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

About Salomon & Ludwin, LLC

Investment Activity

  • Salomon & Ludwin, LLC has $1.12 billion in total holdings as of March 31, 2026.
  • Salomon & Ludwin, LLC owns shares of 2,097 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 3.12% of the portfolio was purchased this quarter.
  • About 1.86% of the portfolio was sold this quarter.
  • This quarter, Salomon & Ludwin, LLC has purchased 2,142 new stocks and bought additional shares in 757 stocks.
  • Salomon & Ludwin, LLC sold shares of 551 stocks and completely divested from 136 stocks this quarter.

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$137,152 Holding
724078209 - PIPER SANDLER COS
$77,207 Holding
04010E109 - Argan
$75,346 Holding
513272104 - Lamb Weston
$66,502 Holding
918284100 - VSE
$64,411 Holding

Largest Purchases this Quarter

iShares Short-Term National Muni Bond ETF
47,826 shares (about $5.13M)
iShares National Muni Bond ETF
25,972 shares (about $2.80M)
Vanguard Tax-Exempt Bond ETF
48,893 shares (about $2.47M)
Vanguard Short-Term Treasury ETF
27,414 shares (about $1.61M)
Vanguard Intermediate-Term Treasury ETF
26,080 shares (about $1.56M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
3,118 shares (about $1.88M)
Vanguard FTSE Developed Markets ETF
28,995 shares (about $1.87M)
iShares S&P 500 Growth ETF
14,163 shares (about $1.62M)
iShares MSCI EAFE ETF
15,440 shares (about $1.51M)
iShares S&P 500 Value ETF
3,931 shares (about $832.82K)

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 Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$76,307,180$5,132,230 â–²7.2%711,0886.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$68,622,814$1,623,928 â–¼-2.3%598,4906.1%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$60,896,878$911,549 â–²1.5%1,189,8815.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$58,461,621$1,256,940 â–²2.2%433,2975.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$48,493,521$158,473 â–¼-0.3%529,3884.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$46,873,616$1,879,091 â–¼-3.9%77,7784.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$39,414,634$832,821 â–¼-2.1%186,0413.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$28,525,248$2,472,390 â–²9.5%564,1042.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$27,889,922$75,421 â–¼-0.3%42,5262.5%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$27,514,294$1,874,238 â–¼-6.4%425,6542.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$26,009,140$2,799,261 â–²12.1%241,3172.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$25,282,797$1,606,997 â–²6.8%431,3032.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$24,041,994$517,896 â–¼-2.1%352,6252.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$22,991,933$222,954 â–¼-1.0%61,5652.1%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$20,668,008$1,507,203 â–¼-6.8%211,7261.8%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,481,038$232,384 â–¼-1.2%131,5311.7%Financial Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$17,861,731$156,177 â–¼-0.9%71,3661.6%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$17,786,130$683,549 â–¼-3.7%174,5961.6%ETF
Apple Inc. stock logo
AAPL
Apple
$17,762,100$73,705 â–¼-0.4%69,4051.6%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$16,830,170$163,249 â–²1.0%157,1171.5%Finance
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$15,567,958$1,558,768 â–²11.1%260,4701.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$15,134,201$104,319 â–¼-0.7%34,2381.4%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$14,841,118$1,552,098 â–²11.7%515,8301.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$14,642,555$260,668 â–²1.8%100,5501.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$14,175,435$1,525,008 â–²12.1%170,9131.3%Manufacturing
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$13,871,300$413,118 â–²3.1%282,1151.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$12,861,082$586,079 â–¼-4.4%96,4891.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,729,081$610,091 â–¼-4.9%93,5111.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$9,614,558$101,283 â–¼-1.0%59,2350.9%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$9,300,213$45,456 â–¼-0.5%114,3710.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$9,200,613$888,697 â–²10.7%199,5940.8%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$9,140,049$188,863 â–¼-2.0%62,2360.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,081,986$59,305 â–¼-0.7%12,2650.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$7,827,670$525,500 â–¼-6.3%78,7980.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$7,781,765$225,653 â–¼-2.8%111,8710.7%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$7,707,239$292,464 â–¼-3.7%136,7180.7%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$6,683,902$13,283 â–²0.2%101,6410.6%Consumer Staples
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$5,741,350$21,351 â–¼-0.4%50,0160.5%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$5,418,745$116,175 â–²2.2%95,4780.5%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$5,114,492$47,197 â–¼-0.9%35,0020.5%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$4,991,467$246,065 â–¼-4.7%41,9700.4%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$4,962,185$107,971 â–¼-2.1%52,2550.4%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$4,937,336$25,362 â–¼-0.5%13,8220.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$4,793,652$39,083 â–²0.8%32,7480.4%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,695,754$210,135 â–¼-4.3%17,7430.4%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,425,184$30,690 â–¼-0.7%205,1850.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,411,175$6,008 â–¼-0.1%27,9010.4%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,271,520$60,223 â–¼-1.4%72,2760.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,266,761$24,357 â–¼-0.6%14,7150.4%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$4,252,371$20,965 â–¼-0.5%67,7450.4%Utilities
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$4,038,926$165,455 â–¼-3.9%12,7670.4%ETF
XLC
Communication Services Select Sector SPDR Fund
$3,954,834$319,029 â–²8.8%35,7390.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3,939,345$165,475 â–¼-4.0%28,2580.4%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$3,712,388$33,741 â–¼-0.9%73,7170.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3,621,687$1,425 â–²0.0%5,0820.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,571,351$82,157 â–¼-2.2%5,7380.3%ETF
LAM RESH CORP
$3,536,3250.0%16,1890.3%COM
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,230,057$115,013 â–¼-3.4%60,0160.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,216,823$61,882 â–¼-1.9%15,3350.3%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,167,599$46,884 â–¼-1.5%16,0800.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$3,045,206$44,820 â–²1.5%13,1810.3%Retail/Wholesale
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$2,968,338$25,242 â–¼-0.8%25,2830.3%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$2,966,416$53,136 â–¼-1.8%9,6580.3%Retail/Wholesale
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$2,623,233$256,556 â–²10.8%56,3080.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,438,767$14,723 â–¼-0.6%13,7480.2%Computer and Technology
NewMarket Corporation stock logo
NEU
NewMarket
$2,378,1160.0%3,7400.2%Basic Materials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,308,455$31,823 â–¼-1.4%5,3680.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,227,148$8,282 â–¼-0.4%7,5300.2%Computer and Technology
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$2,135,202$107,726 â–¼-4.8%12,7050.2%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$2,057,907$63,514 â–¼-3.0%38,9460.2%Finance
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$1,900,060$42,678 â–¼-2.2%52,4010.2%Finance
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$1,806,221$38,023 â–²2.2%18,5740.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,680,321$307 â–¼0.0%21,9020.2%Consumer Staples
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$1,640,238$29,238 â–²1.8%19,1300.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,639,548$1,944 â–¼-0.1%6,7460.1%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,582,507$93,584 â–¼-5.6%1,6910.1%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,549,354$12,165 â–²0.8%8,0240.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,524,5220.0%6,8700.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,427,042$131,686 â–¼-8.4%4,8440.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,420,065$60,318 â–²4.4%2,4720.1%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,343,861$10,377 â–¼-0.8%4,9210.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,305,697$33,342 â–²2.6%4,1510.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,296,213$16,784 â–¼-1.3%4,4020.1%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,172,332$21,368 â–¼-1.8%3,6210.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,137,755$37,983 â–¼-3.2%3,2650.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,093,069$24,434 â–¼-2.2%5,2340.1%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,051,073$54,956 â–¼-5.0%6,5410.1%Energy
Truist Financial Corporation stock logo
TFC
Truist Financial
$1,032,9450.0%21,9030.1%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$999,916$39,665 â–¼-3.8%2,7730.1%Auto/Tires/Trucks
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$935,895$28,259 â–²3.1%9,5380.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$912,713$301 â–²0.0%9,0880.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$901,021$70,068 â–¼-7.2%1,8260.1%Business Services
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$878,4750.0%10,3180.1%Consumer Staples
Invesco QQQ stock logo
QQQ
Invesco QQQ
$842,655$11,704 â–¼-1.4%1,4400.1%Finance
PRA Group, Inc. stock logo
PRAA
PRA Group
$836,193$1,440 â–²0.2%47,0300.1%Finance
Atlantic Union Bankshares Co. stock logo
AUB
Atlantic Union Bankshares
$800,5480.0%22,1820.1%Finance
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$751,465$11,756 â–¼-1.5%2,4930.1%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$747,072$31,680 â–¼-4.1%2,5940.1%Transportation
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$723,4860.0%2,2580.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$677,692$25,269 â–¼-3.6%3,4060.1%Energy

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