Samalin Investment Counsel, LLC Incresed Positions 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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.14%
$617.65 - $666.84 $8.03K - $8.67K
9.19K $6.12M
VNQ
Vanguard Specialized Funds Van

ETFs
4.56K
+ 33.06%
$88.47 - $93.24 $403K - $425K
18.3K $1.68M
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
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
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
ABBV
Abb Vie Inc.

Healthcare
64
+ 1.92%
$184.85 - $231.54 $11.8K - $14.8K
3.39K $784K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 0.29%
$459.11 - $506.91 $11.9K - $13.2K
9.1K $4.57M
WPC
W. P. Carey Inc.

Real Estate
1.33K
+ 9.22%
$61.29 - $68.7 $81.2K - $91K
15.7K $1.06M
ETN
Eaton Corp PLC

Industrials
92
+ 1.23%
$342.99 - $392.76 $31.6K - $36.1K
7.57K $2.83M
ERO
Ero Copper Corp.

Basic Materials
1.92K
+ 5.3%
$12.98 - $20.23 $24.9K - $38.8K
38.1K $770K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
39.8K
+ 15.59%
$3.79 - $4.06 $151K - $161K
295K $1.17M
XLK
Technology Sector Spdr

ETFs
102
+ 2.31%
$250.97 - $282.66 $25.6K - $28.8K
4.52K $1.28M
MPLX
Mplx LP

Energy
4.68K
+ 8.96%
$49.42 - $52.71 $231K - $247K
56.9K $2.84M
OPRA
Opera LTD

Communication Services
532
+ 0.67%
$15.4 - $20.64 $8.19K - $11K
79.9K $1.65M
PFFA
Etfis Ser Tr I

ETFs
2.85K
+ 3.03%
$20.94 - $22.43 $59.7K - $63.9K
96.9K $2.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.01K
+ 2.76%
$41.91 - $44.87 $42.3K - $45.3K
37.6K $1.68M
LXP
Lxp Industrial Trust

Real Estate
8.91K
+ 12.33%
$7.75 - $9.34 $69K - $83.2K
81.1K $727K
PCF
High Income Securities Fund

Financial Services
20.4K
+ 28.54%
$6.31 - $6.49 $129K - $133K
92K $584K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$620.67 - $670.08 $621 - $670
2.61K $1.75M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.29%
$357.4 - $423.42 $3.22K - $3.81K
3.12K $1.26M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
4.43K
+ 12.51%
$20.12 - $21.74 $89.2K - $96.4K
39.9K $838K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
10K
+ 20.56%
$15.26 - $18.63 $153K - $187K
58.9K $1.02M
BX
Blackstone Inc.

Financial Services
46
+ 0.9%
$152.77 - $188.68 $7.03K - $8.68K
5.15K $879K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.03K
+ 2.86%
$81.76 - $86.36 $84K - $88.7K
37K $3.14M
NVO
Novo Nordisk A S

Healthcare
3.73K
+ 53.42%
$45.38 - $71.7 $169K - $267K
10.7K $594K
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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