Salem Investment Counselors Inc Top Holdings and 13F Report (2025)

About Salem Investment Counselors Inc

Investment Activity

Salem Investment Counselors Inc has $3.05 billion in total holdings as of December 31, 2024.
Salem Investment Counselors Inc owns shares of 1,203 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 1.79% of the portfolio was purchased this quarter.
About 9.59% of the portfolio was sold this quarter.
This quarter, Salem Investment Counselors Inc has purchased 1,187 new stocks and bought additional shares in 187 stocks.
Salem Investment Counselors Inc sold shares of 290 stocks and completely divested from 89 stocks this quarter.

Largest Holdings

Lowe's Companies: $352,899,789
Apple: $249,239,709
NVIDIA: $202,540,939
Microsoft: $170,044,579
Amazon.com: $105,341,053

Largest New Holdings this Quarter

Fabrinet: $517,818 Holding
LAM RESEARCH CORP: $323,828 Holding
BLACKROCK INC: $215,274 Holding
SCHWAB STRATEGIC TR: $179,667 Holding
AppFolio: $123,360 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF: 601,182 shares (about $13.94M)
Schwab U.S. Mid-Cap ETF: 434,867 shares (about $12.05M)
Schwab US Small-Cap ETF: 150,574 shares (about $3.89M)
Schwab US Broad Market ETF: 70,597 shares (about $1.60M)
Schwab US Dividend Equity ETF: 50,095 shares (about $1.37M)

Largest Sales this Quarter

Lowe's Companies: 693,967 shares (about $171.27M)
PALANTIR TECHNOLOGIES INC: 575,381 shares (about $43.52M)
NVIDIA: 79,841 shares (about $10.72M)
Micron Technology: 49,779 shares (about $4.19M)
Meta Platforms: 6,152 shares (about $3.60M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LOW Lowe's Companies	$352,899,789	$171,271,044 ▼	-32.7%	1,429,902	11.6%	Retail/Wholesale
AAPL Apple	$249,239,709	$1,533,822 ▼	-0.6%	995,287	8.2%	Computer and Technology
NVDA NVIDIA	$202,540,939	$10,721,851 ▼	-5.0%	1,508,235	6.6%	Computer and Technology
MSFT Microsoft	$170,044,579	$1,090,843 ▼	-0.6%	403,427	5.6%	Computer and Technology
AMZN Amazon.com	$105,341,053	$1,654,421 ▼	-1.5%	480,154	3.5%	Retail/Wholesale
META Meta Platforms	$96,431,324	$3,602,064 ▼	-3.6%	164,696	3.2%	Computer and Technology
GOOG Alphabet	$95,458,838	$1,292,326 ▼	-1.3%	501,254	3.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$84,517,206	$43,516,065 ▼	-34.0%	1,117,509	2.8%	CL A
BRK.B Berkshire Hathaway	$80,393,355	$94,282 ▲	0.1%	177,359	2.6%	Finance
JPM JPMorgan Chase & Co.	$54,797,414	$1,122,561 ▼	-2.0%	228,599	1.8%	Finance
LLY Eli Lilly and Company	$52,971,462	$1,748,577 ▼	-3.2%	68,616	1.7%	Medical
GOOGL Alphabet	$52,191,598	$853,176 ▼	-1.6%	275,708	1.7%	Computer and Technology
BAC Bank of America	$49,831,176	$611,169 ▼	-1.2%	1,133,815	1.6%	Finance
PEP PepsiCo	$44,796,413	$427,806 ▲	1.0%	292,565	1.5%	Consumer Staples
GRBK Green Brick Partners	$38,366,427	$3,383,525 ▼	-8.1%	679,172	1.3%	Finance
LEN Lennar	$36,824,317	$302,333 ▼	-0.8%	270,032	1.2%	Construction
SMURFIT WESTROCK PLC	$31,612,158	$147,146 ▼	-0.5%	586,932	1.0%	SHS
ISRG Intuitive Surgical	$31,360,401	$1,470,883 ▼	-4.5%	60,082	1.0%	Medical
WMT Walmart	$30,486,837	$361,847 ▲	1.2%	336,761	1.0%	Retail/Wholesale
ACN Accenture	$28,146,367	$331,034 ▲	1.2%	80,009	0.9%	Computer and Technology
JNJ Johnson & Johnson	$25,964,991	$72,744 ▲	0.3%	179,539	0.9%	Medical
MU Micron Technology	$25,739,844	$4,193,516 ▼	-14.0%	305,544	0.8%	Computer and Technology
RTX RTX	$25,727,215	$482,321 ▼	-1.8%	222,323	0.8%	Aerospace
MRK Merck & Co., Inc.	$25,617,797	$228,271 ▲	0.9%	255,649	0.8%	Medical
V Visa	$24,797,495	$895,027 ▼	-3.5%	78,463	0.8%	Business Services
ABBV AbbVie	$23,501,353	$218,749 ▲	0.9%	132,253	0.8%	Medical
NU NU	$22,440,931	$1,726,432 ▼	-7.1%	2,166,113	0.7%	Finance
SCHX Schwab US Large-Cap ETF	$21,151,688	$13,935,404 ▲	193.1%	912,497	0.7%	ETF
AMD Advanced Micro Devices	$20,971,923	$1,017,897 ▲	5.1%	173,623	0.7%	Computer and Technology
COST Costco Wholesale	$20,645,804	$1,335,032 ▼	-6.1%	22,532	0.7%	Retail/Wholesale
MGK Vanguard Mega Cap Growth ETF	$19,644,426	$13,393 ▼	-0.1%	57,204	0.6%	ETF
UNH UnitedHealth Group	$19,494,950	$367,762 ▲	1.9%	38,538	0.6%	Medical
SCHM Schwab U.S. Mid-Cap ETF	$18,688,927	$12,050,165 ▲	181.5%	674,447	0.6%	ETF
PG Procter & Gamble	$18,356,516	$19,950 ▼	-0.1%	109,493	0.6%	Consumer Staples
CSCO Cisco Systems	$18,309,347	$1,542,459 ▼	-7.8%	309,279	0.6%	Computer and Technology
VO Vanguard Mid-Cap ETF	$18,122,388	$152,930 ▲	0.9%	68,612	0.6%	ETF
BSX Boston Scientific	$17,577,283	$1,416,347 ▼	-7.5%	196,790	0.6%	Medical
TSM Taiwan Semiconductor Manufacturing	$17,536,434	$2,752,514 ▼	-13.6%	88,768	0.6%	Computer and Technology
QCOM QUALCOMM	$17,477,317	$17,205 ▼	-0.1%	113,770	0.6%	Computer and Technology
VB Vanguard Small-Cap ETF	$17,361,192	$120,380 ▲	0.7%	72,254	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$16,844,319	$81,101 ▲	0.5%	28,662	0.6%	Finance
CAT Caterpillar	$15,318,993	$31,197 ▲	0.2%	42,229	0.5%	Industrial Products
MCD McDonald's	$15,208,500	$185,820 ▲	1.2%	52,463	0.5%	Retail/Wholesale
TFC Truist Financial	$12,702,640	$68,584 ▲	0.5%	292,822	0.4%	Finance
BCPC Balchem	$12,443,952	$488,989 ▼	-3.8%	76,345	0.4%	Basic Materials
HON Honeywell International	$11,604,930	$1,365,286 ▼	-10.5%	51,374	0.4%	Multi-Sector Conglomerates
XOM Exxon Mobil	$9,850,938	$268,817 ▲	2.8%	91,577	0.3%	Oils/Energy
KBH KB Home	$9,623,709	$295,740 ▼	-3.0%	146,435	0.3%	Construction
KMI Kinder Morgan	$9,383,255	$40,552 ▲	0.4%	342,455	0.3%	Oils/Energy
ABT Abbott Laboratories	$9,347,750	$124,873 ▲	1.4%	82,643	0.3%	Medical
TMO Thermo Fisher Scientific	$9,191,659	$483,936 ▲	5.6%	17,664	0.3%	Medical
HD Home Depot	$8,969,490	$234,954 ▲	2.7%	23,058	0.3%	Retail/Wholesale
MMM 3M	$8,778,139	$213,515 ▲	2.5%	68,000	0.3%	Multi-Sector Conglomerates
ROP Roper Technologies	$8,614,435	$2,032,094 ▼	-19.1%	16,571	0.3%	Computer and Technology
GEHC GE HealthCare Technologies	$8,537,882	$1,103,667 ▼	-11.4%	109,208	0.3%	Medical
KMB Kimberly-Clark	$8,516,487	$78,584 ▼	-0.9%	64,483	0.3%	Consumer Staples
TROW T. Rowe Price Group	$8,364,815	$239,412 ▼	-2.8%	73,966	0.3%	Finance
IRM Iron Mountain	$8,269,906	$1,091,867 ▼	-11.7%	78,604	0.3%	Business Services
SCHA Schwab US Small-Cap ETF	$8,122,342	$3,893,844 ▲	92.1%	314,089	0.3%	ETF
ET Energy Transfer	$7,537,723		0.0%	384,774	0.2%	Oils/Energy
AEP American Electric Power	$7,299,636	$105,603 ▲	1.5%	79,146	0.2%	Utilities
CL Colgate-Palmolive	$7,123,488	$109,091 ▼	-1.5%	78,358	0.2%	Consumer Staples
UI Ubiquiti	$7,030,278	$399,644 ▼	-5.4%	21,180	0.2%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$6,853,122	$2,740 ▼	0.0%	77,524	0.2%	ETF
KO Coca-Cola	$6,822,360	$62,758 ▼	-0.9%	109,579	0.2%	Consumer Staples
AMGN Amgen	$6,689,604	$363,594 ▲	5.7%	25,666	0.2%	Medical
AVGO Broadcom	$6,662,996	$371,867 ▲	5.9%	28,740	0.2%	Computer and Technology
TSLA Tesla	$6,517,223	$103,788 ▲	1.6%	16,138	0.2%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$6,427,063	$1,085,187 ▼	-14.4%	11,928	0.2%	ETF
EPD Enterprise Products Partners	$6,422,246	$94,080 ▼	-1.4%	204,791	0.2%	Oils/Energy
IVV iShares Core S&P 500 ETF	$6,122,861	$230,763 ▼	-3.6%	10,401	0.2%	ETF
ALSN Allison Transmission	$6,120,735	$2,485,272 ▼	-28.9%	56,642	0.2%	Auto/Tires/Trucks
WM Waste Management	$6,011,728	$3,027 ▲	0.1%	29,792	0.2%	Business Services
FDX FedEx	$5,906,987	$128,622 ▲	2.2%	20,896	0.2%	Transportation
CRWD CrowdStrike	$5,858,464	$302,812 ▲	5.5%	17,122	0.2%	Computer and Technology
RIO Rio Tinto Group	$5,811,252	$182,605 ▼	-3.0%	98,814	0.2%	Basic Materials
MDLZ Mondelez International	$5,709,654	$40,090 ▼	-0.7%	94,852	0.2%	Consumer Staples
ORCL Oracle	$5,698,922	$79,154 ▲	1.4%	34,199	0.2%	Computer and Technology
TT Trane Technologies	$5,609,319	$1,847 ▼	0.0%	15,187	0.2%	Construction
PBR Petróleo Brasileiro S.A. - Petrobras	$5,489,276	$134,226 ▲	2.5%	426,746	0.2%	Oils/Energy
DFS Discover Financial Services	$5,426,839		0.0%	31,327	0.2%	Finance
TTE TotalEnergies	$5,383,298	$190,403 ▼	-3.4%	98,758	0.2%	Oils/Energy
STZ Constellation Brands	$5,004,987	$117,351 ▼	-2.3%	22,647	0.2%	Consumer Staples
OBDC Blue Owl Capital	$4,991,905	$654,594 ▼	-11.6%	329,975	0.2%	Finance
ARCC Ares Capital	$4,972,095	$1,562,180 ▼	-23.9%	227,140	0.2%	Finance
CVX Chevron	$4,971,645	$141,654 ▼	-2.8%	34,325	0.2%	Oils/Energy
CVS CVS Health	$4,951,431	$704,327 ▼	-12.5%	110,301	0.2%	Retail/Wholesale
NEE NextEra Energy	$4,863,307	$90,544 ▲	1.9%	67,838	0.2%	Utilities
VIG Vanguard Dividend Appreciation ETF	$4,719,699	$68,736 ▲	1.5%	24,101	0.2%	ETF
SON Sonoco Products	$4,705,379	$209,420 ▲	4.7%	96,323	0.2%	Industrial Products
PSX Phillips 66	$4,701,208	$985,267 ▼	-17.3%	41,264	0.2%	Oils/Energy
TXT Textron	$4,612,277	$727,421 ▼	-13.6%	60,299	0.2%	Aerospace
SRDX Surmodics	$4,504,500	$87,120 ▼	-1.9%	113,750	0.1%	Medical
FLO Flowers Foods	$4,469,688	$167,263 ▼	-3.6%	216,345	0.1%	Consumer Staples
NOW ServiceNow	$4,386,777	$22,263 ▲	0.5%	4,138	0.1%	Computer and Technology
MLM Martin Marietta Materials	$4,314,365	$2,066 ▼	0.0%	8,353	0.1%	Construction
DUK Duke Energy	$4,286,619	$384,952 ▼	-8.2%	39,787	0.1%	Utilities
GS The Goldman Sachs Group	$4,042,698	$4,008 ▲	0.1%	7,060	0.1%	Finance
MTD Mettler-Toledo International	$4,038,144		0.0%	3,300	0.1%	Computer and Technology
HRI Herc	$3,999,786	$17,040 ▲	0.4%	21,126	0.1%	Transportation

Showing largest 100 holdings. View all holdings.

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Salem Investment Counselors Inc Top Holdings and 13F Report (2025)

About Salem Investment Counselors Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Salem Investment Counselors Inc Top Holdings and 13F Report (2025)

About Salem Investment Counselors Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSalem Investment Counselors Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools