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
NOC
Northrop Grumman Corp

Industrials
30
+ 5.78%
$433.45 - $513.82 $13K - $15.4K
549 $281K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
2.58K
+ 5.47%
$10.27 - $10.85 $26.5K - $28K
49.8K $526K
ACN
Accenture PLC

Technology
290
+ 21.55%
$300.91 - $398.25 $87.3K - $115K
1.64K $510K
PSEC
Prospect Capital Corp

Financial Services
9.78K
+ 67.42%
$4.1 - $4.45 $40.1K - $43.5K
24.3K $99K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
4.61K
+ 14.04%
$9.49 - $9.97 $43.8K - $46K
37.5K $358K
DFSD
Dimensional ETF Tr Short Durat

ETFs
305
+ 0.94%
$46.74 - $47.55 $14.3K - $14.5K
32.8K $1.56M
GROW
U S Global Investors Inc

Financial Services
15.7K
+ 93.85%
$2.23 - $2.48 $35K - $38.9K
32.4K $73K
PFFA
Etfis Ser Tr I

ETFs
4.29K
+ 5.05%
$21.21 - $22.3 $90.9K - $95.6K
89.1K $1.89M
WFC
Wells Fargo & Company

Financial Services
354
+ 7.87%
$66.78 - $81.42 $23.6K - $28.8K
4.85K $348K
ZTS
Zoetis Inc.

Healthcare
169
+ 8.99%
$156.48 - $175.67 $26.4K - $29.7K
2.05K $337K
MU
Micron Technology Inc

Technology
162
+ 2.96%
$86.89 - $109.38 $14.1K - $17.7K
5.64K $490K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
274
+ 18.9%
$192.82 - $222.1 $52.8K - $60.9K
1.72K $332K
DVY
Ishares Tr

ETFs
110
+ 2.86%
$128.58 - $138.1 $14.1K - $15.2K
3.95K $530K
SO
Southern CO

Utilities
7
+ 0.27%
$80.96 - $92.96 $567 - $651
2.57K $236K
BBD
Bank Bradesco

Financial Services
4K
+ 8.79%
$1.85 - $2.32 $7.4K - $9.28K
49.5K $110K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
243
+ 1.95%
$40.55 - $48.43 $9.85K - $11.8K
12.7K $546K
BTO
John Hancock Financial Opportunities Fund

Financial Services
1.76K
+ 7.16%
$32.12 - $38.37 $56.4K - $67.3K
26.3K $895K
IBN
Icici Bank LTD

Financial Services
70
+ 0.73%
$27.55 - $31.67 $1.93K - $2.22K
9.71K $306K
AXP
American Express CO

Financial Services
177
+ 17.37%
$255.39 - $325.87 $45.2K - $57.7K
1.2K $321K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
729
+ 1.73%
$9.62 - $10.03 $7.01K - $7.31K
43K $425K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
1.24K
+ 9.68%
$22.8 - $25.6 $28.2K - $31.7K
14K $341K
ORCC
Owl Rock Capital Corp

Financial Services
1.17K
+ 1.53%
N/A
77.7K $1.04M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
117
+ 15.48%
$634.14 - $744.83 $74.2K - $87.1K
873 $553K
CHCT
Community Healthcare Trust Inc

Real Estate
2.32K
+ 8.62%
$17.91 - $20.4 $41.6K - $47.4K
29.3K $531K
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.37%
$137.61 - $149.68 $826 - $898
1.64K $239K
IVV
Ishares Core S&P 500 ETF

ETFs
132
+ 5.76%
$554.06 - $615.85 $73.1K - $81.3K
2.43K $1.36M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
283
+ 2.13%
$14.39 - $15.91 $4.07K - $4.5K
13.6K $208K
WLKP
Westlake Chemical Partners LP

Basic Materials
568
+ 2.34%
$22.96 - $24.9 $13K - $14.1K
24.9K $573K
BNS
Bank Of Nova Scotia

Financial Services
1.64K
+ 15.3%
$47.21 - $53.7 $77.6K - $88.2K
12.4K $587K
CPNG
Coupang, Inc.

Consumer Cyclical
520
+ 2.52%
$21.34 - $25.52 $11.1K - $13.3K
21.1K $463K
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 7.09%
$347.25 - $424.87 $71.9K - $87.9K
3.13K $1.15M
CINF
Cincinnati Financial Corp

Financial Services
8
+ 0.35%
$133.67 - $147.81 $1.07K - $1.18K
2.32K $341K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
87
+ 0.87%
$27.01 - $28.54 $2.35K - $2.48K
10.1K $282K
OXLC
Oxford Lane Capital Corp.

Financial Services
15K
+ 8.16%
$4.3 - $5.17 $64.4K - $77.4K
198K $936K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.62K
+ 11.69%
$210.19 - $243.33 $341K - $395K
15.5K $3.27M
C
Citigroup Inc

Financial Services
20
+ 0.38%
$67.23 - $84.63 $1.34K - $1.69K
5.28K $374K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 10.0%
$4295.4 - $5141.88 $17.2K - $20.6K
44 $202K
BLW
Blackrock LTD Duration Income Trust

Financial Services
255
+ 2.2%
$13.95 - $14.38 $3.56K - $3.67K
11.9K $167K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
338
+ 1.74%
$3.92 - $4.13 $1.32K - $1.4K
19.8K $78K
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.62%
$185.78 - $198.58 $2.42K - $2.58K
2.12K $403K
PEAK
Healthpeak Properties, Inc.

Real Estate
53
+ 0.15%
N/A
35.1K $666K
Tidal Tr Ii
13.8K
+ 116.29%
N/A
25.6K $0
Annaly Capital Management In
796
+ 2.98%
N/A
27.5K $0
Vaneck Bitcoin ETF
21.7K
+ 332.12%
N/A
28.3K $0
Calamos ETF Tr
6.84K
+ 61.33%
N/A
18K $0
DFSB
Dimensional ETF Tr Dimensional
130
+ 0.43%
N/A
30.5K $0
Fidelity Wise Origin Bitcoin
369
+ 3.28%
N/A
11.6K $0
Linde PLC
113
+ 10.95%
N/A
1.15K $0
Flaherty & Crumrine Dynamic
2.69K
+ 6.59%
N/A
43.5K $0
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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