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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
SCHMSchwab Strategic Tr
Recent Activity
Increased 181.52%
0.62%
$18.689M
674,447 shares@ $27.72 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.86%
0.6%
$18.122M
68,612 shares@ $264.13 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.7%
0.57%
$17.361M
72,254 shares@ $240.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.49%
0.56%
$16.844M
28,662 shares@ $587.69 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.21%
0.51%
$15.319M
42,229 shares@ $362.77 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1.24%
0.5%
$15.208M
52,463 shares@ $289.9 avg price
TFCTruist Finl Corp
Recent Activity
Increased 0.55%
0.42%
$12.703M
292,822 shares@ $43.39 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.81%
0.33%
$9.851M
91,577 shares@ $107.58 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 0.44%
0.31%
$9.383M
342,455 shares@ $27.4 avg price
ABTAbbott Labs
Recent Activity
Increased 1.36%
0.31%
$9.348M
82,643 shares@ $113.12 avg price