D. Scott Neal, Inc. Top Holdings and 13F Report (2025) About D. Scott Neal, Inc.Investment ActivityD. Scott Neal, Inc. has $180.30 million in total holdings as of March 31, 2025.D. Scott Neal, Inc. owns shares of 54 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.43% of the portfolio was purchased this quarter.About 6.66% of the portfolio was sold this quarter.This quarter, D. Scott Neal, Inc. has purchased 55 new stocks and bought additional shares in 7 stocks.D. Scott Neal, Inc. sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Gold Shares $29,351,094Invesco QQQ $24,286,807Unum Group $22,130,646Arthur J. Gallagher & Co. $19,870,189Communication Services Select Sector SPDR Fund $17,672,535 Largest New Holdings this Quarter 81369Y886 - Utilities Select Sector SPDR Fund $2,281,368 Holding88160R101 - Tesla $402,476 Holding Largest Purchases this Quarter Utilities Select Sector SPDR Fund 28,933 shares (about $2.28M)Communication Services Select Sector SPDR Fund 14,628 shares (about $1.41M)Tesla 1,553 shares (about $402.48K)iShares Gold Trust 3,867 shares (about $228.00K)iShares Currency Hedged MSCI EAFE ETF 1,046 shares (about $37.96K) Largest Sales this Quarter Invesco QQQ 2,599 shares (about $1.22M)Arthur J. Gallagher & Co. 2,260 shares (about $780.24K)Unum Group 9,202 shares (about $749.59K)Flex 16,949 shares (about $560.67K)SPDR Gold Shares 1,088 shares (about $313.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofD. Scott Neal, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$29,351,094$313,496 ▼-1.1%101,86416.3%FinanceQQQInvesco QQQ$24,286,807$1,218,725 ▼-4.8%51,79313.5%FinanceUNMUnum Group$22,130,646$749,595 ▼-3.3%271,67512.3%FinanceAJGArthur J. Gallagher & Co.$19,870,189$780,239 ▼-3.8%57,55511.0%FinanceXLCCommunication Services Select Sector SPDR Fund$17,672,535$1,410,871 ▲8.7%183,2309.8%ETFNSANational Storage Affiliates Trust$10,153,105$271,821 ▼-2.6%257,6935.6%FinanceFLEXFlex$8,552,868$560,673 ▼-6.2%258,5514.7%Computer and TechnologyKLACKLA$7,048,051$294,349 ▼-4.0%10,3683.9%Computer and TechnologyIAUiShares Gold Trust$4,349,009$227,998 ▲5.5%73,7622.4%FinanceMSFTMicrosoft$3,145,648$2,252 ▼-0.1%8,3801.7%Computer and TechnologyBRK.BBerkshire Hathaway$3,045,8260.0%5,7191.7%FinanceCATCaterpillar$2,489,6610.0%7,5491.4%IndustrialsXLUUtilities Select Sector SPDR Fund$2,281,368$2,281,368 ▲New Holding28,9331.3%ETFQLDProShares Ultra QQQ$2,215,6010.0%24,9281.2%ETFSSOProShares Ultra S&P500$1,878,1130.0%22,6881.0%ETFAAPLApple$1,526,490$5,553 ▲0.4%6,8720.8%Computer and TechnologyNVDANVIDIA$1,514,613$255,127 ▼-14.4%13,9750.8%Computer and TechnologyREKRRekor Systems$1,507,9670.0%1,700,6500.8%Computer and TechnologyRBCAARepublic Bancorp$1,340,2200.0%21,0000.7%FinanceIVViShares Core S&P 500 ETF$1,190,223$66,873 ▼-5.3%2,1180.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,114,503$37,959 ▲3.5%30,7110.6%ETFTAT&T$1,043,2500.0%36,8900.6%Computer and TechnologyVVisa$893,6730.0%2,5500.5%Business ServicesHDHome Depot$856,1210.0%2,3360.5%Retail/WholesaleMAMastercard$748,751$1,644 ▲0.2%1,3660.4%Business ServicesIBMInternational Business Machines$609,715$2,238 ▼-0.4%2,4520.3%Computer and TechnologyLOWLowe's Companies$606,3980.0%2,6000.3%Retail/WholesalePGProcter & Gamble$557,1030.0%3,2690.3%Consumer StaplesJNJJohnson & Johnson$514,1040.0%3,1000.3%MedicalAMZNAmazon.com$482,3100.0%2,5350.3%Retail/WholesaleVOOVanguard S&P 500 ETF$471,2560.0%9170.3%ETFRFRegions Financial$465,7610.0%21,4340.3%FinanceMOAltria Group$420,1400.0%7,0000.2%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$416,1150.0%7800.2%ETFTSLATesla$402,476$402,476 ▲New Holding1,5530.2%Auto/Tires/TrucksABTAbbott Laboratories$384,6850.0%2,9000.2%MedicalIWMiShares Russell 2000 ETF$371,0520.0%1,8600.2%FinanceESGUiShares ESG Aware MSCI USA ETF$367,803$8,534 ▼-2.3%3,0170.2%ManufacturingGOOGLAlphabet$343,301$7,732 ▼-2.2%2,2200.2%Computer and TechnologyXOMExxon Mobil$313,857$595 ▲0.2%2,6390.2%EnergyGOOGAlphabet$312,460$277,777 ▼-47.1%2,0000.2%Computer and TechnologyGSKGSK$307,1310.0%7,9280.2%MedicalIWRiShares Russell Mid-Cap ETF$302,8500.0%3,5600.2%ETFNKENIKE$292,0080.0%4,6000.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$277,458$5,594 ▲2.1%4960.2%FinanceESGDiShares ESG Aware MSCI EAFE ETF$277,1750.0%3,3930.2%ManufacturingHONHoneywell International$272,0990.0%1,2850.2%Multi-Sector ConglomeratesWMWaste Management$235,4460.0%1,0170.1%Business ServicesNVONovo Nordisk A/S$225,6800.0%3,2500.1%MedicalESBAEmpire State Realty OP$225,0400.0%29,0000.1%Real EstateCOSTCostco Wholesale$211,8550.0%2240.1%Retail/WholesaleMRKMerck & Co., Inc.$203,7560.0%2,2700.1%MedicalESGVVanguard ESG US Stock ETF$202,267$15,378 ▼-7.1%2,0650.1%ETFLPSNLivePerson$20,0630.0%25,1070.0%Computer and TechnologyKRESPDR S&P Regional Banking ETF$0$6,487,687 ▼-100.0%00.0%ETFAVGOBroadcom$0$486,437 ▼-100.0%00.0%Computer and TechnologyITBiShares U.S. Home Construction ETF$0$206,780 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
