8% 93k 133.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 6.1 $11M +129% 60k 180.14
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.5 $8.1M +1429% 38k 214.94
Ishares Tr Eafe Grwth Etf (EFG) 2.5 $4.5M NEW 50k 89.87
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.1 $3.8M -79% 61k 62.10
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.4M 34k 40.88
At&t (T) 0.8 $1.3M 47k 28.50
Proshares Tr Pshs Ultra Qqq (QLD) 0.7 $1.3M +143% 14k 91.64
Caterpillar (CAT) 0.7 $1.2M 8.0k 149.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.0M 13k 79.61
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.5 $829k +108% 15k 56.85

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Pfizer (PFE) 0.5 $817k 22k 36.71
Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $785k +100% 11k 73.45
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $722k 13k 57.37
Republic Bancorp Inc Ky Cl A (RBCAA) 0.3 $591k 21k 28.14
Ishares Tr Russell 2000 Etf (IWM) 0.3 $577k 3.8k 149.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $571k 2.7k 213.06
Ishares Tr Core S&p500 Etf (IVV) 0.3 $544k -12% 1.6k 336.01
Microsoft Corporation (MSFT) 0.3 $525k +9% 2.5k 210.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $479k -42% 1.4k 335.20
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $355k 1.0k 338.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $328k NEW 2.0k 163.02
Chevron Corporation (CVX) 0.2 $315k 4.4k 71.98
Truist Financial Corp equities (TFC) 0.2 $303k 8.0k 38.01
Procter & Gamble Company (PG) 0.2 $295k 2.1k 139.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $285k 1.5k 185.31
Nextera Energy (NEE) 0.2 $268k 964.00 278.01
Exxon Mobil Corporation (XOM) 0.1 $259k -6% 7.5k 34.34
International Business Machines (IBM) 0.1 $253k -3% 2.1k 121.75
Regions Financial Corporation (RF) 0.1 $247k 21k 11.52
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $240k 2.0k 121.95
Lowe's Companies (LOW) 0.1 $239k -25% 1.4k 166.20
Wal-Mart Stores (WMT) 0.1 $230k -15% 1.6k 139.90
NVIDIA Corporation (NVDA) 0.1 $212k NEW 392.00 540.82
General Electric Company (GE) 0.0 $72k -7% 12k 6.25

Past Filings by D. Scott Neal

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

View all past filings