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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
XLCSelect Sector Spdr Tr
Recent Activity
Increased 162.63%
8.96%
$16.322M
168,602 shares@ $96.82 avg price
IVVIshares Tr
Recent Activity
Increased 19.18%
0.73%
$1.317M
2,237 shares@ $588.71 avg price
LOWLowes Cos Inc
Recent Activity
Increased 4%
0.36%
$641,680
2,600 shares@ $246.8 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.16%
0.31%
$556,154
2,535 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.26%
0.24%
$429,711
2,270 shares@ $189.3 avg price
ESGDIshares Tr
Recent Activity
Increased 0.75%
0.15%
$258,344
3,393 shares@ $76.15 avg price