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CIK: 0000884423
Total reported value
$4.0B
$4.0B
1171 檔
28.2%
As reported in its official Q1 2024 Form 13F filing, Salem Investment Counselors Inc's tracked investment portfolio stood at $4.0B with 1171 total positions.
During Q1 2024, Salem Investment Counselors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1171 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 18.41% | -2.04% | -36.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.72% | -0.41% | -0.17% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.59% | -0.57% | +0.46% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.87% | -0.31% | +1.04% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | -0.09% | +1.20% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.67% | -0.42% | +0.38% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | +0.15% | +0.34% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.46% | -0.26% | +1.87% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.85% | +0.23% | +2.79% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.71% | -0.34% | +2.53% | |
| 11 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.55% | -0.09% | +0.93% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.11% | +1.94% | |
| 13 | GRBK | Green Brick Partners Inc | Stock-Other | 1.46% | +0.07% | +1.66% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.45% | -0.03% | +0.21% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.09% | +3.12% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.39% | +3.06% | -0.78% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.29% | -0.89% | +4.22% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.09% | -0.07% | +2.17% | |
| 19 | WRKUSD | Westrock Co | Stock-Other | 0.98% | — | — | |
| 20 | ACN | Accenture plc | Stock-Tech | 0.97% | -0.21% | +0.85% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.94% | +2.19% | +6.09% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.16% | +2.32% | |
| 23 | NU | Nu Holdings Ltd. | Stock-Financials | 0.90% | -0.19% | +7.02% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | -0.22% | +3.10% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | -0.01% | +0.59% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.75% | -0.22% | +3.39% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.67% | — | -0.83% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.31% | +195.29% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.64% | -0.01% | +0.77% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.64% | +0.10% | +0.28% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.03% | +7.79% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.02% | +0.69% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.17% | +1.50% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.06% | +2.54% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | -0.03% | +1.52% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.15% | +3.16% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.02% | +2.52% | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.51% | +0.01% | +0.19% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.27% | -0.52% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | +0.96% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.48% | -0.17% | +12.41% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.03% | +0.51% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | +0.12% | -3.86% | |
| 44 | BCPC | Balchem CORP | Stock-Materials | 0.43% | -0.06% | — | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.41% | -0.28% | EXIT | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.41% | — | +1.82% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.38% | -0.18% | -3.43% | |
| 48 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.36% | +0.01% | +0.15% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.35% | +0.02% | -1.72% | |
| 50 | KBH | Kb Home | Stock-Consumer Disc | 0.35% | — | +8.68% |
According to official SEC Form 13F filings, Salem Investment Counselors Inc reported a total U.S. public equity portfolio value of $4.0B across 1171 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LOW, AAPL, MSFT) accounted for 28.2% of total reported equity market value during Q1 2024.
During Q1 2024, Salem Investment Counselors Inc's top holdings by market value included LOW (18.4%)、AAPL (5.7%)、MSFT (5.6%). The largest single position, LOW, represented 18.4% of total portfolio value.
In Q1 2024, Salem Investment Counselors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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