Salomon & Ludwin, LLC Portfolio Holdings

Salomon & Ludwin, LLC

  • $1 Billion
  • Q2 2025

Salomon & Ludwin, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1 Billion distributed in 1121 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 $72.7M, Ishares Short Term National Mu with a value of $63.7M, Technology Sector Spdr with a value of $55.7M, Jp Morgan Ultra Short Mun Inco with a value of $51.8M, and Vanguard Index Fds S&P 500 ETF with a value of $48.6M.

Examining the 13F form we can see an increase of $68.7M in the current position value, from $933M to 1B.

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

Portfolio value $1 Billion
ETFs: $889 Million
Technology: $52.9 Million
Consumer Defensive: $15.7 Million
Consumer Cyclical: $10.6 Million
Financial Services: $8.94 Million
Utilities: $5.4 Million
Healthcare: $5.16 Million
Communication Services: $4.33 Million
Other: $9.14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.7 Million 7.26% of portfolio
660,026
Q2 2025 Reduced 4.04%
$0
$63.7 Million 6.36% of portfolio
599,247
Q2 2025 Added 2.88%
$0
$55.7 Million 5.57% of portfolio
220,137
Q2 2025 Added 0.05%
$0
$51.8 Million 5.17% of portfolio
1,016,754
Q2 2025 Reduced 0.05%
$0
$48.6 Million 4.85% of portfolio
85,491
Q2 2025 Reduced 3.98%
$0
$47.4 Million 4.73% of portfolio
516,941
Q2 2025 Added 3.61%
$0
$38.4 Million 3.83% of portfolio
196,493
Q2 2025 Reduced 1.05%
$3.95T
$29.2 Million 2.92% of portfolio
58,703
Q2 2025 Reduced 4.03%
$0
$27.3 Million 2.72% of portfolio
44,113
Q2 2025 Reduced 1.4%
$0
$27 Million 2.7% of portfolio
474,437
Q2 2025 Reduced 2.98%
$0
$26.8 Million 2.68% of portfolio
546,685
Q2 2025 Added 1.98%
$0
$25.4 Million 2.54% of portfolio
243,456
Q2 2025 Added 2.64%
$0
$23 Million 2.3% of portfolio
371,554
Q2 2025 Reduced 3.69%
$0
$22 Million 2.19% of portfolio
373,457
Q2 2025 Added 5.07%
$0
$21.7 Million 2.17% of portfolio
242,856
Q2 2025 Reduced 1.21%
$0
$18.5 Million 1.85% of portfolio
138,867
Q2 2025 Reduced 3.86%
$0
$16.8 Million 1.67% of portfolio
77,131
Q2 2025 Reduced 0.08%
$0
$15.9 Million 1.59% of portfolio
36,304
Q2 2025 Reduced 7.86%
$0
$14.9 Million 1.49% of portfolio
69,110
Q2 2025 Added 1.96%
$0
$13.5 Million 1.35% of portfolio
258,343
Q2 2025 Added 3.43%
$0
$13 Million 1.3% of portfolio
105,218
Q2 2025 Reduced 2.92%
$0
$12.8 Million 1.28% of portfolio
95,313
Q2 2025 Added 1.23%
$3.69T
$12.7 Million 1.27% of portfolio
61,966
Q2 2025 Added 0.09%
$0
$12.7 Million 1.27% of portfolio
212,690
Q2 2025 Added 8.16%
$0
$12.1 Million 1.21% of portfolio
420,359
Q2 2025 Added 8.21%
$0
$11.2 Million 1.12% of portfolio
134,880
Q2 2025 Added 11.23%
$0
$11.3 Million 1.12% of portfolio
103,044
Q2 2025 Reduced 2.51%
$0
$8.78 Million 0.88% of portfolio
66,020
Q2 2025 Reduced 1.98%
$0
$8.58 Million 0.86% of portfolio
112,862
Q2 2025 Reduced 0.38%
$0
$8.56 Million 0.85% of portfolio
57,999
Q2 2025 Added 2.8%
$0
$8.34 Million 0.83% of portfolio
13,436
Q2 2025 Reduced 1.24%
$0
$8.19 Million 0.82% of portfolio
85,878
Q2 2025 Added 67.6%
$0
$7.14 Million 0.71% of portfolio
148,081
Q2 2025 Reduced 2.15%
$684B
$6.99 Million 0.7% of portfolio
31,964
Q4 2024 Added 0.15%
$0
$6.34 Million 0.63% of portfolio
118,237
Q2 2025 Reduced 3.61%
$118B
$5.89 Million 0.59% of portfolio
100,481
Q2 2025 Reduced 0.32%
$0
$5.6 Million 0.56% of portfolio
50,546
Q2 2025 Reduced 5.59%
$0
$5.07 Million 0.51% of portfolio
13,990
Q2 2025 Reduced 2.47%
$261B
$5.01 Million 0.5% of portfolio
27,500
Q2 2025 Reduced 6.54%
$0
$5.04 Million 0.5% of portfolio
37,131
Q2 2025 Reduced 0.74%
$0
$4.6 Million 0.46% of portfolio
46,212
Q2 2025 Reduced 1.06%
$0
$4.59 Million 0.46% of portfolio
19,373
Q2 2025 Reduced 0.27%
$0
$4.48 Million 0.45% of portfolio
219,659
Q2 2025 Reduced 3.04%
$0
$4.28 Million 0.43% of portfolio
105,692
Q2 2025 Added 41.92%
$0
$4.32 Million 0.43% of portfolio
54,186
Q2 2025 Reduced 3.26%
$0
$4.18 Million 0.42% of portfolio
14,948
Q2 2025 Reduced 0.43%
$0
$4.16 Million 0.41% of portfolio
79,406
Q2 2025 Added 12.52%
$51B
$3.88 Million 0.39% of portfolio
68,679
Q2 2025 Reduced 4.77%
$0
$3.83 Million 0.38% of portfolio
13,675
Q2 2025 Reduced 3.32%

Summary

  • Portfolio
  • No. of Stocks 1,121
  • Current Value $1 Billion
  • Prior Value $933 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 422 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 138 stocks
Track This Portfolio

Track Salomon & Ludwin, LLC Portfolio

Follow Salomon & Ludwin, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Salomon & Ludwin, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Salomon & Ludwin, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email