Samalin Investment Counsel, LLC Purchases in Q3 2025

Samalin Investment Counsel, LLC

  • $274 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
43.8K
+ 156.91%
$44.92 - $52.42 $1.97M - $2.29M
71.6K $3.7M
OUNZ
Van Eck Merk Gold Trust

ETFs
22.1K
+ 13.04%
$31.49 - $37.19 $696K - $822K
192K $7.12M
NVDA
Nvidia Corp

Technology
3.19K
+ 10.25%
$153.3 - $186.58 $489K - $595K
34.3K $6.4M
JBLU
Jetblue Airways Corp

Industrials
229K
New
$4.23 - $5.49 $970K - $1.26M
229K $1.13M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
58.7K
New
$13.38 - $14.14 $786K - $831K
58.7K $830K
TSLA
Tesla, Inc.

Consumer Cyclical
26
+ 0.44%
$293.94 - $444.72 $7.64K - $11.6K
5.92K $2.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
850
+ 18.91%
$546.99 - $602.2 $465K - $512K
5.35K $3.21M
UNH
Unitedhealth Group Inc

Healthcare
1.54K
+ 37.59%
$237.77 - $353.61 $365K - $543K
5.62K $1.94M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.14K
+ 91.03%
$435.72 - $463.74 $495K - $527K
2.39K $1.11M
GLD
Spdr Gold Trust

ETFs
64
+ 0.61%
$300.96 - $355.47 $19.3K - $22.8K
10.5K $3.75M
VNQ
Vanguard Specialized Funds Van

ETFs
4.56K
+ 33.06%
$88.47 - $93.24 $403K - $425K
18.3K $1.68M
GOOGL
Alphabet Inc.

Communication Services
152
+ 2.53%
$174.36 - $254.72 $26.5K - $38.7K
6.17K $1.5M
DGRO
Ishares Core Dividend Growth E

ETFs
2.5K
+ 3.96%
$64.12 - $68.08 $160K - $170K
65.7K $4.47M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.29K
+ 5.25%
$92.26 - $97.51 $212K - $224K
46K $4.44M
META
Meta Platforms, Inc.

Communication Services
528
+ 16.42%
$695.21 - $791.73 $367K - $418K
3.74K $2.75M
ITOT
Ishares Core S&P Total U.S. St

ETFs
20
+ 0.06%
$135.0 - $146.02 $2.7K - $2.92K
32.6K $4.75M
HQH
Tekla Healthcare Investors

Financial Services
4.44K
+ 5.05%
$15.58 - $18.46 $69.1K - $81.9K
92.3K $1.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.7K
+ 10.64%
$109.11 - $111.88 $295K - $302K
28.1K $3.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.21K
+ 7.0%
$108.46 - $120.63 $132K - $146K
18.6K $2.21M
USTB
Victory Portfolios Ii Victorys

ETFs
5.62K
+ 11.06%
$50.54 - $51.1 $284K - $287K
56.4K $2.88M
MSFT
Microsoft Corp

Technology
100
+ 0.87%
$491.09 - $535.64 $49.1K - $53.6K
11.6K $6.02M
MPW
Medical Properties Trust Inc

Real Estate
35.7K
+ 27.76%
$3.98 - $5.13 $142K - $183K
164K $832K
THW
Tekla World Healthcare Fund

Financial Services
4.66K
+ 5.49%
$10.16 - $12.6 $47.4K - $58.8K
89.6K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 0.22%
$282.78 - $316.06 $5.66K - $6.32K
9.21K $2.91M
ORCL
Oracle Corp

Technology
149
+ 4.7%
$218.96 - $328.33 $32.6K - $48.9K
3.32K $932K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.22K
New
$89.32 - $107.82 $198K - $239K
2.22K $239K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.45K
New
$47.38 - $57.71 $211K - $257K
4.45K $239K
HL
Hecla Mining CO

Basic Materials
19.5K
New
$5.59 - $12.1 $109K - $236K
19.5K $236K
APH
Amphenol Corp

Technology
1.84K
New
$97.39 - $125.4 $179K - $231K
1.84K $228K
WELL
Welltower Inc.

Real Estate
1.24K
New
$150.71 - $178.14 $187K - $221K
1.24K $220K
CSR
Centerspace

Real Estate
3.72K
New
$53.18 - $61.09 $198K - $227K
3.72K $219K
EPD
Enterprise Products Partners L.P.

Energy
6.4K
+ 9.51%
$30.74 - $32.14 $197K - $206K
73.7K $2.3M
WES
Western Midstream Partners, LP

Energy
5K
+ 16.14%
$37.5 - $41.18 $188K - $206K
36K $1.41M
NSC
Norfolk Southern Corp

Industrials
709
New
$259.49 - $300.41 $184K - $213K
709 $212K
EXPE
Expedia Group, Inc.

Consumer Cyclical
989
New
$171.01 - $228.24 $169K - $226K
989 $211K
IWB
Ishares Tr Russell 1000 ETF

ETFs
575
New
$339.37 - $366.46 $195K - $211K
575 $210K
WU
Western Union CO

Financial Services
26K
New
$7.88 - $8.84 $205K - $230K
26K $207K
HST
Host Hotels & Resorts, Inc.

Real Estate
12.2K
New
$15.27 - $17.68 $186K - $216K
12.2K $207K
RTX
Raytheon Technologies Corp

Industrials
1.24K
New
$144.19 - $167.33 $178K - $207K
1.24K $206K
CAG
Conagra Brands Inc.

Consumer Defensive
10.9K
New
$18.04 - $21.14 $197K - $231K
10.9K $199K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.36K
+ 7.21%
$82.38 - $83.0 $195K - $196K
35.1K $2.91M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.82K
+ 6.92%
$48.31 - $48.93 $185K - $187K
59.1K $2.88M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.36K
+ 47.3%
$48.34 - $67.22 $307K - $427K
19.8K $970K
HFRO
Highland Income Fund\Ma

Financial Services
13.9K
+ 15.31%
$5.03 - $6.83 $69.7K - $94.7K
104K $662K
INN
Summit Hotel Properties, Inc.

Real Estate
35K
New
$5.03 - $5.98 $176K - $209K
35K $191K
TGB
Taseko Mines LTD

Basic Materials
45K
New
$3.05 - $4.23 $137K - $190K
45K $190K
JFR
Nuveen Floating Rate Income Fund

Financial Services
22.3K
New
$8.07 - $8.58 $180K - $191K
22.3K $182K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
13.9K
New
$11.84 - $13.45 $164K - $186K
13.9K $175K
SAN
Banco Santander, S.A.

Financial Services
16.5K
New
$8.27 - $10.48 $136K - $173K
16.5K $172K
Activity Summary
Buys All Purchases 224 New Holdings 43 Increased Positions 181 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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