Fund HoldingsSamalin Investment Counsel, LLC

Total Portfolio Value
$229.81M
Total Bought
$25.58M
Total Sold
$17.80M
Net Transaction
+$7.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANECK MERK GOLD ETF(OUNZ)0190,736+190,73604,8432.11%+4,843
APPLE INC(AAPL)33,97233,652-3207,1557,8413.41%+686
AMGEN INC(AMGN)2,1404,184+2,0446691,3480.59%+679
ALPS ETF TR
ALERIAN MLP
24,66036,608+11,9481,1831,7250.75%+542
OPERA LTD(OPRA)032,825+32,82505070.22%+507
BERKSHIRE HATHAWAY INC DEL07,466+7,46603,4361.50%+3,436
NICE LTD(NICE)02,700+2,70004690.20%+469
HEWLETT PACKARD ENTERPRISE C(HPE)07,540+7,54004560.20%+456
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,4725,429+1,9577861,2260.53%+440
TESLA INC(TSLA)6,1176,232+1151,2111,6300.71%+420
FIDELITY COMWLTH TR9,07014,023+4,9536341,0040.44%+370
SPOTIFY TECHNOLOGY S A(SPOT)1,2482,044+7963927530.33%+362
VANECK ETF TRUST
BDC INCOME ETF
102,227126,001+23,7741,7492,0870.91%+337
ERO COPPER CORP(ERO)013,762+13,76203060.13%+306
COHEN & STEERS QUALITY INCOM(RQI)0121,145+121,14501,7170.75%+1,717
OMEGA HEALTHCARE INVS INC(OHI)16,85521,268+4,4135778660.38%+288
ETFIS SER TR I
VIRTUS INFRCAP
77,31783,671+6,3541,6261,9100.83%+284
ALGONQUIN PWR UTILS CORP51,485103,608+52,1233025650.25%+263
WP CAREY INC(WPC)013,175+13,17508210.36%+821
ISHARES TR030,374+30,37402,6771.16%+2,677
MELCO RESORTS AND ENTMNT LTD(MLCO)086,273+86,27306720.29%+672
IRON MTN INC DEL(IRM)01,980+1,98002350.10%+235
MEDICAL PPTYS TRUST INC(MPT)0149,338+149,33808740.38%+874
SOUTHERN CO(SO)02,560+2,56002310.10%+231
MERCK & CO INC(MRK)09,552+9,55201,0850.47%+1,085
ISHARES TR
CORE DIV GRWTH
45,16544,993-1722,6022,8211.23%+219
HIGHWOODS PPTYS INC(HIW)06,342+6,34202130.09%+213
HCA HEALTHCARE INC(HCA)0523+52302120.09%+212
ALEXANDRIA REAL ESTATE EQ IN01,788+1,78802120.09%+212
CONSOLIDATED EDISON INC(ED)02,028+2,02802110.09%+211
UBER TECHNOLOGIES INC(UBER)02,758+2,75802070.09%+207
AMERICAN EXPRESS CO(AXP)0762+76202070.09%+207
DIMENSIONAL ETF TRUST
WORLD EX US CORE
07,640+7,64002060.09%+206
UNITEDHEALTH GROUP INC(UNH)3,1683,112-561,6141,8190.79%+206
ISHARES TR
MSCI EAFE MIN VL
46,27744,517-1,7603,2103,4141.49%+205
LAS VEGAS SANDS CORP(LVS)04,062+4,06202040.09%+204
SPDR INDEX SHS FDS
ST MAR DIVID ETF
05,380+5,38002030.09%+203
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0139,203+139,20304,7732.08%+4,773
APPLOVIN CORP(APP)04,922+4,92206430.28%+643
NEXTERA ENERGY PARTNERS LP(XIFR)025,152+25,15206950.30%+695
ISHARES TR8041,090+2864406290.27%+189
JOHNSON & JOHNSON(JNJ)09,874+9,87401,6000.70%+1,600
NEW YORK CMNTY BANCORP INC(FLG)015,724+15,72401770.08%+177
MPLX LP(MPLX)55,59457,122+1,5282,3682,5401.11%+172
SELECT SECTOR SPDR TR
ST STR UTIL ETF
12,83012,827-38741,0360.45%+162
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
49,79251,919+2,1272,4802,6381.15%+158
ISHARES TR30,75332,104+1,3512,5112,6691.16%+158
REALTY INCOME CORP(O)015,731+15,73109980.43%+998
HOME DEPOT INC(HD)02,692+2,69201,0910.47%+1,091
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
07,322+7,32201,3120.57%+1,312
STARBUCKS CORP(SBUX)8,0998,026-736317820.34%+152
INVESCO QQQ TR5,8506,054+2042,8032,9551.29%+152
PFIZER INC(PFE)024,813+24,81307180.31%+718
ISHARES TR12,03412,243+2091,2841,4320.62%+148
ISHARES TR24,18524,041-1442,8733,0201.31%+147
COHEN & STEERS REIT & PFD &
COM
038,588+38,58809130.40%+913
EATON CORP PLC(ETN)06,817+6,81702,2590.98%+2,259
PIMCO DYNAMIC INCOME FD(PDI)040,984+40,98408310.36%+831
GOLDMAN SACHS BDC INC(GSBD)010,024+10,02401380.06%+138
REAVES UTIL INCOME FD(UTG)019,709+19,70906470.28%+647
FIDELITY COVINGTON TRUST9,89110,511+6201,6971,8340.80%+138
ISHARES TR
CORE 1 5 YR USD
53,13954,513+1,3742,5172,6541.15%+137
MCDONALDS CORP(MCD)2,9132,884-297428780.38%+136
ABRDN GLOBAL PREMIER PPTYS F0184,338+184,33808520.37%+852
BLACKSTONE INC(BX)05,503+5,50308430.37%+843
ISHARES TR02,297+2,29705070.22%+507
HEALTHPEAK PROPERTIES INC(DOC)36,79837,274+4767218520.37%+131
SPDR S&P MIDCAP 400 ETF TR(MDY)01,308+1,30807450.32%+745
SPDR SER TR
ST STR P500GRW
3,3404,785+1,4452683970.17%+129
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
09,946+9,94605920.26%+592
PIMCO DYNAMIC INCOME OPRNTS(PDO)065,344+65,34409230.40%+923
FLAHERTY & CRUMRINE DYNAMIC039,051+39,05108400.37%+840
JACKSON FINANCIAL INC(JXN)5,1545,530+3763835050.22%+122
VANECK ETF TRUST
MRNGSTR WDE MOAT
07,313+7,31307090.31%+709
WALGREENS BOOTS ALLIANCE INC013,173+13,17301180.05%+118
CALAMOS DYNAMIC CONV & INCOM27,59228,995+1,4036197360.32%+117
EPR PPTYS(EPR)13,05513,547+4925486640.29%+116
HIGHLAND OPPORTUNITIES090,359+90,35905540.24%+554
PIMCO CORPORATE & INCOME OPP(PTY)078,243+78,24301,1260.49%+1,126
REGENERON PHARMACEUTICALS(REGN)688791+1037238320.36%+108
HANCOCK JOHN FINL OPPTYS FD(BTO)024,862+24,86208240.36%+824
META PLATFORMS INC(META)3,5463,311-2351,7881,8960.82%+107
NUVEEN PFD & INCOME OPPORTUN(JPC)0101,361+101,36108180.36%+818
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
048,517+48,51701,5420.67%+1,542
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
29,08729,951+8641,4861,5930.69%+106
PROCTER AND GAMBLE CO(PG)09,193+9,19301,5920.69%+1,592
TRIPLEPOINT VENTURE GROWTH B078,238+78,23805520.24%+552
VANGUARD SPECIALIZED FUNDS03,073+3,07306090.26%+609
COHEN & STEERS INFRASTRUCTUR(UTF)022,207+22,20705780.25%+578
COHEN & STEERS TOTAL RETURN(RFI)071,127+71,12709310.41%+931
ISHARES TR27,05727,299+2421,1521,2520.54%+100
INNOVATIVE INDL PPTYS INC(IIPR)03,714+3,71405000.22%+500
NATIONAL GRID PLC(NGG)05,628+5,62803920.17%+392
WALMART INC(WMT)9,0278,794-2336117100.31%+99
ABRDN HEALTHCARE OPPORTUNITI039,237+39,23708660.38%+866
AT&T INC(T)31,00331,324+3215926890.30%+97
SPDR GOLD TR(GLD)03,356+3,35608160.35%+816
ARES COML REAL ESTATE CORP62,13672,225+10,0894135060.22%+92
ALTRIA GROUP INC(MO)013,967+13,96707130.31%+713
AGNC INVT CORP(AGNC)54,07758,049+3,9725166070.26%+91
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