Samalin Investment Counsel, LLC
Q1 2025 13F Holdings
- Locationchappaqua, NY
- Num holdings
318
- Value ($000)
$246,723
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $8.22M | 3 % | 37,025 | ||
OUNZ VANECK MERK GOLD ETF | GOLD SHS | 921078101 | $5.88M | 2 % | 195,160 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.32M | 2 % | 9,501 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.52M | 2 % | 8,494 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.23M | 2 % | 11,258 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $3.41M | 1 % | 55,225 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $3.40M | 1 % | 27,865 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.30M | 1 % | 30,407 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $3.27M | 1 % | 15,515 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $3.13M | 1 % | 36,773 |
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