Salomon & Ludwin, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Salomon & Ludwin, LLC

CIK Number: 0001766156

1.01B
Market Value
867
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 29, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVW iShares S&P 500...
121.41
+0.15% 660.03K -4.04% 72.44M 38.41 7.16% Share
2 SUB iShares Short-T...
106.63
+0.02% 599.25K +2.88% 63.68M 104.33 6.29% Share
3 XLK Technology Sele...
286.24
+0.57% 220.14K +0.05% 55.88M 80 5.52% Share
4 JMST JPMorgan Ultra-...
50.91
+0.02% 1.02M -0.05% 51.67M 50.87 5.10% Share
5 VOO Vanguard S&P 50...
615.21
+0.10% 85.49K -3.98% 48.75M 374.87 4.82% Share
6 BIL SPDR Bloomberg ...
91.46
+0.01% 516.94K +3.61% 47.27M 91.76 4.67% Share
7 IVE iShares S&P 500...
207.09
+0.03% 196.49K -1.05% 38.81M 103.74 3.83% Share
8 MSFT Microsoft Corpo...
515.74
-0.76% 58.7K -4.03% 28.83M 255.14 2.85% Share
9 SPY SPDR S&P 500 ET...
669.16
+0.11% 44.11K -1.4% 27.37M 357.32 2.70% Share
10 VEA Vanguard Develo...
60.50
+0.22% 474.44K -2.98% 27.11M 37.25 2.68% Share
11 VTEB Vanguard Tax-Ex...
49.98
-0.01% 546.68K +1.98% 26.78M 49.7 2.65% Share
12 MUB iShares Nationa...
106.37
-0.02% 243.46K +2.64% 25.41M 105.77 2.51% Share
13 IJH iShares Core S&...
65.58
+0.13% 371.55K -3.69% 23.56M 39.86 2.33% Share
14 VGSH Vanguard Short-...
58.72
+0.02% 373.46K +5.07% 21.86M 57.97 2.16% Share
15 EFA iShares MSCI EA...
94.29
+0.16% 242.86K -1.21% 21.74M 63.48 2.15% Share
16 VYM Vanguard High D...
140.88
-0.14% 138.87K -3.86% 18.75M 79.14 1.85% Share
17 IJK iShares S&P Mid...
96.31
+0.24% 188.34K -2.64% 17.39M 48.42 1.72% Share
18 XLY Consumer Discre...
239.44
-0.7% 77.13K -0.08% 16.98M 117.91 1.68% Share
19 VUG Vanguard Growth...
483.23
+0.28% 36.3K -7.86% 15.87M 205.34 1.57% Share
20 IWM iShares Russell...
244.04
+0.64% 69.11K +1.96% 15.29M 151.45 1.51% Share
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