Salomon & Ludwin, LLC — Q3 2025 13F Holdings

Name: Salomon & Ludwin, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001766156

Total reported value

$1.1B

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Full holdings list this quarter

Showing top 200 holdings (of 2154 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	6.85%	-0.57%	-4.72%
2	SUB	Ishares Short-term National	ETF-Other	6.10%	+0.55%	+6.12%
3	XLK	Ss Technology Select Sector	ETF-Tech	5.73%	-0.20%	+1.59%
4	JMST	JPM Ultra-short Muni Income	ETF-Other	5.27%	+0.16%	+13.11%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	4.58%	-0.33%	-3.35%
6	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	4.30%	—	+1.04%
7	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.62%	-0.08%	-1.51%
8	MSFT	Microsoft CORP	Stock-Tech	2.87%	-0.55%	+5.04%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.56%	-0.10%	-3.46%
10	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.53%	-0.03%	-3.05%
11	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.18%	-0.01%	-0.98%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.17%	+0.25%	-11.86%
13	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	2.04%	+0.16%	+3.29%
14	EFA	Ishares Msci Eafe ETF	ETF-Other	1.97%	-0.06%	-5.04%
15	MUB	Ishares National Muni Bond E	ETF-Other	1.91%	+0.28%	-17.86%
16	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.75%	—	-1.28%
17	XLY	Ss Consumer Disc Select Sect	ETF-Other	1.69%	-0.15%	+2.51%
18	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	1.61%	-0.01%	-1.68%
19	AAPL	Apple INC	Stock-Tech	1.60%	-0.06%	+11.32%
20	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.60%	-0.01%	+4.55%
21	VUG	Vanguard Growth ETF	ETF-Other	1.52%	-0.14%	-3.49%
22	XLF	Ss Financial Select Sector	ETF-Other	1.33%	-0.12%	+6.87%
23	XLV	Ss Health Care Select Sector	ETF-Other	1.31%	-0.04%	+5.80%
24	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	1.22%	-0.05%	-1.92%
25	VGIT	Vanguard Intermediate-term T	ETF-Other	1.17%	+0.15%	+1.59%
26	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	1.11%	+0.15%	+1.32%
27	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.09%	-0.02%	-2.46%
28	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	1.04%	+0.15%	+3.84%
29	XLI	Ss Industrial Select Sector	ETF-Other	0.85%	—	+5.47%
30	ORCL	Oracle CORP	Stock-Tech	0.84%	-0.12%	+2.21%
31	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	0.83%	—	-1.80%
32	XLP	Ss Consumer Staples Sel Sect	ETF-Other	0.81%	+0.04%	+2.85%
33	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.79%	-0.10%	-2.86%
34	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.75%	-0.03%	-7.17%
35	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.70%	-0.02%	-2.71%
36	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.70%	-0.01%	-1.38%
37	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.65%	+0.12%	+56.40%
38	MO	Altria Group INC	Stock-Consumer Staples	0.60%	+0.10%	+0.98%
39	IXG	Ishares Global Financials Et	ETF-Other	0.53%	-0.04%	-0.36%
40	VCR	Vanguard Consumer Discre ETF	ETF-Other	0.49%	-0.05%	-0.36%
41	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.46%	—	-2.21%
42	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.45%	—	-3.77%
43	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.45%	—	+12.16%
44	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.44%	—	-0.55%
45	VB	Vanguard Small-cap ETF	ETF-Other	0.43%	—	-4.42%
46	PEY	Invesco High Yield Equity Di	ETF-High Yield	0.40%	—	-4.89%
47	VO	Vanguard Mid-cap ETF	ETF-Other	0.39%	—	-1.41%
48	PM	Philip Morris International	Stock-Consumer Staples	0.38%	—	+1.24%
49	D	Dominion Energy INC	Stock-Utilities	0.38%	+0.03%	-1.01%
50	VT	Vanguard Tot World Stk ETF	ETF-Other	0.37%	—	+1.73%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Salomon & Ludwin, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	XLK	Ss Technology Select Sector	+0.9%	+1.59%	Add
2	MSFT	Microsoft CORP	+0.4%	+5.04%	Add
3	ORCL	Oracle CORP	+0.4%	+2.21%	Add
4	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.4%	+56.40%	Add
5	NVDA	Nvidia CORP	+0.2%	+391.31%	Add
6	IWM	Ishares Russell 2000 ETF	+0.2%	+4.55%	Add
7	AAPL	Apple INC	+0.1%	+11.32%	Add
8	XLC	Ss Comm Select Sector Spdr	+0.1%	+25.41%	Add
9	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.1%	-2.86%	Add
10	SPEM	State Street Sp Ptf Em ETF	+0.1%	+40.73%	Add
11	LRCX	Lam Research CORP	+0.1%	+2.13%	Add
12	AVGO	Broadcom INC	+0.1%	+73.74%	Add
13	TSLA	Tesla INC	+0.1%	+62.61%	Add
14	XLY	Ss Consumer Disc Select Sect	+0.1%	+2.51%	Add
15	AMZN	Amazon.com INC	+0.1%	+36.31%	Add
16	META	Meta Platforms Inc-class A	+0.1%	+64.59%	Add
17	XLI	Ss Industrial Select Sector	+0.1%	+5.47%	Add
18	SPYV	Ss Spdr P S&p 500 Value ETF	+0.1%	+12.16%	Add
19	NEU	Newmarket CORP	+0.1%	+4.00%	Add
20	GOOGL	Alphabet Inc-cl A	+0.1%	+21.81%	Add
21	AMAT	Applied Materials INC	+0.1%	+4.63%	Add
22	CL	Colgate-palmolive Co	+0.1%	+3.38%	Add
23	IVW	Ishares S&p 500 Growth ETF	0%	-4.72%	Trim
24	VGT	Vanguard Info Tech ETF	0%	-3.69%	Trim
25	XLF	Ss Financial Select Sector	—	+6.87%	Add
26	EEM	Ishares Msci Emerging Market	—	-2.71%	Trim
27	IEMG	Ishares Core Msci Emerging	0%	-1.38%	Trim
28	VCR	Vanguard Consumer Discre ETF	0%	-0.36%	Trim
29	SHY	Ishares 1-3 Year Treasury Bo	0%	+3.84%	Add
30	VUG	Vanguard Growth ETF	0%	-3.49%	Trim
31	IJT	Ishares S&p Small-cap 600 Gr	-0.1%	-1.80%	Trim
32	IVV	Ishares Core S&p 500 ETF	-0.1%	-7.17%	Trim
33	SPTI	Ss Spdr P Int Term Tsy ETF	-0.1%	+1.32%	Add
34	VGIT	Vanguard Intermediate-term T	-0.1%	+1.59%	Add
35	IJR	Ishares Core S&p Small-cap E	-0.1%	-2.46%	Trim
36	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-3.46%	Trim
37	IJK	Ishares S&p Mid-cap 400 Grow	-0.1%	-1.68%	Trim
38	VEA	Vanguard Ftse Developed ETF	-0.1%	-3.05%	Trim
39	XLV	Ss Health Care Select Sector	-0.2%	+5.80%	Add
40	EFA	Ishares Msci Eafe ETF	-0.2%	-5.04%	Trim
41	VGSH	Vanguard Short-term Treasury	-0.2%	+3.29%	Add
42	IJH	Ishares Core S&p Midcap ETF	-0.2%	-0.98%	Trim
43	JMST	JPM Ultra-short Muni Income	-0.2%	+13.11%	Add
44	VYM	Vanguard High Dvd Yield ETF	-0.2%	-1.28%	Trim
45	VOO	Vanguard S&p 500 ETF	-0.3%	-3.35%	Trim
46	IVE	Ishares S&p 500 Value ETF	-0.4%	-1.51%	Trim
47	SUB	Ishares Short-term National	-0.5%	+6.12%	Add
48	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.6%	+1.04%	Add
49	VTEB	Vanguard Tax-exempt Bond ETF	-0.7%	-11.86%	Trim
50	MUB	Ishares National Muni Bond E	-0.8%	-17.86%	Trim