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D. Scott Neal, Inc. Buys iShares 20+ Year Treasury Bond ETF, SPDR MidCap Trust Series I, ...

D. Scott Neal, Inc.

  • New Purchases: TLT , IEI , DAL , SCHH, SCHX, ORC, WMB, WPX,
  • Added Positions:MDY, VNQ, CIU, IVV, SCHA, VB, QQQ, SCHM, IJH, CWI,
  • Reduced Positions:EFA, VTI, IEF, DVY, IYR, BLV, UWM, XOM, BIV, VO,
  • Sold Out:VZ, CELG, CMI, NLY, MFC, JWN, FTR, DUK, BTI, BA,

For the details of D. SCOTT NEAL, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=D.+SCOTT+NEAL%2C+INC.

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

  1. iShares Intermediate Credit Bond ( CIU ) - 153,329 shares, 10.83% of the total portfolio. Shares added by 7.21%
  2. Vanguard REIT ETF - DNQ ( VNQ ) - 191,673 shares, 10.26% of the total portfolio. Shares added by 15.70%
  3. iShares 7-10 Year Treasury Bond ( IEF ) - 146,584 shares, 10.03% of the total portfolio. Shares reduced by 2.98%
  4. SPDR S&P 500 ( SPY ) - 63,667 shares, 9.73% of the total portfolio. Shares added by 0.96%
  5. iShares 20+ Year Treasury Bond ETF ( TLT ) - 120,813 shares, 9.45% of the total portfolio. New Position

New Purchase: iShares 20+ Year Treasury Bond ETF ( TLT )

D. Scott Neal, Inc. initiated holdings in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $116.51 and $122.58, with an estimated average price of $120. The stock is now traded at around $122.39. The impact to the portfolio due to this purchase was 9.45%. The holdings were 120,813 shares as of 2017-03-31.

New Purchase: iShares 3-7 Year Treasury Bond (IEI)

D. Scott Neal, Inc. initiated holdings in iShares 3-7 Year Treasury Bond. The purchase prices were between $121.7 and $123.46, with an estimated average price of $122.68. The stock is now traded at around $123.57. The impact to the portfolio due to this purchase was 0.82%. The holdings were 10,275 shares as of 2017-03-31.

New Purchase: Delta Air Lines Inc (DAL)

D. Scott Neal, Inc. initiated holdings in Delta Air Lines Inc. The purchase prices were between $45.52 and $51.44, with an estimated average price of $48.82. The stock is now traded at around $47.47. The impact to the portfolio due to this purchase was 0.01%. The holdings were 196 shares as of 2017-03-31.

New Purchase: Schwab U.S. REIT (SCHH)

D. Scott Neal, Inc. initiated holdings in Schwab U.S. REIT. The purchase prices were between $39.66 and $42.33, with an estimated average price of $40.95. The stock is now traded at around $41.62. The impact to the portfolio due to this purchase was 0.01%. The holdings were 398 shares as of 2017-03-31.

New Purchase: Schwab U.S. Large-Cap (SCHX)

D. Scott Neal, Inc. initiated holdings in Schwab U.S. Large-Cap. The purchase prices were between $53.26 and $57.21, with an estimated average price of $55.44. The stock is now traded at around $56.97. The impact to the portfolio due to this purchase was 0.01%. The holdings were 171 shares as of 2017-03-31.

New Purchase: Orchid Island Capital Inc (ORC)

D. Scott Neal, Inc. initiated holdings in Orchid Island Capital Inc. The purchase prices were between $9.23 and $12.51, with an estimated average price of $10.86. The stock is now traded at around $10.92. The impact to the portfolio due to this purchase was less than 0.01%. The holdings were 500 shares as of 2017-03-31.

Added: SPDR MidCap Trust Series I (MDY)

D. Scott Neal, Inc. added to the holdings in SPDR MidCap Trust Series I by 31.40%. The purchase prices were between $301.73 and $319.92, with an estimated average price of $310.27. The stock is now traded at around $318.69. The impact to the portfolio due to this purchase was 1.68%. The holdings were 34,654 shares as of 2017-03-31.

Added: iShares Core S&P 500 (IVV)

D. Scott Neal, Inc. added to the holdings in iShares Core S&P 500 by 55.31%. The purchase prices were between $224.99 and $241.22, with an estimated average price of $233.82. The stock is now traded at around $240.10. The impact to the portfolio due to this purchase was 0.64%. The holdings were 11,625 shares as of 2017-03-31.

Added: Schwab U.S. Small-Cap (SCHA)

D. Scott Neal, Inc. added to the holdings in Schwab U.S. Small-Cap by 4548.48%. The purchase prices were between $61.26 and $64.34, with an estimated average price of $62.64. The stock is now traded at around $64.29. The impact to the portfolio due to this purchase was 0.43%. The holdings were 10,738 shares as of 2017-03-31.

Added: Vanguard Small-Cap ETF - DNQ (VB)

D. Scott Neal, Inc. added to the holdings in Vanguard Small-Cap ETF - DNQ by 424.81%. The purchase prices were between $128.96 and $136.14, with an estimated average price of $132.29. The stock is now traded at around $135.80. The impact to the portfolio due to this purchase was 0.38%. The holdings were 5,395 shares as of 2017-03-31.

Added: Schwab U.S. Mid Cap (SCHM)

D. Scott Neal, Inc. added to the holdings in Schwab U.S. Mid Cap by 2243.48%. The purchase prices were between $45.15 and $48.18, with an estimated average price of $46.74. The stock is now traded at around $48.09. The impact to the portfolio due to this purchase was 0.32%. The holdings were 10,780 shares as of 2017-03-31.

Added: iShares Core S&P Mid-Cap (IJH)

D. Scott Neal, Inc. added to the holdings in iShares Core S&P Mid-Cap by 339.75%. The purchase prices were between $165.34 and $175.41, with an estimated average price of $170.12. The stock is now traded at around $174.69. The impact to the portfolio due to this purchase was 0.3%. The holdings were 3,518 shares as of 2017-03-31.

Sold Out: Verizon Communications Inc (VZ)

D. Scott Neal, Inc. sold out the holdings in Verizon Communications Inc. The sale prices were between $48.03 and $54.64, with an estimated average price of $50.17.

Sold Out: Celgene Corp (CELG)

D. Scott Neal, Inc. sold out the holdings in Celgene Corp. The sale prices were between $111.53 and $126.88, with an estimated average price of $119.67.

Sold Out: Cummins Inc (CMI)

D. Scott Neal, Inc. sold out the holdings in Cummins Inc. The sale prices were between $137.42 and $154.51, with an estimated average price of $148.02.

Sold Out: Annaly Capital Management Inc (NLY)

D. Scott Neal, Inc. sold out the holdings in Annaly Capital Management Inc. The sale prices were between $10.08 and $11.31, with an estimated average price of $10.64.

Sold Out: Duke Energy Corp (DUK)

D. Scott Neal, Inc. sold out the holdings in Duke Energy Corp. The sale prices were between $76.5 and $82.99, with an estimated average price of $79.49.

Sold Out: Anthem Inc (ANTM)

D. Scott Neal, Inc. sold out the holdings in Anthem Inc. The sale prices were between $142.79 and $169.2, with an estimated average price of $159.07.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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