Samalin Investment Counsel

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

Tip: Access up to 7 years of quarterly data

Positions held by Samalin Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Samalin Investment Counsel

Companies in the Samalin Investment Counsel portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.3 $5.0M 41k 122.15
Ishares Trust United States Treasury Tips Bd Etf (TIP) 3.1 $4.6M +8% 37k 125.50
John Hancock Tax-Advantage Dvd Incom (HTD) 2.2 $3.3M 139k 23.49
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY) 2.1 $3.2M +9% 8.0k 396.24
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM) 2.1 $3.1M +10% 58k 53.33
Ishares Tr Msci Eafe Min Vl Msci Eafe Min Vl (EFAV) 2.0 $3.0M +7% 42k 72.98
Microsoft Corporation (MSFT) 1.6 $2.5M +15% 10k 235.75
Ishares S&p Midcap 400 Index Fund Core S&p Mcp Etf (IJH) 1.6 $2.3M -24% 9.0k 260.24
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB) 1.6 $2.3M +21% 45k 51.29
Cohen & Steers Total Return Real (RFI) 1.5 $2.2M +2% 149k 14.63
Goldman Sachs Physical Gold Unit Unit (AAAU) 1.4 $2.1M +4% 124k 16.99
Calamos Conv Opportunities &i Sh Ben Int Sh Ben Int (CHI) 1.4 $2.0M -3% 142k 14.22
Bristol Myers Squibb (BMY) 1.3 $1.9M 31k 63.11
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ) 1.2 $1.8M +26% 5.6k 319.16

Setup an alert

Samalin Investment Counsel will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Johnson & Johnson (JNJ) 1.2 $1.7M +5% 11k 164.34
Calamos Convertible & High Income Fund Com Shs (CHY) 1.1 $1.7M 114k 14.90
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR) 1.1 $1.7M 23k 73.92
Alps Etf Tr Alerian M Alerian Mlp (AMLP) 1.1 $1.6M +3% 54k 30.49
Cbre Clarion Global Real Estat re (IGR) 1.0 $1.5M +2% 196k 7.81
Bank of America Corporation (BAC) 1.0 $1.4M +2% 37k 38.67
Ishares Core S&p Us Stock Market Etf Core S&p Ttl Stk (ITOT) 1.0 $1.4M +22% 16k 91.58
Ishares Trust Core Divid Gwth Core Div Grwth (DGRO) 0.9 $1.4M +18% 29k 48.26
Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 0.9 $1.3M +21% 15k 86.23
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR) 0.9 $1.3M +3% 12k 108.52
Walt Disney Company (DIS) 0.8 $1.3M -6% 6.8k 184.49
Procter & Gamble Company (PG) 0.8 $1.2M 9.1k 135.34
Ishares Tr Rus Tp200 Gr Etf Rus Tp200 Gr Etf (IWY) 0.8 $1.2M +29% 9.1k 134.55
JPMorgan Chase & Co. (JPM) 0.8 $1.2M +9% 7.9k 152.17
Abbvie (ABBV) 0.7 $1.1M +3% 10k 108.16
Starwood Property Trust (STWD) 0.7 $1.1M +7% 43k 24.73
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd Taxable Mun Bd (BAB) 0.7 $990k +7% 31k 32.03
Utilities Select Sector Spdr Fund Sbi Int-utils (XLU) 0.7 $983k -3% 15k 64.01
Templeton Dragon Fund (TDF) 0.7 $972k 41k 23.54
America First Multifamily Inv Ben Unit Ctf Ben Unit Ctf (ATAX) 0.6 $948k +159% 172k 5.53
Altria (MO) 0.6 $947k +127% 19k 51.12
Eaton Corp SHS (ETN) 0.6 $891k +18% 6.5k 138.14
Applied Materials (AMAT) 0.6 $847k -12% 6.3k 133.47
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.6 $841k +13% 3.5k 242.99
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B) 0.6 $826k +35% 3.2k 255.49
Alibaba Group Holding Ltd Spon Ads Each Rep 8 Ord Sponsored Ads (BABA) 0.6 $820k +53% 3.6k 226.52
Ssga Active Etf Tr Spdr Tr Tactic Spdr Tr Tactic (TOTL) 0.5 $819k +15% 17k 48.16
Blackstone Mortgage Trust Inc Com Usd0.01 Cls A Com Cl A (BXMT) 0.5 $816k +13% 26k 30.98
Enterprise Products Partners (EPD) 0.5 $803k +204% 37k 22.00
Pulte (PHM) 0.5 $802k +56% 15k 52.41
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP) 0.5 $791k +7% 5.6k 141.65
Mplx Lp Com Unit Rep Com Unit Rep Ltd (MPLX) 0.5 $779k -28% 30k 25.61
PPL Corporation (PPL) 0.5 $775k +32% 27k 28.81
Ishares Mortgage Real Estate Etf Mortge Rel Etf (REM) 0.5 $765k +2% 22k 35.24
Boeing Company (BA) 0.5 $756k -12% 3.0k 254.72
Amazon (AMZN) 0.5 $745k -16% 241.00 3091.29
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.5 $745k 56k 13.21
Magellan Midstream Prtnrs Lp Com Unit Rp Com Unit Rp Lp (MMP) 0.5 $744k +27% 17k 43.34
Qorvo (QRVO) 0.5 $739k NEW 4.0k 182.56
Verizon Communications (VZ) 0.5 $734k +2% 13k 58.07
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY) 0.5 $730k 1.5k 475.88
Citigroup Com New (C) 0.5 $728k +5% 10k 72.71
Cohen & Steers infrastucture Fund (UTF) 0.5 $725k +7% 26k 27.90
Skyworks Solutions (SWKS) 0.5 $722k +15% 3.9k 183.25
eBay (EBAY) 0.5 $721k +52% 12k 61.18
Innovative Industria A (IIPR) 0.5 $721k 4.0k 180.16
CAI International (CAI) 0.5 $720k NEW 16k 45.52
At&t (T) 0.5 $712k -41% 24k 30.23
Apollo Commercial Real Est. Finance (ARI) 0.5 $708k +13% 51k 13.96
FedEx Corporation (FDX) 0.5 $702k +36% 2.5k 284.10
Ishares Tr Intl Sel Div Etf Intl Sel Div Etf (IDV) 0.5 $701k +3% 22k 31.47
Blackrock Taxable Municipal Bond Trust SHS (BBN) 0.5 $700k -41% 28k 24.64
Fidelity Msci Information Technology Index Etf Msci Info Tech I (FTEC) 0.5 $688k +11% 6.5k 105.80
Tesla Motors (TSLA) 0.5 $682k -16% 1.0k 667.32
McDonald's Corporation (MCD) 0.4 $658k +62% 2.9k 223.96
Spdr Dow Jones Indl Average Et Ut Ser 1 Ut Ser 1 (DIA) 0.4 $645k +26% 2.0k 329.92
Blackstone Group Inc Com Cl A (BX) 0.4 $644k -9% 8.7k 74.43
Nuveen Floating Rate Income Fund (JFR) 0.4 $640k 66k 9.65
Rivernorth Managed (RMM) 0.4 $632k +8% 34k 18.58
Vanguard Whitehall Fds Intl High Etf Intl High Etf (VYMI) 0.4 $625k +140% 9.6k 65.40
Spdr Ser Tr S&p Bk Etf S&p Bk Etf (KBE) 0.4 $613k 12k 51.82
Vanguard Bd Index Fds Short Trm Bond Short Trm Bond (BSV) 0.4 $611k -8% 7.4k 82.18
Ares Capital Corporation (ARCC) 0.4 $600k -5% 32k 18.68
Tortoise Energy Infrastructure closed end funds (TYG) 0.4 $598k +7% 25k 24.44
Exxon Mobil Corporation (XOM) 0.4 $594k +257% 11k 55.82
Icahn Enterprises Depositary Unit (IEP) 0.4 $582k -6% 11k 53.72
Vaneck Vectors Etf Tr High Yld Mun Etf High Yld Mun Etf (HYD) 0.4 $573k +3% 9.2k 62.15
Chevron Corporation (CVX) 0.4 $569k +22% 5.4k 104.63
Neuberger Ber. Intermediate Muni. Fund (NBH) 0.4 $568k -6% 36k 15.88
Pioneer Municipal High Income Advantage (MAV) 0.4 $568k +8% 48k 11.80
Apollo Global Mgmt Inc Com Cl A Com Cl A (APO) 0.4 $567k -4% 12k 46.95
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.4 $565k +10% 6.2k 91.81
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV) 0.4 $557k +9% 11k 50.95
Royce Value Trust (RVT) 0.4 $548k +10% 30k 18.09
Select Sector Spdr Trust Technology Select Sector Usd Dis Technology (XLK) 0.4 $543k +15% 4.1k 132.70
Merck & Co (MRK) 0.4 $537k -6% 7.0k 76.96
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP) 0.4 $531k +137% 10k 51.49
Uber Technologies (UBER) 0.4 $530k 9.7k 54.50
Western Asset Mrtg Defined Oppn Fund (DMO) 0.4 $529k -6% 36k 14.64
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF) 0.4 $526k +4% 14k 38.39
Gladstone Commercial Corporation (GOOD) 0.4 $526k 27k 19.54
Ishares Iboxx $ Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 0.3 $516k -17% 4.0k 129.91
CVS Caremark Corporation (CVS) 0.3 $514k +3% 6.8k 75.20
Pioneer Natural Resources (PXD) 0.3 $511k -9% 3.2k 158.65
Schlumberger (SLB) 0.3 $511k +4776% 19k 27.15
UnitedHealth (UNH) 0.3 $508k -2% 1.4k 371.89
Mobile Telesystems Pjsc Spon Adr Each Rep 2 Ord Sponsored Adr (MBT) 0.3 $507k 61k 8.33
Kraneshares Tr Csi China Internet Etf Csi Chi Internet (KWEB) 0.3 $501k -11% 6.6k 76.30
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.3 $490k -12% 238.00 2058.82
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.3 $485k +19% 7.5k 65.07
Spdr Gold Tr Gold Gold Shs (GLD) 0.3 $475k -24% 3.0k 159.88
Visa Com Cl A (V) 0.3 $471k +8% 2.2k 211.59
Netflix (NFLX) 0.3 $455k +34% 873.00 521.19
BlackRock Floating Rate Income Trust (BGT) 0.3 $451k +3% 36k 12.49
Halliburton Company (HAL) 0.3 $449k 21k 21.43
Spdr Ser Tr S&p Regl Bkg S&p Regl Bkg (KRE) 0.3 $447k 6.7k 66.31
Cisco Systems (CSCO) 0.3 $432k +4% 8.4k 51.59
First Tr Inter Duration Pfd & Income (FPF) 0.3 $416k +6% 17k 23.94
Global X Fds Global X Superdiv Etf Glb X Superdiv (SDIV) 0.3 $415k +10% 30k 13.87
Seagate Technology Plc Com Usd0.00001 SHS 0.3 $414k +14% 5.4k 76.64
Nuveen Mun High Income Opp F (NMZ) 0.3 $413k +8% 29k 14.42
Wal-Mart Stores (WMT) 0.3 $413k +3% 3.0k 135.68
Spdr Ser Tr Portfli Tips Etf Portfli Tips Etf (SPIP) 0.3 $411k +11% 14k 30.51
Facebook Inc-class A Cl A (FB) 0.3 $409k -10% 1.4k 294.03
IDEXX Laboratories (IDXX) 0.3 $407k -6% 833.00 488.60
MGM Resorts International. (MGM) 0.3 $402k 11k 37.92
Royal Dutch Shell Adr Rep 2 Cl A Ord Spons Adr A (RDS.A) 0.3 $392k 10k 39.13
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.3 $388k +5% 5.4k 72.01
Pfizer (PFE) 0.3 $382k +4% 11k 36.18
Energy Transfer Lp Com Ut Ltd Ptn Com Ut Ltd Ptn (ET) 0.3 $381k -9% 50k 7.68
Intuit (INTU) 0.3 $381k 995.00 382.91
Square Inc Cl A Cl A (SQ) 0.3 $381k 1.7k 226.65
Royal Caribbean Cruises (RCL) 0.3 $380k 4.5k 85.39
Nextera Energy (NEE) 0.3 $377k 5.0k 75.61
Viacomcbs Inc Cl B CL B (VIAC) 0.3 $376k -10% 8.4k 45.01
Medtronic SHS (MDT) 0.2 $370k +7% 3.1k 118.14
Kkr & Co (KKR) 0.2 $370k -7% 7.6k 48.82
Starbucks Corporation (SBUX) 0.2 $368k -2% 3.4k 109.17
Paypal Holdings (PYPL) 0.2 $368k -35% 1.5k 242.58
Invesco Exchange Traded Fd Tr Dwa Technology Dwa Technology (PTF) 0.2 $368k 2.6k 143.53
Ishares Select Dividend Etf Select Divid Etf (DVY) 0.2 $365k 3.2k 113.99
Xcel Energy (XEL) 0.2 $365k 5.5k 66.36
Abbott Laboratories (ABT) 0.2 $363k +7% 3.0k 119.57
Ishares Trust Dj Us Technology U.s. Tech Etf (IYW) 0.2 $362k -3% 4.1k 87.57
Ishares Trust Us Consumer Services Etf Usd Dis U.s. Cnsm Sv Etf (IYC) 0.2 $361k 4.8k 74.65
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield Kbw Prem Yield (KBWY) 0.2 $358k +28% 16k 22.37
Spdr S&p Emerging Markets Dividend Etf S&p Em Mkt Div (EDIV) 0.2 $353k -4% 12k 29.94
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.2 $353k -11% 171.00 2064.33
Hancock John Invt Tr Tax Adv Glb Sh Tax Adv Glb Sh (HTY) 0.2 $350k -6% 55k 6.42
Nuveen Insd Dividend Advantage (NVG) 0.2 $350k -7% 21k 16.87
Sabre (SABR) 0.2 $350k NEW 24k 14.79
Nike Inc Class B CL B (NKE) 0.2 $349k 2.6k 132.90
Home Depot (HD) 0.2 $348k 1.1k 305.26
Spdr Ser Tr Nuveen Bbg Brcly Nuveen Bbg Brcly (HYMB) 0.2 $347k +13% 5.9k 59.19
Comcast Corp Cl A (CMCSA) 0.2 $344k +5% 6.4k 54.00
Fidelity Value Factor Etf Vlu Factor Etf (FVAL) 0.2 $342k +38% 7.6k 44.78
Union Pacific Corporation (UNP) 0.2 $341k +13% 1.5k 220.28
Pepsi (PEP) 0.2 $338k +2% 2.4k 141.42
Mondelez Intl Cl A (MDLZ) 0.2 $336k +8% 5.8k 58.42
Intuitive Surgical Com New (ISRG) 0.2 $331k +1393% 448.00 738.84
Twitter (TWTR) 0.2 $328k -20% 5.2k 63.48
Sabra Health Care REIT (SBRA) 0.2 $326k 19k 17.34
Ishares Tr Us Industrials Us Industrials (IYJ) 0.2 $326k -2% 3.1k 105.50
Booking Holdings (BKNG) 0.2 $324k 139.00 2330.94
Eli Lilly & Co. (LLY) 0.2 $323k +2% 1.7k 186.49
MercadoLibre (MELI) 0.2 $320k 218.00 1467.89
Ishares Tr Eafe Sml Cp Etf Eafe Sml Cp Etf (SCZ) 0.2 $310k +9% 4.3k 71.73
Canadian Solar (CSIQ) 0.2 $310k 6.3k 49.60
National Grid Spon Adr Each Rep 5 Ord Sponsored Adr Ne (NGG) 0.2 $306k -9% 5.2k 59.14
Humana (HUM) 0.2 $298k +2% 712.00 418.54
Allianzgi Convertible & Income (NCV) 0.2 $297k NEW 56k 5.33
Fidelity Low Volatility Factor Etf Low Volity Etf (FDLO) 0.2 $297k +22% 6.8k 43.73
Vaneck Vectors Etf Tr Morningstar Wide Morningstar Wide (MOAT) 0.2 $295k +48% 4.3k 69.17
Cincinnati Financial Corporation (CINF) 0.2 $294k +4% 2.9k 102.83
NVIDIA Corporation (NVDA) 0.2 $294k -34% 552.00 532.61
Annaly Capital Management (NLY) 0.2 $292k 34k 8.59
Wells Fargo & Company (WFC) 0.2 $291k -13% 7.5k 38.94
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.2 $290k 2.1k 140.98
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.2 $288k 3.8k 75.77
American Airls (AAL) 0.2 $287k +3104% 12k 23.88
Honeywell International (HON) 0.2 $285k +7% 1.3k 216.73
Novo Nordisk A/s Adr-each Cnv Into 1 Class B Dkk1 Adr (NVO) 0.2 $284k 4.2k 67.41
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS) 0.2 $277k +2% 2.5k 109.23
Ishares Inc Em Mkt Sm-cp Etf Em Mkt Sm-cp Etf (EEMS) 0.2 $276k +7% 4.8k 57.32
Automatic Data Processing (ADP) 0.2 $276k +8% 1.5k 188.27
Goldman Sachs (GS) 0.2 $274k 838.00 326.97
Granite Pt Mtg Tr Inc Com Stk Com Stk (GPMT) 0.2 $273k -6% 23k 11.94
Pimco 0-5 Year High Yield Corporate Bond Index Etf 0-5 High Yield (HYS) 0.2 $272k 2.7k 99.16
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV) 0.2 $271k +102% 3.9k 68.82
Norfolk Southern (NSC) 0.2 $263k -5% 979.00 268.64
Spdr Ser Tr Bloomberg Srt Tr Bloomberg Srt Tr (SJNK) 0.2 $260k +11% 9.5k 27.25
Intel Corporation (INTC) 0.2 $259k -18% 4.1k 63.79
Morgan Stanley India Investment Fund (IIF) 0.2 $258k 11k 23.29
Western Asset High Incm Fd I (HIX) 0.2 $258k +9% 38k 6.88
Vanguard Scottsdale Fds Vanguard Mtg-backed Secs Idx Fd Etf Mortg-back Sec (VMBS) 0.2 $255k +151% 4.8k 53.27
Invesco Exchange Traded Fd Tr S&p 500 Top 50 S&p 500 Top 50 (XLG) 0.2 $255k +73% 862.00 295.82
Carnival Corp Paired Ctf Unit 99/99/9999 (CCL) 0.2 $250k +4% 9.4k 26.47
Tpg Re Finance Trust Inc reit (TRTX) 0.2 $246k -2% 22k 11.18
Vanguard Health Care Etf Health Car Etf (VHT) 0.2 $242k +129% 1.1k 228.30
Workday Inc Com Usd0.001 Cl A Cl A (WDAY) 0.2 $240k -4% 970.00 247.42
Magic Software Enterprises Ord Ord (MGIC) 0.2 $236k 16k 15.20
PNC Financial Services (PNC) 0.2 $234k 1.3k 175.15
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 0.2 $231k 701.00 329.53
Ishares Trust Dow Jones United States Financial U.s. Fin Svc Etf (IYG) 0.2 $229k 1.3k 171.02
TJX Companies (TJX) 0.2 $228k +2% 3.5k 65.92
Walgreen Boots Alliance (WBA) 0.2 $225k -10% 4.1k 54.82
salesforce (CRM) 0.2 $225k -7% 1.1k 211.27
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG) 0.2 $224k -2% 4.0k 56.28
Southern Company (SO) 0.1 $223k 3.6k 62.05
New York Community Ban (NYCB) 0.1 $223k -15% 18k 12.60
Federal Rlty Invt Tr Sh Ben Int Sh Ben Int New (FRT) 0.1 $222k +48% 2.2k 101.28
Barrick Gold Corp (GOLD) 0.1 $219k -2% 11k 19.72
Fidelity Nasdaq Composite Index Etf Nasdaq Compsit (ONEQ) 0.1 $219k +67% 428.00 511.68
Marsh & McLennan Companies (MMC) 0.1 $219k +9% 1.8k 121.46
Alliant Energy Corporation (LNT) 0.1 $216k 4.0k 54.00
Amgen (AMGN) 0.1 $214k +6% 863.00 247.97
Key (KEY) 0.1 $213k +6% 11k 19.97
Etsy (ETSY) 0.1 $213k NEW 1.1k 201.51
Phillips 66 (PSX) 0.1 $207k +5% 2.6k 81.18
3M Company (MMM) 0.1 $207k +255% 1.1k 192.02
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 0.1 $206k -16% 2.2k 94.67
Ishares Inc Core Msci Emerging Mkts Etf Core Msci Emkt (IEMG) 0.1 $205k +5% 3.2k 64.32
Vaneck Vectors Etf Tr Mtg Reit Income Mtg Reit Income (MORT) 0.1 $203k -2% 11k 18.90
Dow (DOW) 0.1 $203k +243% 3.2k 63.66
Plains All Amern Pipeline L P Unit Ltd Partn Unit Ltd Partn (PAA) 0.1 $202k +59% 22k 9.08
Truist Financial Corp equities (TFC) 0.1 $200k +7% 3.4k 58.12
Corecivic (CXW) 0.1 $178k +11% 20k 9.01
Macerich Company (MAC) 0.1 $175k -49% 15k 11.66
Pioneer Municipal High Income Trust Com Shs (MHI) 0.1 $171k 14k 12.37
Blackrock MuniEnhanced Fund 0.1 $160k 14k 11.78
Renesola Ltd Spon Ads Each Rep 10 Ord Sponsored Ads (SOL) 0.1 $147k -14% 12k 12.25
New Residential Invt Corp Com New (NRZ) 0.1 $140k -19% 13k 11.18
Diversified Healthcare Tr Com Sh Ben Int Com Sh Ben Int (DHC) 0.1 $133k -16% 28k 4.75
Geo Group Inc/the reit (GEO) 0.1 $102k -13% 13k 7.75
Banco Santander Adr (SAN) 0.1 $82k -28% 24k 3.42
Verastem (VSTM) 0.0 $69k 28k 2.46

Past Filings by Samalin Investment Counsel

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