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| Name: |
D. SCOTT NEAL INC. |
| City: |
Lexington |
| State: |
KY |
| Zip: |
40588 |
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data |
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| Holdings
Found :
9 |
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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 |
|
ABBV |
Abbvie Inc. |
2 |
- |
$160.75 |
$14,578,000 |
80,056 |
9.53% |
5,671,000 |
22,578 |
0.005 |
Drug Manufacturers - ... |
|
|
AJG |
Arthur J Gallagher & Co |
4 |
- |
$250.82 |
$9,843,000 |
39,367 |
6.44% |
1,323,000 |
1,480 |
0.017 |
Insurance Brokers |
|
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QQQ |
Invesco QQQ Trust Series I |
9 |
- |
$442.06 |
$7,711,000 |
17,344 |
5.04% |
3,364,000 |
6,730 |
0.004 |
Closed - End Fund - Debt |
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XLE |
SPDR Energy Sector |
14 |
- |
$93.83 |
$2,590,000 |
27,431 |
1.69% |
395,000 |
1,250 |
0.001 |
Closed - End Fund - E... |
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IAU |
iShares COMEX Gold Trust |
18 |
- |
$44.68 |
$1,859,000 |
44,249 |
1.22% |
267,000 |
3,466 |
0.002 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
20 |
- |
$520.84 |
$1,706,000 |
3,252 |
1.12% |
470,000 |
659 |
0 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
25 |
- |
$523.39 |
$987,000 |
1,877 |
0.65% |
94,000 |
7 |
0 |
Closed - End Fund - E... |
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MA |
MasterCard Inc A |
30 |
- |
$456.98 |
$657,000 |
1,365 |
0.43% |
76,000 |
2 |
0 |
Business Services |
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NVO |
Novo Nordisk A/S (ADR) |
44 |
- |
$128.42 |
$424,000 |
3,280 |
0.28% |
92,000 |
70 |
0 |
Drug Manufacturers - ... |
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