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David B. Rea

@Salem Investment Counselors Inc

Latest period2024 - Q4ReportedManaged Assets$3.049BTotal holdings1203
Assets growth rate-8.2%Assets growth rate (2-Q avg)-0.52%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Salem Investment Counselors Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1203 positions.

Assets under management

The assets under management (AUM) of Salem Investment Counselors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.049B in assets, with a quarterly growth rate of -8.2% and a 2-quarter average growth rate of -0.52%. The portfolio is managed by David B. Rea, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LOWLowes Cos Inc
Recent Activity
Decreased -32.67%
11.58%
$352.9M
1.43M shares@ $246.8 avg price
AAPLApple Inc
Recent Activity
Decreased -0.61%
8.18%
$249.24M
995,287 shares@ $250.42 avg price
NVDANvidia Corporation
Recent Activity
Decreased -5.02%
6.65%
$202.541M
1.508M shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.63%
5.58%
$170.045M
403,427 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.54%
3.46%
$105.341M
480,154 shares@ $219.4 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -3.6%
3.17%
$96.431M
164,696 shares@ $585.52 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.33%
3.14%
$95.459M
501,254 shares@ $190.45 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -33.98%
2.78%
$84.517M
1.118M shares@ $75.64 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2%
1.8%
$54.797M
228,599 shares@ $239.71 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.19%
1.74%
$52.971M
68,616 shares@ $772.0 avg price