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
+0.48%
+27.04%
101,720.8
 
QQQ
INVESCO QQQ Trust
51,769
28,557.9
-0.05%
14.240
-0.01%
0.010
+26.65%
+10.18%
358,119.4
 
UNM
Unum Group
264,589
21,368.2
-2.61%
10.650
-0.32%
0.150
+7.34%
+12.14%
14,243.7
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
+18.54%
+10.79%
23,656.3
 
AJG
Arthur J. Gallagher & Co
57,614
18,443.4
+0.10%
9.190
+0.01%
0.020
-4.46%
+11.02%
80,377.6
Insurance
FLEX
Flex Ltd
267,751
13,366.1
+3.56%
6.660
+0.23%
0.070
+68.61%
+38.53%
19,873.5
Hardware
KLAC
KLA Corp
10,887
9,751.9
+5.01%
4.860
+0.23%
0.010
+48.06%
+49.41%
123,920.8
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
+0.53%
+27.17%
47,565.1
 
SPY
SPDR S&P 500 ETF Trust
6,921
4,276.1
+1,295.36%
2.130
+1.98%
0.000
+19.66%
+7.80%
643,761.2
 

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
$628.04
9.90%
Add 1295.36%
6,921
6,425
UNM
Unum Group
2025-06-30
Reduce
Reduce
-0.32%
●
70.48 ($79.02) 82.91
$81.01
2.52%
Reduce -2.61%
264,589
-7,086
FLEX
Flex Ltd
2025-06-30
Add
Add
+0.23%
●
26.68 ($38.87) 50.09
$53.18
36.82%
Add 3.56%
267,751
9,200
KLAC
KLA Corp
2025-06-30
Add
Add
+0.23%
●
576.53 ($751.16) 902.94
$937.08
24.75%
Add 5.01%
10,887
519
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-0.23%
●
94.31 ($125.57) 157.99
$173.00
37.77%
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
$286.45
32.40%
New holding
1,022
1,022
ORCL
Oracle Corp
2025-06-30
New Buy
New Buy
+0.13%
●
122.82 ($161.13) 218.63
$248.75
54.38%
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
$106.68
8.34%
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
$953.91
-3.95%
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
$705.84
21.92%
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

Discussions on D. SCOTT NEAL, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.