Salomon & Ludwin, LLC Top Holdings and 13F Report (2024)

About Salomon & Ludwin, LLC

Investment Activity

  • Salomon & Ludwin, LLC has $1.16 billion in total holdings as of March 31, 2024.
  • Salomon & Ludwin, LLC owns shares of 852 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 8.33% of the portfolio was purchased this quarter.
  • About 3.17% of the portfolio was sold this quarter.
  • This quarter, Salomon & Ludwin, LLC has purchased 766 new stocks and bought additional shares in 191 stocks.
  • Salomon & Ludwin, LLC sold shares of 174 stocks and completely divested from 61 stocks this quarter.

Largest New Holdings this Quarter

Ferguson
$288,983 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
442,168 shares (about $26.86M)
JPMorgan Ultra-Short Municipal ETF
144,683 shares (about $7.35M)
Vanguard Intermediate-Term Treasury Index ETF
120,440 shares (about $7.05M)
SPDR Portfolio Intermediate Term Treasury ETF
237,848 shares (about $6.70M)

Largest Sales this Quarter

iShares S&P 500 Growth ETF
51,138 shares (about $4.32M)
Eli Lilly and Company
4,303 shares (about $3.35M)
Technology Select Sector SPDR Fund
14,407 shares (about $3.01M)
Vanguard High Dividend Yield ETF
17,174 shares (about $2.08M)
Vanguard S&P 500 ETF
3,256 shares (about $1.57M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSalomon & Ludwin, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$96,145,337$4,318,093 -4.3%1,138,6238.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$70,169,943$3,010,725 -4.1%335,7796.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$60,051,104$1,565,200 -2.5%124,9215.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$58,159,555$733,976 -1.2%311,3305.0%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$52,795,847$6,072,161 13.0%503,9474.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$37,698,089$104,145 -0.3%751,4673.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$33,732,704$26,855,991 390.5%555,3892.9%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$32,436,840$1,123,915 3.6%404,2792.8%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$30,004,582$289,260 1.0%57,3622.6%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$29,922,482$294,479 1.0%71,1282.6%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$28,124,076$475,686 -1.7%308,2092.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$27,102,538$2,077,525 -7.1%224,0452.3%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$25,264,961$5,897,349 30.4%435,0742.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$22,222,563$475,440 2.2%120,4051.9%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$21,586,847$384,981 -1.8%102,1641.9%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$21,202,229$407,747 -1.9%179,2391.8%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$20,762,698$2,715,998 15.0%410,1401.8%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$20,698,409$859,694 -4.0%139,4511.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$19,941,213$831,242 -4.0%57,9351.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$19,052,154$3,347,547 -14.9%24,4901.6%Medical
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$17,900,551$696,868 4.1%166,2731.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$17,773,776$75,847 0.4%419,6971.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$16,548,038$520,735 -3.1%149,7391.4%ETF
Apple Inc. stock logo
AAPL
Apple
$15,302,377$476,041 -3.0%89,2991.3%Computer and Technology
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$14,063,033$312,837 -2.2%107,5731.2%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$12,354,897$766,222 -5.8%161,1961.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$11,860,680$376,586 3.3%93,6671.0%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$11,625,078$8,453,860 266.6%126,6611.0%ETF
Invesco High Yield Equity Dividend Achievers ETF stock logo
PEY
Invesco High Yield Equity Dividend Achievers ETF
$10,935,744$1,147,642 -9.5%529,6150.9%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$10,914,175$530,383 -4.6%83,1760.9%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$10,210,996$329,568 3.3%247,3370.9%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,957,102$13,669 0.1%18,9400.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$9,602,737$225,589 -2.3%186,1050.8%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$9,496,023$7,051,134 288.4%162,2010.8%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$8,374,599$6,606,280 373.6%102,4330.7%Manufacturing
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$8,107,189$6,701,905 476.9%287,7210.7%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$8,010,210$17,058 -0.2%77,9510.7%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$7,350,856$7,350,856 New Holding144,6830.6%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$7,212,288$102,311 -1.4%22,6990.6%ETF
iShares Global Financials ETF stock logo
IXG
iShares Global Financials ETF
$6,874,965$297,273 -4.1%79,3480.6%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$6,682,822$532,653 -7.4%173,6910.6%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$6,217,672$123,542 -1.9%74,9390.5%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$5,910,485$393,327 -6.2%121,2070.5%Finance
WisdomTree U.S. AI Enhanced Value Fund stock logo
AIVL
WisdomTree U.S. AI Enhanced Value Fund
$5,675,355$796,662 -12.3%55,7660.5%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,576,193$519,582 10.3%24,3940.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,091,655$309,463 -5.7%31,2940.4%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$4,936,180$256,843 -4.9%20,2180.4%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,892,614$198,842 4.2%51,5240.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,891,568$315,128 -6.1%9,3290.4%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$4,809,675$193,847 -3.9%110,2630.4%Consumer Staples
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,660,2250.0%18,6510.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$4,471,230$63,430 -1.4%8,0360.4%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$4,338,597$306,761 -6.6%132,7770.4%Finance
Oracle Co. stock logo
ORCL
Oracle
$4,173,643$43,838 1.1%33,2270.4%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,996,160$258,430 6.9%95,6710.3%ETF
Dominion Energy, Inc. stock logo
D
Dominion Energy
$3,831,459$282,852 -6.9%78,7960.3%Utilities
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3,581,008$4,420 -0.1%32,4070.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$3,580,994$24,709 -0.7%14,0580.3%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$3,087,353$152,253 -4.7%10,9500.3%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,039,508$205,345 -6.3%33,1860.3%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,987,634$162,522 5.8%16,5630.3%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,878,672$409,640 16.6%39,3530.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,557,204$461,120 22.0%51,0420.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$2,537,352$516,127 25.5%9,3800.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,449,063$126,492 -4.9%24,3180.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,398,661$64,250 2.8%14,7840.2%Consumer Staples
NewMarket Co. stock logo
NEU
NewMarket
$2,159,6120.0%3,4030.2%Basic Materials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,099,484$15,841 -0.7%6,2290.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$2,014,483$160,147 -7.4%15,2960.2%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,988,851$529,318 36.3%23,5400.2%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$1,893,939$261,751 -12.1%7,4310.2%Transportation
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,869,173$71,660 -3.7%11,8160.2%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,722,154$98,220 6.0%14,8160.1%Oils/Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,669,786$392,409 30.7%27,2930.1%Consumer Staples
Lam Research Co. stock logo
LRCX
Lam Research
$1,541,8820.0%1,5870.1%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,464,671$63,451 4.5%13,2500.1%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$1,446,312$574,646 65.9%7,0850.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,432,024$26,564 1.9%9,4880.1%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,403,127$73,265 5.5%3,1600.1%Finance
Visa Inc. stock logo
V
Visa
$1,370,004$94,954 -6.5%4,9200.1%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$1,352,457$1,457 0.1%7,4270.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,236,853$32,649 2.7%6,1750.1%Finance
PRA Group, Inc. stock logo
PRAA
PRA Group
$1,217,9100.0%46,6990.1%Finance
Truist Financial Co. stock logo
TFC
Truist Financial
$1,203,040$1,049,810 -46.6%30,8630.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,200,449$203,196 -14.5%6,8590.1%Consumer Staples
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$1,188,018$75,964 6.8%5,8960.1%Oils/Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$1,178,959$26,395 -2.2%3,0820.1%Retail/Wholesale
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,108,495$122,644 12.4%30,9290.1%ETF
SPDR S&P 400 Mid CapGrowth ETF stock logo
MDYG
SPDR S&P 400 Mid CapGrowth ETF
$1,036,481$72,451 7.5%11,8740.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,007,372$3,119 -0.3%3,8760.1%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$975,3740.0%1,8810.1%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$948,641$59,279 6.7%5,6010.1%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$938,906$892,729 1,933.3%9,1700.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$932,745$46,967 -4.8%7,0700.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$928,508$39,108 4.4%2,2080.1%Finance
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$910,860$122,588 15.6%11,9850.1%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$900,876$47,659 5.6%1,5500.1%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$868,752$68,383 8.5%1,8040.1%Business Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$866,089$15,435 1.8%7,6310.1%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$786,879$137,010 -14.8%3,8250.1%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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