Samalin Investment Counsel, LLC Incresed Positions in Q3 2024

Samalin Investment Counsel, LLC

  • $222 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OUNZ
Van Eck Merk Gold Trust

ETFs
18K
+ 10.44%
$22.51 - $25.83 $406K - $466K
191K $4.84M
AMGN
Amgen Inc

Healthcare
2.04K
+ 95.51%
$309.38 - $337.38 $632K - $690K
4.18K $1.35M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.9K
+ 48.45%
$44.66 - $49.15 $534K - $587K
36.6K $1.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
212
+ 2.92%
$405.19 - $478.57 $85.9K - $101K
7.47K $3.44M
XLK
Technology Sector Spdr

ETFs
1.96K
+ 56.37%
$197.34 - $237.68 $386K - $465K
5.43K $1.23M
TSLA
Tesla, Inc.

Consumer Cyclical
115
+ 1.88%
$191.76 - $263.26 $22.1K - $30.3K
6.23K $1.63M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.95K
+ 54.61%
$63.74 - $73.47 $316K - $364K
14K $1M
SPOT
Spotify Technology S.A.

Communication Services
796
+ 63.78%
$290.16 - $384.01 $231K - $306K
2.04K $753K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
23.8K
+ 23.26%
$15.5 - $16.99 $368K - $404K
126K $2.09M
OHI
Omega Healthcare Investors Inc

Real Estate
4.41K
+ 26.18%
$33.55 - $41.29 $148K - $182K
21.3K $864K
AQN
Algonquin Power & Utilities Corp.

Utilities
52.1K
+ 101.24%
$5.11 - $6.29 $266K - $328K
104K $564K
WPC
W. P. Carey Inc.

Real Estate
2.76K
+ 26.52%
$54.63 - $63.96 $151K - $177K
13.2K $820K
IWR
Ishares Russell Mid Cap ETF

ETFs
362
+ 1.21%
$79.92 - $88.19 $28.9K - $31.9K
30.4K $2.68M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
28K
+ 48.05%
$5.05 - $7.79 $141K - $218K
86.3K $672K
MPW
Medical Properties Trust Inc

Real Estate
1.19K
+ 0.8%
$4.03 - $6.38 $4.8K - $7.6K
149K $873K
MRK
Merck & Co., Inc.

Healthcare
2.61K
+ 37.56%
$111.15 - $128.97 $290K - $336K
9.55K $1.08M
NEP
Nextera Energy Partners, LP

Utilities
6.96K
+ 38.25%
$23.83 - $28.64 $166K - $199K
25.2K $694K
IVV
Ishares Core S&P 500 ETF

ETFs
286
+ 35.57%
$520.18 - $576.82 $149K - $165K
1.09K $628K
JNJ
Johnson & Johnson

Healthcare
138
+ 1.42%
$145.48 - $167.38 $20.1K - $23.1K
9.87K $1.6M
MPLX
Mplx LP

Energy
1.53K
+ 2.75%
$40.44 - $45.07 $61.8K - $68.9K
57.1K $2.54M
USTB
Victory Portfolios Ii Victorys

ETFs
2.13K
+ 4.27%
$49.79 - $50.91 $106K - $108K
51.9K $2.64M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.35K
+ 4.39%
$81.31 - $83.29 $110K - $113K
32.1K $2.67M
RSP
Invesco S&P 500 Equal Weight E

ETFs
284
+ 4.04%
$162.83 - $179.16 $46.2K - $50.9K
7.32K $1.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
204
+ 3.49%
$434.77 - $502.96 $88.7K - $103K
6.05K $2.95M
PFE
Pfizer Inc

Healthcare
4.53K
+ 22.34%
$27.7 - $31.39 $126K - $142K
24.8K $718K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
209
+ 1.74%
$105.53 - $118.34 $22.1K - $24.7K
12.2K $1.43M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
687
+ 1.81%
$20.51 - $24.25 $14.1K - $16.7K
38.6K $913K
ETN
Eaton Corp PLC

Industrials
61
+ 0.9%
$272.52 - $333.02 $16.6K - $20.3K
6.82K $2.26M
PDI
Pimco Dynamic Income Fund

Financial Services
4.29K
+ 11.7%
$18.7 - $20.25 $80.3K - $87K
41K $829K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
620
+ 6.27%
$152.9 - $180.39 $94.8K - $112K
10.5K $1.83M
UTG
Reaves Utility Income Fund

Financial Services
1.09K
+ 5.84%
$27.16 - $32.8 $29.5K - $35.7K
19.7K $646K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.37K
+ 2.59%
$47.18 - $48.74 $64.8K - $67K
54.5K $2.65M
IWM
Ishares Russell 2000 ETF

ETFs
447
+ 24.16%
$200.87 - $224.6 $89.8K - $100K
2.3K $507K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
161
+ 14.04%
$523.84 - $572.02 $84.3K - $92.1K
1.31K $745K
SPYG
Spdr Portfolio

ETFs
1.45K
+ 43.26%
$73.38 - $84.1 $106K - $122K
4.79K $396K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.71K
+ 20.78%
$54.98 - $59.51 $94.1K - $102K
9.95K $591K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
5.32K
+ 8.86%
$13.15 - $14.12 $69.9K - $75.1K
65.3K $922K
JXN
Jackson Financial Inc.

Financial Services
376
+ 7.3%
$69.1 - $91.97 $26K - $34.6K
5.53K $504K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.4K
+ 5.08%
$21.98 - $25.4 $30.8K - $35.6K
29K $736K
EPR
Epr Properties

Real Estate
492
+ 3.77%
$41.26 - $49.58 $20.3K - $24.4K
13.5K $664K
HFRO
Highland Income Fund\Ma

Financial Services
19.5K
+ 27.55%
$5.8 - $6.44 $113K - $126K
90.4K $553K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
7.23K
+ 10.18%
$14.16 - $14.47 $102K - $105K
78.2K $1.13M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
103
+ 14.97%
$1024.09 - $1201.76 $105K - $124K
791 $831K
DFAI
Dimensional ETF Tr

ETFs
138
+ 0.29%
$28.69 - $32.06 $3.96K - $4.42K
48.5K $1.54M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
6.12K
+ 6.42%
$7.45 - $8.23 $45.6K - $50.3K
101K $816K
PG
Procter & Gamble CO

Consumer Defensive
165
+ 1.83%
$160.76 - $177.82 $26.5K - $29.3K
9.19K $1.59M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
22.2K
+ 39.58%
$6.86 - $8.99 $152K - $199K
78.2K $552K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
966
+ 4.55%
$22.3 - $26.02 $21.5K - $25.1K
22.2K $577K
NGG
National Grid PLC

Utilities
470
+ 9.11%
$57.14 - $70.48 $26.9K - $33.1K
5.63K $392K
Activity Summary
Buys All Purchases 182 New Holdings 21 Increased Positions 161 Sells All Sells 95 Reductions 95 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