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CIK: 0001766156
Total reported value
$1.2B
$1.2B
717 檔
22.1%
At the close of Q1 2025, Salomon & Ludwin, LLC disclosed equity holdings valued at approximately $1.2B, spread across 717 reported holdings.
In Q1 2025, Salomon & Ludwin, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, SUB, JMST) accounted for 22.1% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 717 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.81% | +0.38% | -2.82% | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 6.56% | -0.45% | +4.08% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.51% | -0.40% | -1.00% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.88% | -0.27% | +3.41% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.88% | +0.04% | -0.73% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.84% | +0.98% | +6.66% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.03% | -0.16% | -3.14% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.84% | -0.14% | +3.76% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.67% | -0.07% | +4.50% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.66% | — | -0.65% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.65% | -0.01% | -0.92% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.14% | +9.68% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.40% | +0.02% | -1.86% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.22% | -0.14% | +5.33% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.14% | -0.10% | -3.67% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.99% | -0.07% | -2.74% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.72% | -0.01% | -2.99% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.62% | +0.01% | +7.01% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.56% | +0.08% | -1.69% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.47% | +0.07% | +4.01% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.47% | — | +6.08% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.44% | +0.15% | +3.57% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.38% | -0.01% | -3.47% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.33% | +0.03% | +4.39% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.25% | -0.09% | +10.11% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.18% | -0.08% | +10.69% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.06% | -1.24% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.07% | -0.07% | +11.70% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.99% | -0.05% | +5.85% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.89% | +0.02% | -2.88% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.02% | -7.59% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.79% | +0.03% | +4.62% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | +0.03% | -1.73% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.70% | +0.04% | -2.32% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.03% | +17.44% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.64% | — | +0.60% | |
| 37 | IXG | Ishares Global Financials Et | ETF-Other | 0.59% | — | -0.14% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.54% | -0.03% | -0.80% | |
| 39 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.52% | -0.01% | -1.55% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.50% | +0.01% | +2.49% | |
| 41 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.50% | +0.01% | +3.22% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.49% | — | -3.46% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.05% | — | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.47% | +0.01% | -0.80% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | — | -2.68% | |
| 46 | D | Dominion Energy Inc | Stock-Utilities | 0.43% | — | +1.56% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | — | -2.38% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | -0.01% | +22.13% | |
| 49 | VIS | Vanguard Industrials ETF | ETF-Other | 0.37% | +0.01% | +7.69% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.37% | -0.04% | -0.45% |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 717 disclosed positions in Q1 2025.
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Top New Position Initiated
IVW
市值: $63.9M
During Q1 2025, Salomon & Ludwin, LLC's top holdings by market value included IVW (6.8%)、SUB (6.6%)、JMST (5.5%). The largest single position, IVW, represented 6.8% of total portfolio value.
In Q1 2025, Salomon & Ludwin, LLC made 50 total portfolio adjustments, initiating 50 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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