D. SCOTT NEAL, INC.
CIK: 0001596920SEC EDGAR →
Portfolio Value
$216.2M
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
55
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (55)
$31.3M · 103K shares
$28.6M · 52K shares
$21.4M · 265K shares
$20.1M · 185K shares
$18.4M · 58K shares
$13.4M · 268K shares
$9.8M · 11K shares
$8.2M · 256K shares
$4.6M · 73K shares
$4.3M · 7K shares
$4.1M · 8K shares
$2.9M · 25K shares
$2.9M · 8K shares
$2.8M · 6K shares
$2.5M · 31K shares
$2.2M · 23K shares
$2.0M · 1.7M shares
$1.6M · 10K shares
$1.5M · 21K shares
$1.4M · 7K shares
$1.3M · 2K shares
$1.2M · 31K shares
$1.0M · 36K shares
$905K · 3K shares
$856K · 2K shares
$766K · 1K shares
$726K · 2K shares
$583K · 1K shares
$577K · 3K shares
$575K · 4K shares
$513K · 2K shares
$504K · 21K shares
$474K · 3K shares
$442K · 780 shares
$416K · 7K shares
$408K · 3K shares
$401K · 2K shares
$398K · 1K shares
$391K · 2K shares
$381K · 3K shares
$355K · 2K shares
$327K · 4K shares
$327K · 5K shares
$304K · 8K shares
$299K · 1K shares
$293K · 3K shares
$284K · 3K shares
$282K · 1K shares
$262K · 1K shares
$233K · 1K shares
$232K · 2K shares
$228K · 29K shares
$222K · 3K shares
$212K · 300 shares
$25K · 25K shares