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Salomon & Ludwin, LLC Top Holdings and 13F Report (2025)

About Salomon & Ludwin, LLC

Investment Activity

  • Salomon & Ludwin, LLC has $1.01 billion in total holdings as of June 30, 2025.
  • Salomon & Ludwin, LLC owns shares of 1,121 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
  • Approximately 2.22% of the portfolio was purchased this quarter.
  • About 1.77% of the portfolio was sold this quarter.
  • This quarter, Salomon & Ludwin, LLC has purchased 717 new stocks and bought additional shares in 174 stocks.
  • Salomon & Ludwin, LLC sold shares of 138 stocks and completely divested from 22 stocks this quarter.

Largest New Holdings this Quarter

147448104 - Casella Waste Systems
$334,770 Holding
53656G498 - Roundhill Magnificent Seven ETF
$110,860 Holding
00162Q452 - Alerian MLP ETF
$97,880 Holding
11271J107 - Brookfield
$62,129 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
34,638 shares (about $3.29M)
iShares Short-Term National Muni Bond ETF
16,773 shares (about $1.78M)
SPDR Bloomberg 1-3 Month T-Bill ETF
18,003 shares (about $1.65M)
SPDR Portfolio Developed World ex-US ETF
31,218 shares (about $1.28M)
iShares 1-3 Year Treasury Bond ETF
13,622 shares (about $1.12M)

Largest Sales this Quarter

iShares S&P 500 Growth ETF
27,821 shares (about $3.05M)
Vanguard S&P 500 ETF
3,543 shares (about $2.02M)
Vanguard Growth ETF
3,095 shares (about $1.35M)
Microsoft
2,468 shares (about $1.21M)
iShares Core S&P Mid-Cap ETF
14,253 shares (about $903.92K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSalomon & Ludwin, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$72,444,440$3,053,632 -4.0%660,0267.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$63,679,694$1,782,403 2.9%599,2476.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$55,875,144$30,458 0.1%220,1375.5%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$51,666,606$24,493 0.0%1,016,7545.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$48,754,923$2,020,548 -4.0%85,4914.8%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$47,274,584$1,646,386 3.6%516,9414.7%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$38,813,273$410,665 -1.0%196,4933.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$28,828,210$1,212,000 -4.0%58,7032.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$27,369,758$388,400 -1.4%44,1132.7%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$27,114,051$833,532 -3.0%474,4372.7%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$26,776,545$518,648 2.0%546,6852.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$25,412,495$652,911 2.6%243,4562.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$23,563,939$903,925 -3.7%371,5542.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$21,863,757$1,054,148 5.1%373,4572.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$21,735,290$265,543 -1.2%242,8562.1%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$18,748,461$753,627 -3.9%138,8671.9%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$17,389,313$471,159 -2.6%188,3391.7%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$16,981,602$13,870 -0.1%77,1311.7%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$15,874,236$1,353,315 -7.9%36,3041.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$15,294,051$293,887 2.0%69,1101.5%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$13,610,350$451,654 3.4%258,3431.3%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$13,410,014$403,124 -2.9%105,2181.3%ETF
Apple Inc. stock logo
AAPL
Apple
$13,164,049$11,897 0.1%61,9661.3%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$12,916,913$156,391 1.2%95,3131.3%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$12,641,259$954,112 8.2%212,6901.2%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$12,023,418$911,941 8.2%420,3591.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,589,414$298,272 -2.5%103,0441.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$11,132,878$1,124,348 11.2%134,8801.1%Manufacturing
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$9,285,921$35,626 -0.4%112,8620.9%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$8,937,817$180,733 -2.0%66,0200.9%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$8,603,350$234,668 2.8%57,9990.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,376,006$105,355 -1.2%13,4360.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$8,162,704$3,292,342 67.6%85,8780.8%ETF
Oracle Corporation stock logo
ORCL
Oracle
$7,351,0810.0%31,9640.7%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$7,187,744$157,898 -2.1%148,0810.7%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$7,132,055$267,459 -3.6%118,2370.7%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$5,945,489$18,934 -0.3%100,4810.6%Consumer Staples
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$5,620,142$332,788 -5.6%50,5460.6%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$5,143,386$38,093 -0.7%37,1310.5%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$5,137,009$129,986 -2.5%13,9900.5%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,837,464$338,271 -6.5%27,5000.5%Consumer Staples
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$4,777,436$51,174 -1.1%46,2120.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,682,875$12,570 -0.3%19,3730.5%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,661,164$146,333 -3.0%219,6590.5%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$4,493,114$151,412 -3.3%54,1860.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$4,328,872$1,278,609 41.9%105,6920.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,222,212$18,360 -0.4%14,9480.4%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$4,204,548$467,972 12.5%79,4060.4%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$3,943,555$197,697 -4.8%68,6790.4%Utilities
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$3,858,355$132,609 -3.3%13,6750.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3,730,379$72,686 -1.9%28,8940.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3,652,246$39,221 -1.1%5,4940.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,591,329$12,745 -0.4%6,1990.4%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$3,407,167$22,567 -0.7%78,9610.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,136,988$12,101 -0.4%62,9920.3%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$3,103,518$4,714 -0.2%10,5340.3%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,002,528$43,600 -1.4%16,8030.3%ETF
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$2,966,629$16,244 -0.5%26,1160.3%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,924,699$87,603 3.1%33,5860.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,891,216$18,609 -0.6%12,7400.3%Retail/Wholesale
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$2,724,336$394,773 16.9%25,2370.3%ETF
NewMarket Corporation stock logo
NEU
NewMarket
$2,589,4800.0%3,5960.3%Basic Materials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,422,534$140,185 6.1%5,7200.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,308,940$76,532 3.4%10,4990.2%Retail/Wholesale
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$2,269,730$19,540 -0.9%44,1410.2%Finance
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$1,911,228$25,641 -1.3%57,9160.2%Finance
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,637,094$66,967 -3.9%13,4210.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,594,846$137,296 9.4%8,6540.2%ETF
LAM RESH CORP
$1,560,526$7,906 -0.5%15,7900.2%COM
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$1,515,572$152,641 11.2%17,1970.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,476,4170.0%20,8210.1%Consumer Staples
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$1,464,089$155,913 11.9%17,8700.1%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,461,304$462,453 46.3%33,7540.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,432,260$30,952 -2.1%4,9050.1%Finance
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,275,275$15,726 -1.2%5,1090.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,269,0950.0%6,8700.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,171,416$257,348 -18.0%11,6710.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,082,201$40,730 3.9%6,0580.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,029,682$42,814 4.3%1,4430.1%Computer and Technology
Truist Financial Corporation stock logo
TFC
Truist Financial
$976,926$1,981 -0.2%21,6950.1%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$929,877$33,691 3.8%1,6560.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$912,1670.0%4,7820.1%Medical
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$902,101$806,190 840.6%9,7630.1%Consumer Staples
Invesco QQQ stock logo
QQQ
Invesco QQQ
$898,234$250,580 -21.8%1,6310.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$872,014$16,365 -1.8%1,1190.1%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$784,625$38,192 5.1%2,5680.1%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$781,256$84,929 12.2%8,6470.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$753,4360.0%2,6320.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$730,354$32,201 -4.2%4,6950.1%Medical
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$724,943$23,534 -3.1%6,5920.1%ETF
PRA Group, Inc. stock logo
PRAA
PRA Group
$718,2310.0%46,6990.1%Finance
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$690,1080.0%2,6340.1%Transportation
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$689,5250.0%2,2580.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$674,913$193,065 -22.2%4,9710.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$660,525$1,888 -0.3%5,9480.1%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$610,591$81,520 15.4%2,2620.1%Computer and Technology
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$603,596$444 -0.1%2,7200.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$594,731$570,030 2,307.7%3,1300.1%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$583,724$29,904 -4.9%21,3740.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$570,695$207,382 57.1%1,8080.1%Auto/Tires/Trucks

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