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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
MGKVanguard World Fd
Recent Activity
Decreased -0.06%
0.65%
$19.644M
57,204 shares@ $343.42 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.93%
0.64%
$19.495M
38,538 shares@ $505.87 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 181.52%
0.62%
$18.689M
674,447 shares@ $27.72 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.1%
0.61%
$18.357M
109,493 shares@ $167.66 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -7.76%
0.61%
$18.309M
309,279 shares@ $59.21 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.86%
0.6%
$18.122M
68,612 shares@ $264.13 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -7.45%
0.58%
$17.577M
196,790 shares@ $89.33 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -13.56%
0.58%
$17.536M
88,768 shares@ $197.56 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.09%
0.58%
$17.477M
113,770 shares@ $153.62 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.7%
0.57%
$17.361M
72,254 shares@ $240.29 avg price