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
INDAIshares Tr Recent Activity New Position	0.01%	$9,476 180 shares@ $52.65 avg price	New Position
FLINFranklin Templeton Etf Tr Recent Activity New Position	0.01%	$9,172 242 shares@ $37.91 avg price	New Position
GTGoodyear Tire & Rubr Co Recent Activity New Position	0.01%	$9,000 1,000 shares@ $9.0 avg price	New Position
HEIHeico Corp New Recent Activity New Position	0.01%	$8,797 37 shares@ $237.76 avg price	New Position
RYLDGlobal X Fds Recent Activity New Position	0.01%	$8,254 500 shares@ $16.51 avg price	New Position
STLAStellantis N.v Recent Activity New Position	0.01%	$6,525 500 shares@ $13.05 avg price	New Position
CRSCarpenter Technology Corp Recent Activity New Position	0.01%	$6,280 37 shares@ $169.73 avg price	New Position
NQPNuveen Pennsylvania Qlt Mun Recent Activity New Position	0.01%	$5,887 527 shares@ $11.18 avg price	New Position
FNDCSchwab Strategic Tr Recent Activity New Position	0.01%	$5,497 161 shares@ $34.15 avg price	New Position
CONConcentra Group Holdings Par Recent Activity New Position	0.01%	$5,203 263 shares@ $19.79 avg price	New Position