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

About Salomon & Ludwin, LLC

Investment Activity

  • Salomon & Ludwin, LLC has $1.22 billion in total holdings as of June 30, 2026.
  • Salomon & Ludwin, LLC owns shares of 2,116 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 3.57% of the portfolio was purchased this quarter.
  • About 2.76% of the portfolio was sold this quarter.
  • This quarter, Salomon & Ludwin, LLC has purchased 2,097 new stocks and bought additional shares in 440 stocks.
  • Salomon & Ludwin, LLC sold shares of 740 stocks and completely divested from 99 stocks this quarter.

Largest New Holdings this Quarter

78467V103 - SPDR SSgA Multi-Asset Real Return ETF
$957,269 Holding
78470P630 - STATE STREET BRIDGEWATER
$99,076 Holding
46654Q724 - JPMORGAN HEDGED EQUITY
$67,793 Holding
43849R105 - HONEYWELL AEROSPACE INC
$57,050 Holding
438516205 - HONEYWELL INTL INC
$55,438 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
166,924 shares (about $14.38M)
Vanguard Information Technology ETF
31,428 shares (about $3.68M)
Vanguard Mid-Cap ETF
42,706 shares (about $3.43M)
iShares Russell 1000 Growth ETF
15,149 shares (about $1.86M)
iShares Short-Term National Muni Bond ETF
15,623 shares (about $1.66M)

Largest Sales this Quarter

Technology Select Sector SPDR Fund
28,507 shares (about $5.30M)
iShares S&P 500 Growth ETF
20,201 shares (about $2.76M)
Vanguard S&P 500 ETF
2,722 shares (about $1.87M)
iShares S&P 500 Value ETF
6,732 shares (about $1.53M)
SPDR S&P 500 ETF Trust
1,986 shares (about $1.48M)

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
$79,142,353$2,764,629 â–¼-3.4%578,2896.5%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$77,317,749$1,662,195 â–²2.2%726,7116.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$75,282,653$5,301,718 â–¼-6.6%404,7906.2%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$61,225,496$617,298 â–²1.0%1,202,0005.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$51,447,871$1,865,822 â–¼-3.5%75,0564.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$49,313,213$927,161 â–²1.9%539,5324.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$40,835,710$1,533,141 â–¼-3.6%179,3093.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$30,232,807$1,481,064 â–¼-4.7%40,5402.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$29,825,755$117,479 â–¼-0.4%423,9842.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$29,251,007$721,748 â–²2.5%578,3752.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$27,303,645$1,343,322 â–²5.2%253,8042.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$26,310,695$636,258 â–¼-2.4%344,2992.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$25,750,003$725,829 â–²2.9%443,8132.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$23,188,219$469,974 â–¼-2.0%60,3421.9%Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$21,292,773$517,004 â–¼-2.4%206,7071.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$21,235,590$205,803 â–¼-1.0%70,6811.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$20,311,066$496,414 â–¼-2.4%128,3931.7%ETF
Apple Inc. stock logo
AAPL
Apple
$20,173,125$258,169 â–¼-1.3%68,5281.7%Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$19,199,097$1,066,217 â–¼-5.3%165,4101.6%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$18,362,544$242,994 â–¼-1.3%155,0651.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$17,323,905$14,375,357 â–²487.5%201,1621.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$15,932,263$151,964 â–¼-0.9%99,6001.3%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$15,842,953$553,365 â–²3.6%269,8971.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$15,407,573$118,046 â–¼-0.8%279,9701.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$15,170,640$593,290 â–²4.1%536,8241.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$14,598,986$611,428 â–²4.4%178,3841.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$13,861,580$297,897 â–¼-2.1%94,4591.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,502,125$292,229 â–¼-2.1%91,5301.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$10,828,284$81,963 â–¼-0.8%58,7900.9%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$10,752,154$666,786 â–²6.6%212,7900.9%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$10,244,391$414,818 â–¼-3.9%59,8140.8%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$9,442,464$109,660 â–¼-1.1%113,0580.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$8,919,190$98,910 â–¼-1.1%110,6440.7%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$8,908,790$180,160 â–¼-2.0%134,0080.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$8,863,994$468,783 â–¼-5.0%74,8400.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,453,674$728,429 â–¼-7.9%11,2920.7%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$7,264,757$6,653 â–¼-0.1%101,5480.6%Consumer Staples
LAM RESH CORP
$6,290,287$43,821 â–¼-0.7%16,0770.5%COM
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$6,228,764$84,700 â–¼-1.3%49,3450.5%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$5,715,334$108,824 â–¼-1.9%93,6940.5%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$5,454,989$229,875 â–¼-4.0%50,1420.4%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$5,438,959$68,131 â–¼-1.2%13,6510.4%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$5,408,943$319,956 â–¼-5.6%39,6260.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$5,207,389$148,267 â–¼-2.8%34,0330.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,080,061$269,546 â–¼-5.0%16,8490.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,903,814$53,839 â–¼-1.1%27,5980.4%Consumer Staples
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$4,787,246$28,446 â–¼-0.6%203,9730.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$4,666,020$570 â–¼0.0%32,7440.4%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,612,950$3,430,812 â–²290.2%57,4210.4%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$4,591,639$813 â–¼0.0%67,7330.4%Utilities
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$4,488,291$49,045 â–¼-1.1%12,6290.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$4,395,980$15,299 â–¼-0.3%28,1600.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,279,702$3,683,990 â–²618.4%36,5100.4%ETF
XLC
Communication Services Select Sector SPDR Fund
$4,195,252$211,457 â–²5.3%37,6360.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,959,457$122,577 â–²3.2%74,5850.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,914,781$85,043 â–¼-2.1%5,6160.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,689,067$17,402 â–¼-0.5%15,2630.3%Consumer Discretionary
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$3,531,584$74,652 â–¼-2.1%72,1910.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,529,264$24,574 â–¼-0.7%59,6010.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,394,606$100,864 â–¼-2.9%15,6160.3%ETF
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$3,233,766$55,553 â–¼-1.7%24,8560.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$3,067,138$139,498 â–²4.8%58,9910.3%ETF
NewMarket Corporation stock logo
NEU
NewMarket
$2,938,1440.0%3,7400.2%Materials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,829,258$95,869 â–¼-3.3%12,7490.2%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,753,905$37,541 â–²1.4%13,9380.2%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,709,145$10,837 â–¼-0.4%7,5000.2%Communication Services
McDonald's Corporation stock logo
MCD
McDonald's
$2,642,158$39,878 â–²1.5%9,8060.2%Consumer Discretionary
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,524,001$1,863,630 â–²282.2%20,5170.2%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$2,171,882$27,788 â–¼-1.3%38,4540.2%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$2,050,694$78,882 â–¼-3.7%50,4600.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,032,792$92,429 â–¼-4.3%3,1230.2%Technology
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$1,962,335$94,921 â–¼-4.6%17,7170.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,952,113$63,164 â–¼-3.1%1,6380.2%Healthcare
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,881,558$11,623 â–¼-0.6%12,6270.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,780,4140.0%21,9020.1%Consumer Staples
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$1,777,649$26,884 â–¼-1.5%18,8450.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,722,131$103,896 â–²6.4%5,1550.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,706,746$6,603 â–¼-0.4%6,7200.1%Healthcare
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,675,3180.0%6,8700.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,624,477$87,925 â–¼-5.1%7,6120.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,547,158$28,273 â–¼-1.8%4,3230.1%Communication Services
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,476,276$4,212 â–¼-0.3%4,9070.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,441,165$91,966 â–¼-6.0%3,9020.1%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,324,342$10,293 â–²0.8%5,2750.1%Healthcare
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,283,269$53,916 â–¼-4.0%3,4750.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,212,956$33,599 â–²2.8%2,8520.1%Consumer Discretionary
Truist Financial Corporation stock logo
TFC
Truist Financial
$1,112,405$2,239 â–¼-0.2%21,8590.1%Finance
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,080,230$16,092 â–¼-1.5%9,3980.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,022,842$21,763 â–¼-2.1%1,4100.1%ETF
ATLANTIC UN BANKSHARES C
$958,0410.0%22,1820.1%COM
SPDR SSgA Multi-Asset Real Return ETF stock logo
RLY
SPDR SSgA Multi-Asset Real Return ETF
$957,269$957,269 â–²New Holding27,9250.1%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$957,0980.0%10,3180.1%Consumer Staples
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$901,346$11,043 â–¼-1.2%8,9780.1%ETF
PRA Group, Inc. stock logo
PRAA
PRA Group
$896,834$2,850 â–¼-0.3%46,8810.1%Finance
Intel Corporation stock logo
INTC
Intel
$876,438$10,162 â–¼-1.1%6,9000.1%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$876,144$15,263 â–¼-1.7%6,4290.1%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$866,702$992 â–²0.1%8740.1%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$840,990$15,747 â–¼-1.8%2,2430.1%Industrials
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$826,1340.0%2,2580.1%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$823,632$3,828 â–¼-0.5%2,5820.1%Industrials

Showing largest 100 holdings. View all holdings.
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