D. Scott Neal, Inc. Top Holdings and 13F Report (2025) About D. Scott Neal, Inc.Investment ActivityD. Scott Neal, Inc. has $182.31 million in total holdings as of December 31, 2024.D. Scott Neal, Inc. owns shares of 55 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 11.78% of the portfolio was purchased this quarter.About 18.73% of the portfolio was sold this quarter.This quarter, D. Scott Neal, Inc. has purchased 63 new stocks and bought additional shares in 11 stocks.D. Scott Neal, Inc. sold shares of 21 stocks and completely divested from 10 stocks this quarter.Largest Holdings Invesco QQQ $27,806,858SPDR Gold Shares $24,927,769Unum Group $20,512,448Arthur J. Gallagher & Co. $16,978,619Communication Services Select Sector SPDR Fund $16,322,361 Largest New Holdings this Quarter SPDR S&P Regional Banking ETF $6,487,687 HoldingCostco Wholesale $205,245 Holding Largest Purchases this Quarter Communication Services Select Sector SPDR Fund 107,007 shares (about $10.36M)SPDR S&P Regional Banking ETF 107,501 shares (about $6.49M)Invesco QQQ 3,241 shares (about $1.66M)iShares Gold Trust 26,013 shares (about $1.29M)iShares Currency Hedged MSCI EAFE ETF 18,463 shares (about $641.59K) Largest Sales this Quarter Arthur J. Gallagher & Co. 10,602 shares (about $3.01M)SPDR S&P 500 ETF Trust 2,773 shares (about $1.70M)SPDR Gold Shares 4,864 shares (about $1.18M)Unum Group 12,075 shares (about $881.84K)National Storage Affiliates Trust 12,584 shares (about $477.06K) 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 PortfolioSectorQQQInvesco QQQ$27,806,858$1,656,899 ▲6.3%54,39215.3%FinanceGLDSPDR Gold Shares$24,927,769$1,177,720 ▼-4.5%102,95213.7%FinanceUNMUnum Group$20,512,448$881,837 ▼-4.1%280,87711.3%FinanceAJGArthur J. Gallagher & Co.$16,978,619$3,009,401 ▼-15.1%59,8159.3%FinanceXLCCommunication Services Select Sector SPDR Fund$16,322,361$10,359,349 ▲173.7%168,6029.0%ETFFLEXFlex$10,576,446$151,832 ▼-1.4%275,5005.8%Computer and TechnologyNSANational Storage Affiliates Trust$10,030,683$477,059 ▼-4.5%264,5925.5%FinanceKLACKLA$6,805,755$365,460 ▼-5.1%10,8013.7%Computer and TechnologyKRESPDR S&P Regional Banking ETF$6,487,687$6,487,687 ▲New Holding107,5013.6%ETFMSFTMicrosoft$3,534,5640.0%8,3861.9%Computer and TechnologyIAUiShares Gold Trust$3,460,502$1,287,904 ▲59.3%69,8951.9%FinanceCATCaterpillar$2,738,4760.0%7,5491.5%Industrial ProductsQLDProShares Ultra QQQ$2,698,207$16,020 ▼-0.6%24,9281.5%ETFREKRRekor Systems$2,653,0140.0%1,700,6501.5%Computer and TechnologyBRK.BBerkshire Hathaway$2,592,309$144,596 ▲5.9%5,7191.4%FinanceNVDANVIDIA$2,192,824$161,282 ▼-6.9%16,3291.2%Computer and TechnologySSOProShares Ultra S&P500$2,098,867$18,502 ▼-0.9%22,6881.2%ETFAAPLApple$1,714,632$2,504 ▼-0.1%6,8470.9%Computer and TechnologyRBCAARepublic Bancorp$1,475,8170.0%21,0000.8%FinanceIVViShares Core S&P 500 ETF$1,316,942$211,935 ▲19.2%2,2370.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,030,859$641,589 ▲164.8%29,6650.6%ETFHDHome Depot$908,6810.0%2,3360.5%Retail/WholesaleTAT&T$839,9860.0%36,8900.5%Computer and TechnologyVVisa$805,9020.0%2,5500.4%Business ServicesGOOGAlphabet$719,483$42,278 ▼-5.6%3,7780.4%Computer and TechnologyMAMastercard$717,724$6,845 ▲1.0%1,3630.4%Business ServicesLOWLowe's Companies$641,680$24,680 ▲4.0%2,6000.4%Retail/WholesaleAMZNAmazon.com$556,154$1,316 ▼-0.2%2,5350.3%Retail/WholesalePGProcter & Gamble$548,048$1,509 ▲0.3%3,2690.3%Consumer StaplesIBMInternational Business Machines$541,002$1,539 ▼-0.3%2,4610.3%Computer and TechnologyRFRegions Financial$509,4870.0%21,4340.3%FinanceVOOVanguard S&P 500 ETF$494,0890.0%9170.3%ETFAVGOBroadcom$486,437$438,211 ▲908.7%2,0980.3%Computer and TechnologyJNJJohnson & Johnson$448,322$144,620 ▼-24.4%3,1000.2%MedicalMDYSPDR S&P MidCap 400 ETF Trust$445,8960.0%7800.2%ETFGOOGLAlphabet$429,711$9,465 ▲2.3%2,2700.2%Computer and TechnologyIWMiShares Russell 2000 ETF$410,9860.0%1,8600.2%FinanceESGUiShares ESG Aware MSCI USA ETF$397,668$24,089 ▼-5.7%3,0870.2%ManufacturingMOAltria Group$373,1700.0%7,0000.2%Consumer StaplesNKENIKE$349,956$6,467 ▼-1.8%4,6000.2%Consumer DiscretionaryABTAbbott Laboratories$328,0190.0%2,9000.2%MedicalIWRiShares Russell Mid-Cap ETF$314,7040.0%3,5600.2%ETFSPYSPDR S&P 500 ETF Trust$297,497$1,697,447 ▼-85.1%4860.2%FinanceESBAEmpire State Realty OP$295,2700.0%29,0000.2%Real EstateHONHoneywell International$290,2690.0%1,2850.2%Multi-Sector ConglomeratesXOMExxon Mobil$283,340$10,757 ▼-3.7%2,6340.2%Oils/EnergyNVONovo Nordisk A/S$279,565$2,581 ▼-0.9%3,2500.2%MedicalGSKGSK$271,1130.0%7,9280.1%MedicalESGDiShares ESG Aware MSCI EAFE ETF$258,344$8,375 ▼-3.1%3,3930.1%ManufacturingESGVVanguard ESG US Stock ETF$233,066$17,412 ▼-7.0%2,2220.1%ETFMRKMerck & Co., Inc.$227,6590.0%2,2700.1%MedicalITBiShares U.S. Home Construction ETF$206,7800.0%2,0000.1%ETFCOSTCostco Wholesale$205,245$205,245 ▲New Holding2240.1%Retail/WholesaleWMWaste Management$205,2210.0%1,0170.1%Business ServicesLPSNLivePerson$38,1630.0%25,1070.0%Computer and TechnologyCRLCharles River Laboratories International$0$7,190,638 ▼-100.0%00.0%MedicalLRCXLam Research$0$4,653,261 ▼-100.0%00.0%Computer and TechnologyCSIQCanadian Solar$0$3,898,013 ▼-100.0%00.0%Oils/EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$2,732,608 ▼-100.0%00.0%ManufacturingXLEEnergy Select Sector SPDR Fund$0$2,540,078 ▼-100.0%00.0%ETFSPHBInvesco S&P 500 High Beta ETF$0$2,286,231 ▼-100.0%00.0%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$0$1,328,311 ▼-100.0%00.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$774,853 ▼-100.0%00.0%ETFANETArista Networks$0$286,693 ▼-100.0%00.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$0$239,142 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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