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
AEMAgnico Eagle Mines Ltd Recent Activity New Position	0.01%	$5,084 65 shares@ $78.22 avg price	New Position
IEFIshares Tr Recent Activity New Position	0.01%	$4,921 53 shares@ $92.85 avg price	New Position
IGIBIshares Tr Recent Activity New Position	0.01%	$4,760 92 shares@ $51.74 avg price	New Position
VXXBarclays Bank Plc Recent Activity New Position	0.01%	$4,580 100 shares@ $45.8 avg price	New Position
SCHCSchwab Strategic Tr Recent Activity New Position	0.01%	$4,223 123 shares@ $34.34 avg price	New Position
NGDNew Gold Inc Cda Recent Activity New Position	0.01%	$4,216 1,700 shares@ $2.48 avg price	New Position
FSPFranklin Str Pptys Corp Recent Activity New Position	0.01%	$4,026 2,200 shares@ $1.83 avg price	New Position
NADNuveen Quality Muncp Income Recent Activity New Position	0.01%	$3,635 312 shares@ $11.66 avg price	New Position
SCHHSchwab Strategic Tr Recent Activity New Position	0.01%	$3,581 170 shares@ $21.07 avg price	New Position
ADCAgree Rlty Corp Recent Activity New Position	0.01%	$3,536 50 shares@ $70.72 avg price	New Position