HoldingsChannel.com
Samalin Investment Counsel LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TIPS BOND ETF (TIP) 35,183 -649 $4,148
     TIP35,183-649$4,148
APPLE INC COM USD0.00001 14,439 +1,776 $3,671
     AAPL14,439+1,776$3,671
ISHARES CORE S&P MID CAP ETF (IJH) 24,554 -1,486 $3,532
     IJH24,554-1,486$3,532
HANCOCK JOHN TAX ADVANTAGED DI COM 133,866 +5,067 $2,354
     HTD133,866+5,067$2,354
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 37,382 +936 $2,319
     EFAV37,382+936$2,319
VANGUARD BD INDEX FDS SHORT TRM BOND (BSV) 21,309 -4,074 $1,751
     BSV21,309-4,074$1,751
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 6,616 +3,369 $1,705
     SPY6,616+3,369$1,705
ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM) 47,307 -689 $1,614
     EEM47,307-689$1,614
COHEN &STEERS TOTAL RETURN FD COM 155,967 +571 $1,576
     RFI155,967+571$1,576
MICROSOFT CORP 8,575 -2,361 $1,352
     MSFT8,575-2,361$1,352
CALAMOS CONV OPP AND INC FD SH BEN INT 135,143 +163 $1,127
     CHI135,143+163$1,127
ISHARES TRUST 1 3 YEAR TREASURY BOND ETF (SHY) 12,449 +328 $1,079
     SHY12,449+328$1,079
NETFLIX COM INC COM 2,844 -733 $1,067
     NFLX2,844-733$1,067
BK OF AMERICA CORP COM 49,861 +8,731 $1,058
     BAC49,861+8,731$1,058
CALAMOS CONV &HIGH INCOME FD COM SHS 119,774 +1,050 $1,058
     CHY119,774+1,050$1,058
CBRE CLARION GLOBAL REAL ESTAT COM 195,670 +2,493 $1,025
     IGR195,670+2,493$1,025
AMAZON.COM INC 523 -86 $1,019
     AMZN523-86$1,019
SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 (DIA) 4,284 +3,501 $939
     DIA4,284+3,501$939
INVESCO QQQ TR UNIT SER 1 4,824 +1,663 $918
     QQQ4,824+1,663$918
DISNEY WALT CO 9,339 +2,985 $902
     DIS9,339+2,985$902
JOHNSON &JOHNSON COM USD1.00 6,739 -1,182 $883
     JNJ6,739-1,182$883
SECTOR SPDR TR SHS BEN INT UTILITIES (XLU) 15,380 -1,336 $852
     XLU15,380-1,336$852
PROCTER & GAMBLE CO COM 7,397 +479 $813
     PG7,397+479$813
INVESCO EXCHANGE TRADED FD TR TAXABLE MUN BD (BAB) 26,298 -1,487 $812
     BAB26,298-1,487$812
JPMORGAN CHASE & CO COM USD1.00 8,947 +1,690 $805
     JPM8,947+1,690$805
ISHARES S&P 500 VALUE ETF (IVE) 7,704 -108 $741
     IVE7,704-108$741
BRISTOL MYERS SQUIBB CO COM 13,274 -1,082 $739
     BMY13,274-86$739
MERCK & CO INC NEW COM 8,448 +2,807 $650
     MRK8,448+2,807$650
AT&T INC COM USD1 22,076 -2,676 $643
     T22,076-2,676$643
ALPS ETF TR ALERIAN MLP ETF (AMLP) 184,953 +38,308 $636
     AMLP184,953+38,308$636
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 12,473 +3,430 $629
     ISTB12,473+3,430$629
SSGA ACTIVE ETF TR SPDR TR TACTIC (TOTL) 12,917 -1,720 $619
     TOTL12,917-1,720$619
VERIZON COMMUNICATIONS 11,297 -491 $607
     VZ11,297-491$607
ISHARES TR RUS MID CAP ETF (IWR) 13,965 +6,832 $602
     IWR13,965+6,832$602
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 3,864 -179 $582
     IWF3,864-179$582
WESTERN ASSET EMER MKTS DEBT FD INC COM USD0.001 54,653 +471 $575
     EMD54,653+471$575
IDEXX LABORATORIES INC COM USD0.10 2,259 -155 $547
     IDXX2,259-155$547
PIONEER MUN HIGH INCOME ADVANT COM 53,739 -13,167 $547
     MAV53,739-13,167$547
ISHARES CORE S&P SMALL CAP E (IJR) 9,718 +227 $545
     IJR9,718+227$545
ALTRIA GROUP INC 13,943 -5,058 $539
     MO13,943-5,058$539
ICAHN ENTERPRISES LP DESPOSITARY UNIT 10,993 +54 $532
     IEP10,993+54$532
TEMPLETON DRAGON FD INC COM 31,011 +1,135 $528
     TDF31,011+1,135$528
NOVO NORDISK A S ADR EACH CNV INTO 1 CLASS B DKK1 8,408 -50 $506
     NVO8,408-50$506
GOLDMAN SACHS GROUP INC COM USD0.01 3,108 +1,503 $480
     GS3,108+1,503$480
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B      $465
     BRK.B2,545+1,190$465
BLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A 25,020 +415 $465
     BXMT25,020+415$465
ISHARES TR PFD AND INCM SEC (PFF) 14,557 -3,589 $463
     PFF14,557-3,589$463
VANECK VECTORS ETF TR HIGH YLD MUN ETF (HYD) 8,788 -1,405 $459
     HYD8,788-1,405$459
CITIGROUP INC COM NEW 10,781 +3,792 $454
     C10,781+3,792$454
STARWOOD PPTY TR INC COM 44,332 +955 $454
     STWD44,332+955$454

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

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

Size ($ in 1000's)
At 03/31/2020: $74,740
At 12/31/2019: $119,069

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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