D. SCOTT NEAL, INC. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, D. SCOTT NEAL, INC. opened 3 positions, added to 4, reduced 10, sold out of 0 and left 24 unchanged. The largest increase in value was GLD (+$4,886,313); the largest decrease was UNM (-$1,345,847).
- FLEX: Country of operation —; Class ORD; Shares 2025-06-30 267,751; Shares 2025-09-30 267,835.
- AAPL: Country of operation United States; Class COM; Shares 2025-06-30 6,872; Shares 2025-09-30 6,882.
- AVGO: Country of operation United States; Class COM; Shares 2025-06-30 1,022; Shares 2025-09-30 1,034.
- PG: Country of operation United States; Class COM; Shares 2025-06-30 3,607; Shares 2025-09-30 3,617.
Two Form 13F-HR filings compared (SEC CIK 1596920): 2025-06-30 (filed 2025-07-08) and 2025-09-30 (filed 2025-10-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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