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Home > Institutional Investor > D. Scott Neal, Inc. > Profile

Instuitional Investor - D. Scott Neal, Inc.

Fund Profile
Filing Period:
Fund Name: D. Scott Neal, Inc.
Portfolio Value $182,314,276
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 54,392 $27,806,858 15.25%
2.
Spdr Gold Trust
 GLD 102,952 $24,927,769 13.67%
3.
Unum Group
 UNM 280,877 $20,512,448 11.25%
4.
Arthur J. Gallagher & Co.
 AJG 59,815 $16,978,619 9.31%
5.
Sector Spdr Trust
 XLB 168,602 $16,322,361 8.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)