| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | 43 | Q2 2024 | 19.4% |
| ISHARES TR | 43 | Q2 2024 | 13.1% |
| ProSharesUltraQQQ | 43 | Q2 2024 | 1.9% |
| CATERPILLAR INC DEL | 43 | Q2 2024 | 2.0% |
| ProsharesUltraS&P500 | 43 | Q2 2024 | 1.3% |
| INTERNATIONAL BUSINESS MACHS | 43 | Q2 2024 | 0.4% |
| Proctor&Gamble | 42 | Q2 2024 | 0.4% |
| SPDRS&P500Index | 39 | Q2 2024 | 21.1% |
| ExxonMobilCorporation | 38 | Q2 2024 | 7.7% |
| AT&T INC | 35 | Q2 2024 | 0.9% |
View D. SCOTT NEAL, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-11 |
View D. SCOTT NEAL, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.