D. Scott Neal, Inc. Purchases and Sells in Q3 2024

D. Scott Neal, Inc.

$188 Million
Q3 2024

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	4.45K + 136.64%	$517.38 - $573.86 $2.3M - $2.56M	7.71K $4.43M
QQQ	3.35K + 6.54%	$434.77 - $502.96 $1.45M - $1.68M	54.5K $26.6M
IAU	26.8K + 61.02%	$44.06 - $50.5 $1.18M - $1.35M	70.7K $3.51M
XLC	2.6K + 4.23%	$82.16 - $90.4 $214K - $235K	64.2K $5.8M
BRK-B	319 + 5.91%	$405.19 - $478.57 $129K - $153K	5.72K $2.63M
MA	13 + 0.96%	$429.6 - $500.99 $5.58K - $6.51K	1.36K $673K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	209K New	$67.67 - $80.78 $14.2M - $16.9M	209K $16.9M
EFAV	13.7K New	$69.31 - $77.34 $948K - $1.06M	13.7K $1.05M
ORCL	1.2K New	$125.9 - $170.35 $151K - $204K	1.2K $204K
PFE	7.03K New	$27.7 - $31.39 $195K - $221K	7.03K $203K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AJG	-10.3K - 14.67%	$259.22 - $299.75 $2.68M - $3.1M	60.1K $16.9M
LRCX	-298 - 6.83%	$731.56 - $1127.3 $218K - $336K	4.06K $3.32M
KLAC	-414 - 3.64%	$696.17 - $892.35 $288K - $369K	11K $8.49M
NVDA	-937 - 5.35%	$98.91 - $134.91 $92.7K - $126K	16.6K $2.01M
JNJ	-1K - 24.39%	$145.48 - $167.38 $145K - $167K	3.1K $502K
NVO	-30 - 0.91%	$119.07 - $145.42 $3.57K - $4.36K	3.25K $386K

Activity Summary All Purchases 13 New Holdings 4 Increased Positions 9 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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