Samalin Investment Counsel, LLC Purchases in Q4 2024

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
89
+ 1.22%
$174.22 - $187.62 $15.5K - $16.7K
7.41K $1.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
290
+ 0.9%
$81.68 - $82.93 $23.7K - $24K
32.4K $2.66M
JXN
Jackson Financial Inc.

Financial Services
83
+ 1.5%
$84.91 - $113.74 $7.05K - $9.44K
5.61K $488K
USA
Liberty All Star Equity Fund

Financial Services
41
+ 0.04%
$6.82 - $7.46 $280 - $306
97.3K $676K
CMS
Cms Energy Corp

Utilities
10
+ 0.21%
$65.76 - $71.94 $658 - $719
4.69K $312K
SO
Southern CO

Utilities
6
+ 0.23%
$81.5 - $94.15 $489 - $565
2.57K $211K
CSWC
Capital Southwest Corp

Financial Services
2.23K
+ 10.88%
$20.85 - $25.85 $46.5K - $57.6K
22.7K $495K
XLV
Select Sector Spdr Fund Health

ETFs
5
+ 0.31%
$136.28 - $154.74 $681 - $774
1.64K $225K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
3.78K
+ 6.39%
$8.43 - $9.68 $31.9K - $36.6K
62.9K $537K
BBD
Bank Bradesco

Financial Services
1.88K
+ 4.31%
$1.87 - $2.77 $3.52K - $5.21K
45.5K $86K
EFA
Ishares Tr Msci Eafe ETF

ETFs
118
+ 2.21%
$75.1 - $82.99 $8.86K - $9.79K
5.47K $413K
PDI
Pimco Dynamic Income Fund

Financial Services
2.15K
+ 5.25%
$18.33 - $20.85 $39.4K - $44.9K
43.1K $791K
AGNC
Agnc Investment Corp.

Real Estate
3.55K
+ 6.12%
$9.21 - $10.59 $32.7K - $37.6K
61.6K $567K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.17%
$288.47 - $316.54 $1.44K - $1.58K
2.89K $837K
PG
Procter & Gamble CO

Consumer Defensive
54
+ 0.59%
$161.05 - $179.7 $8.7K - $9.7K
9.25K $1.55M
PFE
Pfizer Inc

Healthcare
605
+ 2.44%
$24.8 - $30.19 $15K - $18.3K
25.4K $674K
MSFT
Microsoft Corp

Technology
115
+ 1.08%
$406.35 - $454.46 $46.7K - $52.3K
10.8K $4.54M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
387
+ 1.1%
$41.17 - $43.34 $15.9K - $16.8K
35.5K $1.47M
OHI
Omega Healthcare Investors Inc

Real Estate
314
+ 1.48%
$37.51 - $42.56 $11.8K - $13.4K
21.6K $816K
HALO
Halozyme Therapeutics, Inc.

Healthcare
860
+ 8.82%
$42.57 - $61.09 $36.6K - $52.5K
10.6K $507K
PFFA
Etfis Ser Tr I

ETFs
1.11K
+ 1.33%
$21.82 - $23.21 $24.3K - $25.8K
84.8K $1.86M
NNN
National Retail Properties, Inc.

Real Estate
630
+ 5.47%
$39.77 - $49.34 $25.1K - $31.1K
12.1K $496K
EPR
Epr Properties

Real Estate
58
+ 0.43%
$43.17 - $49.39 $2.5K - $2.86K
13.6K $602K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
20K
+ 10.85%
$3.8 - $4.57 $76K - $91.4K
204K $788K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.15%
$164.99 - $203.87 $825 - $1.02K
3.29K $585K
THW
Tekla World Healthcare Fund

Financial Services
6.86K
+ 11.02%
$10.96 - $13.33 $75.2K - $91.4K
69.1K $760K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1.76K
+ 4.56%
$20.68 - $23.73 $36.4K - $41.8K
40.3K $843K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
2.74K
+ 6.99%
$18.42 - $22.58 $50.5K - $61.9K
42K $792K
NEE
Nextera Energy Inc

Utilities
24
+ 0.4%
$69.77 - $85.43 $1.67K - $2.05K
6.1K $437K
HQH
Tekla Healthcare Investors

Financial Services
4.88K
+ 7.17%
$16.03 - $18.73 $78.1K - $91.3K
72.8K $1.17M
CI
Cigna Corp

Healthcare
47
+ 2.75%
$265.59 - $358.58 $12.5K - $16.9K
1.75K $484K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
10K
+ 11.59%
$5.6 - $8.48 $56K - $84.8K
96.3K $557K
IGR
Cbre Global Real Estate Income Fund

Financial Services
466
+ 0.56%
$4.81 - $6.44 $2.24K - $3K
83.6K $402K
NEP
Nextera Energy Partners, LP

Utilities
4.8K
+ 19.08%
$15.87 - $26.96 $76.2K - $129K
30K $533K
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
Track This Portfolio

Track Samalin Investment Counsel, LLC Portfolio

Follow Samalin Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Samalin Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Samalin Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email