DS

D. SCOTT NEAL, INC.

13F
D. SCOTT NEAL, INC.
Last update 2025-07-08 55 Stocks (3 new)
Value $201.00 Mil Turnover 3 %
Countries:
Top Holdings: GLD(15.58%)QQQ(14.24%)UNM(10.65%)XLC(10.04%)AJG(9.19%)
Summary Stock Picks Current Portfolio
D. SCOTT NEAL, INC. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLD
SPDR Gold Shares ETF
102,535
31,255.7
+0.66%
15.580
+0.10%
0.030
+0.74%
+27.37%
101,985.4
 
QQQ
INVESCO QQQ Trust
51,769
28,557.9
-0.05%
14.240
-0.01%
0.010
+26.52%
+10.07%
357,775.2
 
UNM
Unum Group
264,589
21,368.2
-2.61%
10.650
-0.32%
0.150
+7.49%
+12.29%
14,263.1
Insurance
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
185,483
20,130.5
+1.23%
10.040
+0.12%
0.080
+18.00%
+10.28%
23,547.6
 
AJG
Arthur J. Gallagher & Co
57,614
18,443.4
+0.10%
9.190
+0.01%
0.020
-4.70%
+10.75%
80,180.4
Insurance
FLEX
Flex Ltd
267,751
13,366.1
+3.56%
6.660
+0.23%
0.070
+68.23%
+38.21%
19,828.7
Hardware
KLAC
KLA Corp
10,887
9,751.9
+5.01%
4.860
+0.23%
0.010
+47.12%
+48.46%
123,132.6
Semiconductors
NSA
National Storage Affiliates Trust
256,235
8,197.0
-0.57%
4.090
-0.03%
0.330
-13.18%
-14.48%
2,400.2
REITs
IAU
iShares Gold Trust
73,349
4,574.1
-0.56%
2.280
-0.01%
0.010
+0.80%
+27.51%
47,693.5
 
SPY
SPDR S&P 500 ETF Trust
6,921
4,276.1
+1,295.36%
2.130
+1.98%
0.000
+19.57%
+7.72%
643,289.7
 

D. SCOTT NEAL, INC.'s Historical Top Holdings Breakdowns

D. SCOTT NEAL, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+1.98%
●
496.48 ($571.44) 617.85
$627.58
9.82%
Add 1295.36%
6,921
6,425
UNM
Unum Group
2025-06-30
Reduce
Reduce
-0.32%
●
70.48 ($79.02) 82.91
$81.12
2.66%
Reduce -2.61%
264,589
-7,086
FLEX
Flex Ltd
2025-06-30
Add
Add
+0.23%
●
26.68 ($38.87) 50.09
$53.06
36.51%
Add 3.56%
267,751
9,200
KLAC
KLA Corp
2025-06-30
Add
Add
+0.23%
●
576.53 ($751.16) 902.94
$931.12
23.96%
Add 5.01%
10,887
519
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-0.23%
●
94.31 ($125.57) 157.99
$172.41
37.30%
Reduce -27.57%
10,122
-3,853
AVGO
Broadcom Inc
2025-06-30
New Buy
New Buy
+0.14%
●
146.29 ($216.36) 275.65
$283.34
30.96%
New holding
1,022
1,022
ORCL
Oracle Corp
2025-06-30
New Buy
New Buy
+0.13%
●
122.82 ($161.13) 218.63
$245.45
52.33%
New holding
1,200
1,200
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
2025-06-30
Add
Add
+0.12%
●
86.13 ($98.47) 108.53
$106.19
7.84%
Add 1.23%
185,483
2,253
COST
Costco Wholesale Corp
2025-06-30
Sold Out
Sold Out
-0.12%
●
908.13 ($993.18) 1056.85
$950.95
-4.25%
Sold Out
0
-224
GS
The Goldman Sachs Group Inc
2025-06-30
New Buy
New Buy
+0.11%
●
462.22 ($578.93) 707.75
$708.26
22.34%
New holding
300
300

D. SCOTT NEAL, INC. Total Holding History ($B)

To

D. SCOTT NEAL, INC.'s Asset Allocation

To

D. SCOTT NEAL, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

D. SCOTT NEAL, INC.'s Hypothetical Growth since 2025-06-30

D. SCOTT NEAL, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

D. SCOTT NEAL, INC.'s Holdings Heat Map

Size field:

D. SCOTT NEAL, INC.'s Holdings Bubble Chart

D. SCOTT NEAL, INC. News

  • 1

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