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Examining D. Scott Neal, Inc.'s 13F Holdings Comparison: Notable Shifts in Q4 2022 to Q1 2023

Ava Hoppe | 22 April, 2023

2022 was a year of major changes for many investment portfolios, and D. Scott Neal, Inc. was no exception. According to their latest 13F holdings comparison, there were significant shifts in holdings between the fourth quarter of 2022 and the first quarter of 2023, with some companies dropping out of the portfolio altogether while others grew dramatically in value.

One of the most notable changes was in the ProShares TR fund PSQ. In the final quarter of 2022, D. Scott Neal, Inc. held 5,241,680 shares in the stock, with a total value of $77,157,000. But by the first quarter of 2023, the company had sold off over 750,000 shares, leaving them with just 4,825,948 shares worth $58,780,000. This represents a significant drop of 23.8% in value.

Similarly, holdings in the SPDR Gold Trust (GLD) saw a major shift, but in the opposite direction. In Q4 2022, D. Scott Neal, Inc. held just 37,686 shares in the company, worth $6,393,000. But by the first quarter of 2023, they had increased their holdings to 66,023 shares, worth $12,096,000. This represents a whopping 89.2% increase in value for the company.

Other companies that saw significant shifts in holdings include Alpha Metallurgical Resources Inc. (AMR), which saw a 26.7% drop in value, and Teucrium Commodity Trust (CORN), which saw a staggering 56.1% decrease in value. Meanwhile, holdings in companies like NVIDIA Corporation (NVDA) and Microsoft Corporation (MSFT) saw huge increases in value, with 90.1% and 20.2% gains, respectively.

Overall, D. Scott Neal, Inc. seemed to have a mixed quarter in terms of stock market performance. While there were some notable increases in value, there were also some significant decreases that resulted in an overall decrease in the value of their holdings.

It's worth noting, however, that 13F filings only indicate a snapshot of a company's holdings at a given time and do not reflect current holdings or trades. It's also important to remember that past performance is not always indicative of future results in the stock market.

Investors should always conduct thorough research before making any investment decisions and work with a financial advisor to develop a well-diversified portfolio that reflects their financial goals, risk tolerance, and investment time horizon.

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