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Samalin Investment Counsel

Latest statistics and disclosures from Samalin Investment Counsel's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, OUNZ, MSFT, NVDA, and represent 12.03% of Samalin Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: WES, IVV, CHRD, RQI, BNS, IWM, SPY, CHCT, DIA, TCPC.
Started 38 new stock positions in APA, GROW, IEFA, RLTY, DFLV, VOD, CPNQ, CPSD, LXP, BNS.
Reduced shares in these 10 stocks: DFAC, UNH, APP, IIPR, VZ, ONEQ, , EDV, HUM, XLG.
Sold out of its positions in ADC, ARE, AMT, AMAT, APP, CVS, ED, CXW, DAR, DVN.
Samalin Investment Counsel was a net buyer of stock by $5.0M.
Samalin Investment Counsel has $233M in assets under management (AUM), dropping by 1.39%.
Central Index Key (CIK): 0001544366

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Portfolio Holdings for Samalin Investment Counsel

Samalin Investment Counsel holds 293 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.6	$8.5M		34k	250.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$5.7M	+10%	9.6k	586.13	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	2.1	$5.0M	+2%	196k	25.30	View chart
Microsoft Corporation (MSFT)	1.9	$4.5M		11k	421.54	View chart
NVIDIA Corporation (NVDA)	1.9	$4.4M	+2%	33k	134.29	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.7	$4.1M	-15%	118k	34.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.4M		7.6k	453.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.4	$3.3M	+3%	14k	235.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$3.2M	+4%	25k	128.62	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$2.9M	+6%	48k	61.34	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.3	$2.9M	-7%	41k	70.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$2.9M	+6%	32k	88.40	View chart
Tesla Motors (TSLA)	1.2	$2.8M	+11%	7.0k	403.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$2.8M	-10%	5.4k	511.26	View chart
Ishares Tr Tips Bd Etf (TIP)	1.2	$2.7M		26k	106.55	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.2	$2.7M	+4%	55k	50.20	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.2	$2.7M	+3%	56k	47.77	View chart
MPLX Com Unit Rep Ltd (MPLX)	1.1	$2.7M	-2%	56k	47.86	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$2.7M		32k	81.98	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	1.0	$2.4M	+12%	141k	16.63	View chart
Eaton Corp SHS (ETN)	1.0	$2.3M		6.8k	331.90	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.2M	+4%	9.0k	239.73	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.9	$2.1M	+19%	44k	48.16	View chart
Cohen & Steers Quality Income Realty (RQI)	0.9	$2.1M	+40%	171k	12.24	View chart
Eli Lilly & Co. (LLY)	0.9	$2.0M	-7%	2.6k	772.27	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.8	$2.0M		11k	184.89	View chart
Enterprise Products Partners (EPD)	0.8	$2.0M	-14%	62k	31.36	View chart
Meta Platforms Cl A (META)	0.8	$1.9M		3.3k	585.53	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.8	$1.9M		85k	21.90	View chart
Procter & Gamble Company (PG)	0.7	$1.6M		9.2k	167.67	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.7	$1.5M		30k	50.94	View chart
Ares Capital Corporation (ARCC)	0.7	$1.5M	+2%	70k	21.89	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.7	$1.5M		33k	46.88	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$1.5M		36k	41.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.4M		12k	115.22	View chart
Johnson & Johnson (JNJ)	0.6	$1.4M		9.7k	144.62	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.6	$1.4M	-4%	34k	40.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.4M	+110%	2.3k	588.86	View chart
Amazon (AMZN)	0.6	$1.3M	+7%	6.1k	219.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$1.3M		7.4k	175.23	View chart
Apollo Global Mgmt (APO)	0.6	$1.3M	-8%	7.8k	165.18	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$1.2M	-11%	43k	29.20	View chart
Bank of America Corporation (BAC)	0.5	$1.2M		27k	43.95	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.5	$1.2M	+7%	73k	16.05	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.5	$1.2M	+3%	81k	14.37	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$1.2M	+20%	28k	40.92	View chart
Owl Rock Capital Corporation (OBDC)	0.5	$1.2M	+3%	77k	15.12	View chart
Broadcom (AVGO)	0.5	$1.2M		5.0k	231.88	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$1.2M	+60%	2.7k	425.59	View chart
Home Depot (HD)	0.5	$1.1M	+8%	2.9k	389.01	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.5	$1.1M		52k	22.02	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.1M		10k	107.57	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.1M	-4%	26k	41.82	View chart
Royce Value Trust (RVT)	0.5	$1.1M	+2%	69k	15.80	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.5	$1.1M	NEW	28k	38.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.1M	+6%	5.7k	189.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.1M	+113%	4.9k	220.99	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.4	$1.0M	+8%	52k	19.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$1.0M	+48%	11k	92.72	View chart
Opera Sponsored Ads (OPRA)	0.4	$968k	+55%	51k	18.94	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$960k		13k	75.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$946k	+16%	3.9k	242.16	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.4	$941k	+5%	69k	13.59	View chart
Cohen & Steers Total Return Real (RFI)	0.4	$934k	+13%	81k	11.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$933k		15k	62.31	View chart
Oxford Lane Cap Corp (OXLC)	0.4	$930k	+9%	184k	5.07	View chart
Blackrock Tcp Cap Corp (TCPC)	0.4	$922k	+67%	106k	8.71	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$918k	+4%	11k	81.58	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$906k	-4%	5.3k	172.44	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$901k	-28%	3.9k	232.57	View chart
Visa Com Cl A (V)	0.4	$900k		2.8k	316.07	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$889k	-3%	14k	61.53	View chart
Spotify Technology S A SHS (SPOT)	0.4	$887k	-3%	2.0k	447.38	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.4	$874k		25k	35.69	View chart
UnitedHealth (UNH)	0.4	$865k	-45%	1.7k	505.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$857k	+13%	13k	65.08	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.4	$848k	+6%	67k	12.61	View chart
Flex Ord (FLEX)	0.4	$847k	+20%	22k	38.39	View chart
Cohen & Steers REIT/P (RNP)	0.4	$843k	+4%	40k	20.90	View chart
McDonald's Corporation (MCD)	0.4	$838k		2.9k	289.90	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.4	$835k	+4%	106k	7.86	View chart
Amgen (AMGN)	0.4	$826k	-24%	3.2k	260.72	View chart
Omega Healthcare Investors (OHI)	0.4	$817k		22k	37.85	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.3	$813k	+4%	41k	19.94	View chart
Wal-Mart Stores (WMT)	0.3	$795k		8.8k	90.36	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.3	$792k	+6%	42k	18.87	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$791k	+5%	43k	18.34	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.3	$789k	+10%	204k	3.86	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$765k	+2%	1.3k	569.79	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.3	$761k	+11%	69k	11.01	View chart
Altria (MO)	0.3	$746k	+2%	14k	52.29	View chart
Realty Income (O)	0.3	$735k	-12%	14k	53.41	View chart
Starbucks Corporation (SBUX)	0.3	$723k		7.9k	91.26	View chart
Merck & Co (MRK)	0.3	$716k	-24%	7.2k	99.49	View chart
Peak (DOC)	0.3	$711k	-5%	35k	20.27	View chart
Celestica (CLS)	0.3	$707k		7.7k	92.30	View chart
Calamos (CCD)	0.3	$705k		29k	24.31	View chart
Chevron Corporation (CVX)	0.3	$696k		4.8k	144.86	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.3	$692k	+7%	6.5k	105.71	View chart
At&t (T)	0.3	$684k	-4%	30k	22.77	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.3	$676k		97k	6.95	View chart
Pfizer (PFE)	0.3	$674k	+2%	25k	26.53	View chart
Occidental Petroleum Corporation (OXY)	0.3	$674k	+21%	14k	49.41	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.3	$674k	-14%	56k	12.14	View chart
Wp Carey (WPC)	0.3	$670k	-6%	12k	54.48	View chart
Chord Energy Corporation Com New (CHRD)	0.3	$634k	NEW	5.4k	116.94	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.3	$634k	+40%	62k	10.25	View chart
Oaktree Specialty Lending Corp (OCSL)	0.3	$619k	-27%	41k	15.28	View chart
Novo-nordisk A S Adr (NVO)	0.3	$607k	-6%	7.1k	86.03	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.3	$603k		14k	44.28	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.3	$597k	-4%	19k	31.69	View chart
Kkr & Co (KKR)	0.3	$596k	-6%	4.0k	147.93	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.3	$587k	+10%	88k	6.64	View chart
Abbvie (ABBV)	0.3	$585k		3.3k	177.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$584k	-2%	3.0k	195.85	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.2	$581k	-7%	9.6k	60.59	View chart
Bk Nova Cad (BNS)	0.2	$577k	NEW	11k	53.72	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$572k	-46%	7.5k	76.06	View chart
Costco Wholesale Corporation (COST)	0.2	$570k	-2%	622.00	916.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$570k	+6%	3.0k	190.49	View chart
Solar Cap (SLRC)	0.2	$568k	+5%	35k	16.16	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$567k	+6%	62k	9.21	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$565k	+5%	24k	24.04	View chart
Global Ship Lease Com Cl A (GSL)	0.2	$564k	+30%	26k	21.83	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.2	$563k		47k	11.94	View chart
Westlake Chem Partners Com Unit Rp Lp (WLKP)	0.2	$562k	+10%	24k	23.14	View chart
Melco Resorts And Entmnt Adr (MLCO)	0.2	$557k	+11%	96k	5.79	View chart
Starwood Property Trust (STWD)	0.2	$555k	-14%	29k	18.95	View chart
Schlumberger Com Stk (SLB)	0.2	$554k	+10%	15k	38.34	View chart
Boeing Company (BA)	0.2	$541k		3.1k	177.01	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.2	$539k	+6%	32k	16.95	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$539k	-4%	756.00	712.33	View chart
Blackrock Res & Commodities SHS (BCX)	0.2	$538k	+6%	63k	8.54	View chart
Pepsi (PEP)	0.2	$535k	-5%	3.5k	152.08	View chart
Nextera Energy Partners Com Unit Part In (XIFR)	0.2	$533k	+19%	30k	17.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$532k	-9%	10k	52.47	View chart
Metropcs Communications (TMUS)	0.2	$525k	+2%	2.4k	220.78	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.2	$523k		12k	42.00	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.2	$521k	-9%	71k	7.38	View chart
Apollo Commercial Real Est. Finance (ARI)	0.2	$520k	-21%	60k	8.66	View chart
Community Healthcare Tr (CHCT)	0.2	$518k	NEW	27k	19.21	View chart
Nice Sponsored Adr (NICE)	0.2	$517k	+12%	3.0k	169.87	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$516k	-9%	9.0k	57.53	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$509k	+93%	4.3k	117.50	View chart
Halozyme Therapeutics (HALO)	0.2	$507k	+8%	11k	47.81	View chart
Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC)	0.2	$505k	+6%	8.1k	62.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$505k		3.8k	131.32	View chart
Walt Disney Company (DIS)	0.2	$502k	-18%	4.5k	111.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$500k		3.1k	159.54	View chart
National Retail Properties (NNN)	0.2	$496k	+5%	12k	40.85	View chart
Capital Southwest Corporation (CSWC)	0.2	$495k	+10%	23k	21.82	View chart
Goldman Sachs (GS)	0.2	$493k		861.00	572.71	View chart
Orion Office Reit Inc-w/i (ONL)	0.2	$490k	-2%	132k	3.71	View chart
Annaly Capital Management In Com New (NLY)	0.2	$489k	-4%	27k	18.30	View chart
Jackson Financial Com Cl A (JXN)	0.2	$489k		5.6k	87.08	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.2	$489k	+9%	47k	10.35	View chart
Cigna Corp (CI)	0.2	$484k	+2%	1.8k	276.19	View chart
Honeywell International (HON)	0.2	$480k		2.1k	225.95	View chart
Eagle Pt Cr (ECC)	0.2	$477k		54k	8.88	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$475k	-3%	6.5k	72.56	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$475k	-7%	6.4k	74.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$474k		1.3k	351.94	View chart
Morgan Stanley Com New (MS)	0.2	$466k		3.7k	125.72	View chart
Brightspire Capital Com Cl A (BRSP)	0.2	$466k	-4%	83k	5.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$463k	-11%	18k	25.37	View chart
Micron Technology (MU)	0.2	$461k		5.5k	84.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$459k	-3%	5.2k	89.09	View chart
Raymond James Financial (RJF)	0.2	$455k		2.9k	155.36	View chart
Macerich Company (MAC)	0.2	$453k		23k	19.92	View chart
Coupang Cl A (CPNG)	0.2	$453k		21k	21.98	View chart
RadNet (RDNT)	0.2	$450k		6.4k	69.84	View chart
Global Payments (GPN)	0.2	$448k	-3%	4.0k	112.09	View chart
Automatic Data Processing (ADP)	0.2	$445k		1.5k	292.80	View chart
Netflix (NFLX)	0.2	$445k	+2%	498.00	892.62	View chart
Sea Sponsord Ads (SE)	0.2	$443k		4.2k	106.12	View chart
Algonquin Power & Utilities equs (AQN)	0.2	$442k	-4%	99k	4.45	View chart
Equinix (EQIX)	0.2	$440k	-12%	466.00	944.87	View chart
Abbott Laboratories (ABT)	0.2	$438k	+2%	3.9k	113.14	View chart
Nextera Energy (NEE)	0.2	$437k		6.1k	71.70	View chart
Linde SHS (LIN)	0.2	$432k		1.0k	418.94	View chart
Medical Properties Trust (MPW)	0.2	$428k	-27%	108k	3.95	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$427k		4.9k	87.91	View chart
Union Pacific Corporation (UNP)	0.2	$424k		1.9k	228.04	View chart
Bristol Myers Squibb (BMY)	0.2	$420k	-14%	7.4k	56.56	View chart
Ero Copper Corp (ERO)	0.2	$418k	+125%	31k	13.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$413k	+2%	5.5k	75.61	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.2	$406k	+2%	42k	9.62	View chart
Cbre Clarion Global Real Estat re (IGR)	0.2	$402k		84k	4.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$402k	-2%	2.1k	190.94	View chart
S&p Global (SPGI)	0.2	$385k		772.00	498.16	View chart
Highland Opportunities Highland Income (HFRO)	0.2	$382k	-18%	74k	5.19	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$381k		6.4k	59.74	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.2	$374k		6.2k	60.36	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$371k	-7%	11k	35.48	View chart
Citigroup Com New (C)	0.2	$370k		5.3k	70.39	View chart
Ishares Tr Us Consum Discre (IYC)	0.2	$366k	-5%	3.8k	96.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$366k	+46%	678.00	539.17	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.2	$366k		21k	17.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$362k	NEW	5.7k	63.76	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$361k		3.6k	100.13	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$352k	NEW	3.3k	105.53	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.1	$349k		6.3k	55.48	View chart
Ares Coml Real Estate (ACRE)	0.1	$342k	-19%	58k	5.89	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$334k		5.6k	59.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$332k		2.0k	169.31	View chart
Cincinnati Financial Corporation (CINF)	0.1	$332k		2.3k	143.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$330k		3.2k	101.55	View chart
Clorox Company (CLX)	0.1	$329k		2.0k	162.42	View chart
Morgan Stanley India Investment Fund (IIF)	0.1	$323k	-2%	13k	25.27	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$322k	+4%	33k	9.81	View chart
Expedia Group Com New (EXPE)	0.1	$321k	NEW	1.7k	186.41	View chart
Workday Cl A (WDAY)	0.1	$320k	NEW	1.2k	258.03	View chart
Agilent Technologies Inc C ommon (A)	0.1	$317k		2.4k	134.39	View chart
Wells Fargo & Company (WFC)	0.1	$316k	+2%	4.5k	70.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$314k	NEW	4.5k	70.28	View chart
CMS Energy Corporation (CMS)	0.1	$313k		4.7k	66.65	View chart
Apa Corporation (APA)	0.1	$307k	NEW	13k	23.09	View chart
Zoetis Cl A (ZTS)	0.1	$306k		1.9k	162.98	View chart
Anthem (ELV)	0.1	$306k	-5%	829.00	369.18	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$305k	+15%	1.5k	210.55	View chart
Parker-Hannifin Corporation (PH)	0.1	$303k		476.00	636.20	View chart
American Express Company (AXP)	0.1	$303k	+33%	1.0k	296.99	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$299k	-9%	8.8k	34.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$299k		5.3k	56.38	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$295k	-2%	17k	17.08	View chart
General Dynamics Corporation (GD)	0.1	$290k		1.1k	263.54	View chart
Icici Bank Adr (IBN)	0.1	$288k	+2%	9.6k	29.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$288k	NEW	5.4k	53.06	View chart
Civitas Resources Com New (CIVI)	0.1	$284k	-26%	6.2k	45.88	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$281k		2.1k	133.56	View chart
Intuit (INTU)	0.1	$278k	-12%	442.00	628.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$273k	+202%	10k	27.32	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$273k	NEW	9.1k	30.03	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$273k		2.1k	132.25	View chart
Ing Groep Sponsored Adr (ING)	0.1	$270k		17k	15.67	View chart
Calamos Etf Tr S&p 500 Structu (CPSD)	0.1	$270k	NEW	11k	24.18	View chart
Calamos Etf Tr Nasdaq 100 Stru (CPNQ)	0.1	$270k	NEW	11k	24.63	View chart
Broadridge Financial Solutions (BR)	0.1	$269k		1.2k	226.17	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$268k		10k	26.15	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$266k	NEW	7.9k	33.79	View chart
Cameco Corporation (CCJ)	0.1	$263k	+3%	5.1k	51.40	View chart
Etf Ser Solutions Hoya Cap Housi (HOMZ)	0.1	$250k	NEW	5.5k	45.31	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$249k	+6%	4.3k	58.15	View chart
Sabra Health Care REIT (SBRA)	0.1	$247k	+11%	14k	17.32	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$246k	+7%	4.1k	60.76	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$244k		961.00	253.92	View chart
Northrop Grumman Corporation (NOC)	0.1	$244k		519.00	470.02	View chart
Tidal Tr Ii Ireit Marketvect (IRET)	0.1	$238k	NEW	12k	20.10	View chart
Simon Property (SPG)	0.1	$231k	-25%	1.3k	172.34	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$230k	-61%	4.6k	49.97	View chart
Nike CL B (NKE)	0.1	$230k	-6%	3.0k	75.67	View chart
Cisco Systems (CSCO)	0.1	$229k		3.9k	59.21	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.1	$229k	NEW	11k	20.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$225k		1.6k	137.64	View chart
Vici Pptys (VICI)	0.1	$223k	-30%	7.6k	29.21	View chart
Las Vegas Sands (LVS)	0.1	$223k	+6%	4.3k	51.36	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$213k	NEW	8.0k	26.57	View chart
Lexington Realty Trust (LXP)	0.1	$212k	NEW	26k	8.12	View chart
Southern Company (SO)	0.1	$211k		2.6k	82.34	View chart
Nkarta (NKTX)	0.1	$211k	NEW	85k	2.49	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$209k	NEW	9.3k	22.51	View chart
Verizon Communications (VZ)	0.1	$205k	-70%	5.1k	39.99	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$204k	+2%	6.5k	31.44	View chart
Booking Holdings (BKNG)	0.1	$202k	NEW	40.00	5051.77	View chart
Pioneer Municipal High Income Advantage (MAV)	0.1	$201k		24k	8.43	View chart
Cohen & Steers Real Estate O Shs Benfin Int (RLTY)	0.1	$196k	NEW	13k	14.78	View chart
Rithm Capital Corp Com New (RITM)	0.1	$190k	+18%	18k	10.83	View chart
New Fortress Energy Com Cl A (NFE)	0.1	$188k	NEW	12k	15.12	View chart
Host Hotels & Resorts (HST)	0.1	$187k	NEW	11k	17.52	View chart
Etfis Ser Tr I Infracp Reit Pfd (PFFR)	0.1	$186k	NEW	10k	18.50	View chart
Blackrock Innovation And Grw Shs Ben Int (BTX)	0.1	$185k	+113%	25k	7.44	View chart
Flagstar Financial Com New (FLG)	0.1	$183k	+24%	20k	9.33	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$183k	+9%	14k	12.86	View chart
Hafnia SHS (HAFN)	0.1	$181k	NEW	32k	5.57	View chart
PennyMac Mortgage Investment Trust (PMT)	0.1	$171k	-14%	14k	12.59	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$164k	+2%	12k	14.13	View chart
Park Hotels & Resorts Inc-wi (PK)	0.1	$147k	NEW	11k	14.07	View chart
Etf Ser Solutions Hoya Capt Hi Div (RIET)	0.1	$127k	NEW	13k	10.09	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$126k	+3%	14k	8.92	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$125k	+3%	10k	12.10	View chart
Agilon Health (AGL)	0.0	$115k	+378%	61k	1.90	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$109k	NEW	13k	8.49	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.0	$93k	NEW	18k	5.29	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$87k	+4%	46k	1.91	View chart
Banco Santander Adr (SAN)	0.0	$80k		18k	4.56	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$76k	NEW	19k	3.93	View chart
Prospect Capital Corporation (PSEC)	0.0	$63k	NEW	15k	4.31	View chart
Precision Biosciences Com New (DTIL)	0.0	$59k	NEW	16k	3.81	View chart
Allianzgi Conv & Income Fd Ii (NCZ)	0.0	$56k	+2%	18k	3.13	View chart
U S Global Invs Cl A (GROW)	0.0	$41k	NEW	17k	2.44	View chart
New Gold Inc Cda (NGD)	0.0	$32k	NEW	13k	2.48	View chart
Emeren Group Sponsored Ads (SOL)	0.0	$22k		11k	2.03	View chart
Creative Media & Cmnty Tr Com New	0.0	$3.4k	NEW	15k	0.23	View chart

Past Filings by Samalin Investment Counsel

SEC 13F filings are viewable for Samalin Investment Counsel going back to 2019

Samalin Investment Counsel 2024 Q4 filed Feb. 11, 2025
Samalin Investment Counsel 2024 Q3 filed Nov. 13, 2024
Samalin Investment Counsel 2024 Q2 filed Aug. 13, 2024
Samalin Investment Counsel 2024 Q1 filed May 13, 2024
Samalin Investment Counsel 2023 Q3 filed Nov. 13, 2023
Samalin Investment Counsel 2023 Q2 filed Aug. 3, 2023
Samalin Investment Counsel 2023 Q1 filed May 9, 2023
Samalin Investment Counsel 2022 Q4 filed Feb. 10, 2023
Samalin Investment Counsel 2022 Q3 filed Nov. 10, 2022
Samalin Investment Counsel 2022 Q1 restated filed Oct. 14, 2022
Samalin Investment Counsel 2021 Q4 restated filed Oct. 14, 2022
Samalin Investment Counsel 2021 Q3 restated filed Oct. 14, 2022
Samalin Investment Counsel 2021 Q2 restated filed Oct. 14, 2022
Samalin Investment Counsel 2020 Q4 restated filed Oct. 14, 2022
Samalin Investment Counsel 2020 Q3 restated filed Oct. 14, 2022
Samalin Investment Counsel 2022 Q2 filed Aug. 15, 2022

View all past filings

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