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
2154 檔
26.1%
In Q3 2025, Salomon & Ludwin, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 2154 disclosed stock positions.
In Q3 2025, Salomon & Ludwin, LLC displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, SUB, XLK) accounted for 26.1% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
IVW
前期市值: $63.9M
Showing top 200 holdings (of 2154 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.85% | +0.38% | -4.72% | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 6.10% | -0.45% | +6.12% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.73% | +0.98% | +1.59% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-Other | 5.27% | -0.40% | +13.11% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.58% | +0.04% | -3.35% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.30% | -0.27% | +1.04% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.62% | -0.16% | -1.51% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | -0.14% | +5.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.56% | — | -3.46% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.53% | -0.01% | -3.05% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.18% | +0.02% | -0.98% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.17% | -0.14% | -11.86% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.04% | -0.14% | +3.29% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.97% | -0.10% | -5.04% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.91% | -0.07% | -17.86% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.75% | -0.07% | -1.28% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.69% | +0.01% | +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% | +0.07% | +11.32% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.60% | +0.15% | +4.55% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.52% | +0.08% | -3.49% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.33% | +0.03% | +6.87% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.31% | — | +5.80% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.22% | -0.01% | -1.92% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.17% | -0.09% | +1.59% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.11% | -0.08% | +1.32% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.09% | +0.06% | -2.46% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.04% | -0.07% | +3.84% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.85% | +0.03% | +5.47% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.05% | +2.21% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.83% | +0.02% | -1.80% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.81% | -0.05% | +2.85% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.03% | -2.86% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.02% | -7.17% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.70% | +0.04% | -2.71% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | +0.03% | -1.38% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.65% | +0.06% | +56.40% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | — | +0.98% | |
| 39 | IXG | Ishares Global Financials Et | ETF-Other | 0.53% | — | -0.36% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.49% | +0.01% | -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% | -0.03% | -3.77% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.01% | +12.16% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.44% | +0.01% | -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% | -0.01% | -4.89% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | — | -1.41% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | +0.01% | +1.24% | |
| 49 | D | Dominion Energy Inc | Stock-Utilities | 0.38% | — | -1.01% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.37% | +0.01% | +1.73% |
| # | 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 |
According to official SEC Form 13F filings, Salomon & Ludwin, LLC reported a total U.S. public equity portfolio value of $1.2B across 2154 disclosed positions in Q3 2025.
During Q3 2025, Salomon & Ludwin, LLC's top holdings by market value included IVW (6.8%)、SUB (6.1%)、XLK (5.7%). The largest single position, IVW, represented 6.8% of total portfolio value.
In Q3 2025, Salomon & Ludwin, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 19 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.
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.
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.