13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001766156
Total reported value
$1.2B
$1.2B
734 檔
23.2%
The Q3 2024 SEC filing reveals that Salomon & Ludwin, LLC held a total portfolio value of $1.2B, covering 734 public equity positions.
During Q3 2024, Salomon & Ludwin, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVW, SUB, JMST) accounted for 23.2% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 734 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.43% | +0.38% | -9.16% | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 5.95% | -0.45% | +7.35% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.29% | -0.40% | +438.36% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.03% | +0.98% | -8.31% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.00% | +0.04% | -6.10% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.52% | -0.27% | +450.57% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.35% | -0.16% | -7.47% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.76% | -0.01% | -10.38% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.69% | — | -8.95% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.66% | +0.02% | -5.64% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.60% | -0.14% | +11.84% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.14% | -5.72% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.39% | -0.07% | +14.65% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.24% | -0.10% | -8.40% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.07% | -0.07% | -6.62% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.00% | -0.14% | +8.84% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.98% | -0.01% | -9.29% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.66% | +0.08% | -5.02% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.60% | +0.01% | -8.12% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.56% | +0.15% | -7.26% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.50% | -0.01% | -9.09% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.07% | -1.96% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.45% | — | -7.37% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.31% | +0.06% | -6.48% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 1.19% | +0.03% | -9.13% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.07% | -0.09% | +22.99% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.04% | +0.02% | -7.99% | |
| 28 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.00% | -0.08% | +26.18% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.93% | -0.05% | -7.29% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -0.07% | +30.45% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.02% | -5.25% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.78% | +0.03% | -9.59% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.75% | +0.04% | -6.82% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.75% | +0.03% | -10.80% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.62% | -0.03% | -10.07% | |
| 36 | IXG | Ishares Global Financials Et | ETF-Other | 0.56% | — | -9.54% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.55% | — | -10.25% | |
| 38 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.55% | -0.01% | -12.57% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.05% | +0.38% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.53% | +0.01% | -11.12% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | — | -0.55% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.52% | +0.01% | -4.37% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | — | -5.78% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | — | -5.97% | |
| 45 | D | Dominion Energy Inc | Stock-Utilities | 0.42% | — | -1.94% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | +2.76% | |
| 47 | VIS | Vanguard Industrials ETF | ETF-Other | 0.37% | +0.01% | -7.31% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.37% | -0.04% | +0.22% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.37% | +0.01% | -0.10% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.36% | -0.04% | -11.02% |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 734 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q3 2024, Salomon & Ludwin, LLC's top holdings by market value included IVW (7.4%)、SUB (6.0%)、JMST (5.3%). The largest single position, IVW, represented 7.4% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.