Salem Investment Counselors Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison

In today's blog post, we will be comparing the 13F holdings of Salem Investment Counselors Inc in the third quarter of 2023 with their holdings in the fourth quarter of the same year. The report provides valuable insights into the changes in the company's holdings and the potential impact on their investment strategy. Let's delve into the details.

Lowes Cos Inc:

Starting with Lowes Cos Inc, the company's holdings remained relatively stable, with a minor decrease of 0.08% in the number of shares held. The value of their holdings, however, increased by 6.95%. This suggests that Salem Investment Counselors Inc has confidence in the company's performance and decided to hold on to their investments.

Apple Inc:

Moving on to Apple Inc, Salem Investment Counselors Inc reduced their holdings by 1.53% in terms of shares held. Despite the decrease in the number of shares, the value of their holdings increased by 10.7%. This indicates that the company still sees potential in Apple Inc and believes it is a valuable investment.

Microsoft Corp:

Salem Investment Counselors Inc also made slight adjustments to their holdings in Microsoft Corp. The number of shares held decreased by 0.58%, while the value of their holdings increased by 18.4%. This indicates that the company sees an opportunity for growth in Microsoft Corp and has adjusted their investments accordingly.

Nvidia Corporation:

Similarly, Salem Investment Counselors Inc made minor adjustments to their holdings in Nvidia Corporation. The number of shares held decreased by 0.90%, while the value of their holdings increased by 12.8%. This indicates that the company has confidence in the future prospects of Nvidia Corporation and believes it is a valuable investment.

Amazon Com Inc:

Salem Investment Counselors Inc's holdings in Amazon Com Inc remained relatively stable, with a slight decrease of 0.10% in the number of shares held. However, the value of their holdings increased by a significant 19.4%. This suggests that the company still sees potential in Amazon Com Inc and has decided to continue investing in the company.

Alphabet Inc:

Moving on to Alphabet Inc, Salem Investment Counselors Inc increased their holdings by 2.47% in terms of shares held. The value of their holdings also increased by 9.5%. This indicates that the company has confidence in Alphabet Inc's performance and believes it is a valuable investment.

Berkshire Hathaway Inc Del:

Salem Investment Counselors Inc increased their holdings in Berkshire Hathaway Inc Del by 4.07% in terms of shares held. The value of their holdings also increased by 6%. This suggests that the company sees potential in Berkshire Hathaway Inc Del and has decided to increase their investments in the company.

Meta Platforms Inc:

Moving on to Meta Platforms Inc, formerly known as Facebook Inc, Salem Investment Counselors Inc increased their holdings by 0.75% in terms of shares held. The value of their holdings increased by 18.8%. This indicates that the company sees potential in Meta Platforms Inc and has decided to increase their investments in the company.

PepsiCo Inc:

Salem Investment Counselors Inc increased their holdings in PepsiCo Inc by 2.49% in terms of shares held. The value of their holdings also increased by 3.4%. This suggests that the company still sees potential in PepsiCo Inc and has decided to increase their investments in the company.

Eli Lilly & Co:

Moving on to Eli Lilly & Co, Salem Investment Counselors Inc increased their holdings by 9.31% in terms of shares held. The value of their holdings also increased by 18.6%. This indicates that the company has confidence in Eli Lilly & Co's performance and believes it is a valuable investment.

Lennar Corp:

Salem Investment Counselors Inc made significant adjustments to their holdings in Lennar Corp. The number of shares held increased by 0.80%, while the value of their holdings increased by 33.9%. This indicates that the company sees significant potential in Lennar Corp and has decided to increase their investments in the company.

Bank of America Corp:

Salem Investment Counselors Inc made slight adjustments to their holdings in Bank of America Corp. The number of shares held decreased by 0.40%, while the value of their holdings increased by 22.5%. This suggests that the company still sees potential in Bank of America Corp and has decided to make minor adjustments to their investments.

These are just a few examples of the holdings comparison between the third and fourth quarters of 2023 for Salem Investment Counselors Inc. The data provides valuable insights into the company's investment strategy and its confidence in certain companies. It is important to note that this is just a snapshot of the company's holdings and should not be taken as comprehensive financial advice.

In conclusion, Salem Investment Counselors Inc made various adjustments to their holdings in the third and fourth quarters of 2023. These adjustments suggest that the company is actively managing their portfolio and making investment decisions based on their analysis of the market and individual companies. It will be interesting to see how these investments perform in the future and whether Salem Investment Counselors Inc adjusts their holdings further.