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Samalin Investment Counsel, LLC13F | |
| Samalin Investment Counsel, LLC | |
| Last update 2025-05-15 | 318 Stocks (38 new) |
| Value $247.00 Mil | Turnover 13 % |
Samalin Investment Counsel, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 37,025 | 8,224.5 | +9.48% | 3.330 | +0.29% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
OUNZ | VanEck Merk Gold ETF | 195,160 | 5,882.1 | -0.63% | 2.380 | -0.01% | 0.370 | +1.63% | +30.71% | 1,815.4 | ||
SPY | SPDR S&P 500 ETF Trust | 9,501 | 5,315.0 | -1.48% | 2.150 | -0.04% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
BRK.B | Berkshire Hathaway Inc | 8,494 | 4,524.1 | +11.69% | 1.830 | +0.19% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
MSFT | Microsoft Corp | 11,258 | 4,226.5 | +4.58% | 1.710 | +0.07% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
DGRO | iShares Core Dividend Growth ETF | 55,225 | 3,411.8 | +14.93% | 1.380 | +0.18% | 0.010 | +12.25% | +7.46% | 32,585.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 27,865 | 3,399.9 | +11.42% | 1.380 | +0.14% | 0.010 | +20.09% | +7.64% | 72,412.3 | ||
NVDA | NVIDIA Corp | 30,407 | 3,295.6 | -7.26% | 1.340 | -0.14% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
IWY | iShares Russell Top 200 Growth ETF | 15,515 | 3,272.9 | +11.69% | 1.330 | +0.14% | 0.030 | +26.02% | +6.96% | 14,275.8 | ||
IWR | iShares Russell Mid-Cap ETF | 36,773 | 3,128.3 | +13.81% | 1.270 | +0.15% | 0.010 | +17.39% | +7.54% | 43,430.4 |
Samalin Investment Counsel, LLC's Historical Top Holdings Breakdowns
Samalin Investment Counsel, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares ETF | 2025-03-31 | Add Add | +0.70% | 243.19 ($264.45) 288.14 | $316.10 | 19.53% | Add 153.65% | 9,905 | 6,000 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.68% | 32.42 ($34.71) 36.1 | $36.66 | 5.62% | Reduce -39.16% | 71,504 | -46,033 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.38% | 725.72 ($832.09) 929.72 | $776.44 | -6.69% | Reduce -44.13% | 1,451 | -1,146 | |
MLCO | Melco Resorts and Entertainment Ltd | 2025-03-31 | Add Add | +0.35% | 5.27 ($5.63) 6.27 | $9.14 | 62.34% | Add 171.43% | 261,312 | 165,039 | |
LYB | LyondellBasell Industries NV | 2025-03-31 | New Buy New Buy | +0.32% | 69.82 ($75.25) 78.67 | $65.41 | -13.08% | New holding | 11,185 | 11,185 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.31% | 59.61 ($63.9) 66.74 | $68.24 | 6.79% | Add 220.43% | 18,207 | 12,525 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.29% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Add 9.48% | 37,025 | 3,205 | |
OCSL | Oaktree Specialty Lending Corp | 2025-03-31 | Add Add | +0.28% | 14.96 ($15.69) 16.12 | $14.22 | -9.37% | Add 110.38% | 85,277 | 44,743 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-03-31 | New Buy New Buy | +0.28% | 41.02 ($41.59) 41.99 | $41.61 | 0.05% | New holding | 16,712 | 16,712 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-03-31 | Add Add | +0.26% | 32.57 ($34.36) 35.83 | $36.16 | 5.24% | Add 248.84% | 27,440 | 19,574 |
Samalin Investment Counsel, LLC Total Holding History ($B)
Samalin Investment Counsel, LLC's Asset Allocation
Samalin Investment Counsel, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Samalin Investment Counsel, LLC's Hypothetical Growth since 2025-03-31
Samalin Investment Counsel, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Samalin Investment Counsel, LLC's Holdings Heat Map
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Samalin Investment Counsel, LLC's Holdings Bubble Chart
Samalin Investment Counsel, LLC News
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