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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
GOOGLAlphabet Inc
Recent Activity
Decreased -1.6%
1.72%
$52.192M
275,708 shares@ $189.31 avg price
BACBank America Corp
Recent Activity
Decreased -1.21%
1.64%
$49.831M
1.134M shares@ $43.96 avg price
GRBKGreen Brick Partners Inc
Recent Activity
Decreased -8.1%
1.26%
$38.366M
679,172 shares@ $56.5 avg price
LENLennar Corp
Recent Activity
Decreased -0.81%
1.21%
$36.824M
270,032 shares@ $136.38 avg price
SWSmurfit Westrock Plc
Recent Activity
Decreased -0.46%
1.04%
$31.612M
586,932 shares@ $53.87 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -4.48%
1.03%
$31.36M
60,082 shares@ $521.97 avg price
MUMicron Technology Inc
Recent Activity
Decreased -14%
0.85%
$25.74M
305,544 shares@ $84.25 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.84%
0.85%
$25.727M
222,323 shares@ $115.72 avg price
VVisa Inc
Recent Activity
Decreased -3.48%
0.82%
$24.797M
78,463 shares@ $316.05 avg price
NUNu Hldgs Ltd
Recent Activity
Decreased -7.14%
0.74%
$22.441M
2.166M shares@ $10.37 avg price