Fund HoldingsSamalin Investment Counsel, LLC

Total Portfolio Value
$214.05M
Total Bought
$14.54M
Total Sold
$12.77M
Net Transaction
+$1.77M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)3,20132,289+29,0882,8923,9891.86%+1,097
APPLE INC(AAPL)033,972+33,97207,1553.34%+7,155
CELESTICA INC(CLS)011,053+11,05306340.30%+634
ALPS ETF TR
ALERIAN MLP
15,37124,660+9,2897301,1830.55%+454
ISHARES TR013,662+13,66202,9311.37%+2,931
ELI LILLY & CO(LLY)3,0463,031-152,3702,7451.28%+375
FIDELITY COVINGTON TRUST8,5259,891+1,3661,3291,6970.79%+368
VANECK ETF TRUST
BDC INCOME ETF
82,144102,227+20,0831,3881,7490.82%+361
ZOETIS INC(ZTS)01,891+1,89103280.15%+328
ISHARES TR024,185+24,18502,8731.34%+2,873
ALGONQUIN PWR UTILS CORP051,485+51,48503020.14%+302
ISHARES TR
MSCI EAFE MIN VL
046,277+46,27703,2101.50%+3,210
MICROSOFT CORP(MSFT)10,65510,601-544,4834,7382.21%+255
ORION OFFICE REIT INC0134,809+134,80904840.23%+484
ISHARES INC03,866+3,86602360.11%+236
CAMECO CORP(CCJ)04,586+4,58602260.11%+226
EXXON MOBIL CORP8,48610,454+1,9689861,2040.56%+217
AGREE RLTY CORP03,382+3,38202100.10%+210
BROADCOM INC(AVGO)0495+49507960.37%+796
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,052+1,05202070.10%+207
VANECK MERK GOLD TR(OUNZ)170,997172,710+1,7133,6733,8791.81%+206
HONEYWELL INTL INC(HON)02,118+2,11804520.21%+452
NNN REIT INC(NNN)6,68811,057+4,3692864710.22%+185
ALPHABET INC(GOOG)05,286+5,28609630.45%+963
META PLATFORMS INC(META)3,3153,546+2311,6101,7880.84%+179
UNITEDHEALTH GROUP INC(UNH)03,168+3,16801,6140.75%+1,614
HANCOCK JOHN TAX-ADVANTAGED(HTD)058,197+58,19701,1760.55%+1,176
ABRDN HEALTHCARE INVESTORS(HQH)59,48167,284+7,8031,0031,1750.55%+172
ISHARES TR02,142+2,14203900.18%+390
SEA LTD(SE)8,5268,594+684586140.29%+156
EASTERLY GOVT PPTYS INC(DEA)011,857+11,85701470.07%+147
ISHARES TR012,034+12,03401,2840.60%+1,284
SPOTIFY TECHNOLOGY S A(SPOT)9741,248+2742573920.18%+135
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,472+3,47207860.37%+786
ARES COML REAL ESTATE CORP062,136+62,13604130.19%+413
HEALTHCARE RLTY TR(HR)031,105+31,10505130.24%+513
INTEL CORP(INTC)010,298+10,29803190.15%+319
HALOZYME THERAPEUTICS INC(HALO)011,952+11,95206260.29%+626
NOVO-NORDISK A S(NVO)7,9978,004+71,0271,1430.53%+116
ISHARES TR
CORE 1 5 YR USD
50,62253,139+2,5172,4022,5171.18%+116
ISHARES TR027,057+27,05701,1520.54%+1,152
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
26,51029,087+2,5771,3731,4860.69%+114
HEALTHPEAK PROPERTIES INC(DOC)32,51336,798+4,2856107210.34%+112
COSTCO WHSL CORP NEW(COST)0580+58004930.23%+493
ISHARES TR29,40330,753+1,3502,4052,5111.17%+107
PEPSICO INC(PEP)03,774+3,77406220.29%+622
AMGEN INC(AMGN)02,140+2,14006690.31%+669
ACCENTURE PLC IRELAND
SHS CLASS A
01,427+1,42704330.20%+433
TESLA INC(TSLA)06,117+6,11701,2110.57%+1,211
S&P GLOBAL INC(SPGI)0771+77103440.16%+344
NEWMONT CORP(NEM)14,13614,253+1175075970.28%+90
BOEING CO(BA)2,6373,285+6485095980.28%+89
ALPHABET INC(GOOG)02,697+2,69704950.23%+495
ISHARES TR673804+1313544400.21%+87
JACKSON FINANCIAL INC(JXN)4,4835,154+6712963830.18%+86
ISHARES TR010,892+10,89205780.27%+578
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
48,12149,792+1,6712,3982,4801.16%+82
ETFIS SER TR I
VIRTUS INFRCAP
73,84177,317+3,4761,5471,6260.76%+79
HUMANA INC(HUM)01,167+1,16704360.20%+436
INVESCO QQQ TR6,1375,850-2872,7252,8031.31%+78
WALMART INC(WMT)09,027+9,02706110.29%+611
COUPANG INC(CPNG)022,161+22,16104640.22%+464
OMEGA HEALTHCARE INVS INC(OHI)016,855+16,85505770.27%+577
RAYMOND JAMES FINL INC(RJF)02,922+2,92203610.17%+361
ISHARES TR
CORE DIV GRWTH
43,60445,165+1,5612,5322,6021.22%+70
MICRON TECHNOLOGY INC(MU)5,3675,340-276337020.33%+70
EQUINIX INC(EQIX)0535+53504050.19%+405
RADNET INC(RDNT)6,4406,44003133790.18%+66
REGENERON PHARMACEUTICALS(REGN)0688+68807230.34%+723
GUGGENHEIM STRATEGIC OPPORTU(GOF)72,88774,013+1,1261,0441,1040.52%+60
NEXTERA ENERGY INC(NEE)06,112+6,11204330.20%+433
OXFORD LANE CAP CORP0149,483+149,48308100.38%+810
BANK AMERICA CORP27,52527,635+1101,0441,0990.51%+55
FIDELITY COMWLTH TR09,070+9,07006340.30%+634
MPLX LP(MPLX)55,67555,594-812,3142,3681.11%+54
APOLLO GLOBAL MGMT INC(APO)8,6468,678+329721,0250.48%+52
TORTOISE ENERGY INFRA CORP(TYG)012,070+12,07004210.20%+421
ISHARES TR03,120+3,12004700.22%+470
MORGAN STANLEY INDIA INVT FD(IIF)013,121+13,12103510.16%+351
MCDONALDS CORP(MCD)02,913+2,91307420.35%+742
SPDR SER TR
ST STR SP REGBNK
06,933+6,93303400.16%+340
SPDR SER TR
ST STR P500GRW
2,9893,340+3512192680.13%+49
AGNC INVT CORP(AGNC)054,077+54,07705160.24%+516
SELECT SECTOR SPDR TR
ST STR UTIL ETF
012,830+12,83008740.41%+874
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
011,538+11,53805280.25%+528
CLOROX CO DEL(CLX)02,034+2,03402780.13%+278
BLACKROCK TCP CAPITAL CORP61,61163,538+1,9276436860.32%+44
UNION PAC CORP(UNP)01,863+1,86304220.20%+422
PETROLEO BRASILEIRO SA PETRO(PBR)11,10914,604+3,4951692120.10%+43
ABBOTT LABS03,968+3,96804120.19%+412
GOLDMAN SACHS GROUP INC(GS)0836+83603780.18%+378
ATLANTICUS HOLDINGS CORP(ATLC)010,105+10,10502850.13%+285
STARBUCKS CORP(SBUX)08,099+8,09906310.29%+631
ENERGY TRANSFER L P(ET)46,09247,140+1,0487257650.36%+40
CALAMOS DYNAMIC CONV & INCOM26,63927,592+9535816190.29%+38
VANGUARD INDEX FDS05,203+5,20304360.20%+436
EPR PPTYS(EPR)013,055+13,05505480.26%+548
MORGAN STANLEY(MS)03,719+3,71903610.17%+361
AT&T INC(T)31,56931,003-5665565920.28%+37
DIGITAL RLTY TR INC(DLR)01,626+1,62602470.12%+247
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