Samalin Investment Counsel, LLC
Q4 2024 13F Holdings
- Locationchappaqua, NY
- Num holdings
293
- Value ($000)
$233,011
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001544366
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $8.47M | 4 % | 33,820 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.65M | 2 % | 9,644 | ||
OUNZ VANECK MERK GOLD ETF | GOLD SHS | 921078101 | $4.97M | 2 % | 196,397 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.54M | 2 % | 10,765 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.40M | 2 % | 32,786 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.07M | 2 % | 117,537 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.45M | 2 % | 7,605 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $3.27M | 1 % | 13,891 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $3.22M | 1 % | 25,009 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $2.95M | 1 % | 48,049 |
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