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

About Salem Investment Counselors Inc

Investment Activity

  • Salem Investment Counselors Inc has $2.87 billion in total holdings as of March 31, 2025.
  • Salem Investment Counselors Inc owns shares of 1,220 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 1.89% of the portfolio was purchased this quarter.
  • About 8.79% of the portfolio was sold this quarter.
  • This quarter, Salem Investment Counselors Inc has purchased 1,204 new stocks and bought additional shares in 260 stocks.
  • Salem Investment Counselors Inc sold shares of 222 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

Lowe's Companies
$326,076,999
Apple
$217,103,608
NVIDIA
$162,347,711
Microsoft
$150,116,864
Meta Platforms
$94,384,342

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway
$7,984,416 Holding
433000106 - Hims & Hers Health
$7,844,580 Holding
601137102 - MILLROSE PPTYS INC
$1,952,276 Holding
75734B100 - REDDIT INC
$558,593 Holding
53115L104 - Liberty Energy
$416,884 Holding

Largest Purchases this Quarter

Advanced Micro Devices
88,721 shares (about $9.12M)
Berkshire Hathaway
10 shares (about $7.98M)
Hims & Hers Health
265,468 shares (about $7.84M)
Enbridge
101,444 shares (about $4.49M)
Eli Lilly and Company
2,827 shares (about $2.33M)

Largest Sales this Quarter

NVIDIA
1,506,235 shares (about $163.25M)
PALANTIR TECHNOLOGIES INC
178,375 shares (about $15.05M)
Lowe's Companies
31,810 shares (about $7.42M)
Micron Technology
81,903 shares (about $7.13M)
TotalEnergies
97,270 shares (about $6.38M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSalem Investment Counselors Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$326,076,999$7,419,046 -2.2%1,398,09211.4%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$217,103,608$3,979,458 -1.8%977,3727.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$162,347,711$1,126,583 -0.7%1,497,8415.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$150,116,864$1,325,501 -0.9%399,8965.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$94,384,342$540,050 -0.6%163,7593.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$93,655,870$802,066 -0.8%175,8533.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$91,450,049$95,891 0.1%480,6583.2%Retail/Wholesale
PALANTIR TECHNOLOGIES INC
$79,262,910$15,054,850 -16.0%939,1342.8%CL A
Alphabet Inc. stock logo
GOOG
Alphabet
$77,961,682$349,174 -0.4%499,0192.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$59,005,658$2,334,854 4.1%71,4432.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$55,946,832$128,537 -0.2%228,0751.9%Finance
Bank of America Co. stock logo
BAC
Bank of America
$47,046,535$267,573 -0.6%1,127,4031.6%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$43,259,881$607,256 -1.4%288,5151.5%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$42,720,158$84,743 0.2%276,2561.5%Computer and Technology
Green Brick Partners, Inc. stock logo
GRBK
Green Brick Partners
$39,046,942$555,578 -1.4%669,6441.4%Finance
Lennar Co. stock logo
LEN
Lennar
$30,780,230$214,065 -0.7%268,1671.1%Construction
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$29,763,422$11,277 0.0%179,4711.0%Medical
Walmart Inc. stock logo
WMT
Walmart
$29,759,766$127,851 0.4%338,2141.0%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$29,574,058$182,755 -0.6%59,7131.0%Medical
RTX Co. stock logo
RTX
RTX
$29,267,298$181,603 -0.6%220,9521.0%Aerospace
Visa Inc. stock logo
V
Visa
$27,488,034$10,163 0.0%78,4341.0%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$27,414,807$294,794 -1.1%130,8461.0%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$26,953,223$9,115,196 51.1%262,3440.9%Computer and Technology
SMURFIT WESTROCK PLC
$26,447,1560.0%586,9320.9%SHS
Accenture plc stock logo
ACN
Accenture
$24,463,000$503,008 -2.0%78,3970.9%Computer and Technology
Nu Holdings Ltd. stock logo
NU
NU
$23,359,622$1,178,624 5.3%2,281,2130.8%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$23,200,188$68,856 0.3%256,4100.8%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$21,554,812$244,952 1.1%22,7910.8%Retail/Wholesale
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$20,439,113$291,169 1.4%925,6840.7%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$19,456,707$7,125,539 -26.8%223,6410.7%Computer and Technology
Boston Scientific Co. stock logo
BSX
Boston Scientific
$19,454,305$397,871 -2.0%192,8460.7%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$18,955,849$1,228,179 -6.1%36,1930.7%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$18,867,042$207,231 1.1%110,7090.7%Consumer Staples
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$17,755,284$10,862 0.1%68,6540.6%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$17,487,859$181,313 -1.0%56,6170.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$17,480,798$189,714 -1.1%667,2060.6%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$17,393,998$82,181 -0.5%113,2350.6%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$16,957,923$2,127,701 -11.1%274,8000.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$16,505,004$431,258 2.7%29,4310.6%Finance
McDonald's Co. stock logo
MCD
McDonald's
$16,286,972$100,896 -0.6%52,1400.6%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$16,009,020$13,305 -0.1%72,1940.6%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$14,867,297$125,385 0.9%89,5230.5%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$14,027,384$100,259 0.7%42,5330.5%Industrials
Balchem Co. stock logo
BCPC
Balchem
$12,673,2700.0%76,3450.4%Basic Materials
Truist Financial Co. stock logo
TFC
Truist Financial
$11,139,799$909,827 -7.6%270,7120.4%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$10,935,269$27,326 -0.2%82,4370.4%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$10,711,788$179,465 -1.6%90,0680.4%Energy
3M stock logo
MMM
3M
$9,729,937$256,565 -2.6%66,2530.3%Multi-Sector Conglomerates
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$9,709,387$60,854 -0.6%340,3220.3%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$9,599,629$1,278,751 -11.8%45,3350.3%Multi-Sector Conglomerates
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$9,404,733$590,555 6.7%116,5250.3%Medical
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$9,383,756$386,175 -4.0%15,9160.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$9,368,444$576,382 6.6%18,8220.3%Medical
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$9,284,907$45,136 0.5%64,7980.3%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$8,528,372$77,697 0.9%23,2700.3%Retail/Wholesale
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$8,459,585$1,468,020 21.0%247,7910.3%Energy
KB Home stock logo
KBH
KB Home
$8,376,545$134,257 -1.6%144,1250.3%Construction
Amgen Inc. stock logo
AMGN
Amgen
$8,207,494$211,231 2.6%26,3440.3%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$8,050,031$598,253 -6.9%73,6710.3%Utilities
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7,984,416$7,984,416 New Holding100.3%Finance
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$7,844,580$7,844,580 New Holding265,4680.3%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$7,749,593$141,872 -1.8%107,6090.3%Consumer Staples
Petróleo Brasileiro S.A. - Petrobras stock logo
PBR
Petróleo Brasileiro S.A. - Petrobras
$7,469,864$1,350,326 22.1%520,9110.3%Energy
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$7,466,251$107,145 1.5%318,6620.3%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$7,355,973$13,868 0.2%78,5060.3%Consumer Staples
Energy Transfer LP stock logo
ET
Energy Transfer
$7,150,923$2,026 0.0%384,6650.2%Energy
Enbridge Inc. stock logo
ENB
Enbridge
$7,119,111$4,494,984 171.3%160,6660.2%Energy
Waste Management, Inc. stock logo
WM
Waste Management
$7,071,010$173,864 2.5%30,5430.2%Business Services
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$6,648,163$115,212 -1.7%77,2650.2%Business Services
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$6,491,012$103,956 -1.6%76,3020.2%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$6,409,824$70,023 -1.1%93,8270.2%Consumer Staples
Ubiquiti Inc. stock logo
UI
Ubiquiti
$6,351,668$217,098 -3.3%20,4800.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,237,993$107,924 1.8%12,1380.2%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$5,938,153$98,722 -1.6%16,8420.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,917,369$73,047 1.2%10,5310.2%ETF
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$5,686,946$250,566 -4.2%94,6440.2%Basic Materials
Phillips 66 stock logo
PSX
Phillips 66
$5,665,757$570,478 11.2%45,8840.2%Energy
Blue Owl Capital Co. stock logo
OBDC
Blue Owl Capital
$5,478,250$636,062 13.1%373,3200.2%Finance
Allison Transmission Holdings, Inc. stock logo
ALSN
Allison Transmission
$5,442,858$23,918 0.4%56,8920.2%Auto/Tires/Trucks
Discover Financial Services stock logo
DFS
Discover Financial Services
$5,301,663$45,919 -0.9%31,0580.2%Finance
Chevron Co. stock logo
CVX
Chevron
$5,150,068$592,212 -10.3%30,7850.2%Energy
Ares Capital Co. stock logo
ARCC
Ares Capital
$5,139,237$105,814 2.1%231,9150.2%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$5,119,837$3,032 0.1%15,1960.2%Construction
FedEx Co. stock logo
FDX
FedEx
$5,108,782$13,728 -0.3%20,8400.2%Transportation
Broadcom Inc. stock logo
AVGO
Broadcom
$5,020,388$208,450 4.3%29,9850.2%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$4,849,730$68,367 1.4%34,6880.2%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,805,988$3,048 -0.1%67,7950.2%Utilities
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,743,638$68,284 1.5%24,4530.2%ETF
ASML Holding stock logo
ASML
ASML
$4,474,078$1,137,736 34.1%6,7520.2%Computer and Technology
Sonoco Products stock logo
SON
Sonoco Products
$4,468,007$82,292 -1.8%94,5810.2%Industrials
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$4,440,721$2,354,537 -34.6%48,3370.2%Finance
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$4,299,553$714,592 19.9%82,7790.1%ETF
CVS Health Co. stock logo
CVS
CVS Health
$4,260,555$3,212,388 -43.0%62,8860.1%Medical
Textron Inc. stock logo
TXT
Textron
$4,235,946$120,658 -2.8%58,6290.1%Aerospace
Flowers Foods, Inc. stock logo
FLO
Flowers Foods
$4,142,660$29,941 0.7%217,9200.1%Consumer Staples
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$3,996,726$2,869 0.1%8,3590.1%Construction
Duke Energy Co. stock logo
DUK
Duke Energy
$3,956,557$896,229 -18.5%32,4390.1%Utilities
Evolent Health, Inc. stock logo
EVH
Evolent Health
$3,917,029$601,061 18.1%413,6250.1%Computer and Technology
Mettler-Toledo International Inc. stock logo
MTD
Mettler-Toledo International
$3,897,0030.0%3,3000.1%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,875,018$194,415 5.3%24,2170.1%Consumer Staples

Showing largest 100 holdings. View all holdings.
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