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  Name: D. SCOTT NEAL INC.
  City: Lexington
  State: KY
  Zip: 40588
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $152,935,000
  Total Value Change : $40,687,000
  Securities Held Change : 2
   
All Securities Held : 61
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 9
  Unchanged Positions : 35
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 1 - $215.92 $24,303,000 118,136 15.89% 1,631,000 -459 0.028    Closed - End Fund - E...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 6 - $779.06 $9,012,000 12,900 5.89% -489,000 -3,444 0.008    Semiconductor Equipme...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 21 - $1,064.69 $1,460,000 1,616 0.95% 635,000 -50 0    Semiconductor - Speci...
   (MDYV)1 Year Chart         MDYV streetTRACKS Series Trust -... 22 - $74.18 $1,384,000 18,211 0.9% 9,000 -529 0.009    Closed - End Fund - E...
   (RBCAA)1 Year Chart         RBCAA Republic Bancorp Inc 24 - $52.41 $1,080,000 21,000 0.71% -169,000 -1,488 0.112    Domestic Regional Banks
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 26 - $37.35 $908,000 22,976 0.59% -22,000 -250 0.004    N/A
   (T)1 Year Chart         T AT&T Corp 32 - $17.50 $649,000 36,890 0.42% -2,000 -1,878 0    Long Distance Carriers
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 34 - $81.05 $631,000 7,900 0.41% -11,000 -619 0.001    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 37 - $170.89 $472,000 2,473 0.31% 66,000 -8 0    Diversified Computer ...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 41 - $486.73 $441,000 917 0.29% 18,000 -52 0    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 49 - $113.42 $318,000 2,734 0.21% 44,000 -5 0    Integrated Oil & Gas
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 57 - $306.55 $248,000 856 0.16% -116,000 -689 0    Diversified Computer ...
      12 Records Found
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Page 1 of 1
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