D. Scott Neal, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Jul 8, 2025
Value $
$201M
Signature - Title
Jerry Zimmerer - CPA CFP
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by D. Scott Neal, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. D. Scott Neal, Inc. reported 55 stock holdings with total value $201M as of Q2 2025. Top holdings included GLD, QQQ, UNM, XLC, and AJG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 55 $201M +$6.4M -$1.98M +$4.42M GLD, QQQ, UNM, XLC, AJG 13F-HR 7/8/2025, 01:47 PM
Q1 2025 54 $180M +$4.37M -$12M -$7.63M GLD, QQQ, UNM, AJG, XLC 13F-HR 4/11/2025, 01:02 PM
Q4 2024 55 $182M +$18.1M -$28.8M -$10.7M QQQ, GLD, UNM, AJG, XLC 13F-HR 1/14/2025, 01:12 PM
Q3 2024 58 $189M +$24.6M -$25.9M -$1.31M QQQ, GLD, UNM, AJG, XLU 13F-HR 10/17/2024, 03:18 PM
Q2 2024 63 $180M +$46.6M -$19.5M +$27.1M QQQ, GLD, AJG, UNM, NSA 13F-HR 7/15/2024, 04:16 PM
Q1 2024 61 $153M +$46.1M -$14.4M +$31.7M GLD, ABBV, UNM, AJG, NSA 13F-HR 4/11/2024, 01:22 PM
Q4 2023 59 $112M +$10.8M -$25.8M -$14.9M GLD, AMR, KLAC, ABBV, AJG 13F-HR 1/17/2024, 02:15 PM
Q3 2023 62 $117M +$7.28M -$11M -$3.73M GLD, XOM, AJG, AMR, ABBV 13F-HR 10/11/2023, 01:20 PM
Q2 2023 63 $133M +$23M -$54.1M -$31.2M GLD, KLAC, AJG, XOM, IYK 13F-HR 7/17/2023, 03:25 PM
Q1 2023 63 $179M +$18.6M -$33.7M -$15.1M PSQ, GLD, ABBV, XOM, IYK 13F-HR 4/12/2023, 03:14 PM
Q4 2022 57 $206M +$1.97M -$37.3M -$35.3M PSQ, PDBC, AMR, ABBV, IYK 13F-HR 1/11/2023, 03:48 PM
Q3 2022 60 $238M +$31.9M -$19.2M +$12.6M PSQ, QQQ, PDBC, AMR, CORN 13F-HR 10/27/2022, 03:02 PM
Q2 2022 61 $240M +$144M -$96.9M +$46.9M PSQ, QQQ, PDBC, ABBV, CORN 13F-HR 7/8/2022, 06:13 PM
Q1 2022 64 $252M +$27.1M -$14M +$13.1M VTIP, QQQ, GLD, SPHB, IVV 13F-HR 5/4/2022, 01:00 PM
Q4 2021 57 $265M +$116M -$89.8M +$26.5M VTIP, QQQ, VOT, SPHB, SPYG 13F-HR 1/21/2022, 11:50 AM
Q3 2021 51 $237M +$59.9M -$42.2M +$17.8M IGIB, QQQ, SPHB, VTIP, LQD 13F-HR 11/4/2021, 10:35 AM
Q2 2021 49 $220M +$29.9M -$42.6M -$12.7M IGIB, QQQ, SPHB, IJS, IJH 13F-HR 8/2/2021, 09:23 AM
Q1 2021 47 $223M +$116M -$99.4M +$16.9M IGIB, QQQ, SPHB, VXF, SPSB 13F-HR 4/30/2021, 11:03 AM
Q4 2020 43 $205M +$18.5M -$4.89M +$13.6M QQQ, SHY, IGIB, VOT, IEI 13F-HR 2/4/2021, 04:50 PM
Q3 2020 38 $178M +$52.2M -$17M +$35.2M SHY, QQQ, IGIB, IEI, VOT 13F-HR 10/14/2020, 06:16 PM
Q2 2020 37 $160M +$30.9M -$50.2M -$19.3M SHY, QQQ, VGIT, VGSH, IEI 13F-HR 7/15/2020, 07:45 PM
Q1 2020 34 $165M +$112M -$36.2M +$75.7M SHY, QQQ, VGSH, IVV, IEI 13F-HR 4/27/2020, 11:38 AM
Q4 2019 42 $206M +$22.9M -$18.5M +$4.37M VCSH, QQQ, VCIT, IWR, MDY 13F-HR 1/16/2020, 12:34 PM
Q3 2019 35 $194M +$26.8M -$17.3M +$9.56M VCSH, QQQ, VCIT, IWR, MDY 13F-HR 10/15/2019, 09:07 PM
Q2 2019 31 $184M +$27.9M -$37.6M -$9.77M VCSH, VCIT, QQQ, SHY, MDY 13F-HR 7/24/2019, 10:21 PM
Q1 2019 30 $190M +$46M -$41M +$4.98M VCIT, VCSH, SHY, QQQ, MDY 13F-HR 4/11/2019, 10:02 AM
Q4 2018 28 $183M +$86.4M -$47.8M +$38.6M SHY, VCSH, FLRN, QQQ, MDY 13F-HR 2/6/2019, 03:13 PM
Q3 2018 34 $198M +$70.1M -$30M +$40.2M FLRN, QQQ, MDY, IGIB, IWM 13F-HR 11/13/2018, 01:53 PM
Q2 2018 63 $179M +$46.5M -$17.5M +$29M MDY, IGIB, IWM, QQQ, FLRN 13F-HR 8/15/2018, 11:15 AM
Q1 2018 163 $176M +$41.9M -$23M +$19M MDY, IWM, VWO, IGIB, QQQXXXX Restatement 5/10/2018, 03:08 PM
Q4 2017 158 $167M +$25.9M -$22.3M +$3.57M MDY, IWM, IGIB, VNQ, IEF 13F-HR 2/16/2018, 12:04 PM
Q3 2017 176 $166M +$31.1M -$12.7M +$18.4M MDY, IWM, VNQ, IGIB, IEF 13F-HR 10/18/2017, 12:13 PM
Q2 2017 172 $147M +$5.75M -$17.2M -$11.4M IGIB, VNQ, IEF, SPY, IWM 13F-HR 7/14/2017, 04:49 PM
Q1 2017 156 $154M +$25.1M -$15.2M +$9.93M IGIB, VNQ, IEF, SPY, TLT 13F-HR 4/25/2017, 09:11 AM
Q4 2016 156 $140M +$17.8M -$4.63M +$13.2M IEF, IGIB, EFA, SPY, VNQ 13F-HR 1/17/2017, 02:44 PM
Q3 2016 168 $127M +$17.6M -$2.53M +$15.1M IEF, IGIB, SPY, VNQ, IWM 13F-HR 10/18/2016, 01:27 PM
Q2 2016 174 $113M +$4.6M -$1.01M +$3.6M IEF, IGIB, SPY, VNQ, QQQXXXX 13F-HR 7/19/2016, 09:58 AM
Q1 2016 162 $107M +$630K -$19M -$18.3M IEF, IGIB, SPY, VNQ, QQQXXXX 13F-HR 4/13/2016, 09:40 AM
Q4 2015 148 $126M +$8.22M -$3.5M +$4.72M IEF, SPY, IGIB, QQQXXXX, VNQ 13F-HR 1/12/2016, 12:08 PM
Q3 2015 33 $119M +$2.81M -$12M -$9.15M IEF, SPY, IGIB, QQQXXXX, VNQ 13F-HR 10/15/2015, 09:53 AM
Q2 2015 37 $146M +$10.3M -$223K +$10.1M SPY, IEF, IGIB, QQQXXXX, VNQ 13F-HR 7/21/2015, 02:11 PM
Q1 2015 33 $140M +$8.54M -$12.3M -$3.78M SPY, IEF, IGIB, QQQXXXX, VNQ 13F-HR 4/1/2015, 09:46 PM
Q4 2014 37 $142M +$11.7M -$839K +$10.9M SPY, IGIB, IEF, VNQ, QQQXXXX 13F-HR 1/5/2015, 01:45 PM
Q3 2014 32 $126M +$13.7M -$5.93M +$7.74M IGIB, SPY, IEF, QQQXXXX, VNQ 13F-HR 11/20/2014, 07:59 PM
Q2 2014 34 $127M +$41.8M -$4.28M +$37.5M SPY, IGIB, MDY, IEF, VNQ 13F-HR 7/7/2014, 06:24 PM
Q1 2014 42 $119M +$22.2M -$15.9M +$6.35M SPY, IGSB, IYR, VNQ, STPZ 13F-HR 4/3/2014, 09:17 PM
Q4 2013 37 $112M SPY, MDY, IGSB, KRE, IYR 13F-HR 1/13/2014, 03:27 PM