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

About Salem Investment Counselors Inc

Investment Activity

Salem Investment Counselors Inc has $3.16 billion in total holdings as of June 30, 2025.
Salem Investment Counselors Inc owns shares of 1,170 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 9.62% of the portfolio was purchased this quarter.
About 1.91% of the portfolio was sold this quarter.
This quarter, Salem Investment Counselors Inc has purchased 1,219 new stocks and bought additional shares in 185 stocks.
Salem Investment Counselors Inc sold shares of 298 stocks and completely divested from 109 stocks this quarter.

Largest Holdings

Lowe's Companies: $310,088,913
NVIDIA: $232,877,175
Apple: $200,117,625
Microsoft: $198,193,093
Meta Platforms: $120,076,476

Largest New Holdings this Quarter

04626A103 - ASTERA LABS INC: $15,899,815 Holding
955306105 - West Pharmaceutical Services: $557,940 Holding
670657105 - Nuveen AMT-Free Quality Municipal Income Fund: $231,821 Holding
46137V282 - Invesco S&P 500 Equal Weight Technology ETF: $81,560 Holding
46137V324 - Invesco S&P 500 Equal Weight Industrials ETF: $80,295 Holding

Largest Purchases this Quarter

NVIDIA: 1,471,927 shares (about $232.56M)
ASTERA LABS INC: 175,844 shares (about $15.90M)
Eaton: 22,028 shares (about $7.86M)
Capital One Financial: 31,326 shares (about $6.66M)
ISHARES BITCOIN TRUST ETF: 54,650 shares (about $3.35M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 122,812 shares (about $16.74M)
UnitedHealth Group: 19,960 shares (about $6.23M)
Merck & Co., Inc.: 63,710 shares (about $5.09M)
Allison Transmission: 22,840 shares (about $2.17M)
Green Brick Partners: 19,858 shares (about $1.25M)

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	$310,088,913	$105,832 ▼	0.0%	1,397,615	9.8%	Retail/Wholesale
NVDA NVIDIA	$232,877,175	$232,561,179 ▲	73,596.4%	1,473,927	7.4%	Computer and Technology
AAPL Apple	$200,117,625	$409,724 ▼	-0.2%	975,375	6.3%	Computer and Technology
MSFT Microsoft	$198,193,093	$719,255 ▼	-0.4%	398,450	6.3%	Computer and Technology
META Meta Platforms	$120,076,476	$792,711 ▼	-0.7%	162,685	3.8%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$111,281,016	$16,741,732 ▼	-13.1%	816,322	3.5%	CL A
AMZN Amazon.com	$105,460,401	$8,776 ▲	0.0%	480,698	3.3%	Retail/Wholesale
GOOG Alphabet	$88,671,608	$150,604 ▲	0.2%	499,868	2.8%	Computer and Technology
BRK.B Berkshire Hathaway	$84,303,512	$1,120,672 ▼	-1.3%	173,546	2.7%	Finance
JPM JPMorgan Chase & Co.	$66,068,706	$52,474 ▼	-0.1%	227,894	2.1%	Finance
LLY Eli Lilly and Company	$56,023,691	$332,078 ▲	0.6%	71,869	1.8%	Medical
BAC Bank of America	$53,542,976	$194,249 ▲	0.4%	1,131,508	1.7%	Finance
GOOGL Alphabet	$48,783,232	$98,689 ▲	0.2%	276,816	1.5%	Computer and Technology
GRBK Green Brick Partners	$40,858,544	$1,248,671 ▼	-3.0%	649,786	1.3%	Finance
PEP PepsiCo	$37,544,648	$550,871 ▼	-1.4%	284,343	1.2%	Consumer Staples
AMD Advanced Micro Devices	$37,277,130	$50,516 ▲	0.1%	262,700	1.2%	Computer and Technology
WMT Walmart	$33,057,289	$13,298 ▼	0.0%	338,078	1.0%	Retail/Wholesale
RTX RTX	$32,453,233	$189,826 ▲	0.6%	222,252	1.0%	Aerospace
ISRG Intuitive Surgical	$32,323,114	$125,528 ▼	-0.4%	59,482	1.0%	Medical
NU NU	$31,312,278	$14,036 ▲	0.0%	2,282,236	1.0%	Finance
LEN Lennar	$29,260,789	$401,183 ▼	-1.4%	264,540	0.9%	Construction
V Visa	$28,075,278	$227,232 ▲	0.8%	79,074	0.9%	Business Services
JNJ Johnson & Johnson	$27,292,328	$121,895 ▼	-0.4%	178,673	0.9%	Medical
MU Micron Technology	$27,196,715	$367,039 ▼	-1.3%	220,663	0.9%	Computer and Technology
ABBV AbbVie	$24,401,376	$113,785 ▲	0.5%	131,459	0.8%	Medical
SMURFIT WESTROCK PLC	$24,251,681	$1,074,435 ▼	-4.2%	562,032	0.8%	SHS
ACN Accenture	$23,424,010	$8,070 ▼	0.0%	78,370	0.7%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$22,750,226	$126,501 ▲	0.6%	930,860	0.7%	ETF
COST Costco Wholesale	$22,563,297	$1,980 ▲	0.0%	22,793	0.7%	Retail/Wholesale
BSX Boston Scientific	$20,723,793	$10,204 ▲	0.0%	192,941	0.7%	Medical
TSM Taiwan Semiconductor Manufacturing	$20,375,121	$91,987 ▲	0.5%	89,929	0.6%	Computer and Technology
MGK Vanguard Mega Cap Growth ETF	$20,364,510	$388,171 ▼	-1.9%	55,558	0.6%	ETF
VO Vanguard Mid-Cap ETF	$19,757,911	$474,131 ▲	2.5%	70,342	0.6%	ETF
CAT Caterpillar	$19,636,051	$3,124,314 ▲	18.9%	50,581	0.6%	Industrials
CSCO Cisco Systems	$18,955,951	$109,690 ▼	-0.6%	273,219	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$18,114,579	$112,717 ▼	-0.6%	29,249	0.6%	Finance
QCOM QUALCOMM	$17,982,970	$50,804 ▼	-0.3%	112,916	0.6%	Computer and Technology
PG Procter & Gamble	$17,703,971	$65,799 ▲	0.4%	111,122	0.6%	Consumer Staples
VB Vanguard Small-Cap ETF	$17,644,885	$480,269 ▲	2.8%	74,214	0.6%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$17,622,553	$1,092,576 ▼	-5.8%	628,255	0.6%	ETF
ASTERA LABS INC	$15,899,815	$15,899,815 ▲	New Holding	175,844	0.5%	COM
MRK Merck & Co., Inc.	$15,400,068	$5,091,533 ▼	-24.8%	192,700	0.5%	Medical
MCD McDonald's	$15,333,374	$99,630 ▲	0.7%	52,481	0.5%	Retail/Wholesale
HIMS Hims & Hers Health	$13,068,826	$164,754 ▼	-1.2%	262,163	0.4%	Medical
BCPC Balchem	$12,154,124		0.0%	76,345	0.4%	Basic Materials
TFC Truist Financial	$11,931,853	$293,923 ▲	2.5%	277,549	0.4%	Finance
ABT Abbott Laboratories	$11,127,795	$84,462 ▼	-0.8%	81,816	0.4%	Medical
ETN Eaton	$10,956,381	$7,863,776 ▲	254.3%	30,691	0.3%	Industrials
HON Honeywell International	$10,386,952	$170,702 ▼	-1.6%	44,602	0.3%	Multi-Sector Conglomerates
MMM 3M	$10,289,315	$202,936 ▲	2.0%	67,586	0.3%	Multi-Sector Conglomerates
KMI Kinder Morgan	$10,018,534	$13,054 ▲	0.1%	340,766	0.3%	Energy
XOM Exxon Mobil	$9,482,196	$227,135 ▼	-2.3%	87,961	0.3%	Energy
COF Capital One Financial	$9,454,417	$6,664,920 ▲	238.9%	44,437	0.3%	Finance
GEHC GE HealthCare Technologies	$9,126,610	$495,602 ▲	5.7%	123,216	0.3%	Medical
ROP Roper Technologies	$9,060,938	$39,112 ▲	0.4%	15,985	0.3%	Computer and Technology
AVGO Broadcom	$8,841,228	$575,835 ▲	7.0%	32,074	0.3%	Computer and Technology
KMB Kimberly-Clark	$8,737,950	$314,711 ▲	3.7%	67,219	0.3%	Consumer Staples
CRWD CrowdStrike	$8,529,924	$47,875 ▼	-0.6%	16,748	0.3%	Computer and Technology
UI Ubiquiti	$8,427,711	$2,882 ▼	0.0%	20,473	0.3%	Computer and Technology
HD Home Depot	$8,231,951	$299,917 ▼	-3.5%	22,452	0.3%	Retail/Wholesale
IRM Iron Mountain	$7,922,098	$3,180 ▼	0.0%	77,234	0.3%	Business Services
EPD Enterprise Products Partners	$7,683,999		0.0%	247,791	0.2%	Energy
KO CocaCola	$7,656,970	$996 ▲	0.0%	107,623	0.2%	Consumer Staples
AMGN Amgen	$7,639,204	$283,678 ▲	3.9%	27,360	0.2%	Medical
ORCL Oracle	$7,637,402	$53,564 ▲	0.7%	34,933	0.2%	Computer and Technology
AEP American Electric Power	$7,585,064	$59,039 ▼	-0.8%	73,102	0.2%	Utilities
TROW T. Rowe Price Group	$7,483,382	$2,818,862 ▲	60.4%	77,548	0.2%	Finance
KBH KB Home	$7,389,051	$245,251 ▼	-3.2%	139,495	0.2%	Construction
SCHA Schwab US Small-Cap ETF	$7,351,674	$710,475 ▼	-8.8%	290,580	0.2%	ETF
BRK.A Berkshire Hathaway	$7,288,000		0.0%	10	0.2%	Finance
ENB Enbridge	$7,256,458	$24,926 ▼	-0.3%	160,116	0.2%	Energy
PBR Petroleo Brasileiro S.A.- Petrobras	$7,064,872	$547,387 ▲	8.4%	564,661	0.2%	Energy
CL Colgate-Palmolive	$6,997,535	$138,622 ▼	-1.9%	76,981	0.2%	Consumer Staples
IWR iShares Russell Mid-Cap ETF	$6,992,204	$25,292 ▼	-0.4%	76,027	0.2%	ETF
ET Energy Transfer	$6,974,086	$109 ▲	0.0%	384,671	0.2%	Energy
TMO Thermo Fisher Scientific	$6,924,677	$708,934 ▼	-9.3%	17,074	0.2%	Medical
WM Waste Management	$6,884,508	$104,342 ▼	-1.5%	30,087	0.2%	Business Services
VOO Vanguard S&P 500 ETF	$6,866,745	$34,683 ▼	-0.5%	12,077	0.2%	ETF
TT Trane Technologies	$6,642,946	$3,937 ▼	-0.1%	15,187	0.2%	Construction
MDLZ Mondelez International	$6,637,243	$266,047 ▲	4.2%	97,745	0.2%	Consumer Staples
IVV iShares Core S&P 500 ETF	$6,574,090	$35,391 ▲	0.5%	10,588	0.2%	ETF
ASML ASML	$5,856,559	$445,573 ▲	8.2%	7,308	0.2%	Computer and Technology
PSX Phillips 66	$5,449,744	$24,218 ▼	-0.4%	45,681	0.2%	Energy
OBDC Blue Owl Capital	$5,353,510	$5,814 ▼	-0.1%	372,915	0.2%	Finance
RIO Rio Tinto	$5,257,458	$263,127 ▼	-4.8%	90,133	0.2%	Basic Materials
ARCC Ares Capital	$5,169,714	$76,860 ▲	1.5%	235,415	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$5,159,503	$133,597 ▲	2.7%	25,103	0.2%	ETF
FDX FedEx	$5,136,828	$369,874 ▲	7.8%	22,457	0.2%	Transportation
UNH UnitedHealth Group	$5,064,246	$6,226,967 ▼	-55.1%	16,233	0.2%	Medical
GS The Goldman Sachs Group	$4,992,469		0.0%	7,054	0.2%	Finance
MELI MercadoLibre	$4,897,943	$57,500 ▲	1.2%	1,874	0.2%	Retail/Wholesale
NEE NextEra Energy	$4,694,459	$11,871 ▼	-0.3%	67,624	0.1%	Utilities
MLM Martin Marietta Materials	$4,582,719	$6,039 ▼	-0.1%	8,348	0.1%	Construction
PM Philip Morris International	$4,484,988	$43,649 ▲	1.0%	24,455	0.1%	Consumer Staples
CVX Chevron	$4,422,668	$14,605 ▲	0.3%	30,887	0.1%	Energy
SON Sonoco Products	$4,296,802	$176,854 ▲	4.3%	98,641	0.1%	Industrials
MS Morgan Stanley	$4,265,805	$4,930 ▼	-0.1%	30,284	0.1%	Finance
NOW ServiceNow	$4,246,999	$30,842 ▼	-0.7%	4,131	0.1%	Computer and Technology
NFLX Netflix	$4,061,693	$81,689 ▲	2.1%	3,033	0.1%	Consumer Discretionary
VUSB Vanguard Ultra-Short Bond ETF	$4,036,124	$186,096 ▲	4.8%	80,941	0.1%	ETF

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

MarketBeat Products

Popular Tools

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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