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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
ABTAbbott Labs
Recent Activity
0.18%
$328,019
2,900 shares@ $113.11 avg price
IWRIshares Tr
Recent Activity
0.18%
$314,704
3,560 shares@ $88.4 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -93.69%
0.17%
$297,497
486 shares@ $612.14 avg price
ESBAEmpire St Rlty Op L P
Recent Activity
0.17%
$295,270
29,000 shares@ $10.19 avg price
HONHoneywell Intl Inc
Recent Activity
0.16%
$290,269
1,285 shares@ $225.9 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -3.65%
0.16%
$283,340
2,634 shares@ $107.58 avg price
NVONovo-nordisk A S
Recent Activity
0.16%
$279,565
3,250 shares@ $86.02 avg price
GSKGsk Plc
Recent Activity
0.15%
$271,113
7,928 shares@ $34.2 avg price
ESGDIshares Tr
Recent Activity
Increased 0.75%
0.15%
$258,344
3,393 shares@ $76.15 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -5.96%
0.13%
$233,066
2,222 shares@ $104.9 avg price