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CIK: 0001766156
Total reported value
$1.2B
$1.2B
735 檔
22.8%
As reported in its official Q2 2024 Form 13F filing, Salomon & Ludwin, LLC's tracked investment portfolio stood at $1.2B with 735 total positions.
During Q2 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 735 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.66% | +0.38% | -26.38% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 6.01% | +0.98% | -29.06% | |
| 3 | SUB | Ishares Short-term National | ETF-Other | 5.97% | -0.45% | +1.56% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.53% | +0.04% | -20.76% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.76% | -0.16% | -24.78% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.16% | -0.01% | -23.79% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.07% | — | -11.79% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.14% | -16.21% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.90% | +0.02% | -20.05% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.50% | -0.14% | +9.08% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.50% | -0.10% | -29.20% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.30% | -0.01% | -24.27% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.25% | -0.07% | -24.21% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.23% | -0.07% | +12.65% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.99% | -0.14% | -29.63% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.87% | +0.08% | -22.81% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.73% | +0.01% | -29.26% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.69% | +0.15% | -26.96% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.66% | -0.01% | -26.73% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.62% | — | -28.39% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.07% | -28.88% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | +0.06% | -21.25% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 1.30% | +0.03% | -32.65% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.15% | +0.02% | -25.71% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.07% | -0.40% | +30.90% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.02% | -0.05% | -26.28% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.02% | -15.47% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.92% | -0.09% | -13.20% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.91% | -0.27% | -30.69% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.03% | -23.16% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 0.85% | +0.03% | -33.32% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.84% | -0.08% | -6.83% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.82% | +0.04% | -30.17% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -0.07% | -18.66% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.67% | -0.03% | -42.70% | |
| 36 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.62% | -0.01% | -46.44% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.61% | — | -27.77% | |
| 38 | IXG | Ishares Global Financials Et | ETF-Other | 0.61% | — | -19.39% | |
| 39 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.60% | +0.01% | -24.29% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.53% | +0.01% | -18.42% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | — | -12.99% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.51% | — | -8.36% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.03% | -15.88% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.05% | -4.31% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | — | -10.35% | |
| 46 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.40% | -0.04% | -44.85% | |
| 47 | D | Dominion Energy Inc | Stock-Utilities | 0.40% | — | -7.39% | |
| 48 | VIS | Vanguard Industrials ETF | ETF-Other | 0.40% | +0.01% | -24.87% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.40% | — | -17.28% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | +10.06% |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 735 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, XLK, SUB) accounted for 22.8% of total reported equity market value during Q2 2024.
During Q2 2024, Salomon & Ludwin, LLC's top holdings by market value included IVW (8.7%)、XLK (6.0%)、SUB (6.0%). The largest single position, IVW, represented 8.7% of total portfolio value.
In Q2 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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