Samalin Investment Counsel, LLC Sells in Q4 2024

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.4K
- 45.05%
$485.52 - $625.25 $681K - $877K
1.71K $865K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-21.7K
- 15.56%
$33.92 - $36.6 $735K - $793K
118K $4.07M
VZ
Verizon Communications Inc

Communication Services
-12.4K
- 70.75%
$39.6 - $45.21 $491K - $560K
5.13K $204K
AMGN
Amgen Inc

Healthcare
-1.02K
- 24.26%
$258.78 - $328.31 $263K - $333K
3.17K $825K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.31K
- 7.44%
$70.1 - $76.53 $232K - $253K
41.2K $2.91M
LLY
Eli Lilly & CO

Healthcare
-210
- 7.48%
$727.2 - $932.06 $153K - $196K
2.6K $2M
MPW
Medical Properties Trust Inc

Real Estate
-41.1K
- 27.52%
$3.72 - $5.77 $153K - $237K
108K $427K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-6.51K
- 46.39%
$70.54 - $79.61 $459K - $518K
7.52K $571K
MRK
Merck & Co., Inc.

Healthcare
-2.35K
- 24.61%
$96.31 - $114.76 $226K - $270K
7.2K $716K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-7.31K
- 61.31%
$46.94 - $51.62 $343K - $377K
4.61K $230K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-35
- 4.42%
$701.85 - $1046.91 $24.6K - $36.6K
756 $538K
DFAI
Dimensional ETF Tr

ETFs
-5.73K
- 11.81%
$29.0 - $31.6 $166K - $181K
42.8K $1.25M
NVO
Novo Nordisk A S

Healthcare
-470
- 6.24%
$85.0 - $120.04 $40K - $56.4K
7.06K $607K
O
Realty Income Corp

Real Estate
-1.98K
- 12.56%
$51.76 - $64.71 $102K - $128K
13.8K $734K
JNJ
Johnson & Johnson

Healthcare
-180
- 1.82%
$143.34 - $165.86 $25.8K - $29.9K
9.69K $1.4M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-16.5K
- 21.57%
$8.61 - $9.3 $142K - $154K
60.1K $520K
EPD
Enterprise Products Partners L.P.

Energy
-11K
- 14.98%
$28.66 - $34.43 $314K - $378K
62.2K $1.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-624
- 10.31%
$481.22 - $538.17 $300K - $336K
5.43K $2.78M
HFRO
Highland Income Fund\Ma

Financial Services
-16.7K
- 18.53%
$5.16 - $6.21 $86.4K - $104K
73.6K $382K
ACRE
Ares Commercial Real Estate Corp

Real Estate
-14.1K
- 19.57%
$5.89 - $7.29 $83.3K - $103K
58.1K $342K
EEM
Ishares Msci Emerging Markets

ETFs
-1.11K
- 4.07%
$41.82 - $47.36 $46.4K - $52.6K
26.2K $1.1M
WPC
W. P. Carey Inc.

Real Estate
-878
- 6.66%
$53.44 - $61.33 $46.9K - $53.8K
12.3K $669K
ELV
Elevance Health, Inc.

Healthcare
-47
- 5.37%
$365.96 - $514.62 $17.2K - $24.2K
829 $306K
STWD
Starwood Property Trust, Inc.

Real Estate
-5.02K
- 14.62%
$18.95 - $20.37 $95.1K - $102K
29.3K $555K
CIVI
Civitas Resources, Inc.

Energy
-2.24K
- 26.59%
$42.79 - $54.92 $96K - $123K
6.2K $284K
VICI
Vici Properties Inc.

Real Estate
-3.33K
- 30.36%
$28.27 - $33.19 $94.2K - $111K
7.64K $223K
TIP
Ishares Tr Tips Bd ETF

ETFs
-256
- 0.98%
$106.33 - $110.69 $27.2K - $28.3K
25.8K $2.75M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-1.46K
- 4.07%
$40.31 - $42.43 $58.8K - $61.9K
34.3K $1.39M
AQN
Algonquin Power & Utilities Corp.

Utilities
-4.34K
- 4.19%
$4.31 - $5.52 $18.7K - $24K
99.3K $441K
XOM
Exxon Mobil Corp

Energy
-160
- 1.54%
$105.51 - $125.37 $16.9K - $20.1K
10.2K $1.1M
MU
Micron Technology Inc

Technology
-59
- 1.07%
$84.16 - $113.41 $4.97K - $6.69K
5.48K $461K
EFV
Msci Eafe Value ETF

ETFs
-1.05K
- 9.43%
$51.78 - $57.15 $54.6K - $60.2K
10.1K $531K
DFAE
Dimensional ETF Tr

ETFs
-2.4K
- 11.61%
$25.36 - $28.15 $60.8K - $67.5K
18.3K $462K
CHY
Calamos Convertible & High Income Fund

Financial Services
-9.16K
- 14.17%
$11.79 - $12.56 $108K - $115K
55.5K $673K
PEP
Pepsico Inc

Consumer Defensive
-187
- 5.05%
$151.29 - $176.1 $28.3K - $32.9K
3.52K $534K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-62
- 0.96%
$59.25 - $72.99 $3.67K - $4.53K
6.38K $380K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-790
- 1.51%
$21.41 - $23.64 $16.9K - $18.7K
51.6K $1.14M
XLU
Utilities Sector Spdr

ETFs
-144
- 1.12%
$74.89 - $82.93 $10.8K - $11.9K
12.7K $959K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-984
- 9.89%
$57.53 - $60.83 $56.6K - $59.9K
8.96K $515K
SPG
Simon Property Group Inc

Real Estate
-466
- 25.79%
$167.23 - $183.84 $77.9K - $85.7K
1.34K $230K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
-337
- 2.57%
$25.25 - $29.84 $8.51K - $10.1K
12.8K $323K
ZTS
Zoetis Inc.

Healthcare
-12
- 0.63%
$162.24 - $194.42 $1.95K - $2.33K
1.88K $306K
ECC
Eagle Point Credit CO Inc.

Financial Services
-870
- 1.59%
$8.7 - $9.98 $7.57K - $8.68K
53.7K $476K
VNQ
Vanguard Specialized Funds Van

ETFs
-181
- 3.39%
$87.85 - $98.6 $15.9K - $17.8K
5.15K $458K
SBUX
Starbucks Corp

Consumer Cyclical
-99
- 1.23%
$87.44 - $102.5 $8.66K - $10.1K
7.93K $722K
DFIV
Dimensional ETF Tr

ETFs
-816
- 7.24%
$34.86 - $37.97 $28.4K - $31K
10.5K $370K
NKE
Nike, Inc.

Consumer Cyclical
-213
- 6.55%
$73.36 - $89.13 $15.6K - $19K
3.04K $230K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-2.3K
- 14.46%
$12.44 - $14.36 $28.5K - $33K
13.6K $170K
CPNG
Coupang, Inc.

Consumer Cyclical
-87
- 0.42%
$21.98 - $26.89 $1.91K - $2.34K
20.6K $453K
Activity Summary
Buys All Purchases 185 New Holdings 38 Increased Positions 147 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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