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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
FNFabrinet
Recent Activity
New Position
0.02%
$517,818
2,355 shares@ $219.89 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.02%
$323,828
4,470 shares@ $72.45 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.01%
$215,274
210 shares@ $1025.12 avg price
SCYBSchwab Strategic Tr
Recent Activity
New Position
0.01%
$179,667
6,868 shares@ $26.17 avg price
APPFAppfolio Inc
Recent Activity
New Position
0.01%
$123,360
500 shares@ $246.72 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.01%
$107,878
976 shares@ $110.54 avg price
STRMStreamline Health Solutions
Recent Activity
New Position
0.01%
$68,369
18,183 shares@ $3.77 avg price
SCHJSchwab Strategic Tr
Recent Activity
New Position
0.01%
$54,180
2,223 shares@ $24.38 avg price
TOWNTownebank Portsmouth Va
Recent Activity
New Position
0.01%
$34,310
1,000 shares@ $34.31 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.01%
$30,480
1,000 shares@ $30.48 avg price