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CIK: 0001596920
Total reported value
$216.2M
$216.2M
55 檔
49.3%
At the close of Q4 2024, D. Scott Neal, Inc. disclosed equity holdings valued at approximately $216.2M, spread across 55 reported holdings.
During Q4 2024, D. Scott Neal, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, GLD, UNM) accounted for 49.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 15.25% | +0.82% | -0.19% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 13.67% | +0.44% | -3.58% | |
| 3 | UNM | Unum Group | Stock-Financials | 11.25% | -3.01% | -3.30% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 9.31% | -2.90% | -0.45% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 8.95% | +0.34% | +162.62% | |
| 6 | FLEX | Flex Ltd. | Stock-Tech | 5.80% | +2.44% | -0.34% | |
| 7 | NSA | National Storage Affiliates | Stock-Real Estate | 5.50% | -2.05% | -2.75% | |
| 8 | KLAC | Kla CORP | Stock-Tech | 3.73% | +1.52% | -1.51% | |
| 9 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 3.56% | — | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.22% | — | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.90% | -0.15% | -1.08% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.50% | +0.29% | — | |
| 13 | QLD | Proshares Ultra Qqq | ETF-Other | 1.48% | +0.35% | -0.59% | |
| 14 | REKR | Rekor Systems Inc | Stock-Other | 1.46% | +0.40% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.36% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.05% | -1.59% | |
| 17 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.15% | +0.14% | -0.87% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.94% | -0.04% | — | |
| 19 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.81% | -0.04% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | — | +19.18% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.57% | -0.05% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.03% | — | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.46% | — | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.06% | -6.02% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | — | — | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.35% | -0.04% | +4.00% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.03% | +0.16% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | — | — | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | — | -0.16% | |
| 31 | RF | Regions Financial CORP | Stock-Financials | 0.28% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.02% | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.16% | NEW | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.02% | — | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.24% | -0.01% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.06% | +2.25% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | — | — | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.22% | -0.01% | -2.46% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.20% | -0.01% | — | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.19% | -0.01% | -1.81% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | -0.07% | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.17% | -0.01% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +1.76% | -93.70% | |
| 44 | ESBA | Empire State Realty Op Lp-es | Stock-Other | 0.16% | — | — | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.16% | — | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | — | -3.66% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.15% | -0.13% | EXIT | |
| 48 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.15% | -0.01% | — | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.14% | — | +0.74% | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.13% | +0.01% | -5.97% |
According to official SEC Form 13F filings, D. Scott Neal, Inc. reported a total U.S. public equity portfolio value of $216.2M across 55 disclosed positions in Q4 2024.
During Q4 2024, D. Scott Neal, Inc.'s top holdings by market value included QQQ (15.3%)、GLD (13.7%)、UNM (11.3%). The largest single position, QQQ, represented 15.3% of total portfolio value.
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In Q4 2024, D. Scott Neal, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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