D. SCOTT NEAL, INC. Last Quarter Change: USA Stocks, Reduced

D. SCOTT NEAL, INC. quarter change: USA Stocks, Reduced

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).

GLD: Country of operation United States; Class GOLD SHS; Shares 2025-06-30 102,535; Shares 2025-09-30 101,674.
KLAC: Country of operation United States; Class COM NEW; Shares 2025-06-30 10,887; Shares 2025-09-30 10,886.
UNM: Country of operation United States; Class COM; Shares 2025-06-30 264,589; Shares 2025-09-30 257,423.
AJG: Country of operation United States; Class COM; Shares 2025-06-30 57,614; Shares 2025-09-30 56,663.

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.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
GLD SPDR GOLD TR	United States	GOLD SHS	102,535	101,674	-861	$31,255,745	$36,142,058	+$4,886,313
KLAC KLA CORP	United States	COM NEW	10,887	10,886	-1	$9,751,861	$11,741,670	+$1,989,809
UNM UNUM GROUP	United States	COM	264,589	257,423	-7,166	$21,368,209	$20,022,362	-$1,345,847
AJG GALLAGHER ARTHUR J & CO	United States	COM	57,614	56,663	-951	$18,443,384	$17,550,875	-$892,509
NSA NATIONAL STORAGE AFFILIATES	United States	COM SHS BEN IN	256,235	255,877	-358	$8,196,958	$7,732,603	-$464,355
IAU ISHARES GOLD TR	United States	ISHARES NEW	73,349	67,117	-6,232	$4,574,044	$4,884,105	+$310,061
IBM INTERNATIONAL BUSINESS MACHS	United States	COM	2,462	2,150	-312	$725,749	$606,644	-$119,105
NVDA NVIDIA CORPORATION	United States	COM	10,122	9,122	-1,000	$1,599,180	$1,701,990	+$102,810
ABT ABBOTT LABS	United States	COM	2,800	2,300	-500	$380,828	$308,062	-$72,766
XOMXXXX EXXON MOBIL CORP		COM	2,634	2,534	-100	$283,946	$285,709	+$1,763

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