Jerry Zimmerer

@D. Scott Neal, Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$182.314M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KRESpdr Ser Tr Recent Activity New Position	3.56%	$6.488M 107,501 shares@ $60.36 avg price	New Position
HEFAIshares Tr Recent Activity New Position	0.57%	$1.031M 29,665 shares@ $34.76 avg price	New Position
COSTCostco Whsl Corp New Recent Activity New Position	0.12%	$205,245 224 shares@ $916.28 avg price	New Position