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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
MRKMerck & Co Inc
Recent Activity
0.13%
$227,659
2,270 shares@ $100.3 avg price
ITBIshares Tr
Recent Activity
0.12%
$206,780
2,000 shares@ $103.39 avg price
COSTCostco Whsl Corp New
Recent Activity
New Position
0.12%
$205,245
224 shares@ $916.28 avg price
WMWaste Mgmt Inc Del
Recent Activity
0.12%
$205,221
1,017 shares@ $201.8 avg price
LPSNLiveperson Inc
Recent Activity
0.03%
$38,163
25,107 shares@ $1.53 avg price