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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.12%
2.64%
$80.393M
177,359 shares@ $453.29 avg price
PEPPepsico Inc
Recent Activity
Increased 0.97%
1.47%
$44.796M
292,565 shares@ $153.12 avg price
WMTWalmart Inc
Recent Activity
Increased 1.21%
1%
$30.487M
336,761 shares@ $90.53 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 1.2%
0.93%
$28.146M
80,009 shares@ $351.8 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.29%
0.86%
$25.965M
179,539 shares@ $144.63 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.9%
0.85%
$25.618M
255,649 shares@ $100.21 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.94%
0.78%
$23.501M
132,253 shares@ $177.7 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 193.12%
0.7%
$21.152M
912,497 shares@ $23.19 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 5.11%
0.69%
$20.972M
173,623 shares@ $120.8 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.93%
0.64%
$19.495M
38,538 shares@ $505.87 avg price