Samalin Investment Counsel, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $222 Million distributed in 285 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.84M, Spdr S&P 500 ETF Trust with a value of $5.02M, Van Eck Merk Gold Trust with a value of $4.84M, Dimensional ETF Tr U S Core Eq with a value of $4.77M, and Microsoft Corp with a value of $4.58M.
Examining the 13F form we can see an increase of $15M in the current position value, from $207M to 222M.
Samalin Investment Counsel, LLC is based out at Chappaqua, NY
Below you can find more details about Samalin Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
ETFs: $85.4 Million
Financial Services: $42.5 Million
Technology: $21.1 Million
Healthcare: $16.4 Million
Real Estate: $15 Million
Energy: $10.1 Million
Consumer Cyclical: $7.52 Million
Communication Services: $7.34 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
