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
MROMarathon Oil Corp Recent Activity Exited	0%	$48,414 1,818 shares@ $26.64 avg price	Exited
CGXUCapital Group Intl Focus Eqt Recent Activity Exited	0%	$48,061 1,782 shares@ $26.98 avg price	Exited
DSLDoubleline Income Solutions Recent Activity Exited	0%	$44,950 3,463 shares@ $12.99 avg price	Exited
TFISpdr Ser Tr Recent Activity Exited	0%	$36,387 777 shares@ $46.84 avg price	Exited
NTLAIntellia Therapeutics Inc Recent Activity Exited	0%	$30,825 1,500 shares@ $20.55 avg price	Exited
APTVAptiv Plc Recent Activity Exited	0%	$21,459 298 shares@ $72.02 avg price	Exited
LNTHLantheus Hldgs Inc Recent Activity Exited	0%	$16,463 150 shares@ $109.76 avg price	Exited
CALMCal Maine Foods Inc Recent Activity Exited	0%	$14,968 200 shares@ $74.84 avg price	Exited
DDOGDatadog Inc Recent Activity Exited	0%	$11,506 100 shares@ $115.06 avg price	Exited
OMABGrupo Aeroportuario Del Cent Recent Activity Exited	0%	$8,953 132 shares@ $67.83 avg price	Exited