D. SCOTT NEAL, INC. — 13F holdings

D. SCOTT NEAL, INC. reported 66 holdings worth $216M in its 13F filing for Q3 2025, filed October 28, 2025.

Largest positions

  1. GLD SPDR GOLD TR — $36.1M (16.7%)
  2. QQQ Invesco Qqq Tr — $30.9M (14.3%)
  3. XLC SELECT SECTOR SPDR TR — $21.9M (10.1%)
  4. UNM UNUM GROUP — $20.0M (9.3%)
  5. AJG GALLAGHER ARTHUR J & CO — $17.6M (8.1%)
  6. FLEX FLEX LTD — $15.5M (7.2%)
  7. KLAC KLA CORP — $11.7M (5.4%)
  8. NATIONAL STORAGE AFFILIATES — $7.73M (3.6%)
  9. IAU ISHARES GOLD TR — $4.88M (2.3%)
  10. MSFT MICROSOFT CORP — $4.23M (2.0%)