Salomon & Ludwin, LLC — Q1 2024 13F Holdings

Name: Salomon & Ludwin, LLC — 13F Holdings, Q1 2024
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 852 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	8.27%	-0.57%	-4.30%
2	XLK	Ss Technology Select Sector	ETF-Tech	6.04%	-0.20%	-4.11%
3	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.17%	-0.33%	-2.54%
4	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	5.00%	-0.08%	-1.25%
5	SUB	Ishares Short-term National	ETF-Other	4.54%	+0.55%	+13.00%
6	VEA	Vanguard Ftse Developed ETF	ETF-Other	3.24%	-0.03%	-0.28%
7	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.90%	-0.01%	+390.54%
8	EFA	Ishares Msci Eafe ETF	ETF-Other	2.79%	-0.06%	+3.59%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.58%	-0.10%	+0.97%
10	MSFT	Microsoft CORP	Stock-Tech	2.57%	-0.55%	+0.99%
11	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	2.42%	-0.01%	-1.66%
12	VYM	Vanguard High Dvd Yield ETF	ETF-Other	2.33%	—	-7.12%
13	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	2.17%	+0.16%	+30.45%
14	XLY	Ss Consumer Disc Select Sect	ETF-Other	1.91%	-0.15%	+2.19%
15	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.86%	-0.01%	-1.75%
16	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	1.82%	-0.05%	-1.89%
17	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.79%	+0.25%	+15.05%
18	XLV	Ss Health Care Select Sector	ETF-Other	1.78%	-0.04%	-3.99%
19	VUG	Vanguard Growth ETF	ETF-Other	1.72%	-0.14%	-4.00%
20	LLY	Eli Lilly & Co	Stock-Healthcare	1.64%	-0.02%	-14.94%
21	MUB	Ishares National Muni Bond E	ETF-Other	1.54%	+0.28%	+4.05%
22	XLF	Ss Financial Select Sector	ETF-Other	1.53%	-0.12%	+0.43%
23	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.42%	-0.02%	-3.05%
24	AAPL	Apple INC	Stock-Tech	1.32%	-0.06%	-3.02%
25	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	1.21%	—	-2.18%
26	XLP	Ss Consumer Staples Sel Sect	ETF-Other	1.06%	+0.04%	-5.84%
27	XLI	Ss Industrial Select Sector	ETF-Other	1.02%	—	+3.28%
28	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	1.00%	—	+266.58%
29	PEY	Invesco High Yield Equity Di	ETF-High Yield	0.94%	—	-9.50%
30	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.94%	—	-4.63%
31	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.88%	-0.02%	+3.34%
32	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.86%	-0.03%	+0.14%
33	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.83%	-0.01%	-2.30%
34	VGIT	Vanguard Intermediate-term T	ETF-Other	0.82%	+0.15%	+288.40%
35	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.72%	+0.15%	+373.59%
36	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	0.70%	+0.15%	+476.91%
37	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.69%	—	-0.21%
38	JMST	JPM Ultra-short Muni Income	ETF-Other	0.63%	+0.16%	—
39	VCR	Vanguard Consumer Discre ETF	ETF-Other	0.62%	-0.05%	-1.40%
40	IXG	Ishares Global Financials Et	ETF-Other	0.59%	-0.04%	-4.14%
41	FDL	First Trust Morn Dvd Lead In	ETF-Other	0.57%	+0.03%	-7.38%
42	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.53%	—	-1.95%
43	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.51%	—	-6.24%
44	AIVL	Wisdomtree US Ai Enhanced Va	ETF-Other	0.49%	—	-12.31%
45	VB	Vanguard Small-cap ETF	ETF-Other	0.48%	—	+10.28%
46	VTV	Vanguard Value ETF	ETF-Other	0.44%	—	-5.73%
47	VIS	Vanguard Industrials ETF	ETF-Other	0.42%	—	-4.95%
48	XLE	Ss Energy Select Sector	ETF-Other	0.42%	+0.08%	+4.24%
49	VGT	Vanguard Info Tech ETF	ETF-Tech	0.42%	-0.02%	-6.05%
50	MO	Altria Group INC	Stock-Consumer Staples	0.41%	+0.10%	-3.87%

1–50 of 200