Salem Investment Counselors Inc Portfolio Holdings

Salem Investment Counselors Inc

  • $2.99 Billion
  • Q4 2024

Salem Investment Counselors Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.99 Billion distributed in 1204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lowes Companies Inc with a value of $353M, Apple Inc. with a value of $249M, Nvidia Corp with a value of $203M, Microsoft Corp with a value of $170M, and Amazon Com Inc with a value of $105M.

Examining the 13F form we can see an decrease of $251M in the current position value, from $3.24B to 2.99B.

Salem Investment Counselors Inc is based out at Winston Salem, NC

Below you can find more details about Salem Investment Counselors Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.99 Billion
Technology: $890 Million
Consumer Cyclical: $605 Million
Financial Services: $312 Million
Healthcare: $264 Million
Communication Services: $256 Million
ETFs: $233 Million
Consumer Defensive: $163 Million
Industrials: $132 Million
Other: $136 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32,000 0.0% of portfolio
171
Q2 2024 Added 39.02%
$0
$33,000 0.0% of portfolio
289
Q1 2024 New
$0
$1,000 0.0% of portfolio
42
Q4 2024 New
$0
$17,000 0.0% of portfolio
150
Q2 2024 Reduced 26.11%
$0
$6,000 0.0% of portfolio
134
Q3 2024 Reduced 45.53%
$0
$44,000 0.0% of portfolio
555
Q2 2024 Reduced 29.92%
$0
$10,000 0.0% of portfolio
226
Q4 2024 New
$0
$10,000 0.0% of portfolio
173
Q2 2024 Reduced 95.06%
$0
$51,000 0.0% of portfolio
500
Q1 2023 Added 25.0%
$0
$89,000 0.0% of portfolio
424
Q1 2024 New
$0
$90,000 0.0% of portfolio
1,531
Q4 2024 Added 1.53%
$0
$56,000 0.0% of portfolio
400
Q1 2023 Added 100.0%
$0
$69,000 0.0% of portfolio
870
Q4 2024 Reduced 18.69%
$0
$64,000 0.0% of portfolio
305
Q3 2024 Added 8.93%
$0
$11,000 0.0% of portfolio
100
Q1 2022 Reduced 40.48%
$0
$40,000 0.0% of portfolio
160
Q1 2024 Added 28.0%
$0
$37,000 0.0% of portfolio
461
Q4 2024 Reduced 9.61%
$7.98B
$10,000 0.0% of portfolio
200
Q3 2023 Reduced 87.49%

Summary

  • Portfolio
  • No. of Stocks 1,204
  • Current Value $2.99 Billion
  • Prior Value $3.24 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 105 stocks
  • Additional Purchases 187 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 290 stocks
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