D. Scott Neal, Inc. Portfolio Holdings
D. Scott Neal, Inc.
- $182 Million
- Q4 2024
D. Scott Neal, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $27.8M, Spdr Gold Trust with a value of $24.9M, Unum Group with a value of $20.5M, Arthur J. Gallagher & Co. with a value of $17M, and Select Sector Spdr Tr Communic with a value of $16.3M.
Examining the 13F form we can see an decrease of $6.17M in the current position value, from $188M to 182M.
Below you can find more details about D. Scott Neal, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$182 Million
ETFs: $89.2 Million
Financial Services: $43.6 Million
Technology: $29 Million
Real Estate: $10 Million
Industrials: $3.23 Million
Consumer Cyclical: $2.45 Million
Communication Services: $1.99 Million
Healthcare: $1.28 Million
Other: $1.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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