Salomon & Ludwin, LLC Portfolio Holdings
Salomon & Ludwin, LLC
- $1.16 Billion
- Q1 2024
Salomon & Ludwin, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 852 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $96.1M, Technology Sector Spdr with a value of $69.9M, Vanguard Index Fds S&P 500 ETF with a value of $60M, Ishares S&P 500 Value ETF with a value of $58.2M, and Ishares Short Term National Mu with a value of $52.8M.
Examining the 13F form we can see an increase of $107M in the current position value, from $1.05B to 1.16B.
Below you can find more details about Salomon & Ludwin, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $1 Billion
Technology: $55.2 Million
Healthcare: $29.5 Million
Consumer Defensive: $15.6 Million
Consumer Cyclical: $14.2 Million
Financial Services: $13.6 Million
Industrials: $7.23 Million
Utilities: $6.42 Million
Other: $14 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 852
- Current Value $1.16 Billion
- Prior Value $1.05 Billion
- Filing
- Period Q1 2024
- Filing Date May 02, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 141 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 175 stocks