Samalin Investment Counsel, LLC Purchases in Q4 2024

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
737
+ 11.83%
$213.65 - $479.86 $157K - $354K
6.97K $2.81M
WES
Western Midstream Partners, LP

Energy
28.2K
New
$35.7 - $40.71 $1.01M - $1.15M
28.2K $1.08M
IVV
Ishares Core S&P 500 ETF

ETFs
1.2K
+ 110.37%
$570.51 - $610.59 $686K - $735K
2.29K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
902
+ 10.32%
$567.81 - $607.81 $512K - $548K
9.64K $5.65M
AAPL
Apple Inc.

Technology
168
+ 0.5%
$221.69 - $259.02 $37.2K - $43.5K
33.8K $8.47M
CHRD
Oasis Petroleum Inc.

Energy
5.42K
New
$110.83 - $137.78 $601K - $747K
5.42K $631K
BNS
Bank Of Nova Scotia

Financial Services
10.7K
New
$51.5 - $57.02 $553K - $612K
10.7K $576K
IWM
Ishares Russell 2000 ETF

ETFs
2.6K
+ 113.1%
$216.13 - $242.4 $562K - $630K
4.9K $1.08M
NVDA
Nvidia Corp

Technology
908
+ 2.85%
$117.0 - $148.88 $106K - $135K
32.8K $4.4M
CHCT
Community Healthcare Trust Inc

Real Estate
27K
New
$16.06 - $19.35 $433K - $521K
27K $517K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.02K
+ 60.07%
$417.69 - $450.94 $425K - $459K
2.71K $1.15M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
42.8K
+ 67.98%
$7.8 - $9.54 $334K - $409K
106K $921K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.06K
+ 19.28%
$46.48 - $51.32 $328K - $362K
43.7K $2.1M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
49.3K
+ 40.72%
$11.91 - $14.14 $588K - $698K
170K $2.09M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.68K
New
$61.52 - $66.5 $350K - $378K
5.68K $362K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.34K
New
$104.52 - $115.08 $349K - $384K
3.34K $352K
JPM
Jpmorgan Chase & CO

Financial Services
366
+ 4.22%
$205.18 - $250.29 $75.1K - $91.6K
9.03K $2.16M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.72K
New
$146.47 - $191.01 $252K - $329K
1.72K $320K
WDAY
Workday, Inc.

Technology
1.24K
New
$233.85 - $279.91 $290K - $347K
1.24K $319K
IEFA
Ishares Tr

ETFs
4.46K
New
$70.06 - $77.43 $313K - $346K
4.46K $313K
APA
Apa Corp

Energy
13.3K
New
$20.47 - $27.07 $272K - $360K
13.3K $307K
AVGO
Broadcom Inc.

Technology
50
+ 1.01%
$159.67 - $250.0 $7.98K - $12.5K
4.98K $1.16M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.52K
+ 48.07%
N/A
10.8K $929K
IWY
Ishares Tr Russell 200 Growth

ETFs
405
+ 3.0%
$216.72 - $244.71 $87.8K - $99.1K
13.9K $3.27M
AMZN
Amazon Com Inc

Consumer Cyclical
449
+ 7.9%
$180.88 - $232.93 $81.2K - $105K
6.13K $1.34M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.87K
New
$33.62 - $35.69 $264K - $281K
7.87K $265K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.3K
+ 12.16%
$15.9 - $17.05 $244K - $261K
141K $2.35M
ET
Energy Transfer LP

Energy
4.1K
+ 8.58%
$16.05 - $19.86 $65.7K - $81.3K
51.8K $1.02M
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
5.51K
New
$44.98 - $51.67 $248K - $285K
5.51K $249K
VT
Vanguard Total World Stk Index

ETFs
2.1K
+ 93.74%
$117.09 - $123.07 $246K - $258K
4.33K $509K
FLEX
Flex Ltd.

Technology
3.8K
+ 20.82%
$32.52 - $41.3 $124K - $157K
22.1K $846K
LXP
Lxp Industrial Trust

Real Estate
26.1K
New
$8.12 - $9.89 $212K - $258K
26.1K $212K
DISV
Dimensional ETF Tr Dimensional

ETFs
8K
New
$26.18 - $28.77 $209K - $230K
8K $212K
NKTX
Nkarta, Inc.

Healthcare
84.6K
New
$2.17 - $4.34 $184K - $367K
84.6K $210K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
9.29K
New
$22.4 - $29.88 $208K - $278K
9.29K $209K
BKNG
Booking Holdings Inc.

Consumer Cyclical
40
New
$4100.99 - $5300.34 $164K - $212K
40 $198K
ITOT
Ishares Core S&P Total U.S. St

ETFs
968
+ 4.03%
$124.26 - $134.12 $120K - $130K
25K $3.22M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
13.3K
New
$14.68 - $17.32 $195K - $230K
13.3K $196K
GOOGL
Alphabet Inc.

Communication Services
332
+ 6.16%
$161.86 - $196.66 $53.7K - $65.3K
5.72K $1.08M
HST
Host Hotels & Resorts, Inc.

Real Estate
10.7K
New
$17.24 - $19.07 $184K - $204K
10.7K $187K
NFE
New Fortress Energy Inc.

Utilities
12.4K
New
$8.0 - $15.12 $99.4K - $188K
12.4K $187K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
10K
New
$18.5 - $20.08 $186K - $202K
10K $185K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.84K
+ 20.67%
$40.38 - $44.35 $196K - $215K
28.3K $1.16M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.94K
+ 6.38%
$87.25 - $95.52 $169K - $185K
32.3K $2.86M
PK
Park Hotels & Resorts Inc.

Real Estate
10.5K
New
$13.68 - $15.82 $143K - $166K
10.5K $147K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
167
+ 1.59%
$170.03 - $192.78 $28.4K - $32.2K
10.7K $1.97M
GLD
Spdr Gold Trust

ETFs
549
+ 16.36%
$236.59 - $257.5 $130K - $141K
3.91K $945K
OUNZ
Van Eck Merk Gold Trust

ETFs
5.66K
+ 2.97%
$24.72 - $26.9 $140K - $152K
196K $4.97M
RIET
ETF Ser Solutions Hoya Capital

ETFs
12.6K
New
$9.94 - $11.2 $125K - $141K
12.6K $127K
Activity Summary
Buys All Purchases 185 New Holdings 38 Increased Positions 147 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Samalin Investment Counsel, LLC Portfolio

Follow Samalin Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Samalin Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Samalin Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email