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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
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 5.56%
0.31%
$9.192M
17,664 shares@ $520.37 avg price
HDHome Depot Inc
Recent Activity
Increased 2.69%
0.3%
$8.969M
23,058 shares@ $389.0 avg price
MMM3m Co
Recent Activity
Increased 2.5%
0.29%
$8.778M
68,000 shares@ $129.1 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 92.09%
0.27%
$8.122M
314,089 shares@ $25.87 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 1.47%
0.24%
$7.3M
79,146 shares@ $92.24 avg price
AMGNAmgen Inc
Recent Activity
Increased 5.75%
0.22%
$6.69M
25,666 shares@ $260.65 avg price
AVGOBroadcom Inc
Recent Activity
Increased 5.92%
0.22%
$6.663M
28,740 shares@ $231.84 avg price
TSLATesla Inc
Recent Activity
Increased 1.62%
0.22%
$6.517M
16,138 shares@ $403.85 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.06%
0.2%
$6.012M
29,792 shares@ $201.8 avg price
FDXFedex Corp
Recent Activity
Increased 2.23%
0.2%
$5.907M
20,896 shares@ $282.69 avg price