Fund HoldingsSamalin Investment Counsel, LLC

Total Portfolio Value
$233.01M
Total Bought
$25.25M
Total Sold
$20.74M
Net Transaction
+$4.51M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC(TSLA)6,2326,969+7371,6302,8141.21%+1,184
WESTERN MIDSTREAM PARTNERS L(WES)028,230+28,23001,0850.47%+1,085
ISHARES TR1,0902,293+1,2036291,3500.58%+721
SPDR S&P 500 ETF TR(SPY)09,644+9,64405,6532.43%+5,653
CHORD ENERGY CORPORATION(CHRD)05,422+5,42206340.27%+634
APPLE INC(AAPL)33,65233,820+1687,8418,4693.63%+628
BANK NOVA SCOTIA HALIFAX010,740+10,74005770.25%+577
ISHARES TR2,2974,895+2,5985071,0820.46%+574
NVIDIA CORPORATION(NVDA)032,786+32,78604,4031.89%+4,403
COMMUNITY HEALTHCARE TR INC026,950+26,95005180.22%+518
OPERA LTD(OPRA)32,82551,080+18,2555079670.42%+460
SPDR DOW JONES INDL AVERAGE(DIA)02,710+2,71001,1530.49%+1,153
BLACKROCK TCP CAPITAL CORP0105,823+105,82309220.40%+922
ALPS ETF TR
ALERIAN MLP
36,60843,667+7,0591,7252,1030.90%+378
COHEN & STEERS QUALITY INCOM(RQI)121,145170,477+49,3321,7172,0870.90%+370
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
05,682+5,68203620.16%+362
VANGUARD ADMIRAL FDS INC03,337+3,33703520.15%+352
JPMORGAN CHASE & CO.(JPM)09,029+9,02902,1640.93%+2,164
EXPEDIA GROUP INC(EXPE)01,720+1,72003210.14%+321
WORKDAY INC(WDAY)01,239+1,23903200.14%+320
FIDELITY WISE ORIGIN BITCOIN(FBTC)011,253+11,25309180.39%+918
ISHARES TR
CORE MSCI EAFE
04,464+4,46403140.13%+314
CELESTICA INC(CLS)07,656+7,65607070.30%+707
APA CORPORATION(APA)013,301+13,30103070.13%+307
BROADCOM INC(AVGO)04,983+4,98301,1550.50%+1,155
ISHARES TR013,891+13,89103,2681.40%+3,268
VANECK ETF TRUST
MRNGSTR WDE MOAT
7,31310,828+3,5157091,0040.43%+295
ISHARES BITCOIN TRUST ETF(IBIT)05,419+5,41902880.12%+288
AMAZON COM INC(AMZN)06,130+6,13001,3450.58%+1,345
DIMENSIONAL ETF TRUST
US LARG VALU ETF
09,096+9,09602730.12%+273
CALAMOS ETF TR
S&P 500 STRUCTU
011,152+11,15202700.12%+270
CALAMOS ETF TR
NASDAQ 100 STRU
010,943+10,94302700.12%+270
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
07,866+7,86602660.11%+266
VANECK ETF TRUST
BDC INCOME ETF
126,001141,323+15,3222,0872,3501.01%+264
VANECK BITCOIN ETF(HODL)06,545+6,54506920.30%+692
ETF SER SOLUTIONS
HOYA CAP HOUSI
05,512+5,51202500.11%+250
ENERGY TRANSFER L P(ET)051,845+51,84501,0160.44%+1,016
VANGUARD INTL EQUITY INDEX F04,334+4,33405090.22%+509
TIDAL TR II
IREIT MARKETVECT
011,824+11,82402380.10%+238
FLEX LTD(FLEX)022,055+22,05508470.36%+847
MORGAN STANLEY DIRECT LENDIN(MSDL)011,074+11,07402290.10%+229
APOLLO GLOBAL MGMT INC(APO)07,840+7,84001,2950.56%+1,295
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
08,002+8,00202130.09%+213
LXP INDUSTRIAL TRUST(LXP)026,126+26,12602120.09%+212
NKARTA INC084,575+84,57502110.09%+211
ISHARES INC09,292+9,29202090.09%+209
BOOKING HOLDINGS INC(BKNG)040+4002020.09%+202
ISHARES TR24,04125,009+9683,0203,2171.38%+197
COHEN & STEERS REAL ESTATE O013,287+13,28701960.08%+196
ALPHABET INC(GOOG)05,719+5,71901,0830.46%+1,083
NEW FORTRESS ENERGY INC012,420+12,42001880.08%+188
HOST HOTELS & RESORTS INC(HST)010,689+10,68901870.08%+187
ETFIS SER TR I
INFRACP REIT PFD
010,036+10,03601860.08%+186
HAFNIA LTD(HAFN)032,421+32,42101810.08%+181
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
028,274+28,27401,1570.50%+1,157
ISHARES TR30,37432,312+1,9382,6772,8561.23%+179
PARK HOTELS & RESORTS INC(PK)010,465+10,46501470.06%+147
FIDELITY COVINGTON TRUST10,51110,678+1671,8341,9740.85%+140
SPOTIFY TECHNOLOGY S A(SPOT)2,0441,982-627538870.38%+133
MPLX LP(MPLX)57,12255,821-1,3012,5402,6721.15%+132
SPDR GOLD TR(GLD)3,3563,905+5498169460.41%+130
ETF SER SOLUTIONS
HOYA CAPT HI DIV
012,587+12,58701270.05%+127
ISHARES TR
CORE DIV GRWTH
44,99348,049+3,0562,8212,9471.26%+127
VANECK MERK GOLD ETF(OUNZ)190,736196,397+5,6614,8434,9692.13%+126
GRAYSCALE BITCOIN TRUST ETF(GBTC)06,411+6,41104750.20%+475
VANGUARD INDEX FDS0678+67803660.16%+366
VISA INC(V)02,846+2,84609000.39%+900
BANK AMERICA CORP027,269+27,26901,1980.51%+1,198
ERO COPPER CORP(ERO)13,76231,017+17,2553064180.18%+112
VODAFONE GROUP PLC NEW(VOD)012,799+12,79901090.05%+109
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
013,170+13,17008570.37%+857
ALPHABET INC(GOOG)02,993+2,99305700.24%+570
ARES CAPITAL CORP(ARCC)069,689+69,68901,5260.65%+1,526
NETFLIX INC(NFLX)0498+49804450.19%+445
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
51,91954,505+2,5862,6382,7361.17%+98
BLACKROCK INNOVATION AND GRW(BTX)024,821+24,82101850.08%+185
OCCIDENTAL PETE CORP(OXY)013,644+13,64406740.29%+674
RAYMOND JAMES FINL INC(RJF)02,928+2,92804550.20%+455
AMERICAN EXPRESS CO(AXP)7621,019+2572073030.13%+96
GAMCO NAT RES GOLD & INCOME017,500+17,5000930.04%+93
WALMART INC(WMT)8,7948,793-17107940.34%+84
BLUE OWL CAPITAL CORPORATION(OBDC)076,516+76,51601,1570.50%+1,157
MORGAN STANLEY(MS)03,707+3,70704660.20%+466
WESTERN ASSET HIGH INCOME OP(HIO)019,432+19,4320760.03%+76
BOEING CO(BA)03,055+3,05505410.23%+541
WESTLAKE CHEM PARTNERS LP024,287+24,28705620.24%+562
SLR INVESTMENT CORP035,120+35,12005680.24%+568
WELLS FARGO CO NEW(WFC)04,497+4,49703160.14%+316
GOLDMAN SACHS GROUP INC(GS)0861+86104930.21%+493
AGILON HEALTH INC(AGL)060,545+60,54501150.05%+115
BLACKSTONE INC(BX)5,5035,253-2508439060.39%+63
PROSPECT CAP CORP(PSEC)014,500+14,5000620.03%+62
PRECISION BIOSCIENCES INC015,545+15,5450590.03%+59
OXFORD LANE CAP CORP0183,518+183,51809300.40%+930
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,450+1,45003050.13%+305
HANCOCK JOHN FINL OPPTYS FD(BTO)24,86224,498-3648248740.38%+50
HEWLETT PACKARD ENTERPRISE C(HPE)7,5408,055+5154565050.22%+49
NICE LTD(NICE)2,7003,045+3454695170.22%+48
T-MOBILE US INC(TMUS)02,378+2,37805250.23%+525
HOME DEPOT INC(HD)2,6922,921+2291,0911,1360.49%+45
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