Samalin Investment Counsel, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SI Samalin Investment Counsel, LLC | Institutional Filer | ▲ 0.03% | $282.0M | 319 |
Current Portfolio Holdings
Showing all 319 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 34K | $8.6M | 3.05% |
| 2 | OUNZ | VANECK MERK GOLD ETF | — | 177K | $8.0M | 2.83% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 9K | $5.9M | 2.10% |
| 4 | GLD | SPDR GOLD TR | — | 11K | $4.8M | 1.72% |
| 5 | DGRO | ISHARES TR | — | 67K | $4.7M | 1.67% |
| 6 | IWY | ISHARES TR | — | 19K | $4.6M | 1.64% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 9K | $4.2M | 1.51% |
| 8 | MSFT | Microsoft Corporation | Technology | 11K | $4.2M | 1.48% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | — | 19K | $3.7M | 1.33% |
| 10 | EFAV | ISHARES TR | — | 40K | $3.6M | 1.29% |
| 11 | ITOT | ISHARES TR | — | 26K | $3.6M | 1.29% |
| 12 | IWR | ISHARES TR | — | 37K | $3.6M | 1.27% |
| 13 | BAC | Bank of America Corporation | Financial Services | 72K | $3.5M | 1.25% |
| 14 | AMLP | ALPS ETF TR | — | 64K | $3.4M | 1.20% |
| 15 | DFAC | DIMENSIONAL ETF TRUST | — | 87K | $3.4M | 1.20% |
Showing 1 to 15 of 319 holdings