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CIK: 0001766156
Total reported value
$1.2B
$1.2B
720 檔
23.0%
During the Q4 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 720 reported positions.
During Q4 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 720 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.61% | +0.38% | -7.05% | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 6.25% | -0.45% | +1.86% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.52% | -0.40% | +0.78% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.12% | +0.04% | -3.51% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 5.08% | +0.98% | -5.56% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.67% | -0.27% | -0.18% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.15% | -0.16% | -5.39% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | — | -2.26% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.74% | -0.14% | +3.26% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.60% | +0.02% | -6.17% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.56% | -0.07% | +5.69% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.50% | -0.01% | -3.84% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.14% | -0.75% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.08% | -0.14% | +1.26% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.04% | -0.10% | -2.67% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.01% | -0.07% | -6.34% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.92% | -0.01% | -5.82% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.74% | +0.08% | -5.64% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.71% | +0.01% | -7.82% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.58% | +0.07% | -4.41% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.53% | +0.15% | -5.43% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.49% | -0.01% | -5.97% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.31% | +0.06% | -2.95% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.29% | — | -4.05% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 1.23% | +0.03% | -6.84% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.10% | -0.09% | +3.12% | |
| 27 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.04% | -0.08% | +3.76% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.99% | +0.02% | -5.68% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.94% | -0.07% | -0.12% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.02% | -2.94% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.89% | -0.05% | -2.84% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.75% | +0.03% | -4.51% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.03% | -2.14% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.69% | +0.04% | -3.73% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.05% | +0.15% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.56% | — | -4.27% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | — | -0.28% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.55% | +0.01% | -9.02% | |
| 39 | IXG | Ishares Global Financials Et | ETF-Other | 0.55% | — | -7.33% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.53% | -0.03% | -12.01% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.52% | +0.01% | -3.43% | |
| 42 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.52% | -0.01% | -7.21% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.51% | — | -0.20% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | — | -2.18% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.03% | -1.96% | |
| 46 | D | Dominion Energy Inc | Stock-Utilities | 0.41% | — | -0.75% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | +0.03% | -3.82% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | +0.01% | -0.69% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.36% | +0.01% | -2.99% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-Other | 0.35% | +0.01% | -6.70% |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 720 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, SUB, JMST) accounted for 23.0% of total reported equity market value during Q4 2024.
During Q4 2024, Salomon & Ludwin, LLC's top holdings by market value included IVW (7.6%)、SUB (6.3%)、JMST (5.5%). The largest single position, IVW, represented 7.6% of total portfolio value.
In Q4 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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