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

About Salomon & Ludwin, LLC

Investment Activity

  • Salomon & Ludwin, LLC has $938.22 million in total holdings as of March 31, 2025.
  • Salomon & Ludwin, LLC owns shares of 717 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 3.15% of the portfolio was purchased this quarter.
  • About 1.22% of the portfolio was sold this quarter.
  • This quarter, Salomon & Ludwin, LLC has purchased 720 new stocks and bought additional shares in 80 stocks.
  • Salomon & Ludwin, LLC sold shares of 139 stocks and completely divested from 27 stocks this quarter.

Largest New Holdings this Quarter

46269C102 - Iridium Communications
$109,280 Holding
02072L532 - EA Bridgeway Omni Small-Cap Value ETF
$108,922 Holding
98149E303 - SPDR Gold MiniShares Trust
$87,017 Holding
025072802 - Avantis International Small Cap Value ETF
$75,668 Holding

Largest Purchases this Quarter

Technology Select Sector SPDR Fund
13,744 shares (about $2.84M)
iShares Short-Term National Muni Bond ETF
22,832 shares (about $2.41M)
Microsoft
5,400 shares (about $2.03M)
SPDR Portfolio Developed World ex-US ETF
34,675 shares (about $1.27M)

Largest Sales this Quarter

iShares S&P 500 Growth ETF
19,944 shares (about $1.85M)
iShares S&P 500 Value ETF
6,444 shares (about $1.23M)
iShares MSCI EAFE ETF
9,373 shares (about $766.05K)
iShares Core S&P 500 ETF
1,118 shares (about $628.21K)
Vanguard High Dividend Yield ETF
4,063 shares (about $523.97K)

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
$63,852,842$1,851,402 -2.8%687,8476.8%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$61,508,068$2,411,013 4.1%582,4746.6%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$51,724,366$523,734 -1.0%1,017,2365.5%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$45,767,598$1,510,518 3.4%498,9384.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$45,764,758$338,221 -0.7%89,0344.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$45,438,293$2,838,435 6.7%220,0174.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$37,843,874$1,228,098 -3.1%198,5724.0%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$26,599,738$963,869 3.8%536,0962.8%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$25,009,208$1,077,648 4.5%237,2012.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$24,969,460$162,411 -0.6%44,7392.7%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$24,859,323$230,180 -0.9%489,0222.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$22,962,982$2,027,106 9.7%61,1712.4%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$22,514,052$426,989 -1.9%385,8072.4%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$20,872,370$1,056,798 5.3%355,4512.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$20,091,106$766,055 -3.7%245,8232.1%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$18,628,169$523,965 -2.7%144,4492.0%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$16,109,843$496,265 -3.0%193,4421.7%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$15,242,772$997,966 7.0%77,1941.6%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$14,609,894$251,415 -1.7%39,3991.6%ETF
Apple Inc. stock logo
AAPL
Apple
$13,751,992$530,666 4.0%61,9101.5%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$13,751,869$788,667 6.1%94,1591.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$13,525,556$466,736 3.6%67,7821.4%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$12,976,413$465,868 -3.5%108,3811.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$12,444,688$522,809 4.4%249,7701.3%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$11,691,223$1,073,773 10.1%196,6371.2%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$11,102,634$1,071,892 10.7%388,4761.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,053,858$138,257 -1.2%105,6961.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$10,031,636$1,050,998 11.7%121,2581.1%Manufacturing
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$9,252,816$511,255 5.8%113,2951.0%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$8,385,636$248,251 -2.9%67,3550.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$7,644,757$628,213 -7.6%13,6050.8%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$7,396,932$326,862 4.6%56,4170.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$6,620,570$116,360 -1.7%122,6710.7%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$6,613,314$157,233 -2.3%151,3340.7%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$6,470,508$960,853 17.4%51,2400.7%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$6,050,097$35,832 0.6%100,8010.6%Consumer Staples
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$5,515,576$7,830 -0.1%53,5390.6%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$5,075,246$41,111 -0.8%37,4060.5%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,864,136$76,433 -1.5%226,5550.5%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,670,249$113,490 2.5%29,4230.5%Consumer Staples
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$4,669,201$145,506 3.2%14,3440.5%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$4,552,962$162,985 -3.5%46,7070.5%ETF
Oracle Co. stock logo
ORCL
Oracle
$4,468,8870.0%31,9640.5%Computer and Technology
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$4,393,468$35,376 -0.8%56,0120.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,307,435$118,413 -2.7%19,4250.5%ETF
Dominion Energy, Inc. stock logo
D
Dominion Energy
$4,043,870$61,957 1.6%72,1220.4%Utilities
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,882,662$94,655 -2.4%15,0130.4%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$3,616,369$655,341 22.1%70,5680.4%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$3,501,541$250,022 7.7%14,1450.4%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$3,452,785$15,508 -0.4%79,4840.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3,415,487$18,320 0.5%29,4570.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,318,779$431,052 14.9%6,2210.4%ETF
McDonald's Co. stock logo
MCD
McDonald's
$3,295,435$72,781 2.3%10,5500.4%Retail/Wholesale
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,045,649$214,355 7.6%32,5800.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3,011,836$23,322 -0.8%5,5530.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,990,475$45,946 -1.5%12,8220.3%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,944,699$206,597 -6.6%17,0470.3%ETF
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$2,883,246$8,125 -0.3%26,2590.3%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,862,019$106,135 -3.6%63,2350.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,723,796$1,268,196 87.1%74,4740.3%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$2,204,680$15,698 -0.7%44,5210.2%Finance
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$2,083,907$153,444 7.9%21,5800.2%ETF
NewMarket Co. stock logo
NEU
NewMarket
$2,036,9540.0%3,5960.2%Basic Materials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,945,914$18,054 -0.9%5,3890.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,931,329$66,401 3.6%10,1510.2%Retail/Wholesale
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$1,875,828$11,825 -0.6%58,6930.2%Finance
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,812,049$159,673 9.7%13,9700.2%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,491,200$5,371 -0.4%20,8210.2%Consumer Staples
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,433,018$8,053 -0.6%14,2350.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,370,076$110,867 8.8%7,9090.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,369,279$69,364 5.3%5,1720.1%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$1,234,418$170,624 16.0%15,9670.1%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$1,233,060$190,799 18.3%15,4650.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,229,198$524,942 74.5%5,0110.1%Finance
LAM RESH CORP
$1,153,7490.0%15,8700.1%COM
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,051,7970.0%6,8700.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,001,925$629 -0.1%4,7820.1%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$977,937$11,720 1.2%2,0860.1%Finance
PRA Group, Inc. stock logo
PRAA
PRA Group
$962,9330.0%46,6990.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$941,537$327,060 53.2%1,1400.1%Medical
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$912,321$420,572 85.5%23,0720.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$901,551$200,259 28.6%5,8300.1%Computer and Technology
Truist Financial Co. stock logo
TFC
Truist Financial
$894,560$11,975 -1.3%21,7390.1%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$874,8000.0%1,5960.1%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$812,948$5,804 -0.7%4,9020.1%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$797,1060.0%1,3830.1%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$780,010$146,412 23.1%6,3930.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$751,797$220,038 -22.6%6,8060.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$709,417$196,115 38.2%5,9650.1%Energy
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$676,503$66,314 -8.9%2,6320.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$671,4820.0%2,4430.1%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$641,590$125,121 24.2%7,7070.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$634,2610.0%1,2110.1%Medical
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$628,233$4,725 -0.7%22,4690.1%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$623,863$237 0.0%2,6340.1%Transportation
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$611,5340.0%2,2580.1%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$595,588$115,748 -16.3%2,7220.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$566,173$150 0.0%3,7760.1%Consumer Staples
Duke Energy Co. stock logo
DUK
Duke Energy
$552,2800.0%4,5280.1%Utilities
Atlantic Union Bankshares Co. stock logo
AUB
Atlantic Union Bankshares
$527,0450.0%16,9250.1%Finance

Showing largest 100 holdings. View all holdings.
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