D. Scott Neal as of June 30, 2019
Portfolio Holdings for D. Scott Neal
D. Scott Neal holds 31 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Short Term Corporate Bond ETF (VCSH) | 20.5 | $38M | 467k | 80.68 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 15.6 | $29M | 319k | 89.85 | |
Invesco Qqq Trust Series 1 (QQQ) | 13.4 | $25M | 133k | 186.74 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 9.8 | $18M | 213k | 84.78 | |
SPDR S&P MidCap 400 ETF (MDY) | 8.2 | $15M | 43k | 354.59 | |
iShares Russell Midcap Index Fund (IWR) | 8.0 | $15M | 264k | 55.87 | |
Spdr Ser Tr cmn (FLRN) | 7.0 | $13M | 422k | 30.73 | |
iShares Russell 2000 Index (IWM) | 5.5 | $10M | 65k | 155.50 | |
Real Estate Select Sect Spdr (XLRE) | 2.0 | $3.6M | 98k | 36.77 | |
Vanguard Mid-Cap ETF (VO) | 1.9 | $3.4M | 21k | 167.16 | |
Ishares Tr fltg rate nt (FLOT) | 1.6 | $3.0M | 59k | 50.94 | |
Spdr Series Trust dj ttl mkt etf (SPTM) | 0.7 | $1.3M | 36k | 36.46 | |
At&t (T) | 0.7 | $1.2M | 36k | 33.52 | |
Schwab U S Broad Market ETF (SCHB) | 0.6 | $1.2M | 16k | 70.55 | |
Caterpillar (CAT) | 0.6 | $1.1M | 8.1k | 136.24 | |
ProShares Ultra S&P500 (SSO) | 0.5 | $986k | 7.8k | 125.99 | |
ProShares Ultra QQQ (QLD) | 0.5 | $956k | 10k | 95.97 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $902k | 3.1k | 293.05 | |
Vanguard High Dividend Yield ETF (VYM) | 0.4 | $748k | 8.6k | 87.39 | |
Pfizer (PFE) | 0.2 | $469k | 11k | 43.33 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $443k | 6.7k | 65.66 | |
BB&T Corporation | 0.2 | $385k | 7.8k | 49.16 | |
International Business Machines (IBM) | 0.2 | $299k | 2.2k | 137.98 | |
Procter & Gamble Company (PG) | 0.2 | $296k | 2.7k | 109.79 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $299k | 1.5k | 194.41 | |
Microsoft Corporation (MSFT) | 0.1 | $231k | 1.7k | 133.99 | |
Proshares Ultrashort S&p 500 | 0.1 | $238k | 7.8k | 30.71 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $218k | 2.0k | 110.16 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $205k | 2.1k | 99.76 | |
Wp Carey (WPC) | 0.1 | $201k | 2.5k | 81.34 | |
General Electric Company | 0.1 | $138k | 13k | 10.52 |