Samalin Investment Counsel, LLC Purchases in Q1 2025

Samalin Investment Counsel, LLC

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RIET
ETF Ser Solutions Hoya Capital

ETFs
18.6K
+ 148.02%
$9.79 - $10.5 $182K - $196K
31.2K $313K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.86K
+ 11.42%
$120.29 - $134.6 $344K - $384K
27.9K $3.4M
ABT
Abbott Laboratories

Healthcare
796
+ 20.54%
$111.1 - $140.22 $88.4K - $112K
4.67K $619K
HALO
Halozyme Therapeutics, Inc.

Healthcare
122
+ 1.15%
$47.74 - $65.16 $5.82K - $7.95K
10.7K $684K
VZ
Verizon Communications Inc

Communication Services
3.07K
+ 59.84%
$37.81 - $46.49 $116K - $143K
8.19K $371K
V
Visa Inc.

Financial Services
195
+ 6.85%
$306.92 - $362.71 $59.8K - $70.7K
3.04K $1.07M
PCF
High Income Securities Fund

Financial Services
25.1K
New
$6.51 - $6.86 $163K - $172K
25.1K $166K
ABBV
Abb Vie Inc.

Healthcare
288
+ 8.75%
$169.2 - $216.66 $48.7K - $62.4K
3.58K $750K
AES
Aes Corp

Utilities
12.2K
New
$9.93 - $13.23 $121K - $162K
12.2K $151K
ADP
Automatic Data Processing Inc

Industrials
424
+ 27.88%
$286.85 - $318.64 $122K - $135K
1.95K $594K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.31K
+ 20.46%
$56.12 - $68.15 $73.2K - $88.9K
7.68K $521K
NFLX
Netflix Inc

Communication Services
129
+ 25.9%
$828.4 - $1058.6 $107K - $137K
627 $584K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
2.98K
+ 7.11%
$18.63 - $21.12 $55.6K - $63K
45K $928K
WES
Western Midstream Partners, LP

Energy
1.49K
+ 5.28%
$37.87 - $42.89 $56.4K - $63.9K
29.7K $1.22M
TIP
Ishares Tr Tips Bd ETF

ETFs
138
+ 0.53%
$106.22 - $111.09 $14.7K - $15.3K
25.9K $2.88M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
10.2K
New
$11.96 - $13.56 $122K - $139K
10.2K $131K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
30.2K
New
$3.88 - $4.37 $117K - $132K
30.2K $131K
HQH
Tekla Healthcare Investors

Financial Services
7.2K
+ 9.89%
$16.23 - $18.27 $117K - $132K
80K $1.3M
OPRA
Opera LTD

Communication Services
17.5K
+ 34.31%
$15.94 - $21.86 $279K - $383K
68.6K $1.09M
PDI
Pimco Dynamic Income Fund

Financial Services
3.2K
+ 7.42%
$18.51 - $20.05 $59.3K - $64.2K
46.3K $917K
ABR
Arbor Realty Trust Inc

Real Estate
10.7K
New
$11.68 - $13.98 $124K - $149K
10.7K $125K
GMRE
Global Medical Reit Inc.

Real Estate
14.1K
New
$7.52 - $9.08 $106K - $128K
14.1K $123K
LADR
Ladder Capital Corp

Real Estate
10.7K
New
$10.81 - $11.87 $116K - $128K
10.7K $122K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
7.72K
+ 12.27%
$8.69 - $9.43 $67.1K - $72.8K
70.7K $659K
XOM
Exxon Mobil Corp

Energy
43
+ 0.42%
$105.44 - $118.93 $4.53K - $5.11K
10.2K $1.22M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
6.67K
+ 46.77%
$15.88 - $17.78 $106K - $119K
20.9K $365K
CMS
Cms Energy Corp

Utilities
1.06K
+ 22.59%
$64.99 - $75.11 $68.8K - $79.5K
5.75K $431K
HFRO
Highland Income Fund\Ma

Financial Services
22.4K
+ 30.43%
$4.93 - $5.83 $110K - $131K
96K $499K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.1K
+ 23.51%
$58.81 - $68.2 $182K - $211K
16.3K $971K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
3.04K
+ 7.54%
$20.29 - $22.36 $61.7K - $68K
43.4K $957K
BGR
Black Rock Energy & Resources Trust

Financial Services
3.44K
+ 5.12%
$12.77 - $13.89 $44K - $47.8K
70.7K $960K
THW
Tekla World Healthcare Fund

Financial Services
6.6K
+ 9.54%
$11.09 - $12.2 $73.2K - $80.5K
75.7K $872K
JPM
Jpmorgan Chase & CO

Financial Services
233
+ 2.58%
$225.19 - $279.95 $52.5K - $65.2K
9.26K $2.27M
NKE
Nike, Inc.

Consumer Cyclical
2.26K
+ 74.42%
$63.29 - $81.72 $143K - $185K
5.3K $336K
CI
Cigna Corp

Healthcare
39
+ 2.22%
$274.49 - $329.0 $10.7K - $12.8K
1.79K $589K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
288
+ 0.56%
$21.64 - $23.93 $6.23K - $6.89K
51.9K $1.24M
ELV
Elevance Health, Inc.

Healthcare
115
+ 13.87%
$365.9 - $436.25 $42.1K - $50.2K
944 $410K
SPG
Simon Property Group Inc

Real Estate
667
+ 49.74%
$159.48 - $187.78 $106K - $125K
2.01K $333K
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 4.05%
$279.74 - $321.29 $32.7K - $37.6K
3.01K $938K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.23K
+ 17.93%
$102.49 - $119.96 $228K - $267K
14.6K $1.53M
NRZ
New Residential Investment Corp.

Real Estate
13.1K
+ 74.39%
N/A
30.6K $221K
CSCO
Cisco Systems, Inc.

Technology
1.32K
+ 34.07%
$58.74 - $64.87 $77.5K - $85.6K
5.19K $320K
UNH
Unitedhealth Group Inc

Healthcare
110
+ 6.43%
$461.52 - $548.18 $50.8K - $60.3K
1.82K $953K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.31K
+ 28.82%
$26.09 - $30.21 $60.2K - $69.7K
10.3K $300K
OHI
Omega Healthcare Investors Inc

Real Estate
2.08K
+ 9.65%
$35.7 - $38.33 $74.3K - $79.8K
23.7K $901K
CIVI
Civitas Resources, Inc.

Energy
4.36K
+ 70.37%
$32.05 - $54.79 $140K - $239K
10.6K $368K
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 10.61%
$890.62 - $1076.86 $58.8K - $71.1K
688 $650K
NGD
New Gold Inc.

Basic Materials
17K
+ 130.77%
$2.54 - $3.71 $43.2K - $63.1K
30K $111K
OXY
Occidental Petroleum Corp

Energy
1.59K
+ 11.68%
$45.45 - $52.7 $72.4K - $84K
15.2K $752K
Activity Summary
Buys All Purchases 233 New Holdings 39 Increased Positions 194 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 1
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