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
XLUSelect Sector Spdr Tr Recent Activity Exited	0%	$16.9M 209,208 shares@ $80.79 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$3.326M 4,064 shares@ $818.36 avg price	Exited
EFAVIshares Tr Recent Activity Exited	0%	$1.049M 13,678 shares@ $76.71 avg price	Exited
ANETArista Networks Inc Recent Activity Exited	0%	$313,965 818 shares@ $383.83 avg price	Exited
ORCLOracle Corp Recent Activity Exited	0%	$204,480 1,200 shares@ $170.4 avg price	Exited
PFEPfizer Inc Recent Activity Exited	0%	$203,420 7,029 shares@ $28.95 avg price	Exited