Salomon & Ludwin, LLC — Q3 2023 13F Holdings

Name: Salomon & Ludwin, LLC — 13F Holdings, Q3 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001766156

Total reported value

$1.1B

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Full holdings list this quarter

Showing top 200 holdings (of 763 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	8.49%	-0.57%	-0.25%
2	XLK	Ss Technology Select Sector	ETF-Tech	6.00%	-0.20%	-0.26%
3	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.24%	-0.33%	+0.38%
4	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	5.06%	-0.08%	+0.54%
5	SUB	Ishares Short-term National	ETF-Other	4.79%	+0.55%	+19.18%
6	VEA	Vanguard Ftse Developed ETF	ETF-Other	3.44%	-0.03%	-1.63%
7	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.95%	-0.01%	-0.72%
8	EFA	Ishares Msci Eafe ETF	ETF-Other	2.81%	-0.06%	+4.49%
9	VYM	Vanguard High Dvd Yield ETF	ETF-Other	2.59%	—	-0.78%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.53%	-0.10%	+9.67%
11	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	2.36%	-0.01%	-0.48%
12	MSFT	Microsoft CORP	Stock-Tech	2.32%	-0.55%	-0.12%
13	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	2.05%	+0.16%	+20.15%
14	XLY	Ss Consumer Disc Select Sect	ETF-Other	1.98%	-0.15%	+0.81%
15	XLV	Ss Health Care Select Sector	ETF-Other	1.96%	-0.04%	+2.29%
16	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	1.92%	-0.05%	-0.47%
17	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.92%	-0.01%	+1.28%
18	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.79%	+0.25%	+66.46%
19	VUG	Vanguard Growth ETF	ETF-Other	1.72%	-0.14%	+0.61%
20	MUB	Ishares National Muni Bond E	ETF-Other	1.71%	+0.28%	+57.01%
21	AAPL	Apple INC	Stock-Tech	1.65%	-0.06%	-0.14%
22	LLY	Eli Lilly & Co	Stock-Healthcare	1.61%	-0.02%	-0.51%
23	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.52%	-0.02%	-1.34%
24	XLF	Ss Financial Select Sector	ETF-Other	1.45%	-0.12%	+2.55%
25	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	1.26%	—	-0.40%
26	XLP	Ss Consumer Staples Sel Sect	ETF-Other	1.23%	+0.04%	+0.86%
27	PEY	Invesco High Yield Equity Di	ETF-High Yield	1.17%	—	-1.14%
28	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	1.05%	—	-0.03%
29	XLI	Ss Industrial Select Sector	ETF-Other	0.96%	—	+2.84%
30	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.95%	-0.02%	+1.97%
31	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.95%	-0.01%	-3.21%
32	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.85%	-0.03%	+0.72%
33	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.73%	—	+0.02%
34	FDL	First Trust Morn Dvd Lead In	ETF-Other	0.65%	+0.03%	-1.49%
35	VCR	Vanguard Consumer Discre ETF	ETF-Other	0.65%	-0.05%	-3.09%
36	IXG	Ishares Global Financials Et	ETF-Other	0.61%	-0.04%	-0.23%
37	AIVL	Wisdomtree US Ai Enhanced Va	ETF-Other	0.59%	—	-1.44%
38	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.58%	—	+0.16%
39	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.55%	—	-0.81%
40	MO	Altria Group INC	Stock-Consumer Staples	0.50%	+0.10%	+5.61%
41	VTV	Vanguard Value ETF	ETF-Other	0.48%	—	-0.74%
42	XLE	Ss Energy Select Sector	ETF-Other	0.47%	+0.08%	-0.49%
43	VB	Vanguard Small-cap ETF	ETF-Other	0.44%	—	+11.33%
44	VIS	Vanguard Industrials ETF	ETF-Other	0.43%	—	-3.04%
45	VGT	Vanguard Info Tech ETF	ETF-Tech	0.43%	-0.02%	+2.01%
46	DES	Wisdomtree US Smallcap Divid	ETF-Other	0.42%	—	-1.25%
47	VO	Vanguard Mid-cap ETF	ETF-Other	0.41%	—	+15.94%
48	D	Dominion Energy INC	Stock-Utilities	0.39%	+0.03%	+0.67%
49	MDY	State Street Spdr S&p Midcap	ETF-Other	0.39%	—	-4.59%
50	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.37%	—	+7.39%

1–50 of 200