Samalin Investment Counsel
Latest statistics and disclosures from Samalin Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, TIP, MSFT, HTD, and represent 12.93% of Samalin Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: AAPL, MPLX, DIS, NVDA, BA, LLY, TGH, ISRG, FXI, EFAV.
- Started 56 new stock positions in INDI, MGA, COWZ, PSY, SACH, GOTU, JEPI, SE, ONL, EURN.
- Reduced shares in these 10 stocks: BBN, QQQ, Phillips 66 Partners, FDX, SPY, PARA, AAAU, DIA, VYMI, IVW.
- Sold out of its positions in SIVR, ALL, AAL, FUV, BP, BHG, CAI International, CHPT, Covanta Holding Corporation, DISCA.
- Samalin Investment Counsel was a net buyer of stock by $1.7M.
- Samalin Investment Counsel has $190M in assets under management (AUM), dropping by 6.92%.
- Central Index Key (CIK): 0001544366
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Portfolio Holdings for Samalin Investment Counsel
Companies in the Samalin Investment Counsel portfolio as of the December 2021 quarterly 13F filing
Samalin Investment Counsel has 770 total positions. Only the first 250 positions are shown.
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- Download the Samalin Investment Counsel December 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.5 | $8.5M | +15% | 48k | 177.57 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $4.7M | -10% | 10k | 474.98 | |
| Ishares Tr Tips Bd Etf (TIP) | 2.4 | $4.6M | 35k | 129.20 | ||
| Microsoft Corporation (MSFT) | 1.8 | $3.4M | 10k | 336.33 | ||
| John Hancock Tax-Advantage Dvd Incom (HTD) | 1.7 | $3.3M | -3% | 125k | 26.15 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 1.7 | $3.2M | +11% | 42k | 76.77 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $3.0M | +2% | 62k | 48.85 | |
| Cohen & Steers Total Return Real (RFI) | 1.4 | $2.6M | 150k | 17.16 | ||
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.3 | $2.5M | +6% | 49k | 50.43 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $2.1M | -28% | 5.3k | 397.84 | |
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 1.1 | $2.0M | 135k | 15.11 | ||
| Tesla Motors (TSLA) | 1.1 | $2.0M | 1.9k | 1056.70 | ||
| Johnson & Johnson (JNJ) | 1.0 | $1.9M | +3% | 11k | 171.07 | |
| Cbre Clarion Global Real Estat re (IGR) | 1.0 | $1.9M | 197k | 9.79 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.7M | -2% | 6.2k | 283.07 | |
| Calamos Conv &high Income F Com Shs (CHY) | 0.9 | $1.7M | 105k | 16.18 | ||
| Alps Etf Tr Alerian Mlp (AMLP) | 0.9 | $1.7M | 51k | 32.74 | ||
| Goldman Sachs Physical Gold Unit (AAAU) | 0.9 | $1.7M | -19% | 92k | 18.18 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $1.6M | +4% | 20k | 83.01 | |
| Walt Disney Company (DIS) | 0.8 | $1.5M | +48% | 9.8k | 154.90 | |
| Procter & Gamble Company (PG) | 0.8 | $1.5M | 9.2k | 163.58 | ||
| Bank of America Corporation (BAC) | 0.8 | $1.5M | -3% | 33k | 44.49 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.8 | $1.5M | +2% | 8.4k | 173.35 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.4M | +7% | 17k | 85.54 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.4M | +15% | 9.1k | 158.36 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.8 | $1.4M | +6% | 26k | 55.58 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.4M | +5% | 13k | 106.98 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.7 | $1.4M | +58% | 46k | 29.59 | |
| Eaton Corp SHS (ETN) | 0.7 | $1.2M | 7.2k | 172.81 | ||
| Abbvie (ABBV) | 0.7 | $1.2M | -12% | 9.2k | 135.40 | |
| Bristol Myers Squibb (BMY) | 0.7 | $1.2M | -16% | 20k | 62.35 | |
| Textainer Group Holdings SHS (TGH) | 0.6 | $1.2M | +44% | 34k | 35.71 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.2M | +62% | 3.9k | 294.10 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $1.1M | -21% | 3.0k | 363.36 | |
| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.6 | $1.1M | +7% | 61k | 17.78 | |
| America First Multifamily In Ben Unit Ctf (ATAX) | 0.6 | $1.1M | +2% | 166k | 6.43 | |
| Innovative Industria A (IIPR) | 0.6 | $1.1M | 4.0k | 262.90 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $1.0M | -5% | 15k | 71.58 | |
| Starwood Property Trust (STWD) | 0.5 | $1.0M | +4% | 42k | 24.30 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.5 | $1.0M | 31k | 32.96 | ||
| Boeing Company (BA) | 0.5 | $1.0M | +70% | 5.0k | 201.30 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.5 | $1.0M | +10% | 7.4k | 135.40 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.0M | +3% | 8.7k | 114.51 | |
| Altria (MO) | 0.5 | $951k | +7% | 20k | 47.39 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $944k | 3.1k | 305.57 | ||
| Apollo Global Mgmt Com Cl A | 0.5 | $913k | -2% | 13k | 72.43 | |
| Eli Lilly & Co. (LLY) | 0.5 | $891k | +75% | 3.2k | 276.23 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $870k | -12% | 6.7k | 129.39 | |
| McDonald's Corporation (MCD) | 0.4 | $850k | +7% | 3.2k | 268.07 | |
| Rivernorth Managed (RMM) | 0.4 | $831k | -9% | 41k | 20.15 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.4 | $823k | +4% | 17k | 47.34 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $822k | 2.7k | 298.95 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $811k | +2% | 5.0k | 162.76 | |
| Amazon (AMZN) | 0.4 | $795k | 239.00 | 3327.36 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $791k | 1.5k | 517.79 | ||
| Pulte (PHM) | 0.4 | $781k | -13% | 14k | 57.16 | |
| Enterprise Products Partners (EPD) | 0.4 | $779k | +3% | 35k | 21.96 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.4 | $761k | +9% | 27k | 28.50 | |
| Triton Intl Cl A (TRTN) | 0.4 | $750k | +35% | 13k | 60.23 | |
| Meta Platforms Cl A (FB) | 0.4 | $739k | +45% | 2.2k | 336.35 | |
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $730k | 4.2k | 173.85 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $723k | +10% | 23k | 31.18 | |
| Verizon Communications (VZ) | 0.4 | $718k | +10% | 14k | 51.96 | |
| UnitedHealth (UNH) | 0.4 | $694k | 1.4k | 502.00 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $692k | 239.00 | 2897.04 | ||
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.4 | $677k | -2% | 53k | 12.80 | |
| Pfizer (PFE) | 0.4 | $669k | +3% | 11k | 59.05 | |
| Skyworks Solutions (SWKS) | 0.4 | $669k | +8% | 4.3k | 155.14 | |
| Gladstone Commercial Corporation (GOOD) | 0.4 | $667k | -11% | 26k | 25.77 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $661k | +5% | 3.9k | 170.96 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.3 | $661k | +60% | 14k | 46.44 | |
| Ford Motor Company (F) | 0.3 | $661k | +16% | 32k | 20.77 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $653k | 11k | 61.19 | ||
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.3 | $648k | 23k | 27.92 | ||
| Ishares Tr Mortge Rel Etf (REM) | 0.3 | $638k | -5% | 19k | 34.51 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $608k | 5.2k | 116.00 | ||
| Regeneron Pharmaceuticals (REGN) | 0.3 | $606k | 959.00 | 631.52 | ||
| Chevron Corporation (CVX) | 0.3 | $601k | -2% | 5.1k | 117.34 | |
| IDEXX Laboratories (IDXX) | 0.3 | $596k | +5% | 905.00 | 658.10 | |
| CVS Caremark Corporation (CVS) | 0.3 | $592k | -3% | 5.7k | 103.16 | |
| Apollo Commercial Real Est. Finance (ARI) | 0.3 | $589k | -6% | 45k | 13.16 | |
| Intuit (INTU) | 0.3 | $582k | -9% | 905.00 | 643.36 | |
| Royce Value Trust (RVT) | 0.3 | $582k | +4% | 30k | 19.59 | |
| Templeton Dragon Fund (TDF) | 0.3 | $581k | -25% | 34k | 17.00 | |
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.3 | $579k | 11k | 54.56 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $569k | +12% | 7.0k | 80.82 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $568k | 11k | 51.40 | ||
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.3 | $567k | 9.1k | 62.43 | ||
| Schlumberger Com Stk (SLB) | 0.3 | $551k | +89% | 18k | 29.95 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $541k | -31% | 6.5k | 83.67 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $538k | +219% | 1.5k | 359.30 | |
| Visa Com Cl A (V) | 0.3 | $525k | +7% | 2.4k | 216.73 | |
| Cisco Systems (CSCO) | 0.3 | $524k | 8.3k | 63.37 | ||
| MGM Resorts International. (MGM) | 0.3 | $512k | +8% | 11k | 44.88 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.3 | $500k | -3% | 49k | 10.17 | |
| Kkr & Co (KKR) | 0.3 | $490k | -2% | 6.6k | 74.50 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $487k | +10% | 9.7k | 50.39 | |
| Citigroup Com New (C) | 0.3 | $486k | -2% | 8.0k | 60.39 | |
| Wal-Mart Stores (WMT) | 0.3 | $483k | 3.3k | 144.68 | ||
| Novo-nordisk A S Adr (NVO) | 0.3 | $482k | 4.3k | 112.01 | ||
| Home Depot (HD) | 0.3 | $477k | 1.1k | 415.12 | ||
| Ishares Tr China Lg-cap Etf (FXI) | 0.2 | $473k | +287% | 13k | 36.58 | |
| Pioneer Municipal High Income Advantage (MAV) | 0.2 | $470k | +4% | 41k | 11.55 | |
| Nextera Energy (NEE) | 0.2 | $470k | 5.0k | 93.36 | ||
| Nike CL B (NKE) | 0.2 | $469k | +2% | 2.8k | 166.68 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.2 | $468k | 33k | 13.99 | ||
| Abbott Laboratories (ABT) | 0.2 | $466k | +5% | 3.3k | 140.73 | |
| Halliburton Company (HAL) | 0.2 | $466k | +12% | 20k | 22.87 | |
| Qorvo (QRVO) | 0.2 | $457k | -25% | 2.9k | 156.39 | |
| Humana (HUM) | 0.2 | $451k | +7% | 971.00 | 463.93 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $447k | +15% | 54k | 8.23 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $441k | 3.8k | 114.83 | ||
| Pepsi (PEP) | 0.2 | $440k | +3% | 2.5k | 173.70 | |
| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.2 | $437k | -9% | 29k | 15.32 | |
| Netflix (NFLX) | 0.2 | $436k | -16% | 724.00 | 602.02 | |
| Royal Dutch Shell Spons Adr A | 0.2 | $434k | 10k | 43.40 | ||
| Merck & Co (MRK) | 0.2 | $432k | -21% | 5.6k | 76.64 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.2 | $432k | -14% | 12k | 36.49 | |
| Invesco Exchange Traded Fd T Dwa Technology (PTF) | 0.2 | $423k | 2.5k | 166.15 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $420k | -2% | 145.00 | 2895.50 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.2 | $419k | 5.9k | 70.85 | ||
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $418k | +3% | 13k | 31.50 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $416k | +5% | 6.3k | 66.31 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $416k | -7% | 3.4k | 122.60 | |
| First Tr Inter Duration Pfd & Income (FPF) | 0.2 | $411k | +3% | 17k | 24.54 | |
| Lucid Group (LCID) | 0.2 | $408k | +46% | 11k | 38.05 | |
| Global X Fds Glb X Superdiv (SDIV) | 0.2 | $406k | +8% | 33k | 12.27 | |
| MKS Instruments (MKSI) | 0.2 | $405k | -16% | 2.3k | 174.14 | |
| Paypal Holdings (PYPL) | 0.2 | $403k | +43% | 2.1k | 188.58 | |
| Starbucks Corporation (SBUX) | 0.2 | $398k | 3.4k | 116.96 | ||
| Nuveen Mun High Income Opp F (NMZ) | 0.2 | $397k | +4% | 26k | 15.12 | |
| Uber Technologies (UBER) | 0.2 | $395k | -2% | 9.4k | 41.93 | |
| Ishares Tr Us Consum Discre (IYC) | 0.2 | $391k | 4.7k | 84.00 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $390k | -2% | 9.9k | 39.43 | |
| Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) | 0.2 | $389k | +3% | 15k | 25.68 | |
| Automatic Data Processing (ADP) | 0.2 | $387k | +4% | 1.6k | 246.58 | |
| Icahn Enterprises Depositary Unit (IEP) | 0.2 | $384k | -26% | 7.8k | 49.59 | |
| Mobile Telesystems Pub Jt St Sponsored Adr (MBT) | 0.2 | $380k | -27% | 48k | 7.95 | |
| Union Pacific Corporation (UNP) | 0.2 | $376k | -5% | 1.5k | 251.91 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $375k | -34% | 3.3k | 112.99 | |
| Xcel Energy (XEL) | 0.2 | $372k | 5.5k | 67.70 | ||
| Geo Group Inc/the reit (GEO) | 0.2 | $372k | -14% | 48k | 7.75 | |
| Roblox Corp Cl A (RBLX) | 0.2 | $368k | 3.6k | 103.16 | ||
| National Grid Sponsored Adr Ne (NGG) | 0.2 | $366k | -5% | 5.1k | 72.31 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $365k | +4% | 6.1k | 60.08 | |
| At&t (T) | 0.2 | $363k | -27% | 15k | 24.60 | |
| Applied Materials (AMAT) | 0.2 | $361k | -16% | 2.3k | 157.37 | |
| Medtronic SHS (MDT) | 0.2 | $357k | +8% | 3.5k | 103.46 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $354k | +4% | 4.6k | 76.90 | |
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.2 | $352k | 12k | 29.73 | ||
| Pioneer Natural Resources (PXD) | 0.2 | $351k | +11% | 1.9k | 181.85 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $347k | 2.6k | 132.54 | ||
| Comcast Corp Cl A (CMCSA) | 0.2 | $343k | +4% | 6.8k | 50.33 | |
| Proshares Tr Shrt Russell2000 (RWM) | 0.2 | $342k | +26% | 16k | 20.87 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.2 | $341k | +70% | 46k | 7.46 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $338k | +4% | 1.9k | 173.81 | |
| Magic Software Enterprises L Ord (MGIC) | 0.2 | $334k | -5% | 16k | 20.93 | |
| Ishares Tr Us Industrials (IYJ) | 0.2 | $333k | 3.0k | 112.74 | ||
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.2 | $332k | +3799% | 9.0k | 36.83 | |
| Dow (DOW) | 0.2 | $331k | +26% | 5.8k | 56.72 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $327k | 2.1k | 156.62 | ||
| Booking Holdings (BKNG) | 0.2 | $327k | 136.00 | 2400.99 | ||
| Cincinnati Financial Corporation (CINF) | 0.2 | $326k | 2.9k | 113.92 | ||
| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $308k | 1.2k | 266.31 | ||
| Omega Healthcare Investors (OHI) | 0.2 | $307k | +15% | 10k | 29.59 | |
| eBay (EBAY) | 0.2 | $307k | -7% | 4.6k | 66.50 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.2 | $304k | -14% | 17k | 17.93 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $302k | 3.8k | 78.68 | ||
| Macerich Company (MAC) | 0.2 | $302k | +5% | 18k | 17.28 | |
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $300k | +5% | 4.9k | 60.90 | |
| Norfolk Southern (NSC) | 0.2 | $295k | 990.00 | 297.85 | ||
| Corecivic (CXW) | 0.2 | $292k | +6% | 29k | 9.97 | |
| TJX Companies (TJX) | 0.2 | $286k | +5% | 3.8k | 75.92 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $286k | -47% | 4.3k | 67.17 | |
| Oxford Lane Cap Corp (OXLC) | 0.1 | $284k | +9% | 37k | 7.71 | |
| Hancock John Invt Tr Tax Adv Glb Sh (HTY) | 0.1 | $279k | +2% | 43k | 6.49 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $276k | -3% | 3.8k | 72.47 | |
| Honeywell International (HON) | 0.1 | $271k | +6% | 1.3k | 208.55 | |
| MercadoLibre (MELI) | 0.1 | $270k | -6% | 201.00 | 1345.04 | |
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $269k | 10k | 26.70 | ||
| Nucor Corporation (NUE) | 0.1 | $269k | +13% | 2.4k | 114.15 | |
| PNC Financial Services (PNC) | 0.1 | $269k | 1.3k | 200.45 | ||
| Medical Properties Trust (MPW) | 0.1 | $266k | +68% | 11k | 23.63 | |
| Goldman Sachs (GS) | 0.1 | $266k | 695.00 | 382.57 | ||
| Airbnb Com Cl A (ABNB) | 0.1 | $266k | 1.6k | 166.49 | ||
| Spotify Technology S A SHS (SPOT) | 0.1 | $262k | +1080% | 1.1k | 234.03 | |
| Key (KEY) | 0.1 | $262k | +3% | 11k | 23.13 | |
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $262k | NEW | 2.7k | 97.04 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $260k | +51% | 1.7k | 152.66 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $260k | +3% | 9.6k | 27.15 | |
| Wells Fargo & Company (WFC) | 0.1 | $258k | 5.4k | 47.98 | ||
| Workday Cl A (WDAY) | 0.1 | $258k | -2% | 945.00 | 273.18 | |
| Linde SHS (LIN) | 0.1 | $258k | +12% | 743.00 | 346.63 | |
| Anthem (ANTM) | 0.1 | $257k | +4% | 553.00 | 463.85 | |
| Annaly Capital Management (NLY) | 0.1 | $255k | +9% | 33k | 7.82 | |
| Western Asset High Incm Fd I (HIX) | 0.1 | $255k | +6% | 36k | 7.16 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $254k | +3% | 3.5k | 73.08 | |
| Federal Rlty Invt Tr Sh Ben Int New | 0.1 | $249k | -4% | 1.8k | 136.31 | |
| Southern Company (SO) | 0.1 | $248k | 3.6k | 68.59 | ||
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $248k | -5% | 2.5k | 99.11 | |
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.1 | $248k | +11% | 4.1k | 60.22 | |
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.1 | $247k | -46% | 4.7k | 52.13 | |
| Alliant Energy Corporation (LNT) | 0.1 | $246k | 4.0k | 61.47 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $242k | 3.7k | 65.84 | ||
| Broadcom (AVGO) | 0.1 | $238k | 358.00 | 665.03 | ||
| General Dynamics Corporation (GD) | 0.1 | $236k | +4% | 1.1k | 208.48 | |
| Twitter (TWTR) | 0.1 | $234k | +8% | 5.4k | 43.22 | |
| Atlanticus Holdings (ATLC) | 0.1 | $232k | -34% | 3.3k | 71.32 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $229k | 25k | 9.34 | ||
| Canadian Solar (CSIQ) | 0.1 | $227k | 7.3k | 31.29 | ||
| Sherwin-Williams Company (SHW) | 0.1 | $227k | +4% | 644.00 | 352.14 | |
| Intel Corporation (INTC) | 0.1 | $227k | +7% | 4.4k | 51.50 | |
| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $225k | +24% | 5.8k | 38.50 | |
| Truist Financial Corp equities (TFC) | 0.1 | $221k | +5% | 3.8k | 58.54 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $220k | -3% | 8.2k | 26.68 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $215k | 1.5k | 140.89 | ||
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $214k | -44% | 3.5k | 60.85 | |
| Golden Ocean Group Shs New (GOGL) | 0.1 | $213k | -31% | 23k | 9.30 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $213k | -4% | 1.1k | 193.08 | |
| Amgen (AMGN) | 0.1 | $210k | +5% | 932.00 | 225.04 | |
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $209k | 2.7k | 78.00 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $209k | +3% | 819.00 | 254.54 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $204k | 2.1k | 98.19 | ||
| Kkr Real Estate Finance Trust (KREF) | 0.1 | $203k | 9.7k | 20.83 | ||
| Nrg Energy Com New (NRG) | 0.1 | $200k | 4.6k | 43.08 | ||
| State Street Corporation (STT) | 0.1 | $198k | +4% | 2.1k | 92.98 | |
| Broadridge Financial Solutions (BR) | 0.1 | $196k | +6% | 1.1k | 182.88 | |
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $196k | 3.7k | 52.32 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $195k | 1.1k | 171.71 | ||
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $194k | -50% | 2.5k | 76.12 | |
| Limoneira Company (LMNR) | 0.1 | $194k | -38% | 13k | 15.00 | |
| Physicians Realty Trust (DOC) | 0.1 | $193k | +49% | 10k | 18.83 | |
| T. Rowe Price (TROW) | 0.1 | $193k | +6% | 981.00 | 196.58 | |
| Ali (ALCO) | 0.1 | $191k | -2% | 5.2k | 37.03 | |
| Sea Sponsord Ads (SE) | 0.1 | $190k | NEW | 850.00 | 223.71 | |
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.1 | $189k | -2% | 11k | 17.96 | |
| Phillips 66 (PSX) | 0.1 | $189k | 2.6k | 72.47 | ||
| Carnival Corp Common Stock (CCL) | 0.1 | $189k | 9.4k | 20.12 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $188k | +19% | 1.6k | 118.79 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $188k | 711.00 | 264.25 | ||
| Sabra Health Care REIT (SBRA) | 0.1 | $187k | -25% | 14k | 13.54 | |
| Microchip Technology (MCHP) | 0.1 | $185k | +102% | 2.1k | 87.07 | |
| Verastem (VSTM) | 0.1 | $185k | +2900% | 90k | 2.05 | |
| Costco Wholesale Corporation (COST) | 0.1 | $182k | 321.00 | 567.69 | ||
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.1 | $180k | -27% | 15k | 11.71 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $180k | -45% | 488.00 | 369.35 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $179k | -17% | 3.4k | 52.16 | |
| Digitalbridge Group Cl A Com (DBRG) | 0.1 | $178k | NEW | 21k | 8.33 | |
| Stanley Black & Decker (SWK) | 0.1 | $177k | +8% | 937.00 | 188.71 | |
| Diversified Healthcare Tr Com Sh Ben Int (DHC) | 0.1 | $175k | +23% | 57k | 3.09 |
Past Filings by Samalin Investment Counsel
SEC 13F filings are viewable for Samalin Investment Counsel going back to 2019
- 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
- Samalin Investment Counsel 2021 Q1 filed May 11, 2021
- Samalin Investment Counsel 2020 Q4 filed Feb. 9, 2021
- Samalin Investment Counsel 2020 Q3 filed Nov. 10, 2020
- Samalin Investment Counsel 2020 Q2 filed Aug. 5, 2020
- Samalin Investment Counsel 2020 Q1 filed May 4, 2020
- Samalin Investment Counsel 2019 Q4 filed Feb. 5, 2020