Salomon & Ludwin, LLC Portfolio Holdings

Salomon & Ludwin, LLC

  • $933 Million
  • Q1 2025

Salomon & Ludwin, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $933 Million distributed in 717 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 $63.9M, Ishares Short Term National Mu with a value of $61.5M, Jp Morgan Ultra Short Mun Inco with a value of $51.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $45.8M, and Vanguard Index Fds S&P 500 ETF with a value of $45.8M.

Examining the 13F form we can see an decrease of $8.81M in the current position value, from $942M to 933M.

Below you can find more details about Salomon & Ludwin, LLC portfolio as well as his latest detailed transactions.

Portfolio value $933 Million
ETFs: $833 Million
Technology: $43.5 Million
Consumer Defensive: $14.8 Million
Consumer Cyclical: $10.3 Million
Financial Services: $8.53 Million
Healthcare: $5.87 Million
Utilities: $5.84 Million
Communication Services: $3.51 Million
Other: $7.77 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.9 Million 6.84% of portfolio
687,847
Q1 2025 Reduced 2.82%
$0
$61.5 Million 6.59% of portfolio
582,474
Q1 2025 Added 4.08%
$0
$51.7 Million 5.54% of portfolio
1,017,236
Q1 2025 Reduced 1.0%
$0
$45.8 Million 4.91% of portfolio
498,938
Q1 2025 Added 3.41%
$0
$45.8 Million 4.9% of portfolio
89,034
Q1 2025 Reduced 0.73%
$0
$45.4 Million 4.87% of portfolio
220,017
Q1 2025 Added 6.66%
$0
$37.8 Million 4.06% of portfolio
198,572
Q1 2025 Reduced 3.14%
$0
$26.6 Million 2.85% of portfolio
536,096
Q1 2025 Added 3.76%
$0
$25 Million 2.68% of portfolio
237,201
Q1 2025 Added 4.5%
$0
$25 Million 2.68% of portfolio
44,739
Q1 2025 Reduced 0.65%
$0
$24.9 Million 2.66% of portfolio
489,022
Q1 2025 Reduced 0.92%
$3.42T
$23 Million 2.46% of portfolio
61,171
Q1 2025 Added 9.68%
$0
$22.5 Million 2.41% of portfolio
385,807
Q1 2025 Reduced 1.86%
$0
$20.9 Million 2.24% of portfolio
355,451
Q1 2025 Added 5.33%
$0
$20.1 Million 2.15% of portfolio
245,823
Q1 2025 Reduced 3.67%
$0
$18.6 Million 2.0% of portfolio
144,449
Q1 2025 Reduced 2.74%
$0
$15.2 Million 1.63% of portfolio
77,194
Q1 2025 Added 7.01%
$0
$14.6 Million 1.57% of portfolio
39,399
Q1 2025 Reduced 1.69%
$3.32T
$13.8 Million 1.47% of portfolio
61,910
Q1 2025 Added 4.01%
$0
$13.7 Million 1.47% of portfolio
94,159
Q1 2025 Added 6.08%
$0
$13.5 Million 1.45% of portfolio
67,782
Q1 2025 Added 3.57%
$0
$13 Million 1.39% of portfolio
108,381
Q1 2025 Reduced 3.47%
$0
$12.4 Million 1.33% of portfolio
249,770
Q1 2025 Added 4.39%
$0
$11.7 Million 1.25% of portfolio
196,637
Q1 2025 Added 10.11%
$0
$11.1 Million 1.19% of portfolio
388,476
Q1 2025 Added 10.69%
$0
$11.1 Million 1.18% of portfolio
105,696
Q1 2025 Reduced 1.24%
$0
$10 Million 1.08% of portfolio
121,258
Q1 2025 Added 11.7%
$0
$8.61 Million 0.92% of portfolio
113,295
Q1 2025 Added 5.85%
$0
$8.39 Million 0.9% of portfolio
67,355
Q1 2025 Reduced 2.88%
$0
$7.64 Million 0.82% of portfolio
13,605
Q1 2025 Reduced 7.59%
$0
$7.39 Million 0.79% of portfolio
56,417
Q1 2025 Added 4.62%
$0
$6.61 Million 0.71% of portfolio
151,334
Q1 2025 Reduced 2.32%
$0
$6.58 Million 0.71% of portfolio
122,671
Q1 2025 Reduced 1.73%
$107B
$6.05 Million 0.65% of portfolio
100,801
Q1 2025 Added 0.6%
$0
$5.52 Million 0.59% of portfolio
53,539
Q1 2025 Reduced 0.14%
$0
$5.08 Million 0.54% of portfolio
37,406
Q1 2025 Reduced 0.8%
$0
$4.86 Million 0.52% of portfolio
226,555
Q1 2025 Reduced 1.55%
$0
$4.67 Million 0.5% of portfolio
14,344
Q1 2025 Added 3.22%
$270B
$4.67 Million 0.5% of portfolio
29,423
Q1 2025 Added 2.49%
$0
$4.55 Million 0.49% of portfolio
46,707
Q1 2025 Reduced 3.46%
$432B
$4.47 Million 0.48% of portfolio
31,964
Q4 2024 Added 0.15%
$0
$4.39 Million 0.47% of portfolio
56,012
Q1 2025 Reduced 0.8%
$0
$4.31 Million 0.46% of portfolio
19,425
Q1 2025 Reduced 2.68%
$0
$4.12 Million 0.44% of portfolio
51,240
Q1 2025 Added 17.44%
$48.3B
$4.04 Million 0.43% of portfolio
72,122
Q1 2025 Added 1.56%
$0
$3.88 Million 0.42% of portfolio
15,013
Q1 2025 Reduced 2.38%
$0
$3.6 Million 0.39% of portfolio
70,568
Q1 2025 Added 22.13%
$0
$3.5 Million 0.38% of portfolio
14,145
Q1 2025 Added 7.69%
$0
$3.42 Million 0.37% of portfolio
29,457
Q1 2025 Added 0.54%

Summary

  • Portfolio
  • No. of Stocks 717
  • Current Value $933 Million
  • Prior Value $942 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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