D. Scott Neal, Inc. Purchases and Sells in Q3 2025

D. Scott Neal, Inc.

$216 Million
Q3 2025

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLEX	84 + 0.03%	$48.49 - $59.33 $4.07K - $4.98K	268K $15.5M
XLU	2.96K + 9.66%	$81.14 - $87.32 $240K - $258K	33.6K $2.93M
AAPL	10 + 0.15%	$202.38 - $256.87 $2.02K - $2.57K	6.88K $1.75M
HEFA	532 + 1.73%	$37.2 - $39.61 $19.8K - $21.1K	31.4K $1.24M
AVGO	12 + 1.17%	$264.74 - $369.57 $3.18K - $4.43K	1.03K $341K
ESGV	18 + 0.85%	$109.47 - $119.06 $1.97K - $2.14K	2.13K $252K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MU	1.36K New	$104.88 - $168.89 $142K - $229K	1.36K $227K
ITB	2K New	$94.18 - $117.14 $188K - $234K	2K $214K
BAC	3.99K New	$44.92 - $52.42 $179K - $209K	3.99K $205K
WMT	1.95K New	$94.4 - $104.27 $184K - $203K	1.95K $200K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNM	-7.17K - 2.71%	$68.55 - $82.12 $491K - $588K	257K $20M
AJG	-951 - 1.65%	$284.17 - $319.49 $270K - $304K	56.7K $17.6M
NSA	-358 - 0.14%	$29.44 - $33.3 $10.5K - $11.9K	256K $7.73M
SPY	-710 - 10.26%	$617.65 - $666.84 $439K - $473K	6.21K $4.14M
IBM	-312 - 12.67%	$234.77 - $292.47 $73.2K - $91.3K	2.15K $606K
ABT	-500 - 17.86%	$120.51 - $136.62 $60.3K - $68.3K	2.3K $308K

Activity Summary All Purchases 11 New Holdings 4 Increased Positions 7 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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