Samalin Investment Counsel, LLC Incresed Positions in Q4 2024

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
737
+ 11.83%
$213.65 - $479.86 $157K - $354K
6.97K $2.81M
IVV
Ishares Core S&P 500 ETF

ETFs
1.2K
+ 110.37%
$570.51 - $610.59 $686K - $735K
2.29K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
902
+ 10.32%
$567.81 - $607.81 $512K - $548K
9.64K $5.65M
AAPL
Apple Inc.

Technology
168
+ 0.5%
$221.69 - $259.02 $37.2K - $43.5K
33.8K $8.47M
IWM
Ishares Russell 2000 ETF

ETFs
2.6K
+ 113.1%
$216.13 - $242.4 $562K - $630K
4.9K $1.08M
NVDA
Nvidia Corp

Technology
908
+ 2.85%
$117.0 - $148.88 $106K - $135K
32.8K $4.4M
OPRA
Opera LTD

Communication Services
18.3K
+ 55.61%
$14.49 - $20.22 $265K - $369K
51.1K $967K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.02K
+ 60.07%
$417.69 - $450.94 $425K - $459K
2.71K $1.15M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
42.8K
+ 67.98%
$7.8 - $9.54 $334K - $409K
106K $921K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.06K
+ 19.28%
$46.48 - $51.32 $328K - $362K
43.7K $2.1M
JPM
Jpmorgan Chase & CO

Financial Services
366
+ 4.22%
$205.18 - $250.29 $75.1K - $91.6K
9.03K $2.16M
AVGO
Broadcom Inc.

Technology
50
+ 1.01%
$159.67 - $250.0 $7.98K - $12.5K
4.98K $1.16M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.52K
+ 48.07%
N/A
10.8K $929K
IWY
Ishares Tr Russell 200 Growth

ETFs
405
+ 3.0%
$216.72 - $244.71 $87.8K - $99.1K
13.9K $3.27M
AMZN
Amazon Com Inc

Consumer Cyclical
449
+ 7.9%
$180.88 - $232.93 $81.2K - $105K
6.13K $1.34M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.3K
+ 12.16%
$15.9 - $17.05 $244K - $261K
141K $2.35M
ET
Energy Transfer LP

Energy
4.1K
+ 8.58%
$16.05 - $19.86 $65.7K - $81.3K
51.8K $1.02M
VT
Vanguard Total World Stk Index

ETFs
2.1K
+ 93.74%
$117.09 - $123.07 $246K - $258K
4.33K $509K
FLEX
Flex Ltd.

Technology
3.8K
+ 20.82%
$32.52 - $41.3 $124K - $157K
22.1K $846K
ITOT
Ishares Core S&P Total U.S. St

ETFs
968
+ 4.03%
$124.26 - $134.12 $120K - $130K
25K $3.22M
GOOGL
Alphabet Inc.

Communication Services
332
+ 6.16%
$161.86 - $196.66 $53.7K - $65.3K
5.72K $1.08M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.84K
+ 20.67%
$40.38 - $44.35 $196K - $215K
28.3K $1.16M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.94K
+ 6.38%
$87.25 - $95.52 $169K - $185K
32.3K $2.86M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
167
+ 1.59%
$170.03 - $192.78 $28.4K - $32.2K
10.7K $1.97M
GLD
Spdr Gold Trust

ETFs
549
+ 16.36%
$236.59 - $257.5 $130K - $141K
3.91K $945K
OUNZ
Van Eck Merk Gold Trust

ETFs
5.66K
+ 2.97%
$24.72 - $26.9 $140K - $152K
196K $4.97M
DGRO
Ishares Core Dividend Growth E

ETFs
3.06K
+ 6.79%
$60.73 - $64.94 $186K - $198K
48K $2.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
214
+ 46.12%
$521.84 - $558.82 $112K - $120K
678 $365K
V
Visa Inc.

Financial Services
1
+ 0.04%
$273.87 - $320.91 $274 - $321
2.85K $899K
BAC
Bank Of America Corp

Financial Services
16
+ 0.06%
$39.22 - $47.77 $628 - $764
27.3K $1.2M
ERO
Ero Copper Corp.

Basic Materials
17.3K
+ 125.38%
$12.81 - $22.5 $221K - $388K
31K $418K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.54K
+ 13.25%
$63.58 - $71.15 $98K - $110K
13.2K $857K
GOOG
Alphabet Inc.

Communication Services
188
+ 6.7%
$163.08 - $198.16 $30.7K - $37.3K
2.99K $569K
ARCC
Ares Capital Corp

Financial Services
1.6K
+ 2.35%
$20.74 - $22.27 $33.1K - $35.6K
69.7K $1.53M
USTB
Victory Portfolios Ii Victorys

ETFs
2.59K
+ 4.98%
$50.06 - $50.85 $129K - $131K
54.5K $2.74M
NFLX
Netflix Inc

Communication Services
11
+ 2.26%
$687.65 - $936.56 $7.56K - $10.3K
498 $443K
BIGZ
Black Rock Innovation & Growth Trust
13.2K
+ 113.97%
$7.43 - $8.08 $98.2K - $107K
24.8K $185K
OXY
Occidental Petroleum Corp

Energy
2.44K
+ 21.82%
$45.36 - $55.91 $111K - $137K
13.6K $674K
RJF
Raymond James Financial Inc

Financial Services
2
+ 0.07%
$123.0 - $170.1 $246 - $340
2.93K $454K
AXP
American Express CO

Financial Services
257
+ 33.73%
$267.35 - $305.57 $68.7K - $78.5K
1.02K $302K
MS
Morgan Stanley

Financial Services
7
+ 0.19%
$104.42 - $134.99 $731 - $945
3.71K $466K
WLKP
Westlake Chemical Partners LP

Basic Materials
2.33K
+ 10.6%
$22.29 - $24.1 $51.9K - $56.1K
24.3K $562K
SLRC
Slr Investment Corp.

Financial Services
1.97K
+ 5.95%
$14.9 - $16.86 $29.4K - $33.3K
35.1K $567K
WFC
Wells Fargo & Company

Financial Services
109
+ 2.48%
$54.98 - $77.35 $5.99K - $8.43K
4.5K $315K
AGL
Agilon Health, Inc.

Healthcare
47.9K
+ 378.24%
$1.57 - $3.67 $75.2K - $176K
60.5K $115K
OXLC
Oxford Lane Capital Corp.

Financial Services
16.2K
+ 9.67%
$5.05 - $5.45 $81.7K - $88.2K
184K $930K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
191
+ 15.17%
$198.04 - $221.51 $37.8K - $42.3K
1.45K $305K
NICE
Nice Ltd.

Technology
345
+ 12.78%
$164.71 - $199.17 $56.8K - $68.7K
3.05K $517K
HD
Home Depot, Inc.

Consumer Cyclical
229
+ 8.51%
$385.02 - $431.37 $88.2K - $98.8K
2.92K $1.14M
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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