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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
RFRegions Financial Corp New
Recent Activity
0.28%
$509,487
21,434 shares@ $23.78 avg price
VOOVanguard Index Fds
Recent Activity
0.28%
$494,089
917 shares@ $538.82 avg price
AVGOBroadcom Inc
Recent Activity
0.27%
$486,437
2,098 shares@ $231.86 avg price
JNJJohnson & Johnson
Recent Activity
0.25%
$448,322
3,100 shares@ $144.62 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.25%
$445,896
780 shares@ $571.67 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.26%
0.24%
$429,711
2,270 shares@ $189.3 avg price
IWMIshares Tr
Recent Activity
0.23%
$410,986
1,860 shares@ $220.97 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.46%
0.22%
$397,668
3,087 shares@ $128.83 avg price
MOAltria Group Inc
Recent Activity
0.21%
$373,170
7,000 shares@ $53.31 avg price
NKENike Inc
Recent Activity
Decreased -1.81%
0.2%
$349,956
4,600 shares@ $76.08 avg price