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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
SRCLStericycle Inc
Recent Activity
Exited
0%
$549,000
9,000 shares@ $61.0 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$368,196
450 shares@ $818.22 avg price
GOLDBarrick Gold Corp
Recent Activity
Exited
0%
$129,285
6,500 shares@ $19.89 avg price
TOSTToast Inc
Recent Activity
Exited
0%
$113,240
4,000 shares@ $28.31 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$95,955
250 shares@ $383.82 avg price
SKYWSkywest Inc
Recent Activity
Exited
0%
$93,522
1,100 shares@ $85.02 avg price
STRMStreamline Health Solutions
Recent Activity
Exited
0%
$62,763
272,764 shares@ $0.24 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$57,921
61 shares@ $949.53 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$55,076
260 shares@ $211.84 avg price
CNHCnh Indl N V
Recent Activity
Exited
0%
$49,950
4,500 shares@ $11.1 avg price