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
Dimensional ETF Trust
17.4K
+ 191.47%
N/A
26.5K $0
Hafnia LTD
20.6K
+ 63.61%
N/A
53K $0
Healthcare Rlty Tr
1.9K
+ 5.98%
N/A
33.7K $0
Morgan Stanley Direct Lendin
274
+ 2.47%
N/A
11.3K $0
Oaktree Specialty Lending CO
44.7K
+ 110.38%
N/A
85.3K $0
Calamos ETF Tr
6.78K
+ 61.92%
N/A
17.7K $0
Hewlett Packard Enterprise C
1.08K
+ 13.43%
N/A
9.14K $0
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
111
+ 0.47%
$8.34 - $8.69 $926 - $965
24K $199K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
367
+ 3.54%
$11.63 - $13.3 $4.27K - $4.88K
10.7K $124K
RSP
Invesco S&P 500 Equal Weight E

ETFs
67
+ 0.9%
$169.43 - $182.84 $11.4K - $12.3K
7.48K $1.3M
INTU
Intuit Inc

Technology
1
+ 0.23%
$555.63 - $630.23 $556 - $630
443 $271K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
352
+ 6.65%
$51.45 - $58.51 $18.1K - $20.6K
5.65K $292K
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.16%
$115.08 - $123.97 $806 - $868
4.34K $503K
KRE
Spdr S&P Regional Banking ETF

ETFs
236
+ 3.81%
$55.11 - $65.5 $13K - $15.5K
6.43K $365K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.21%
$237.72 - $276.98 $475 - $554
963 $235K
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.1%
$127.9 - $140.56 $256 - $281
2.06K $263K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
71
+ 5.29%
$522.96 - $601.18 $37.1K - $42.7K
1.41K $754K
A
Agilent Technologies, Inc.

Healthcare
250
+ 10.6%
$116.69 - $152.6 $29.2K - $38.2K
2.61K $305K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
3.53K
+ 12.18%
$21.29 - $24.8 $75.2K - $87.5K
32.5K $692K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.61K
+ 15.04%
$14.21 - $17.45 $22.8K - $28.1K
12.3K $174K
ET
Energy Transfer LP

Energy
1.96K
+ 3.78%
$17.26 - $21.08 $33.8K - $41.3K
53.8K $1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.29%
$507.05 - $563.67 $1.01K - $1.13K
680 $349K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
8.13K
+ 9.19%
$5.91 - $6.78 $48.1K - $55.1K
96.6K $570K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.45K
+ 13.61%
$161.27 - $192.3 $234K - $279K
12.1K $1.96M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.09%
$45.72 - $51.73 $183 - $207
4.62K $212K
KKR
Kkr & Co. Inc.

Financial Services
904
+ 22.44%
$108.17 - $167.07 $97.8K - $151K
4.93K $570K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.09%
$92.45 - $106.69 $277 - $320
3.25K $301K
IYC
Ishares U.S. Consumer Discreti

ETFs
3
+ 0.08%
$85.71 - $101.2 $257 - $304
3.81K $336K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
480
+ 3.21%
$57.21 - $65.8 $27.5K - $31.6K
15.5K $901K
XLK
Technology Sector Spdr

ETFs
305
+ 7.88%
$206.38 - $242.18 $62.9K - $73.9K
4.18K $862K
RVT
Royce Value Trust, Inc.

Financial Services
4.83K
+ 7.0%
$14.07 - $16.68 $67.9K - $80.5K
73.8K $1.05M
NICE
Nice Ltd.

Technology
33
+ 1.08%
$139.18 - $178.5 $4.59K - $5.89K
3.08K $474K
GOOG
Alphabet Inc.

Communication Services
371
+ 12.4%
$156.06 - $207.71 $57.9K - $77.1K
3.36K $525K
GPN
Global Payments Inc

Industrials
115
+ 2.88%
$92.18 - $113.03 $10.6K - $13K
4.11K $402K
CCJ
Cameco Corp

Energy
131
+ 2.56%
$40.64 - $56.86 $5.32K - $7.45K
5.24K $215K
EQIX
Equinix Inc

Real Estate
9
+ 1.93%
$803.0 - $959.97 $7.23K - $8.64K
475 $387K
CHY
Calamos Convertible & High Income Fund

Financial Services
320
+ 0.58%
$10.1 - $12.0 $3.23K - $3.84K
55.8K $563K
AMZN
Amazon Com Inc

Consumer Cyclical
239
+ 3.9%
$190.26 - $242.06 $45.5K - $57.9K
6.37K $1.21M
GOOGL
Alphabet Inc.

Communication Services
95
+ 1.66%
$154.33 - $206.19 $14.7K - $19.6K
5.81K $899K
ONL
Orion Office Reit Inc.

Real Estate
609
+ 0.46%
$2.14 - $4.15 $1.3K - $2.53K
133K $283K
ETN
Eaton Corp PLC

Industrials
701
+ 10.34%
$271.83 - $371.23 $191K - $260K
7.48K $2.03M
AAPL
Apple Inc.

Technology
3.21K
+ 9.48%
$209.68 - $247.1 $672K - $792K
37K $8.22M
MSFT
Microsoft Corp

Technology
493
+ 4.58%
$375.39 - $447.2 $185K - $220K
11.3K $4.23M
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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