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CIK: 0001596920
Total reported value
$216.2M
$216.2M
54 檔
52.4%
During the Q1 2025 filing period, D. Scott Neal, Inc. (CIK: 0001596920) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $216.2M across 54 reported positions.
In Q1 2025, D. Scott Neal, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 16.28% | +0.44% | -1.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.47% | +0.82% | -4.78% | |
| 3 | UNM | Unum Group | Stock-Financials | 12.27% | -3.01% | -3.28% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 11.02% | -2.90% | -3.78% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 9.80% | +0.34% | +8.68% | |
| 6 | NSA | National Storage Affiliates | Stock-Real Estate | 5.63% | -2.05% | -2.61% | |
| 7 | FLEX | Flex Ltd. | Stock-Tech | 4.74% | +2.44% | -6.15% | |
| 8 | KLAC | Kla CORP | Stock-Tech | 3.91% | +1.52% | -4.01% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.41% | -0.15% | +5.53% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | +0.22% | -0.07% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.36% | — | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.38% | +0.29% | — | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.27% | +0.08% | — | |
| 14 | QLD | Proshares Ultra Qqq | ETF-Other | 1.23% | +0.35% | — | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.04% | +0.14% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.85% | -0.04% | +0.37% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.05% | -14.42% | |
| 18 | REKR | Rekor Systems Inc | Stock-Other | 0.84% | +0.40% | — | |
| 19 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.74% | -0.04% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | -5.32% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.62% | -0.05% | +3.53% | |
| 22 | T | At&t Inc | Stock-Comm Services | 0.58% | — | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | — | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.03% | — | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | — | +0.22% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | — | -0.37% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | -0.04% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | — | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.02% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.03% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.02% | — | |
| 32 | RF | Regions Financial CORP | Stock-Financials | 0.26% | — | — | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.23% | -0.01% | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.23% | -0.01% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | +0.04% | — | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.21% | -0.07% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | — | — | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.20% | -0.01% | -2.27% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.06% | -2.20% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | — | +0.19% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.06% | -47.06% | |
| 42 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.17% | -0.01% | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.17% | -0.01% | — | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.16% | -0.01% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +1.76% | +2.06% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.15% | — | — | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.15% | — | — | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.13% | — | — | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.13% | -0.13% | EXIT | |
| 50 | ESBA | Empire State Realty Op Lp-es | Stock-Other | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 3 | UNM | Unum Group | — | NEW | New buy |
| 4 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 5 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 6 | NSA | National Storage Affiliates | — | NEW | New buy |
| 7 | FLEX | Flex Ltd. | — | NEW | New buy |
| 8 | KLAC | Kla CORP | — | NEW | New buy |
| 9 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 12 | CAT | Caterpillar Inc | — | NEW | New buy |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 14 | QLD | Proshares Ultra Qqq | — | NEW | New buy |
| 15 | SSO | Proshares Ultra S&p500 | — | NEW | New buy |
| 16 | AAPL | Apple Inc | — | NEW | New buy |
| 17 | NVDA | Nvidia CORP | — | NEW | New buy |
| 18 | REKR | Rekor Systems Inc | — | NEW | New buy |
| 19 | RBCAA | Republic Bancorp Inc-class A | — | NEW | New buy |
| 20 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | — | NEW | New buy |
| 22 | T | At&t Inc | — | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 24 | HD | Home Depot Inc | — | NEW | New buy |
| 25 | MA | Mastercard Inc - A | — | NEW | New buy |
| 26 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 27 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 28 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 31 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 32 | RF | Regions Financial CORP | — | NEW | New buy |
| 33 | MO | Altria Group Inc | — | NEW | New buy |
| 34 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 35 | TSLA | Tesla Inc | — | NEW | New buy |
| 36 | ABT | Abbott Laboratories | — | NEW | New buy |
| 37 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 38 | ESGU | Ishares Esg Aware Msci USA | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 41 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 42 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 43 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 44 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | — | NEW | New buy |
| 47 | HON | Honeywell International Inc | — | NEW | New buy |
| 48 | WM | Waste Management Inc | — | NEW | New buy |
| 49 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 50 | ESBA | Empire State Realty Op Lp-es | — | NEW | New buy |
According to official SEC Form 13F filings, D. Scott Neal, Inc. reported a total U.S. public equity portfolio value of $216.2M across 54 disclosed positions in Q1 2025.
During Q1 2025, D. Scott Neal, Inc.'s top holdings by market value included GLD (16.3%)、QQQ (13.5%)、UNM (12.3%). The largest single position, GLD, represented 16.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLD, QQQ, UNM) accounted for 52.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
GLD
市值: $29.4M
In Q1 2025, D. Scott Neal, Inc. made 50 total portfolio adjustments, initiating 50 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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