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Salomon & Ludwin, LLC Top Holdings and 13F Report (2026)

About Salomon & Ludwin, LLC

Investment Activity

  • Salomon & Ludwin, LLC has $1.21 billion in total holdings as of September 30, 2026.
  • Salomon & Ludwin, LLC owns shares of 1,712 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 1.18% of the portfolio was purchased this quarter.
  • About 1.76% of the portfolio was sold this quarter.
  • This quarter, Salomon & Ludwin, LLC has purchased 2,116 new stocks and bought additional shares in 232 stocks.
  • Salomon & Ludwin, LLC sold shares of 438 stocks and completely divested from 463 stocks this quarter.

Largest Holdings

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$61,367,690

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$1,022,070 Holding
12008R107 - Builders FirstSource
$87,396 Holding
205887102 - Conagra Brands
$66,877 Holding
G39104107 - GATES INDL CORP LTD COM SHS
$64,190 Holding
501889208 - LKQ
$61,047 Holding

Largest Purchases this Quarter

Technology Select Sector SPDR Fund
12,452 shares (about $2.44M)
iShares Short-Term National Muni Bond ETF
12,712 shares (about $1.33M)
EXXONMOBIL HOLDINGS CORP COM SHS
6,280 shares (about $1.02M)
iShares National Muni Bond ETF
8,935 shares (about $903.33K)
SPDR Portfolio Developed World ex-US ETF
15,405 shares (about $773.49K)

Largest Sales this Quarter

Dominion Energy
10,026 shares (about $606.78K)
Vanguard S&P 500 ETF
859 shares (about $602.04K)
iShares S&P 500 Growth ETF
2,654 shares (about $377.56K)
iShares S&P Small-Cap 600 Growth ETF
2,281 shares (about $365.71K)
iShares MSCI EAFE ETF
2,805 shares (about $291.41K)

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
$81,889,853$377,558 ▼-0.5%575,6356.8%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$81,675,178$2,437,481 ▲3.1%417,2426.8%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$77,299,327$1,328,913 ▲1.7%739,4236.4%ETF
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$61,367,690$594,585 ▲1.0%1,213,7605.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$52,002,027$602,042 ▼-1.1%74,1974.3%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$49,649,754$207,015 ▲0.4%541,7914.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$40,700,735$231,933 ▼-0.6%178,2933.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$30,929,542$20,003 ▼-0.1%60,3032.6%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$30,657,428$259,292 ▼-0.8%40,2002.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$29,922,953$14,546 ▼0.0%423,7782.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$28,038,532$646,701 ▲2.4%592,0302.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$26,562,909$903,328 ▲3.5%262,7392.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$25,850,359$304,492 ▲1.2%449,1032.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$24,613,223$159,081 ▼-0.6%342,0882.0%ETF
Apple Inc. stock logo
AAPL
Apple
$22,640,632$180,496 ▼-0.8%67,9861.9%Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$21,183,431$291,412 ▼-1.4%203,9021.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$19,944,284$302,624 ▲1.5%71,7701.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,810,408$116,245 ▼-0.6%127,6441.6%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$18,047,623$82,975 ▼-0.5%164,6531.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$18,035,220$91,462 ▼-0.5%200,1471.5%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$17,067,952$190,688 ▲1.1%156,8171.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$16,484,747$289,850 ▼-1.7%97,8791.4%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$15,340,179$47,821 ▲0.3%270,7411.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$15,057,542$107,121 ▲0.7%281,9761.2%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$14,921,637$277,083 ▲1.9%546,9811.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$14,894,020$409,248 ▲2.8%183,4241.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$12,938,155$69,819 ▼-0.5%93,9521.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$12,320,691$131,006 ▼-1.1%90,5671.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$11,457,684$773,486 ▲7.2%228,1951.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$9,995,764$179,003 ▲1.8%59,8620.8%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$9,251,188$138,713 ▲1.5%114,7790.8%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$9,224,208$365,710 ▼-3.8%57,5330.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$9,111,708$99,571 ▼-1.1%74,0310.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$8,994,131$14,284 ▲0.2%110,8200.7%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$8,823,883$126,500 ▼-1.4%132,1140.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,524,676$123,302 ▼-1.4%11,1310.7%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$6,829,027$9,226 ▼-0.1%101,4110.6%Consumer Staples
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$6,120,456$146,303 ▼-2.3%48,1930.5%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$5,574,689$152,825 ▼-2.7%91,1940.5%ETF
LAM RESEARCH CORP COM NEW
$5,271,928$9,527 ▼-0.2%16,0480.4%Stock
Philip Morris International Inc. stock logo
PM
Philip Morris International
$5,238,426$27,860 ▼-0.5%27,4520.4%Consumer Staples
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$5,077,495$44,538 ▼-0.9%49,7060.4%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$5,043,442$32,666 ▼-0.6%39,3710.4%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$4,957,566$20,787 ▼-0.4%13,5940.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4,952,782$32,372 ▼-0.6%33,8120.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,729,301$64,009 ▼-1.3%16,6240.4%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,659,354$72,385 ▲1.6%75,7620.4%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,623,708$29,773 ▼-0.6%202,6680.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,563,580$24,631 ▼-0.5%36,3140.4%ETF
XLC
Communication Services Select Sector SPDR Fund
$4,502,796$326,360 ▲7.8%40,5770.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$4,455,306$10,260 ▲0.2%28,2250.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$4,427,513$68,238 ▼-1.5%32,2470.4%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,420,457$82,498 ▼-1.8%56,3690.4%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$4,033,829$13,782 ▼-0.3%12,5860.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,780,851$21,925 ▼-0.6%15,1750.3%Consumer Discretionary
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,703,893$15,761 ▲0.4%5,6400.3%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$3,520,745$24,555 ▼-0.7%71,6910.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,498,617$36,298 ▼-1.0%58,9890.3%ETF
NewMarket Corporation stock logo
NEU
NewMarket
$3,497,635$140,911 ▲4.2%3,8970.3%Materials
Dominion Energy Inc. stock logo
D
Dominion Energy
$3,492,445$606,777 ▼-14.8%57,7070.3%Utilities
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,360,044$14,261 ▼-0.4%15,5500.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$3,238,947$185,560 ▲6.1%62,5760.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,166,301$16,900 ▼-0.5%13,8640.3%Technology
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$3,165,706$14,458 ▼-0.5%24,7430.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,579,019$1,720 ▼-0.1%7,4950.2%Communication Services
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,563,696$6,263 ▼-0.2%20,4670.2%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,425,994$76,480 ▲3.3%13,1640.2%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$2,140,471$124,008 ▼-5.5%9,2690.2%Consumer Discretionary
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$2,122,216$51,648 ▼-2.4%12,3270.2%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$2,058,462$16,131 ▼-0.8%38,1550.2%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$1,899,851$12,583 ▼-0.7%50,1280.2%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$1,885,3240.0%21,9020.2%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,852,038$42,802 ▼-2.3%1,6010.2%Healthcare
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$1,805,547$46,411 ▼-2.5%17,2730.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,682,158$96,895 ▼-5.4%6,3540.1%Healthcare
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$1,613,803$54,168 ▼-3.2%18,2330.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,596,970$13,521 ▲0.9%7,6770.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,586,330$119,099 ▼-7.0%4,7950.1%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,564,311$32,728 ▼-2.0%3,0590.1%Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,486,993$64,171 ▼-4.1%4,7040.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,470,293$2,726 ▼-0.2%4,3150.1%Communication Services
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,423,3270.0%6,8700.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,334,632$45,255 ▼-3.3%5,1020.1%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$1,330,659$39,684 ▼-2.9%3,7890.1%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,298,724$1,871 ▼-0.1%3,4700.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,035,407$7,396 ▼-0.7%1,4000.1%ETF
EXXONMOBIL HOLDINGS CORP COM SHS
$1,022,070$1,022,070 ▲New Holding6,2800.1%Stock
Tesla, Inc. stock logo
TSLA
Tesla
$1,017,950$6,032 ▲0.6%2,8690.1%Consumer Discretionary
SPDR SSgA Multi-Asset Real Return ETF stock logo
RLY
SPDR SSgA Multi-Asset Real Return ETF
$1,010,6060.0%27,9250.1%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$968,720$36,584 ▼-3.6%9,0560.1%ETF
Truist Financial Corporation stock logo
TFC
Truist Financial
$958,086$53,986 ▼-5.3%20,6930.1%Finance
PRA Group, Inc. stock logo
PRAA
PRA Group
$913,7110.0%46,8810.1%Finance
ISHARES 0-3 MONTH TREASURY BOND ETF
$901,611$2,316 ▼-0.3%8,9550.1%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$871,800$8,532 ▼-1.0%10,2180.1%Consumer Staples
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$862,7370.0%2,2580.1%ETF
ATLANTIC UN BANKSHARES CORP COM
$841,8070.0%22,1820.1%Stock
Meta Platforms, Inc. stock logo
META
Meta Platforms
$828,881$39,160 ▼-4.5%1,1430.1%Communication Services
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$818,051$9,148 ▼-1.1%2,3250.1%ETF
Intel Corporation stock logo
INTC
Intel
$761,056$68,531 ▼-8.3%6,3300.1%Technology
GE Aerospace stock logo
GE
GE Aerospace
$713,895$13,428 ▲1.9%2,2860.1%Industrials

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