D. Scott Neal, Inc. Portfolio Holdings
D. Scott Neal, Inc.
- $179 Million
- Q1 2025
D. Scott Neal, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $29.4M, Invesco Qqq Trust, Series 1 with a value of $24.3M, Unum Group with a value of $22.1M, Arthur J. Gallagher & Co. with a value of $19.9M, and Select Sector Spdr Tr Communic with a value of $17.5M.
Examining the 13F form we can see an decrease of $2.76M in the current position value, from $182M to 179M.
Below you can find more details about D. Scott Neal, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
ETFs: $86.8 Million
Financial Services: $48.5 Million
Technology: $23.9 Million
Real Estate: $9.98 Million
Industrials: $3 Million
Consumer Cyclical: $2.64 Million
Communication Services: $1.7 Million
Healthcare: $1.33 Million
Other: $1.5 Million