D. Scott Neal, Inc. Buys Vanguard Short-Term Inflation-Protected Securities, Vanguard Mid-Cap ...

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Lexington, KY, based Investment company D. Scott Neal, Inc. (Current Portfolio) buys Vanguard Short-Term Inflation-Protected Securities, Vanguard Mid-Cap Growth ETF, SPDR Portfolio S&P 500 Growth ETF, Rekor Systems Inc, Real Estate Select Sector SPDR Fund (The), sells iShares Intermediate Credit Bond ETF, iShares iBoxx USD Investment Grade Corporate Bond , SPDR S&P 400 Mid Cap Value ETF, Invesco S&P 500 High Beta ETF, iShares S&P Small-Cap 600 Value ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, D. Scott Neal, Inc.. As of 2021Q4, D. Scott Neal, Inc. owns 57 stocks with a total value of $265 million. These are the details of the buys and sells.

  • New Purchases: VOT, SPYG, REKR, XLRE, NKE, ABT, GOOG, V, ABBV, RSP, VOO, WPC,

  • Added Positions: VTIP, IVV, MSFT, PDBC, AMZN, BRK.B, HD, AAPL, JNJ, LOW, XLP, QLD,

  • Reduced Positions: IGIB, LQD, MDYV, SPHB, IJS, QQQ, XOM, MDY, PFE, XLV, IWM, NVDA, IBM, GSK, T, WMT, PG,

  • Sold Out: SCZ, FNDF, PNC, NEE, ROST, SPSB,


For the details of D. SCOTT NEAL, INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/d.+scott+neal%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of D. SCOTT NEAL, INC.

  1. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 1,590,838 shares, 30.82% of the total portfolio. Shares added by 366.20%

  2. PowerShares QQQ Trust Ser 1 (QQQ) - 112,418 shares, 16.86% of the total portfolio. Shares reduced by 2.32%

  3. Vanguard Mid-Cap Growth ETF (VOT) - 53,766 shares, 5.16% of the total portfolio. New Position

  4. Invesco S&P 500 High Beta ETF (SPHB) - 163,737 shares, 4.88% of the total portfolio. Shares reduced by 41.62%

  5. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 165,790 shares, 4.53% of the total portfolio. New Position

New Purchase: Vanguard Mid-Cap Growth ETF (VOT)

D. Scott Neal, Inc. initiated holding in Vanguard Mid-Cap Growth ETF. The purchase prices were between $233.99 and $265.44, with an estimated average price of $251.96. The stock is now traded at around $215.000000. The impact to a portfolio due to this purchase was 5.16%. The holding were 53,766 shares as of 2021-12-31.

New Purchase: SPDR Portfolio S&P 500 Growth ETF (SPYG)

D. Scott Neal, Inc. initiated holding in SPDR Portfolio S&P 500 Growth ETF. The purchase prices were between $63.28 and $73.48, with an estimated average price of $69.79. The stock is now traded at around $63.890000. The impact to a portfolio due to this purchase was 4.53%. The holding were 165,790 shares as of 2021-12-31.

New Purchase: Rekor Systems Inc (REKR)

D. Scott Neal, Inc. initiated holding in Rekor Systems Inc. The purchase prices were between $6.03 and $13.98, with an estimated average price of $9.3. The stock is now traded at around $4.400000. The impact to a portfolio due to this purchase was 3.98%. The holding were 1,610,920 shares as of 2021-12-31.

New Purchase: Real Estate Select Sector SPDR Fund (The) (XLRE)

D. Scott Neal, Inc. initiated holding in Real Estate Select Sector SPDR Fund (The). The purchase prices were between $44.24 and $51.81, with an estimated average price of $47.81. The stock is now traded at around $46.890000. The impact to a portfolio due to this purchase was 2.67%. The holding were 136,585 shares as of 2021-12-31.

New Purchase: Nike Inc (NKE)

D. Scott Neal, Inc. initiated holding in Nike Inc. The purchase prices were between $147.14 and $177.51, with an estimated average price of $165.33. The stock is now traded at around $142.950000. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,185 shares as of 2021-12-31.

New Purchase: Alphabet Inc (GOOG)

D. Scott Neal, Inc. initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2601.840000. The impact to a portfolio due to this purchase was 0.18%. The holding were 163 shares as of 2021-12-31.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

D. Scott Neal, Inc. added to a holding in Vanguard Short-Term Inflation-Protected Securities by 366.20%. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $51.000000. The impact to a portfolio due to this purchase was 24.21%. The holding were 1,590,838 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

D. Scott Neal, Inc. added to a holding in Microsoft Corp by 43.82%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $296.030000. The impact to a portfolio due to this purchase was 0.39%. The holding were 10,020 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

D. Scott Neal, Inc. added to a holding in Amazon.com Inc by 153.76%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $2852.860000. The impact to a portfolio due to this purchase was 0.18%. The holding were 236 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

D. Scott Neal, Inc. added to a holding in Berkshire Hathaway Inc by 50.17%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $305.220000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,430 shares as of 2021-12-31.

Added: The Home Depot Inc (HD)

D. Scott Neal, Inc. added to a holding in The Home Depot Inc by 138.12%. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $349.100000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,724 shares as of 2021-12-31.

Added: Apple Inc (AAPL)

D. Scott Neal, Inc. added to a holding in Apple Inc by 76.42%. The purchase prices were between $139.14 and $180.33, with an estimated average price of $158.61. The stock is now traded at around $162.410000. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,287 shares as of 2021-12-31.

Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)

D. Scott Neal, Inc. sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $69.99 and $75.86, with an estimated average price of $73.08.

Sold Out: Schwab Fundamental International Large Company Ind (FNDF)

D. Scott Neal, Inc. sold out a holding in Schwab Fundamental International Large Company Ind. The sale prices were between $30.79 and $33.14, with an estimated average price of $32.35.

Sold Out: PNC Financial Services Group Inc (PNC)

D. Scott Neal, Inc. sold out a holding in PNC Financial Services Group Inc. The sale prices were between $192.55 and $216.56, with an estimated average price of $203.58.

Sold Out: NextEra Energy Inc (NEE)

D. Scott Neal, Inc. sold out a holding in NextEra Energy Inc. The sale prices were between $77.83 and $93.36, with an estimated average price of $86.61.

Sold Out: Ross Stores Inc (ROST)

D. Scott Neal, Inc. sold out a holding in Ross Stores Inc. The sale prices were between $104.87 and $119.65, with an estimated average price of $111.87.

Sold Out: SPDR Portfolio Short Term Corporate Bond ETF (SPSB)

D. Scott Neal, Inc. sold out a holding in SPDR Portfolio Short Term Corporate Bond ETF. The sale prices were between $30.89 and $31.11, with an estimated average price of $30.98.



Here is the complete portfolio of D. SCOTT NEAL, INC.. Also check out:

1. D. SCOTT NEAL, INC.'s Undervalued Stocks

2. D. SCOTT NEAL, INC.'s Top Growth Companies, and

3. D. SCOTT NEAL, INC.'s High Yield stocks

4. Stocks that D. SCOTT NEAL, INC. keeps buyingThis article first appeared on GuruFocus.

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