David B. Rea

@Salem Investment Counselors Inc

Latest period2024 - Q4

Reported5d ago

Managed Assets$3.049B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BKHBlack Hills Corp Recent Activity New Position	0.01%	$20,482 350 shares@ $58.52 avg price	New Position
GPIXGoldman Sachs Etf Tr Recent Activity New Position	0.01%	$19,780 400 shares@ $49.45 avg price	New Position
APTVAptiv Plc Recent Activity New Position	0.01%	$18,024 298 shares@ $60.49 avg price	New Position
BTCGrayscale Bitcoin Mini Tr Et Recent Activity New Position	0.01%	$17,586 420 shares@ $41.88 avg price	New Position
ICFIshares Tr Recent Activity New Position	0.01%	$16,090 267 shares@ $60.27 avg price	New Position
OSOnestream Inc Recent Activity New Position	0.01%	$14,260 500 shares@ $28.52 avg price	New Position
SCHISchwab Strategic Tr Recent Activity New Position	0.01%	$11,874 538 shares@ $22.08 avg price	New Position
CRICarters Inc Recent Activity New Position	0.01%	$10,838 200 shares@ $54.19 avg price	New Position
REYNReynolds Consumer Prods Inc Recent Activity New Position	0.01%	$10,796 400 shares@ $26.99 avg price	New Position
VMBSVanguard Scottsdale Fds Recent Activity New Position	0.01%	$10,247 226 shares@ $45.35 avg price	New Position