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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, MSFT, DFAC, OUNZ, SPY, and represent 12.20% of Samalin Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: USTB, DFCF, XLG, ITOT, DFAC, MOAT, IWY, DGRO, SHY, FVAL.
Started 10 new stock positions in USTB, IBN, WLKP, CSWC, UTG, ISUN, HR, JBLU, IVV, DMLP.
Reduced shares in these 10 stocks: TIP, SPY, Textainer Group Holdings, ISTB, EFAV, IJH, DIA, TLT, QQQ, EEM.
Sold out of its positions in APAM, BHP, BA, CCO, DFAX, DG, IEP, EEMS, TLT, SCZ.
Samalin Investment Counsel was a net seller of stock by $-4.2M.
Samalin Investment Counsel has $174M in assets under management (AUM), dropping by -5.88%.
Central Index Key (CIK): 0001544366

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Portfolio Holdings for Samalin Investment Counsel

Samalin Investment Counsel holds 256 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.3	$7.4M	+3%	43k	171.21	View chart
Microsoft Corporation (MSFT)	2.0	$3.6M	+5%	11k	315.74	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.0	$3.5M	+20%	132k	26.20	View chart
Vaneck Merk Gold Tr Gold Trust (OUNZ)	2.0	$3.4M		191k	17.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$3.4M	-29%	7.9k	427.49	View chart
Ishares Tr Tips Bd Etf (TIP)	1.7	$3.0M	-35%	29k	103.72	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.6	$2.7M	-23%	41k	65.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$2.5M		7.3k	350.28	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.4	$2.4M	-27%	52k	46.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$2.3M	-18%	6.4k	358.25	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.3	$2.3M	NEW	47k	48.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.3	$2.3M	+27%	15k	153.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$2.3M	+35%	24k	94.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$2.2M	+23%	28k	80.97	View chart
Ishares Tr Core Div Grwth (DGRO)	1.2	$2.1M	+29%	42k	49.53	View chart
MPLX Com Unit Rep Ltd (MPLX)	1.2	$2.1M	+3%	58k	35.57	View chart
Enterprise Products Partners (EPD)	1.2	$2.1M	+5%	75k	27.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.1	$2.0M	+14%	28k	69.25	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$1.8M	+4%	40k	46.38	View chart
Johnson & Johnson (JNJ)	1.0	$1.8M		12k	155.75	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.0	$1.8M	-18%	45k	39.77	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.0	$1.7M	+79%	43k	40.37	View chart
Tesla Motors (TSLA)	1.0	$1.7M	-3%	6.9k	250.22	View chart
Eli Lilly & Co. (LLY)	1.0	$1.7M	-7%	3.2k	537.17	View chart
Procter & Gamble Company (PG)	0.9	$1.7M		11k	145.86	View chart
UnitedHealth (UNH)	0.9	$1.5M		3.1k	504.26	View chart
NVIDIA Corporation (NVDA)	0.9	$1.5M	-2%	3.4k	435.04	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.8	$1.5M	-19%	83k	17.76	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.8	$1.4M	-11%	134k	10.54	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.4M	-5%	9.7k	145.03	View chart
Eaton Corp SHS (ETN)	0.8	$1.4M		6.5k	213.29	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.7	$1.2M	+15%	63k	19.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$1.2M	-29%	32k	37.95	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.7	$1.2M	-20%	28k	42.20	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.7	$1.2M	-5%	75k	15.45	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.2M	+31%	9.8k	117.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.1M	-18%	43k	26.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.1M	+11%	12k	94.33	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.6	$1.1M	-5%	98k	11.16	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.6	$1.1M	+15%	67k	16.03	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$1.1M	+89%	14k	75.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.1M	-41%	4.3k	249.38	View chart
Ares Capital Corporation (ARCC)	0.6	$1.0M	+6%	53k	19.47	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.6	$1.0M	+69%	21k	47.85	View chart
Horizon Therapeutics Pub L SHS	0.6	$1.0M		8.7k	115.69	View chart
Chevron Corporation (CVX)	0.6	$986k	+2%	5.8k	168.63	View chart
Oaktree Specialty Lending Corp (OCSL)	0.6	$976k		49k	20.12	View chart
Altria (MO)	0.6	$965k	+5%	23k	42.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$931k	+3%	6.6k	141.68	View chart
Cohen & Steers Quality Income Realty (RQI)	0.5	$931k	+14%	92k	10.12	View chart
Pioneer Natural Resources (PXD)	0.5	$888k	+7%	3.9k	229.58	View chart
Textainer Group Holdings SHS	0.5	$855k	-54%	23k	37.25	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$841k	+4%	16k	51.99	View chart
Home Depot (HD)	0.5	$836k	-2%	2.8k	302.18	View chart
Visa Com Cl A (V)	0.5	$833k	-2%	3.6k	230.03	View chart
Cohen & Steers Total Return Real (RFI)	0.5	$830k	-23%	79k	10.48	View chart
Apollo Global Mgmt (APO)	0.5	$825k	-5%	9.2k	89.76	View chart
Cbre Clarion Global Real Estat re (IGR)	0.5	$819k	-10%	182k	4.50	View chart
Abbvie (ABBV)	0.5	$812k		5.4k	149.06	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$809k	+1448%	24k	33.96	View chart
Bank of America Corporation (BAC)	0.5	$801k	+2%	29k	27.38	View chart
Owl Rock Capital Corporation (OBDC)	0.5	$791k	+15%	57k	13.85	View chart
Walt Disney Company (DIS)	0.4	$781k	+6%	9.6k	81.05	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$781k		6.4k	122.93	View chart
Starwood Property Trust (STWD)	0.4	$774k		40k	19.35	View chart
Schlumberger Com Stk (SLB)	0.4	$768k		13k	58.30	View chart
Meta Platforms Cl A (META)	0.4	$756k	-6%	2.5k	300.20	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$745k	-25%	13k	58.93	View chart
Novo-nordisk A S Adr (NVO)	0.4	$738k	+97%	8.1k	90.94	View chart
McDonald's Corporation (MCD)	0.4	$736k		2.8k	263.42	View chart
Nike CL B (NKE)	0.4	$729k		7.6k	95.62	View chart
Amazon (AMZN)	0.4	$720k		5.7k	127.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$718k	+14%	21k	34.02	View chart
Devon Energy Corporation (DVN)	0.4	$698k		15k	47.70	View chart
Merck & Co (MRK)	0.4	$688k		6.7k	102.95	View chart
Occidental Petroleum Corporation (OXY)	0.4	$685k		11k	64.88	View chart
Tekla Healthcare Invs Sh Ben Int (HQH)	0.4	$679k	+53%	44k	15.55	View chart
Melco Resorts And Entmnt Adr (MLCO)	0.4	$667k	+33%	68k	9.89	View chart
Bristol Myers Squibb (BMY)	0.4	$665k	-22%	12k	58.04	View chart
Royce Value Trust (RVT)	0.4	$642k	+7%	50k	12.87	View chart
Starbucks Corporation (SBUX)	0.4	$637k	-5%	7.0k	91.26	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.4	$636k	-4%	45k	14.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$634k		5.9k	107.14	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.4	$629k	+12%	48k	13.07	View chart
Amgen (AMGN)	0.4	$626k	+7%	2.3k	268.73	View chart
Proshares Tr Shrt Hgh Yield (SJB)	0.4	$619k	+3%	34k	18.45	View chart
Global Ship Lease Com Cl A (GSL)	0.3	$601k		33k	18.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$596k		3.5k	171.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$590k		4.5k	130.85	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$584k		710.00	822.96	View chart
Wp Carey (WPC)	0.3	$581k	+12%	11k	54.08	View chart
Pepsi (PEP)	0.3	$579k	+2%	3.4k	169.45	View chart
Apollo Commercial Real Est. Finance (ARI)	0.3	$575k	+9%	57k	10.13	View chart
Blackrock Kelso Capital	0.3	$567k		153k	3.71	View chart
Omega Healthcare Investors (OHI)	0.3	$546k	-7%	17k	33.16	View chart
Broadridge Financial Solutions (BR)	0.3	$542k	-7%	3.0k	179.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$540k	+14%	10k	52.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$526k	-2%	3.2k	163.91	View chart
Oxford Lane Cap Corp (OXLC)	0.3	$519k	+30%	104k	4.99	View chart
Verizon Communications (VZ)	0.3	$518k	+96%	16k	32.41	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$512k		1.1k	456.65	View chart
Gladstone Commercial Corporation (GOOD)	0.3	$503k	+4%	41k	12.16	View chart
Automatic Data Processing (ADP)	0.3	$500k	-4%	2.1k	240.58	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.3	$495k		10k	48.63	View chart
Linde SHS (LIN)	0.3	$493k		1.3k	372.45	View chart
Wal-Mart Stores (WMT)	0.3	$490k		3.1k	159.96	View chart
Realty Income (O)	0.3	$488k	+37%	9.8k	49.94	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$481k		6.9k	69.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$473k	-2%	8.8k	53.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$471k		3.0k	155.37	View chart
Humana (HUM)	0.3	$471k	+5%	968.00	486.42	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.3	$470k	+40%	40k	11.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$470k	-17%	9.6k	48.93	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.3	$467k	-18%	56k	8.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$464k	-50%	1.7k	266.04	View chart
Anthem (ELV)	0.3	$464k		1.1k	435.36	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.3	$463k	+45%	35k	13.11	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.3	$450k	-21%	18k	25.29	View chart
Abbott Laboratories (ABT)	0.3	$444k	-4%	4.6k	96.84	View chart
Broadcom (AVGO)	0.3	$440k		529.00	831.31	View chart
Cohen & Steers REIT/P (RNP)	0.2	$432k	+50%	25k	17.16	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.2	$432k	+42%	20k	21.75	View chart
Nextera Energy (NEE)	0.2	$428k	-2%	7.5k	57.29	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.2	$424k	+9%	41k	10.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$422k	-15%	5.6k	75.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$421k	-20%	19k	22.57	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.2	$419k	+70%	16k	26.26	View chart
Nuveen Quality Pref. Inc. Fund II	0.2	$416k	+67%	67k	6.17	View chart
Halozyme Therapeutics (HALO)	0.2	$411k	+62%	11k	38.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$409k	-5%	1.3k	307.08	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.2	$406k	+69%	112k	3.64	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.2	$397k	+5%	67k	5.92	View chart
Darling International (DAR)	0.2	$392k	+10%	7.5k	52.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$392k		5.7k	68.42	View chart
CVS Caremark Corporation (CVS)	0.2	$389k	+5%	5.6k	69.82	View chart
Union Pacific Corporation (UNP)	0.2	$389k	-3%	1.9k	203.68	View chart
Tekla Healthcare Opportuniti SHS (THQ)	0.2	$389k	+44%	23k	16.98	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.2	$389k	+58%	23k	16.77	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$388k	+49%	22k	17.28	View chart
Tekla World Healthcare Ben Int Shs (THW)	0.2	$385k	+77%	33k	11.72	View chart
Equinix (EQIX)	0.2	$379k	-3%	522.00	726.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$379k	+4%	3.5k	107.64	View chart
Pfizer (PFE)	0.2	$375k	+8%	11k	33.17	View chart
Cohen & Steers infrastucture Fund (UTF)	0.2	$374k	-45%	19k	19.58	View chart
Medical Properties Trust (MPW)	0.2	$370k	+23%	68k	5.45	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$365k	+2%	12k	29.78	View chart
Kkr & Co (KKR)	0.2	$362k	-4%	5.9k	61.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$361k	-5%	5.2k	68.92	View chart
Intuit (INTU)	0.2	$358k	-11%	701.00	510.79	View chart
Atlanticus Holdings (ATLC)	0.2	$355k	-5%	12k	30.31	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.2	$354k	-12%	12k	28.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$354k		2.7k	131.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$352k	-5%	3.4k	104.92	View chart
At&t (T)	0.2	$350k	+37%	23k	15.02	View chart
Geo Group Inc/the reit (GEO)	0.2	$348k	+2%	43k	8.18	View chart
New York Community Ban (NYCB)	0.2	$346k		31k	11.34	View chart
Agilent Technologies Inc C ommon (A)	0.2	$340k	-5%	3.0k	111.81	View chart
Investment Managers Ser Tr I Axs Tsla Bear Dl (TSLQ)	0.2	$339k	+6%	10k	32.48	View chart
Morgan Stanley Com New (MS)	0.2	$334k	-5%	4.1k	81.66	View chart
Physicians Realty Trust	0.2	$333k	+9%	27k	12.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$333k	-2%	2.2k	153.87	View chart
Corecivic (CXW)	0.2	$333k		30k	11.25	View chart
Northrop Grumman Corporation (NOC)	0.2	$332k	-3%	753.00	440.38	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.2	$331k	-10%	9.0k	36.85	View chart
General Dynamics Corporation (GD)	0.2	$329k		1.5k	220.96	View chart
Cigna Corp (CI)	0.2	$328k	+7%	1.1k	286.15	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$326k	-12%	10k	32.62	View chart
CMS Energy Corporation (CMS)	0.2	$326k	-5%	6.1k	53.11	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$319k	+198%	7.2k	44.17	View chart
Kraneshares Tr Csi Chi Internet (KWEB)	0.2	$317k	-4%	12k	27.37	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$316k		21k	15.32	View chart
Costco Wholesale Corporation (COST)	0.2	$316k		560.00	564.48	View chart
Macerich Company (MAC)	0.2	$305k		28k	10.91	View chart
Innovative Industria A (IIPR)	0.2	$303k		4.0k	75.66	View chart
Honeywell International (HON)	0.2	$293k	-4%	1.6k	184.74	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.2	$293k	-11%	7.0k	41.77	View chart
Goldman Sachs (GS)	0.2	$289k	+3%	894.00	323.56	View chart
Ishares Tr Us Consum Discre (IYC)	0.2	$284k	-4%	4.2k	66.95	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$282k	+6%	30k	9.44	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$280k	+3%	4.6k	60.63	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$280k	-42%	11k	25.40	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.2	$276k	+21%	40k	6.95	View chart
Vici Pptys (VICI)	0.2	$273k	-2%	9.4k	29.10	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$273k	-2%	799.00	341.21	View chart
Xcel Energy (XEL)	0.2	$272k		4.8k	57.22	View chart
Expedia Group Com New (EXPE)	0.2	$272k		2.6k	103.05	View chart
Prologis (PLD)	0.2	$267k	+14%	2.4k	112.22	View chart
Simon Property (SPG)	0.2	$267k		2.5k	108.04	View chart
Highland Opportunities Highland Income (HFRO)	0.2	$265k	+35%	33k	8.04	View chart
Blackrock Res & Commodities SHS (BCX)	0.2	$264k	+31%	29k	9.21	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.2	$263k	+11%	6.3k	41.54	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$261k	+13%	2.1k	122.31	View chart
Raymond James Financial (RJF)	0.1	$260k	-2%	2.6k	100.44	View chart
IDEXX Laboratories (IDXX)	0.1	$257k		588.00	437.27	View chart
Morgan Stanley India Investment Fund (IIF)	0.1	$257k	-4%	12k	22.35	View chart
Nextera Energy Partners Com Unit Part In (NEP)	0.1	$256k	+113%	8.6k	29.70	View chart
Parker-Hannifin Corporation (PH)	0.1	$252k	-6%	646.00	389.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$252k	+19%	1.8k	137.94	View chart
Halliburton Company (HAL)	0.1	$251k		6.2k	40.50	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$251k	+26%	21k	11.98	View chart
Annaly Capital Management In Com New (NLY)	0.1	$251k		13k	18.81	View chart
S&p Global (SPGI)	0.1	$250k	-6%	683.00	365.60	View chart
Capital Southwest Corporation (CSWC)	0.1	$248k	NEW	11k	22.90	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$248k	-7%	11k	22.60	View chart
Nucor Corporation (NUE)	0.1	$246k	-2%	1.6k	156.34	View chart
BlackRock Floating Rate Income Trust (BGT)	0.1	$245k	-21%	20k	12.06	View chart
Cisco Systems (CSCO)	0.1	$243k	+14%	4.5k	53.76	View chart
Ares Coml Real Estate (ACRE)	0.1	$243k	+12%	26k	9.52	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$242k	NEW	9.8k	24.65	View chart
Clorox Company (CLX)	0.1	$241k	-4%	1.8k	131.03	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$240k		5.1k	46.93	View chart
Eagle Pt Cr (ECC)	0.1	$239k	+35%	24k	10.15	View chart
Digital Realty Trust (DLR)	0.1	$238k	+6%	2.0k	121.04	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$237k	-4%	4.8k	49.07	View chart
Cincinnati Financial Corporation (CINF)	0.1	$237k	-19%	2.3k	102.28	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$236k	-73%	705.00	334.75	View chart
Pioneer Municipal High Income Advantage (MAV)	0.1	$234k	-13%	35k	6.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$232k	+18%	3.3k	70.75	View chart
Solar Cap (SLRC)	0.1	$231k	+21%	15k	15.39	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$231k	-20%	7.7k	30.15	View chart
Brightspire Capital Com Cl A (BRSP)	0.1	$230k	+15%	37k	6.26	View chart
American Tower Reit (AMT)	0.1	$230k	+16%	1.4k	164.39	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$228k	-31%	28k	8.21	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$225k	-21%	2.2k	100.91	View chart
Dorchester Minerals Com Unit (DMLP)	0.1	$224k	NEW	7.7k	29.05	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.1	$223k	NEW	15k	15.27	View chart
Ing Groep Sponsored Adr (ING)	0.1	$221k	+2%	17k	13.18	View chart
Truist Financial Corp equities (TFC)	0.1	$219k		7.7k	28.61	View chart
Sabra Health Care REIT (SBRA)	0.1	$219k	+2%	16k	13.94	View chart
Westlake Chem Partners Com Unit Rp Lp (WLKP)	0.1	$218k	NEW	10k	21.75	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$214k	+38%	25k	8.63	View chart
Icici Bank Adr (IBN)	0.1	$213k	NEW	9.2k	23.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$210k	NEW	488.00	429.72	View chart
Agree Realty Corporation (ADC)	0.1	$207k	+20%	3.7k	55.23	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$206k		1.6k	128.72	View chart
Citigroup Com New (C)	0.1	$204k	-4%	5.0k	41.13	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.1	$203k	+34%	20k	9.92	View chart
Templeton Dragon Fund (TDF)	0.1	$198k	-27%	23k	8.54	View chart
Orion Office Reit Inc-w/i (ONL)	0.1	$195k	+40%	37k	5.21	View chart
JetBlue Airways Corporation (JBLU)	0.1	$193k	NEW	42k	4.60	View chart
PennyMac Mortgage Investment Trust (PMT)	0.1	$182k	-5%	15k	12.40	View chart
Kkr Real Estate Finance Trust (KREF)	0.1	$173k	+15%	15k	11.87	View chart
Easterly Government Properti reit (DEA)	0.1	$160k	+17%	14k	11.43	View chart
Ford Motor Company (F)	0.1	$157k	-27%	13k	12.42	View chart
Hancock John Invt Tr Tax Adv Glb Sh (HTY)	0.1	$152k		35k	4.40	View chart
Rithm Capital Corp Com New (RITM)	0.1	$135k	+2%	15k	9.29	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$132k		10k	12.88	View chart
Sachem Cap (SACH)	0.1	$128k	+6%	36k	3.53	View chart
Banco Santander Adr (SAN)	0.0	$86k	-6%	23k	3.76	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$73k		26k	2.85	View chart
2u (TWOU)	0.0	$61k		25k	2.47	View chart
Allianzgi Conv & Income Fd Ii (NCZ)	0.0	$58k	+2%	21k	2.76	View chart
Western Asset High Incm Fd I (HIX)	0.0	$54k	-46%	12k	4.46	View chart
Luminar Technologies Com Cl A (LAZR)	0.0	$46k		10k	4.55	View chart
Emeren Group Sponsored Ads (SOL)	0.0	$34k		11k	3.08	View chart
Isun (ISUN)	0.0	$4.5k	NEW	20k	0.22	View chart

Past Filings by Samalin Investment Counsel

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

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
Samalin Investment Counsel 2022 Q1 filed May 16, 2022
Samalin Investment Counsel 2021 Q4 filed Feb. 15, 2022
Samalin Investment Counsel 2021 Q3 filed Nov. 15, 2021
Samalin Investment Counsel 2021 Q2 filed Aug. 12, 2021

View all past filings

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