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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
SSOProshares Tr
Recent Activity
Decreased -0.87%
1.16%
$2.099M
22,688 shares@ $92.52 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -6.01%
0.4%
$719,483
3,778 shares@ $190.45 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.16%
0.3%
$541,002
2,461 shares@ $219.84 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.46%
0.22%
$397,668
3,087 shares@ $128.83 avg price
NKENike Inc
Recent Activity
Decreased -1.81%
0.2%
$349,956
4,600 shares@ $76.08 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -93.69%
0.17%
$297,497
486 shares@ $612.14 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -3.65%
0.16%
$283,340
2,634 shares@ $107.58 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -5.96%
0.13%
$233,066
2,222 shares@ $104.9 avg price