Samalin Investment Counsel, LLC Purchases in Q2 2025

Samalin Investment Counsel, LLC

  • $246 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
713
+ 2.34%
$94.31 - $157.99 $67.2K - $113K
31.1K $4.92M
MSFT
Microsoft Corp

Technology
268
+ 2.38%
$354.56 - $497.45 $95K - $133K
11.5K $5.73M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.93K
+ 18.9%
$187.5 - $246.51 $550K - $723K
18.4K $4.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.71K
+ 16.9%
$108.12 - $135.04 $509K - $636K
32.6K $4.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.9K
+ 18.75%
$74.88 - $91.97 $516K - $634K
43.7K $4.02M
APO
Apollo Global Management, Inc.

Financial Services
5.03K
+ 72.59%
$108.68 - $145.07 $546K - $729K
11.9K $1.69M
DGRO
Ishares Core Dividend Growth E

ETFs
7.93K
+ 14.35%
$55.22 - $63.94 $438K - $507K
63.2K $4.04M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
685
+ 5.65%
$139.8 - $197.22 $95.8K - $135K
12.8K $2.53M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.19K
+ 12.85%
$29.12 - $35.84 $268K - $329K
80.7K $2.89M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
2.46K
+ 0.94%
$4.61 - $7.23 $11.3K - $17.8K
264K $1.91M
AMZN
Amazon Com Inc

Consumer Cyclical
1K
+ 15.7%
$167.32 - $223.3 $167K - $223K
7.37K $1.62M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.63K
+ 143.61%
$40.94 - $52.1 $271K - $345K
11.2K $585K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.71K
+ 18.53%
$90.56 - $109.49 $246K - $297K
17.3K $1.9M
ONL
Orion Office Reit Inc.

Real Estate
162K
+ 122.03%
$1.52 - $2.43 $246K - $393K
294K $626K
GLD
Spdr Gold Trust

ETFs
567
+ 5.72%
$273.71 - $316.29 $155K - $179K
10.5K $3.19M
UNH
Unitedhealth Group Inc

Healthcare
2.26K
+ 124.34%
$274.35 - $599.47 $621K - $1.36M
4.08K $1.27M
PLTR
Palantir Technologies Inc.

Technology
223
+ 4.12%
$74.01 - $144.25 $16.5K - $32.2K
5.64K $768K
NRG
Nrg Energy, Inc.

Utilities
1.84K
New
$83.61 - $162.67 $154K - $300K
1.84K $295K
PCF
High Income Securities Fund

Financial Services
46.5K
+ 185.55%
$5.91 - $6.62 $275K - $308K
71.6K $454K
IVV
Ishares Core S&P 500 ETF

ETFs
188
+ 7.75%
$498.8 - $620.9 $93.8K - $117K
2.61K $1.62M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.11K
+ 11.57%
$53.65 - $67.02 $113K - $141K
20.3K $1.36M
XLK
Technology Sector Spdr

ETFs
245
+ 5.87%
$179.73 - $253.23 $44K - $62K
4.42K $1.12M
QCOM
Qualcomm Inc

Technology
1.6K
New
$124.66 - $159.48 $199K - $254K
1.6K $254K
VNQ
Vanguard Specialized Funds Van

ETFs
2.88K
+ 26.36%
$79.79 - $91.42 $229K - $263K
13.8K $1.23M
IDXX
Idexx Laboratories Inc

Healthcare
441
New
$361.04 - $536.34 $159K - $237K
441 $236K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
745
+ 43.21%
$171.4 - $227.1 $128K - $169K
2.47K $560K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.95K
New
$67.83 - $92.33 $200K - $273K
2.95K $214K
MCHP
Microchip Technology Inc

Technology
3.01K
New
$35.34 - $71.6 $106K - $215K
3.01K $211K
MU
Micron Technology Inc

Technology
46
+ 0.82%
$64.72 - $127.91 $2.98K - $5.88K
5.69K $701K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.47K
New
$32.61 - $38.62 $179K - $211K
5.47K $208K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.17K
+ 13.37%
$52.31 - $63.72 $114K - $139K
18.4K $1.17M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.29K
New
$45.92 - $50.78 $197K - $218K
4.29K $200K
CCJ
Cameco Corp

Energy
296
+ 5.65%
$36.68 - $74.46 $10.9K - $22K
5.54K $410K
ERO
Ero Copper Corp.

Basic Materials
1.93K
+ 5.64%
$9.65 - $17.25 $18.6K - $33.3K
36.2K $609K
VIG
Vanguard Dividend Appreciation

ETFs
1.06K
+ 42.39%
N/A
3.57K $651K
BAC
Bank Of America Corp

Financial Services
766
+ 2.82%
$34.39 - $47.46 $26.3K - $36.4K
27.9K $1.32M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
10.7K
+ 70.8%
$15.52 - $17.13 $165K - $183K
25.7K $440K
EEM
Ishares Msci Emerging Markets

ETFs
1.47K
+ 5.92%
$38.52 - $48.28 $56.7K - $71K
26.3K $1.27M
VTV
Vanguard Value ETF

ETFs
976
+ 41.46%
$153.67 - $176.74 $150K - $172K
3.33K $588K
GOOGL
Alphabet Inc.

Communication Services
202
+ 3.47%
$144.7 - $178.6 $29.2K - $36.1K
6.02K $1.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
191
+ 28.09%
$456.74 - $568.03 $87.2K - $108K
871 $494K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.32K
+ 41.15%
$45.88 - $54.4 $107K - $126K
7.97K $433K
KKR
Kkr & Co. Inc.

Financial Services
378
+ 7.66%
$92.79 - $134.29 $35.1K - $50.8K
5.31K $706K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
12.5K
+ 74.83%
$12.07 - $14.61 $151K - $182K
29.2K $374K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.17K
+ 6.3%
$36.25 - $42.28 $78.6K - $91.7K
36.6K $1.55M
IYW
Ishares Dj Us Tech ETF

ETFs
170
+ 5.71%
$122.57 - $173.27 $20.8K - $29.5K
3.15K $545K
GSL
Global Ship Lease, Inc.

Industrials
868
+ 3.13%
$18.25 - $26.77 $15.8K - $23.2K
28.6K $751K
C
Citigroup Inc

Financial Services
522
+ 9.89%
$58.13 - $85.12 $30.3K - $44.4K
5.8K $493K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
6.76K
+ 14.41%
$8.65 - $10.52 $58.5K - $71.1K
53.7K $564K
Activity Summary
Buys All Purchases 176 New Holdings 12 Increased Positions 164 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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