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CIK: 0000884423
Total reported value
$4.0B
$4.0B
1203 檔
26.8%
During the Q4 2024 filing period, Salem Investment Counselors Inc (CIK: 0000884423) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.0B across 1203 reported positions.
In Q4 2024, Salem Investment Counselors Inc adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 1203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 11.57% | -2.04% | -32.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.17% | -0.41% | -0.61% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.64% | -0.31% | -5.03% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.57% | -0.64% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.45% | -0.09% | -1.55% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.16% | -0.42% | -3.60% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.13% | +0.15% | -1.34% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.77% | -0.89% | -33.99% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.64% | -0.26% | +0.12% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | -0.11% | -2.01% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.23% | -3.20% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.09% | -1.61% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.63% | -0.03% | -1.21% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.47% | -0.34% | +0.96% | |
| 15 | GRBK | Green Brick Partners Inc | Stock-Other | 1.26% | +0.07% | -8.10% | |
| 16 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.21% | -0.09% | -0.81% | |
| 17 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 1.04% | -0.03% | -0.46% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.03% | -0.22% | -4.48% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.31% | +1.20% | |
| 20 | ACN | Accenture plc | Stock-Tech | 0.92% | -0.21% | +1.19% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.16% | +0.28% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.84% | +3.06% | -14.01% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.22% | -1.84% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.07% | +0.90% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.02% | -3.48% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.01% | +0.94% | |
| 27 | NU | Nu Holdings Ltd. | Stock-Financials | 0.74% | -0.19% | -7.14% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | -0.01% | +193.11% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | +2.19% | +5.10% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.15% | -6.07% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.64% | +0.01% | -0.07% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.03% | +1.92% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.61% | — | +181.51% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | -0.11% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.17% | -7.77% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.03% | +0.85% | |
| 37 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.58% | -0.17% | -7.46% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.58% | +0.12% | -13.57% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | +0.10% | -0.10% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.02% | +0.70% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.03% | +0.48% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.27% | +0.20% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.12% | +1.24% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.42% | -0.18% | +0.54% | |
| 45 | BCPC | Balchem CORP | Stock-Materials | 0.41% | -0.06% | -3.78% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.38% | -0.28% | EXIT | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.14% | +2.81% | |
| 48 | KBH | Kb Home | Stock-Consumer Disc | 0.32% | — | -2.98% | |
| 49 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.31% | -0.06% | +0.43% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.07% | +1.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | -0.61% | Trim |
| 2 | PLTR | Palantir Technologies Inc-a | +0.9% | -33.99% | Trim |
| 3 | NVDA | Nvidia CORP | +0.8% | -5.03% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.7% | -1.55% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.6% | -1.34% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -2.01% | Trim |
| 7 | MSFT | Microsoft CORP | +0.3% | -0.64% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.61% | Trim |
| 9 | BAC | Bank Of America CORP | +0.3% | -1.21% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -3.60% | Trim |
| 11 | WMT | Walmart Inc | +0.2% | +1.20% | Add |
| 12 | SW | Smurfit Westrock Plc | +0.2% | -0.46% | Trim |
| 13 | V | Visa Inc-class A Shares | +0.1% | -3.48% | Trim |
| 14 | TSLA | Tesla Inc | +0.1% | +1.62% | Add |
| 15 | UI | Ubiquiti Inc | +0.1% | -5.38% | Trim |
| 16 | AVGO | Broadcom Inc | +0.1% | +5.91% | Add |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | +0.43% | Add |
| 18 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +5.45% | Add |
| 20 | RTX | Rtx CORP | 0% | -1.84% | Trim |
| 21 | PEP | Pepsico Inc | 0% | +0.96% | Add |
| 22 | ABBV | Abbvie Inc | 0% | +0.94% | Add |
| 23 | QCOM | Qualcomm Inc | 0% | -0.10% | Trim |
| 24 | BCPC | Balchem CORP | 0% | -3.78% | Trim |
| 25 | JNJ | Johnson & Johnson | 0% | +0.28% | Add |
| 26 | MDLZ | Mondelez International Inc-a | 0% | -0.70% | Trim |
| 27 | MRK | Merck & Co. Inc. | 0% | +0.90% | Add |
| 28 | UNH | Unitedhealth Group Inc | 0% | +1.92% | Add |
| 29 | ALSN | Allison Transmission Holding | 0% | -28.88% | Trim |
| 30 | LOB | Live Oak Bancshares Inc | 0% | -23.62% | Trim |
| 31 | RIO | Rio Tinto Plc-spon Adr | 0% | -3.05% | Trim |
| 32 | ARCC | Ares Capital CORP | 0% | -23.91% | Trim |
| 33 | INTC | Intel CORP | 0% | -29.60% | Trim |
| 34 | NUE | Nucor CORP | 0% | -26.41% | Trim |
| 35 | TXT | Textron Inc | 0% | -13.62% | Trim |
| 36 | IRM | Iron Mountain Inc | -0.1% | -11.66% | Trim |
| 37 | PSX | Phillips 66 | -0.1% | -17.33% | Trim |
| 38 | ROP | Roper Technologies Inc | -0.1% | -19.09% | Trim |
| 39 | EVH | Evolent Health Inc - A | -0.1% | +53.05% | Add |
| 40 | KBH | Kb Home | -0.1% | -2.98% | Trim |
| 41 | GEHC | GE Healthcare Technology | -0.1% | -11.45% | Trim |
| 42 | CDE | Coeur Mining Inc | -0.1% | -95.57% | Trim |
| 43 | CVS | Cvs Health CORP | -0.1% | -12.45% | Trim |
| 44 | AMD | Advanced Micro Devices | -0.1% | +5.10% | Add |
| 45 | LLY | Eli Lilly & Co | -0.2% | -3.20% | Trim |
| 46 | NU | Nu Holdings Ltd. | -0.2% | -7.14% | Trim |
| 47 | MU | Micron Technology Inc | -0.3% | -14.01% | Trim |
| 48 | LEN | Lennar Corp-a | -0.3% | -0.81% | Trim |
| 49 | GRBK | Green Brick Partners Inc | -0.6% | -8.10% | Trim |
| 50 | LOW | Lowe's Cos Inc | -5.8% | -32.67% | Trim |
According to official SEC Form 13F filings, Salem Investment Counselors Inc reported a total U.S. public equity portfolio value of $4.0B across 1203 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LOW, AAPL, NVDA) accounted for 26.8% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
LOW
前期市值: $575.2M
During Q4 2024, Salem Investment Counselors Inc's top holdings by market value included LOW (11.6%)、AAPL (8.2%)、NVDA (6.6%). The largest single position, LOW, represented 11.6% of total portfolio value.
In Q4 2024, Salem Investment Counselors Inc made 49 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 37 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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