D. Scott Neal, Inc. Top Holdings and 13F Report (2025) About D. Scott Neal, Inc.Investment ActivityD. Scott Neal, Inc. has $200.60 million in total holdings as of June 30, 2025.D. Scott Neal, Inc. owns shares of 55 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.19% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, D. Scott Neal, Inc. has purchased 54 new stocks and bought additional shares in 14 stocks.D. Scott Neal, Inc. sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Gold Shares $31,255,745Invesco QQQ $28,557,919Unum Group $21,368,209Communication Services Select Sector SPDR Fund $20,130,471Arthur J. Gallagher & Co. $18,443,384 Largest New Holdings this Quarter 11135F101 - Broadcom $281,819 Holding68389X105 - Oracle $262,356 Holding38141G104 - The Goldman Sachs Group $212,325 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 6,425 shares (about $3.97M)KLA 519 shares (about $464.89K)Flex 9,200 shares (about $459.26K)Broadcom 1,022 shares (about $281.82K)Oracle 1,200 shares (about $262.36K) Largest Sales this Quarter NVIDIA 3,853 shares (about $608.74K)Unum Group 7,086 shares (about $572.27K)Microsoft 208 shares (about $103.46K)Tesla 299 shares (about $94.98K)National Storage Affiliates Trust 1,458 shares (about $46.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofD. Scott Neal, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$31,255,745$204,541 ▲0.7%102,53515.6%FinanceQQQInvesco QQQ$28,557,919$13,239 ▼0.0%51,76914.2%FinanceUNMUnum Group$21,368,209$572,265 ▼-2.6%264,58910.7%FinanceXLCCommunication Services Select Sector SPDR Fund$20,130,471$244,518 ▲1.2%185,48310.0%ETFAJGArthur J. Gallagher & Co.$18,443,384$18,887 ▲0.1%57,6149.2%FinanceFLEXFlex$13,366,131$459,264 ▲3.6%267,7516.7%Computer and TechnologyKLACKLA$9,751,861$464,886 ▲5.0%10,8874.9%Computer and TechnologyNSANational Storage Affiliates Trust$8,196,958$46,641 ▼-0.6%256,2354.1%FinanceIAUiShares Gold Trust$4,574,044$25,755 ▼-0.6%73,3492.3%FinanceSPYSPDR S&P 500 ETF Trust$4,276,141$3,969,687 ▲1,295.4%6,9212.1%FinanceMSFTMicrosoft$4,064,675$103,457 ▼-2.5%8,1722.0%Computer and TechnologyQLDProShares Ultra QQQ$2,934,2750.0%24,9281.5%ETFCATCaterpillar$2,930,5980.0%7,5491.5%IndustrialsBRK.BBerkshire Hathaway$2,778,1190.0%5,7191.4%FinanceXLUUtilities Select Sector SPDR Fund$2,498,878$136,209 ▲5.8%30,6011.2%ETFSSOProShares Ultra S&P500$2,217,0720.0%22,6881.1%ETFREKRRekor Systems$1,972,7540.0%1,700,6501.0%Computer and TechnologyNVDANVIDIA$1,599,180$608,737 ▼-27.6%10,1220.8%Computer and TechnologyRBCAARepublic Bancorp$1,535,3100.0%21,0000.8%FinanceAAPLApple$1,409,9490.0%6,8720.7%Computer and TechnologyIVViShares Core S&P 500 ETF$1,322,111$6,831 ▲0.5%2,1290.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,170,231$4,441 ▲0.4%30,8280.6%ETFTAT&T$1,042,998$24,599 ▼-2.3%36,0400.5%Computer and TechnologyVVisa$905,3780.0%2,5500.5%Business ServicesHDHome Depot$856,4720.0%2,3360.4%Retail/WholesaleMAMastercard$765,950$1,686 ▼-0.2%1,3630.4%Business ServicesIBMInternational Business Machines$725,749$2,948 ▲0.4%2,4620.4%Computer and TechnologyVOOVanguard S&P 500 ETF$582,799$61,915 ▲11.9%1,0260.3%ETFLOWLowe's Companies$576,8620.0%2,6000.3%Retail/WholesalePGProcter & Gamble$574,668$53,850 ▲10.3%3,6070.3%Consumer StaplesAMZNAmazon.com$513,154$43,001 ▼-7.7%2,3390.3%Retail/WholesaleRFRegions Financial$504,1280.0%21,4340.3%FinanceJNJJohnson & Johnson$473,5250.0%3,1000.2%MedicalMDYSPDR S&P MidCap 400 ETF Trust$441,8550.0%7800.2%ETFMOAltria Group$416,391$5,980 ▲1.5%7,1020.2%Consumer StaplesESGUiShares ESG Aware MSCI USA ETF$408,2010.0%3,0170.2%ManufacturingIWMiShares Russell 2000 ETF$401,3700.0%1,8600.2%FinanceTSLATesla$398,346$94,980 ▼-19.3%1,2540.2%Auto/Tires/TrucksGOOGLAlphabet$391,2310.0%2,2200.2%Computer and TechnologyABTAbbott Laboratories$380,828$13,601 ▼-3.4%2,8000.2%MedicalGOOGAlphabet$354,7800.0%2,0000.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$327,4140.0%3,5600.2%ETFNKENIKE$326,7840.0%4,6000.2%Consumer DiscretionaryGSKGSK$304,4360.0%7,9280.2%MedicalHONHoneywell International$299,2510.0%1,2850.1%Multi-Sector ConglomeratesESGDiShares ESG Aware MSCI EAFE ETF$293,356$9,368 ▼-3.1%3,2880.1%ManufacturingXOMExxon Mobil$283,946$539 ▼-0.2%2,6340.1%EnergyAVGOBroadcom$281,819$281,819 ▲New Holding1,0220.1%Computer and TechnologyORCLOracle$262,356$262,356 ▲New Holding1,2000.1%Computer and TechnologyWMWaste Management$232,7100.0%1,0170.1%Business ServicesESGVVanguard ESG U.S. Stock ETF$231,779$5,372 ▲2.4%2,1140.1%ETFESBAEmpire State Realty OP$228,2360.0%29,0000.1%Real EstateNVONovo Nordisk A/S$221,555$2,761 ▼-1.2%3,2100.1%MedicalGSThe Goldman Sachs Group$212,325$212,325 ▲New Holding3000.1%FinanceLPSNLivePerson$25,3590.0%25,1070.0%Computer and TechnologyCOSTCostco Wholesale$0$211,855 ▼-100.0%00.0%Retail/WholesaleMRKMerck & Co., Inc.$0$203,756 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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