Samalin Investment Counsel, LLC Reduced Holdings in Q1 2025

Samalin Investment Counsel, LLC

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-7
- 0.08%
$84.5 - $105.05 $592 - $735
8.79K $771K
GD
General Dynamics Corp

Industrials
-118
- 10.72%
$241.94 - $272.58 $28.5K - $32.2K
983 $267K
SPGI
S&P Global Inc.

Financial Services
-57
- 7.38%
$478.26 - $543.77 $27.3K - $31K
715 $363K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-907
- 8.86%
$25.83 - $27.09 $23.4K - $24.6K
9.33K $248K
IYJ
Ishares Tr

ETFs
-63
- 2.99%
$127.48 - $142.0 $8.03K - $8.95K
2.04K $266K
EEM
Ishares Msci Emerging Markets

ETFs
-1.33K
- 5.09%
$40.81 - $45.34 $54.4K - $60.4K
24.9K $1.09M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-36
- 0.41%
$31.75 - $36.0 $1.14K - $1.3K
8.72K $294K
Flagstar Financial Inc
-551
- 2.81%
N/A
19.1K $0
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-3.47K
- 4.3%
$11.44 - $12.4 $39.7K - $43K
77.2K $933K
Ishares Bitcoin Trust ETF
-102
- 1.88%
N/A
5.32K $0
Celestica Inc
-2.29K
- 29.87%
N/A
5.37K $0
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-473
- 1.33%
$40.79 - $42.32 $19.3K - $20K
35K $1.47M
EFV
Msci Eafe Value ETF

ETFs
-1.03K
- 10.13%
$51.88 - $60.73 $53.2K - $62.3K
9.1K $536K
ARCC
Ares Capital Corp

Financial Services
-643
- 0.92%
$21.28 - $23.81 $13.7K - $15.3K
69K $1.53M
STWD
Starwood Property Trust, Inc.

Real Estate
-680
- 2.32%
$18.41 - $20.53 $12.5K - $14K
28.6K $565K
SE
Sea LTD

Consumer Cyclical
-689
- 16.49%
$104.87 - $146.31 $72.3K - $101K
3.49K $455K
AGNC
Agnc Investment Corp.

Real Estate
-356
- 0.58%
$9.12 - $10.54 $3.25K - $3.75K
61.2K $586K
BMY
Bristol Myers Squibb CO

Healthcare
-217
- 2.92%
$53.9 - $63.11 $11.7K - $13.7K
7.21K $439K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-43
- 0.13%
$81.83 - $82.73 $3.52K - $3.56K
32.4K $2.68M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-150
- 1.61%
$22.45 - $26.94 $3.37K - $4.04K
9.14K $236K
NGG
National Grid PLC

Utilities
-23
- 0.41%
$56.13 - $65.61 $1.29K - $1.51K
5.61K $367K
EPR
Epr Properties

Real Estate
-1.25K
- 9.17%
$43.98 - $53.81 $54.9K - $67.2K
12.4K $650K
MO
Altria Group, Inc.

Consumer Defensive
-18
- 0.13%
$50.81 - $60.02 $915 - $1.08K
14.3K $855K
SPOT
Spotify Technology S.A.

Communication Services
-122
- 6.16%
$457.79 - $648.32 $55.9K - $79.1K
1.86K $1.02M
MPLX
Mplx LP

Energy
-1.98K
- 3.55%
$47.88 - $54.65 $94.9K - $108K
53.8K $2.88M
OUNZ
Van Eck Merk Gold Trust

ETFs
-1.24K
- 0.63%
$25.41 - $30.14 $31.4K - $37.3K
195K $5.88M
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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