D. SCOTT NEAL, INC.

CIK: 0001596920SEC EDGAR →

Portfolio Value

$216.2B

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

55

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

GQ9CLOSED
$31.3B
NDQCLOSED
$28.6B
UNMCLOSED
$21.4B
XLCCLOSED
$20.1B
AJGCLOSED
$18.4B

Closed Positions (55)

$31.3B · 103K shares
$28.6B · 52K shares
$21.4B · 265K shares
$20.1B · 185K shares
$18.4B · 58K shares
$13.4B · 268K shares
$9.8B · 11K shares
$8.2B · 256K shares
$4.6B · 73K shares
$4.3B · 7K shares
$4.1B · 8K shares
$2.9B · 25K shares
$2.9B · 8K shares
$2.8B · 6K shares
$2.5B · 31K shares
$2.2B · 23K shares
$2.0B · 1.7M shares
$1.6B · 10K shares
$1.5B · 21K shares
$1.4B · 7K shares
$1.3B · 2K shares
$1.2B · 31K shares
$1.0B · 36K shares
$905.4M · 3K shares
$856.5M · 2K shares
$766.0M · 1K shares
$725.7M · 2K shares
$582.8M · 1K shares
$576.9M · 3K shares
$574.7M · 4K shares
$513.2M · 2K shares
$504.1M · 21K shares
$473.5M · 3K shares
$441.9M · 780 shares
$416.4M · 7K shares
$408.2M · 3K shares
$401.4M · 2K shares
$398.3M · 1K shares
$391.2M · 2K shares
$380.8M · 3K shares
$354.8M · 2K shares
$327.4M · 4K shares
$326.8M · 5K shares
$304.4M · 8K shares
$299.3M · 1K shares
$293.4M · 3K shares
$283.9M · 3K shares
$281.8M · 1K shares
$262.4M · 1K shares
$232.7M · 1K shares
$231.8M · 2K shares
$228.2M · 29K shares
$221.6M · 3K shares
$212.3M · 300 shares
$25.4M · 25K shares