D. SCOTT NEAL, INC. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, D. SCOTT NEAL, INC. opened 1 positions, added to 3, reduced 5, sold out of 0 and left 7 unchanged. The largest increase in value was QQQ (+$2,337,221); the largest decrease was SPY (-$138,497).
- XLU: Country of operation —; Class SBI INT-UTILS; Shares 2025-06-30 30,601; Shares 2025-09-30 33,558.
- HEFA: Country of operation —; Class HDG MSCI EAFE; Shares 2025-06-30 30,828; Shares 2025-09-30 31,360.
- ESGV: Country of operation —; Class ESG US STK ETF; Shares 2025-06-30 2,114; Shares 2025-09-30 2,132.
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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