D. SCOTT NEAL, INC. quarter change: USA Stocks, Unchanged
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).
- REKR: Country of operation United States; Class COM; Shares 2025-06-30 1,700,650; Shares 2025-09-30 1,700,650.
- CAT: Country of operation United States; Class COM; Shares 2025-06-30 7,549; Shares 2025-09-30 7,549.
- MSFT: Country of operation United States; Class COM; Shares 2025-06-30 8,172; Shares 2025-09-30 8,172.
- TSLA: Country of operation United States; Class COM; Shares 2025-06-30 1,254; Shares 2025-09-30 1,254.
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 |
|---|---|---|---|---|---|---|---|---|
| REKR REKOR SYSTEMS INC | United States | COM | 1,700,650 | 1,700,650 | 0 | $1,972,754 | $2,670,021 | +$697,267 |
| CAT CATERPILLAR INC | United States | COM | 7,549 | 7,549 | 0 | $2,930,598 | $3,602,006 | +$671,408 |
| MSFT MICROSOFT CORP | United States | COM | 8,172 | 8,172 | 0 | $4,064,675 | $4,232,522 | +$167,847 |
| TSLA TESLA INC | United States | COM | 1,254 | 1,254 | 0 | $398,346 | $557,679 | +$159,333 |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 2,220 | 2,220 | 0 | $391,231 | $539,682 | +$148,451 |
| GOOG ALPHABET INC | United States | CAP STK CL C | 2,000 | 2,000 | 0 | $354,780 | $487,100 | +$132,320 |
| JNJ JOHNSON & JOHNSON | United States | COM | 3,100 | 3,100 | 0 | $473,525 | $574,802 | +$101,277 |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5,719 | 5,719 | 0 | $2,778,119 | $2,875,171 | +$97,052 | |
| HD HOME DEPOT INC | United States | COM | 2,336 | 2,336 | 0 | $856,472 | $946,524 | +$90,052 |
| LOW LOWES COS INC | United States | COM | 2,600 | 2,600 | 0 | $576,862 | $653,406 | +$76,544 |
| ORCL ORACLE CORP | United States | COM | 1,200 | 1,200 | 0 | $262,356 | $337,488 | +$75,132 |
| RF REGIONS FINANCIAL CORP NEW | United States | COM | 21,434 | 21,434 | 0 | $504,128 | $565,215 | +$61,087 |
| MO ALTRIA GROUP INC | United States | COM | 7,102 | 7,102 | 0 | $416,391 | $469,159 | +$52,768 |
| V VISA INC | United States | COM CL A | 2,550 | 2,550 | 0 | $905,378 | $870,519 | -$34,859 |
| HONZZZZ HONEYWELL INTL INC | COM | 1,285 | 1,285 | 0 | $299,251 | $270,493 | -$28,758 | |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 300 | 300 | 0 | $212,325 | $238,905 | +$26,580 |
| T AT&T INC | United States | COM | 36,040 | 36,040 | 0 | $1,042,998 | $1,017,770 | -$25,228 |
| RBCAA REPUBLIC BANCORP INC KY | United States | CL A | 21,000 | 21,000 | 0 | $1,535,310 | $1,517,250 | -$18,060 |
| ESBA EMPIRE ST RLTY OP L P | United States | UNIT LTD PRTNSP | 29,000 | 29,000 | 0 | $228,236 | $215,760 | -$12,476 |
| LPSNXXXX LIVEPERSON INC | United States | COM | 25,107 | 25,107 | 0 | $25,359 | $14,645 | -$10,714 |
| MA MASTERCARD INCORPORATED | United States | CL A | 1,363 | 1,363 | 0 | $765,950 | $775,324 | +$9,374 |
| WM WASTE MGMT INC DEL | United States | COM | 1,017 | 1,017 | 0 | $232,710 | $224,585 | -$8,125 |
| NKE NIKE INC | United States | CL B | 4,600 | 4,600 | 0 | $326,784 | $320,758 | -$6,026 |
| AMZN AMAZON COM INC | United States | COM | 2,339 | 2,339 | 0 | $513,154 | $513,575 | +$421 |
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