HoldingsChannel.com
Samalin Investment Counsel LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES CORE S&P MID CAP ETF (IJH) 26,040 +26,040 $5,359
     IJH26,040+26,040$5,359
ISHARES TIPS BOND ETF (TIP) 35,832 +35,832 $4,176
     TIP35,832+35,832$4,176
APPLE INC COM USD0.00001 12,663 +12,663 $3,718
     AAPL12,663+12,663$3,718
HANCOCK JOHN TAX ADVANTAGE DIVID FD 128,799 +128,799 $3,521
     HTD128,799+128,799$3,521
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 36,446 +36,446 $2,716
     EFAV36,446+36,446$2,716
COHEN &STEERS RETURN FD COM 155,396 +155,396 $2,250
     RFI155,396+155,396$2,250
ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM) 47,996 +47,996 $2,153
     EEM47,996+47,996$2,153
VANGUARD BD INDEX FD INC SHORT TERM BD ETF (BSV) 25,383 +25,383 $2,046
     BSV25,383+25,383$2,046
TORTOISE ENERGY INFRA CORP COM 98,317 +98,317 $1,762
     TYG98,317+98,317$1,762
MICROSOFT CORP 10,936 +10,936 $1,724
     MSFT10,936+10,936$1,724
CBRE CLARION GLOBAL REAL ESTAT COM 193,177 +193,177 $1,549
     IGR193,177+193,177$1,549
CALAMOS CONV OPP AND INC FD SH BEN INT 134,980 +134,980 $1,484
     CHI134,980+134,980$1,484
BANK OF AMERICA CORP 41,130 +41,130 $1,448
     BAC41,130+41,130$1,448
CALAMOS CONV &HIGH INCOME FD COM SHS 118,724 +118,724 $1,353
     CHY118,724+118,724$1,353
ALPS ETF TR ALERIAN MLP ETF (AMLP) 146,645 +146,645 $1,246
     AMLP146,645+146,645$1,246
NETFLIX COM INC COM 3,577 +3,577 $1,157
     NFLX3,577+3,577$1,157
JOHNSON &JOHNSON COM USD1.00 7,921 +7,921 $1,155
     JNJ7,921+7,921$1,155
AMAZON.COM INC 609 +609 $1,125
     AMZN609+609$1,125
SECTOR SPDR TR SHS BEN INT UTILITIES (XLU) 16,716 +16,716 $1,080
     XLU16,716+16,716$1,080
STARWOOD PPTY TR INC COM 43,377 +43,377 $1,078
     STWD43,377+43,377$1,078
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 3,247 +3,247 $1,045
     SPY3,247+3,247$1,045
ISHARES TRUST 1 3 YEAR TREASURY BOND ETF (SHY) 12,121 +12,121 $1,025
     SHY12,121+12,121$1,025
ISHARES S&P 500 VALUE ETF (IVE) 7,812 +7,812 $1,016
     IVE7,812+7,812$1,016
JPMORGAN CHASE & CO COM USD1.00 7,257 +7,257 $1,011
     JPM7,257+7,257$1,011
AT&T INC COM USD1 24,752 +24,752 $967
     T24,752+24,752$967
ALTRIA GROUP INC 19,001 +19,001 $948
     MO19,001+19,001$948
DISNEY WALT CO 6,354 +6,354 $919
     DIS6,354+6,354$919
BLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A 24,605 +24,605 $915
     BXMT24,605+24,605$915
INVESCO EXCHNG TRADED FD TR II TAXABLE MUN BD (BAB) 27,785 +27,785 $879
     BAB27,785+27,785$879
PROCTER & GAMBLE CO COM 6,918 +6,918 $864
     PG6,918+6,918$864
BRISTOL MYERS SQUIBB CO COM USD0.10      $860
     BMY13,360+13,360$857
     RIGHT 99 99 9999996+996$3
APOLLO COML REAL ESTATE FIN INC COM 43,476 +43,476 $795
     ARI43,476+43,476$795
ISHARES CORE S&P SMALL CAP E (IJR) 9,491 +9,491 $795
     IJR9,491+9,491$795
WESTERN ASSET EMER MKTS DEBT FD INC COM USD0.001 54,182 +54,182 $773
     EMD54,182+54,182$773
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST 66,906 +66,906 $723
     MAV66,906+66,906$723
VERIZON COMMUNICATIONS 11,788 +11,788 $723
     VZ11,788+11,788$723
SSGA ACTIVE ETF TR SPDR TR TACTIC (TOTL) 14,637 +14,637 $717
     TOTL14,637+14,637$717
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 4,043 +4,043 $711
     IWF4,043+4,043$711
ISHARES TR PFD AND INCM SEC (PFF) 18,146 +18,146 $682
     PFF18,146+18,146$682
ICAHN ENTERPRISES LP DESPOSITARY UNIT 10,939 +10,939 $672
     IEP10,939+10,939$672
INVESCO QQQ TR UNIT SER 1 3,161 +3,161 $672
     QQQ3,161+3,161$672
ENERGY TRANSFER LP COM UT LTD PTN 52,301 +52,301 $671
     ET52,301+52,301$671
VANECK VECTORS ETF TR HIGH YLD MUN ETF (HYD) 10,193 +10,193 $652
     HYD10,193+10,193$652
IDEXX LABORATORIES INC COM USD0.10 2,414 +2,414 $630
     IDXX2,414+2,414$630
EATON CORP PLC COM 6,566 +6,566 $621
     ETN6,566+6,566$621
COHEN &STEERS INFRASTRUCTURE COM 23,595 +23,595 $618
     UTF23,595+23,595$618
ISHARES TR INTL SEL DIV ETF (IDV) 18,245 +18,245 $612
     IDV18,245+18,245$612
TEMPLETON DRAGON FD INC COM 29,876 +29,876 $581
     TDF29,876+29,876$581
NUVEEN FLOATING RATE INCOME FUND (JFR) 56,251 +56,251 $576
     JFR56,251+56,251$576
APOLLO GLOBAL MGMT INC COM CL A 12,024 +12,024 $573
     APO12,024+12,024$573

See Full List: All Stocks Held By Samalin Investment Counsel LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Samalin Investment Counsel LLC

Size ($ in 1000's)
At 12/31/2019: $119,069
At 09/30/2019: $0

Samalin Investment Counsel LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Samalin Investment Counsel LLC 13F filings. Link to 13F filings: SEC filings

Samalin Investment Counsel LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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