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CIK: 0001766156
Total reported value
$1.2B
$1.2B
1121 檔
24.1%
According to the latest 13F quarterly dataset, Salomon & Ludwin, LLC managed an equity portfolio of $1.2B at the end of Q2 2025, spanning 1121 distinct U.S. exchange-listed positions.
During Q2 2025, 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 1121 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.16% | +0.38% | -4.04% | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 6.29% | -0.45% | +2.88% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.52% | +0.98% | +0.05% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.10% | -0.40% | -0.05% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.82% | +0.04% | -3.98% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.67% | -0.27% | +3.61% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.83% | -0.16% | -1.05% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.14% | -4.03% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.70% | — | -1.40% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.68% | -0.01% | -2.98% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.65% | -0.14% | +1.98% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.51% | -0.07% | +2.64% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.33% | +0.02% | -3.69% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.16% | -0.14% | +5.07% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.15% | -0.10% | -1.21% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.85% | -0.07% | -3.86% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.72% | -0.01% | -2.64% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.68% | +0.01% | -0.08% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.57% | +0.08% | -7.86% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.51% | +0.15% | +1.96% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.34% | +0.03% | +3.43% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.32% | -0.01% | -2.92% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.07% | +0.09% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.28% | — | +1.23% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.25% | -0.09% | +8.16% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.19% | -0.08% | +8.21% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.14% | +0.06% | -2.51% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.10% | -0.07% | +11.23% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.92% | -0.05% | -0.38% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.88% | +0.02% | -1.98% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 0.85% | +0.03% | +2.80% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.02% | -1.24% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | +67.60% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.05% | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.71% | +0.04% | -2.15% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | +0.03% | -3.61% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.59% | — | -0.32% | |
| 38 | IXG | Ishares Global Financials Et | ETF-Other | 0.56% | — | -5.59% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.51% | -0.03% | -0.74% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.51% | +0.01% | -2.47% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.48% | +0.01% | -6.54% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.47% | — | -1.06% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | — | -0.27% | |
| 44 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.46% | -0.01% | -3.04% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.44% | +0.01% | -3.26% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | +0.06% | +41.92% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | — | -0.43% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | +12.52% | |
| 49 | D | Dominion Energy Inc | Stock-Utilities | 0.39% | — | -4.77% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-Other | 0.38% | +0.01% | -3.32% |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 1121 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, SUB, XLK) accounted for 24.1% of total reported equity market value during Q2 2025.
During Q2 2025, Salomon & Ludwin, LLC's top holdings by market value included IVW (7.2%)、SUB (6.3%)、XLK (5.5%). The largest single position, IVW, represented 7.2% of total portfolio value.
In Q2 2025, 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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