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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
IAUIshares Gold Tr
Recent Activity
Decreased -1.07%
1.9%
$3.461M
69,895 shares@ $49.52 avg price
CATCaterpillar Inc
Recent Activity
1.51%
$2.738M
7,549 shares@ $362.77 avg price
QLDProshares Tr
Recent Activity
Decreased -0.59%
1.48%
$2.698M
24,928 shares@ $108.25 avg price
REKRRekor Systems Inc
Recent Activity
1.46%
$2.653M
1.701M shares@ $1.56 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
1.43%
$2.592M
5,719 shares@ $453.29 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.59%
1.21%
$2.193M
16,329 shares@ $134.3 avg price
SSOProshares Tr
Recent Activity
Decreased -0.87%
1.16%
$2.099M
22,688 shares@ $92.52 avg price
AAPLApple Inc
Recent Activity
0.95%
$1.715M
6,847 shares@ $250.43 avg price
RBCAARepublic Bancorp Inc Ky
Recent Activity
0.81%
$1.476M
21,000 shares@ $70.28 avg price
IVVIshares Tr
Recent Activity
Increased 19.18%
0.73%
$1.317M
2,237 shares@ $588.71 avg price