All Stocks Held By D. Scott Neal Inc.

As of 03/31/2024, we find all stocks held by D. Scott Neal Inc. to be as follows, presented in the table below with each row detailing each D. Scott Neal Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-D. Scott Neal Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by D. Scott Neal Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SPDR GOLD TR (GLD)	118,136	-459	$24,303
GLD	118,136	-459	$24,303
ABBVIE INC	80,056	+22,578	$14,578
ABBV	80,056	+22,578	$14,578
UNUM GROUP	224,960	+224,960	$12,071
UNM	224,960	+224,960	$12,071
GALLAGHER ARTHUR J & CO	39,367	+1,480	$9,843
AJG	39,367	+1,480	$9,843
NATIONAL STORAGE AFFILIATES	230,328	+230,328	$9,020
NSA	230,328	+230,328	$9,020
KLA CORP	12,900	-3,444	$9,012
KLAC	12,900	-3,444	$9,012
CHARLES RIV LABS INTL INC	32,951	+32,951	$8,928
CRL	32,951	+32,951	$8,928
FLEX LTD	270,849	+270,849	$7,749
FLEX	270,849	+270,849	$7,749
INVESCO QQQ TR	17,344	+6,730	$7,711
QQQ	17,344	+6,730	$7,711
REKOR SYSTEMS INC	1,700,650	UNCH	$3,894
REKR	1,700,650	UNCH	$3,894
MICROSOFT CORP	8,386	UNCH	$3,528
MSFT	8,386	UNCH	$3,528
CATERPILLAR INC	7,549	UNCH	$2,766
CAT	7,549	UNCH	$2,766
VANGUARD MALVERN FDS (VTIP)	56,296	UNCH	$2,696
VTIP	56,296	UNCH	$2,696
SELECT SECTOR SPDR TR (XLE)	27,431	+1,250	$2,590
XLE	27,431	+1,250	$2,590
INVESCO EXCH TRADED FD TR II (SPHB)	27,072	UNCH	$2,375
SPHB	27,072	UNCH	$2,375
BERKSHIRE HATHAWAY INC DEL			$2,271
BRK.B	5,400	UNCH	$2,271
PROSHARES TR (QLD)	25,091	UNCH	$2,195
QLD	25,091	UNCH	$2,195
ISHARES GOLD TR (IAU)	44,249	+3,466	$1,859
IAU	44,249	+3,466	$1,859
PROSHARES TR (SSO)	22,904	UNCH	$1,776
SSO	22,904	UNCH	$1,776
SPDR S&P 500 ETF TR (SPY)	3,252	+659	$1,706
SPY	3,252	+659	$1,706
NVIDIA CORPORATION	1,616	-50	$1,460
NVDA	1,616	-50	$1,460
SPDR SER TR (MDYV)	18,211	-529	$1,384
MDYV	18,211	-529	$1,384
APPLE INC	6,837	UNCH	$1,172
AAPL	6,837	UNCH	$1,172
REPUBLIC BANCORP INC KY	21,000	-1,488	$1,080
RBCAA	21,000	-1,488	$1,080
ISHARES TR (IVV)	1,877	+7	$987
IVV	1,877	+7	$987
SELECT SECTOR SPDR TR (XLRE)	22,976	-250	$908
XLRE	22,976	-250	$908
HOME DEPOT INC	2,336	UNCH	$896
HD	2,336	UNCH	$896
ISHARES TR (IJS)	7,966	UNCH	$819
IJS	7,966	UNCH	$819
VISA INC	2,550	UNCH	$712
V	2,550	UNCH	$712
MASTERCARD INCORPORATED	1,365	+2	$657
MA	1,365	+2	$657
JOHNSON & JOHNSON	4,100	UNCH	$649
JNJ	4,100	UNCH	$649
AT&T INC	36,890	-1,878	$649
T	36,890	-1,878	$649
LOWES COS INC	2,500	UNCH	$637
LOW	2,500	UNCH	$637
ISHARES TR (EFA)	7,900	-619	$631
EFA	7,900	-619	$631
ALPHABET INC	4,000	UNCH	$609
GOOG	4,000	UNCH	$609
PROCTER AND GAMBLE CO	3,260	UNCH	$529
PG	3,260	UNCH	$529
INTERNATIONAL BUSINESS MACHS	2,473	-8	$472
IBM	2,473	-8	$472
REGIONS FINANCIAL CORP NEW	21,434	UNCH	$456
RF	21,434	UNCH	$456
AMAZON COM INC	2,521	UNCH	$455
AMZN	2,521	UNCH	$455
NIKE INC	4,685	UNCH	$442
NKE	4,685	UNCH	$442
VANGUARD INDEX FDS (VOO)	917	-52	$441
VOO	917	-52	$441
ISHARES TR (ESGU)	3,787	UNCH	$435
ESGU	3,787	UNCH	$435
SPDR S&P MIDCAP 400 ETF TR (MDY)	780	UNCH	$435
MDY	780	UNCH	$435
NOVO NORDISK A S	3,280	+70	$424
NVO	3,280	+70	$424
ISHARES TR (IWM)	1,860	UNCH	$391
IWM	1,860	UNCH	$391
GSK PLC	7,928	UNCH	$343
GSK	7,928	UNCH	$343
ALPHABET INC	2,220	UNCH	$335
GOOGL	2,220	UNCH	$335
ABBOTT LABS	2,900	UNCH	$330
ABT	2,900	UNCH	$330
EXXON MOBIL CORP	2,734	-5	$318
XOM	2,734	-5	$318
ALTRIA GROUP INC	7,000	UNCH	$312
MO	7,000	UNCH	$312
MERCK & CO INC	2,270	UNCH	$301
MRK	2,270	UNCH	$301
ISHARES TR (IWR)	3,560	UNCH	$299
IWR	3,560	UNCH	$299
BROADCOM INC	218	UNCH	$289
AVGO	218	UNCH	$289
EMPIRE ST RLTY OP L P	29,000	UNCH	$289
ESBA	29,000	UNCH	$289
ISHARES TR (ESGD)	3,606	UNCH	$288
ESGD	3,606	UNCH	$288
HONEYWELL INTL INC	1,285	UNCH	$264
HON	1,285	UNCH	$264
ARISTA NETWORKS INC	856	-689	$248
ANET	856	-689	$248
VANGUARD WORLD FD (ESGV)	2,618	UNCH	$244
ESGV	2,618	UNCH	$244
ISHARES TR (ITB)	2,000	UNCH	$232
ITB	2,000	UNCH	$232
WASTE MGMT INC DEL	1,017	+1,017	$217
WM	1,017	+1,017	$217
LIVEPERSON INC	25,107	+0	$25
LPSN	25,107	UNCH	$25
ALPHA METALLURGICAL RESOUR I			$0 (exited)
AMR	0	-32,375	$0
JPMORGAN CHASE & CO			$0 (exited)
JPM	0	-1,360	$0
PFIZER INC	0	-7,029	$0 (exited)
PFE	0	-7,029	$0

See Summary: D. Scott Neal Inc. Top Holdings
See Details: Top 10 Stocks Held By D. Scott Neal Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
UNM	+224,960	+$12,071
NSA	+230,328	+$9,020
CRL	+32,951	+$8,928
FLEX	+270,849	+$7,749
WM	+1,017	+$217

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
AMR	-32,375	-$10,973
JPM	-1,360	-$231
PFE	-7,029	-$202

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
ABBV	+22,578	+$5,671
QQQ	+6,730	+$3,364
IAU	+3,466	+$267
AJG	+1,480	+$1,323
XLE	+1,250	+$395
SPY	+659	+$470
NVO	+70	+$92
IVV	+7	+$94
MA	+2	+$76
REKR	UNCH	-$1,769

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
KLAC	-3,444	-$489
T	-1,878	-$2
RBCAA	-1,488	-$169
ANET	-689	-$116
EFA	-619	-$11
MDYV	-529	+$9
GLD	-459	+$1,631
XLRE	-250	-$22
VOO	-52	+$18

D. Scott Neal Inc. Info

Size ($ in 1000's)
At 03/31/2024: $152,935
At 12/31/2023: $112,248

D. Scott Neal Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from D. Scott Neal Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By D. Scott Neal Inc. | www.HoldingsChannel.com