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Jerry Zimmerer

@D. Scott Neal, Inc.

Latest period2024 - Q4ReportedManaged Assets$182.314MTotal holdings55
Assets growth rate-3.57%Assets growth rate (2-Q avg)0.84%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in D. Scott Neal, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of D. Scott Neal, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 182.314M in assets, with a quarterly growth rate of -3.57% and a 2-quarter average growth rate of 0.84%. The portfolio is managed by Jerry Zimmerer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.19%
15.26%
$27.807M
54,392 shares@ $511.24 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -3.57%
13.68%
$24.928M
102,952 shares@ $242.14 avg price
UNMUnum Group
Recent Activity
Decreased -3.3%
11.26%
$20.512M
280,877 shares@ $73.04 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -0.45%
9.32%
$16.979M
59,815 shares@ $283.86 avg price
FLEXFlex Ltd
Recent Activity
Decreased -0.34%
5.81%
$10.576M
275,500 shares@ $38.4 avg price
NSANational Storage Affiliates
Recent Activity
Decreased -2.74%
5.51%
$10.031M
264,592 shares@ $37.92 avg price
KLACKla Corp
Recent Activity
Decreased -1.51%
3.74%
$6.806M
10,801 shares@ $630.11 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -1.07%
1.9%
$3.461M
69,895 shares@ $49.52 avg price
QLDProshares Tr
Recent Activity
Decreased -0.59%
1.48%
$2.698M
24,928 shares@ $108.25 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.59%
1.21%
$2.193M
16,329 shares@ $134.3 avg price