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
PLD
Prologis, Inc.

Real Estate
47
+ 1.85%
$111.95 - $132.43 $5.26K - $6.22K
2.58K $326K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.05%
$172.58 - $196.48 $173 - $196
1.89K $369K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.19K
+ 11.27%
$9.59 - $10.12 $30.6K - $32.3K
31.5K $316K
CSWC
Capital Southwest Corp

Financial Services
2.19K
+ 11.95%
$23.56 - $27.07 $51.5K - $59.1K
20.5K $517K
XLG
Invesco Exchange Traded Fd Tr

ETFs
382
+ 3.31%
$42.54 - $47.97 $16.3K - $18.3K
11.9K $566K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
8.17K
+ 11.35%
$6.77 - $7.11 $55.3K - $58.1K
80.1K $546K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
502
+ 7.37%
$85.84 - $85.84 $43.1K - $43.1K
7.31K $627K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
162
+ 5.15%
$77.02 - $85.06 $12.5K - $13.8K
3.31K $279K
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.56%
$181.06 - $197.17 $2.17K - $2.37K
2.15K $424K
IYJ
Ishares Tr

ETFs
3
+ 0.14%
$118.32 - $133.67 $355 - $401
2.1K $281K
NFLX
Netflix Inc

Communication Services
18
+ 3.84%
$598.55 - $722.26 $10.8K - $13K
487 $345K
SLRC
Slr Investment Corp.

Financial Services
3.92K
+ 13.4%
$14.66 - $16.25 $57.4K - $63.7K
33.1K $498K
IYC
Ishares U.S. Consumer Discreti

ETFs
4
+ 0.1%
$76.12 - $88.31 $304 - $353
4.04K $355K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
61
+ 1.65%
$60.13 - $68.17 $3.67K - $4.16K
3.77K $254K
BBD
Bank Bradesco

Financial Services
3.1K
+ 7.65%
$2.18 - $2.92 $6.76K - $9.05K
43.6K $116K
DLR
Digital Realty Trust, Inc.

Real Estate
51
+ 3.14%
$144.47 - $162.98 $7.37K - $8.31K
1.68K $271K
ING
Ing Groep Nv

Financial Services
314
+ 1.86%
$16.55 - $18.66 $5.2K - $5.86K
17.2K $313K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.17%
$196.56 - $218.55 $393 - $437
1.19K $256K
VOT
Vanguard Mid Cap Growth Index

ETFs
31
+ 3.39%
$218.05 - $243.47 $6.76K - $7.55K
946 $230K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
149
+ 3.85%
$57.22 - $64.18 $8.53K - $9.56K
4.02K $256K
IBB
Ishares Biotechnology ETF

ETFs
3
+ 0.15%
$135.09 - $149.47 $405 - $448
2.06K $300K
WLKP
Westlake Chemical Partners LP

Basic Materials
942
+ 4.48%
$22.08 - $23.42 $20.8K - $22.1K
22K $492K
DEA
Easterly Government Properties, Inc.

Real Estate
164
+ 1.38%
$12.21 - $14.1 $2K - $2.31K
12K $163K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
161
+ 0.68%
$8.21 - $9.03 $1.32K - $1.45K
23.7K $209K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.09%
$107.72 - $119.96 $215 - $240
2.24K $267K
C
Citigroup Inc

Financial Services
311
+ 6.32%
$56.11 - $67.61 $17.5K - $21K
5.24K $327K
IBN
Icici Bank LTD

Financial Services
191
+ 2.08%
$27.58 - $31.38 $5.27K - $5.99K
9.38K $279K
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 0.25%
$143.3 - $157.24 $573 - $629
1.63K $251K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
412
+ 2.66%
$13.16 - $14.89 $5.42K - $6.13K
15.9K $226K
JFR
Nuveen Floating Rate Income Fund

Financial Services
1.37K
+ 11.18%
$8.36 - $9.0 $11.5K - $12.3K
13.6K $120K
IVW
Ishares S&P 500 Growth ETF

ETFs
29
+ 0.9%
$84.77 - $97.13 $2.46K - $2.82K
3.24K $310K
CCJ
Cameco Corp

Energy
336
+ 7.33%
$36.9 - $53.72 $12.4K - $18K
4.92K $235K
PEAK
Healthpeak Properties, Inc.

Real Estate
476
+ 1.29%
N/A
37.3K $707K
BLW
Blackrock LTD Duration Income Trust

Financial Services
241
+ 2.17%
$13.87 - $14.61 $3.34K - $3.52K
11.4K $164K
SAN
Banco Santander, S.A.

Financial Services
1
+ 0.01%
$4.37 - $5.16 $4.37 - $5.16
17.3K $88K
IYW
Ishares Dj Us Tech ETF

ETFs
14
+ 0.45%
$133.16 - $158.73 $1.86K - $2.22K
3.13K $475K
NRZ
New Residential Investment Corp.

Real Estate
285
+ 1.97%
N/A
14.8K $107K
ET
Energy Transfer LP

Energy
610
+ 1.29%
$15.43 - $16.44 $9.41K - $10K
47.8K $766K
Vaneck Bitcoin ETF
160
+ 2.71%
N/A
6.06K $0
Flaherty & Crumrine Dynamic
1.78K
+ 4.77%
N/A
39.1K $0
Oaktree Specialty Lending CO
3.7K
+ 7.06%
N/A
56.1K $0
DFSB
Dimensional ETF Tr Dimensional
864
+ 2.97%
N/A
30K $0
Fidelity Wise Origin Bitcoin
595
+ 5.84%
N/A
10.8K $0
Annaly Capital Management In
2.48K
+ 9.74%
N/A
28K $0
AMZN
Amazon Com Inc

Consumer Cyclical
197
+ 3.59%
$161.02 - $200.0 $31.7K - $39.4K
5.68K $1.06M
RJF
Raymond James Financial Inc

Financial Services
4
+ 0.14%
$106.39 - $125.13 $426 - $501
2.93K $358K
WFC
Wells Fargo & Company

Financial Services
24
+ 0.55%
$51.58 - $60.97 $1.24K - $1.46K
4.39K $247K
HON
Honeywell International Inc

Industrials
4
+ 0.19%
$196.73 - $220.21 $787 - $881
2.12K $438K
ELV
Elevance Health, Inc.

Healthcare
2
+ 0.23%
$500.12 - $562.29 $1K - $1.12K
876 $455K
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