Samalin Investment Counsel, LLC Incresed Positions in Q1 2025

Samalin Investment Counsel, LLC

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
6K
+ 153.65%
$243.19 - $288.14 $1.46M - $1.73M
9.91K $2.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
889
+ 11.69%
$442.66 - $534.52 $394K - $475K
8.49K $4.52M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
165K
+ 171.43%
$5.27 - $6.27 $870K - $1.03M
261K $1.38M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12.5K
+ 220.43%
$59.61 - $66.71 $747K - $836K
18.2K $1.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 248.84%
$32.57 - $35.82 $638K - $701K
27.4K $909K
META
Meta Platforms, Inc.

Communication Services
1K
+ 30.43%
$576.36 - $736.67 $579K - $740K
4.3K $2.48M
VNQ
Vanguard Specialized Funds Van

ETFs
5.76K
+ 111.84%
$85.55 - $94.34 $493K - $543K
10.9K $987K
DGRO
Ishares Core Dividend Growth E

ETFs
7.18K
+ 14.93%
$60.46 - $64.42 $434K - $462K
55.2K $3.41M
LXP
Lxp Industrial Trust

Real Estate
43.3K
+ 165.65%
$7.72 - $9.22 $334K - $399K
69.4K $600K
XLU
Utilities Sector Spdr

ETFs
3.94K
+ 31.07%
$74.7 - $80.27 $294K - $316K
16.6K $1.31M
O
Realty Income Corp

Real Estate
4.13K
+ 30.04%
$51.67 - $58.49 $214K - $242K
17.9K $1.04M
ACRE
Ares Commercial Real Estate Corp

Real Estate
77K
+ 132.6%
$4.63 - $6.18 $357K - $476K
135K $625K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.46K
+ 13.81%
$82.81 - $92.93 $369K - $415K
36.8K $3.13M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.15K
+ 21.76%
$39.96 - $43.3 $246K - $266K
34.4K $1.42M
MPW
Medical Properties Trust Inc

Real Estate
3.72K
+ 3.43%
$3.83 - $6.21 $14.2K - $23.1K
112K $675K
WPC
W. P. Carey Inc.

Real Estate
2.24K
+ 18.23%
$53.5 - $65.05 $120K - $146K
14.5K $917K
AQN
Algonquin Power & Utilities Corp.

Utilities
32.1K
+ 32.31%
$4.27 - $5.19 $137K - $166K
131K $675K
NEP
Nextera Energy Partners, LP

Utilities
54.4K
+ 181.79%
$8.38 - $18.87 $456K - $1.03M
84.4K $762K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
34.9K
+ 199.37%
$5.37 - $6.09 $187K - $212K
52.4K $319K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
16.4K
+ 27.28%
$8.57 - $10.13 $140K - $166K
76.5K $731K
EPD
Enterprise Products Partners L.P.

Energy
737
+ 1.18%
$31.75 - $34.14 $23.4K - $25.2K
63K $2.15M
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
ABBV
Abb Vie Inc.

Healthcare
288
+ 8.75%
$169.2 - $216.66 $48.7K - $62.4K
3.58K $750K
ADP
Automatic Data Processing Inc

Industrials
424
+ 27.88%
$286.85 - $318.64 $122K - $135K
1.95K $594K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
36.3K
+ 17.76%
$3.75 - $4.08 $136K - $148K
241K $933K
NFLX
Netflix Inc

Communication Services
129
+ 25.9%
$828.4 - $1058.6 $107K - $137K
627 $584K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.31K
+ 20.46%
$56.12 - $68.15 $73.2K - $88.9K
7.68K $521K
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
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
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
CMS
Cms Energy Corp

Utilities
1.06K
+ 22.59%
$64.99 - $75.11 $68.8K - $79.5K
5.75K $431K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
6.67K
+ 46.77%
$15.88 - $17.78 $106K - $119K
20.9K $365K
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
THW
Tekla World Healthcare Fund

Financial Services
6.6K
+ 9.54%
$11.09 - $12.2 $73.2K - $80.5K
75.7K $872K
BGR
Black Rock Energy & Resources Trust

Financial Services
3.44K
+ 5.12%
$12.77 - $13.89 $44K - $47.8K
70.7K $960K
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
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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