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CIK: 0001766156
Total reported value
$1.2B
$1.2B
852 檔
27.8%
During the Q1 2024 filing period, Salomon & Ludwin, LLC (CIK: 0001766156) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 852 reported positions.
During Q1 2024, Salomon & Ludwin, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 852 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.27% | +0.38% | -4.30% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 6.04% | +0.98% | -4.11% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.17% | +0.04% | -2.54% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.00% | -0.16% | -1.25% | |
| 5 | SUB | Ishares Short-term National | ETF-Other | 4.54% | -0.45% | +13.00% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.24% | -0.01% | -0.28% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.90% | +0.02% | +390.54% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.79% | -0.10% | +3.59% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.58% | — | +0.97% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.14% | +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% | -0.07% | -7.12% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.17% | -0.14% | +30.45% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.91% | +0.01% | +2.19% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.86% | +0.15% | -1.75% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.82% | -0.01% | -1.89% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.79% | -0.14% | +15.05% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.78% | — | -3.99% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.72% | +0.08% | -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% | -0.07% | +4.05% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.53% | +0.03% | +0.43% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.42% | +0.06% | -3.05% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.07% | -3.02% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.21% | +0.02% | -2.18% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.06% | -0.05% | -5.84% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 1.02% | +0.03% | +3.28% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.00% | -0.27% | +266.58% | |
| 29 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.94% | -0.01% | -9.50% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.03% | -4.63% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.88% | +0.04% | +3.34% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.02% | +0.14% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | +0.03% | -2.30% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.82% | -0.09% | +288.40% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.07% | +373.59% | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.70% | -0.08% | +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% | -0.40% | — | |
| 39 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.62% | +0.01% | -1.40% | |
| 40 | IXG | Ishares Global Financials Et | ETF-Other | 0.59% | — | -4.14% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.57% | -0.04% | -7.38% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.53% | +0.01% | -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% | +0.01% | -4.95% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.42% | -0.05% | +4.24% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.42% | +0.03% | -6.05% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.41% | — | -3.87% |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 852 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, XLK, VOO) accounted for 27.8% of total reported equity market value during Q1 2024.
During Q1 2024, Salomon & Ludwin, LLC's top holdings by market value included IVW (8.3%)、XLK (6.0%)、VOO (5.2%). The largest single position, IVW, represented 8.3% of total portfolio value.
In Q1 2024, Salomon & Ludwin, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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