Salomon & Ludwin, LLC Reduced Holdings in Q4 2024

Salomon & Ludwin, LLC

  • $942 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-11.7K
- 5.39%
$189.5 - $206.17 $2.21M - $2.41M
205K $39.1M
VEA
Vanguard Ftse Developed Market

ETFs
-19.7K
- 3.84%
$47.57 - $52.44 $938K - $1.03M
494K $23.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7K
- 2.67%
$75.1 - $82.99 $526K - $581K
255K $19.3M
XLV
Select Sector Spdr Fund Health

ETFs
-3.74K
- 4.05%
$136.28 - $154.74 $510K - $579K
88.8K $12.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-25.8K
- 6.17%
$61.68 - $67.87 $1.59M - $1.75M
393K $24.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-10.1K
- 6.34%
$126.68 - $134.74 $1.27M - $1.35M
149K $18.9M
XLK
Technology Sector Spdr

ETFs
-12.1K
- 5.56%
$220.26 - $241.44 $2.67M - $2.93M
206K $48M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-12.3K
- 5.82%
$90.66 - $99.46 $1.12M - $1.23M
199K $18.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.15K
- 12.01%
$131.66 - $144.0 $678K - $741K
37.7K $4.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
-53.7K
- 7.05%
$94.43 - $105.47 $5.07M - $5.66M
708K $71.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.18K
- 5.68%
$134.53 - $150.65 $562K - $629K
69.3K $9.39M
IWM
Ishares Russell 2000 ETF

ETFs
-3.76K
- 5.43%
$216.13 - $242.4 $812K - $910K
65.4K $14.5M
VHT
Vanguard Health Care ETF

ETFs
-2.37K
- 32.55%
$250.81 - $283.3 $594K - $671K
4.91K $1.25M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-7.13K
- 5.97%
$121.89 - $135.52 $869K - $966K
112K $14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.26K
- 3.51%
$521.84 - $558.82 $1.7M - $1.82M
89.7K $48.3M
MSFT
Microsoft Corp

Technology
-419
- 0.75%
$406.35 - $454.46 $170K - $190K
55.8K $23.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.33K
- 11.27%
$44.04 - $49.49 $367K - $412K
65.6K $2.89M
GLD
Spdr Gold Trust

ETFs
-2.63K
- 79.52%
$236.59 - $257.5 $622K - $677K
677 $163K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.25K
- 2.95%
$113.92 - $127.38 $370K - $414K
107K $12.3M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-17.9K
- 7.21%
$21.1 - $23.08 $377K - $413K
230K $4.89M
VDC
Vanguard Consumer Staples ETF

ETFs
-2.38K
- 42.31%
$210.96 - $223.62 $503K - $533K
3.25K $687K
XLI
Industrial Sector Spdr

ETFs
-2.55K
- 4.51%
$131.76 - $143.99 $335K - $366K
53.9K $7.11M
LLY
Eli Lilly & CO

Healthcare
-370
- 33.21%
$727.2 - $932.06 $269K - $345K
744 $574K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-519
- 35.89%
$501.29 - $612.85 $260K - $318K
927 $482K
LOW
Lowes Companies Inc

Consumer Cyclical
-362
- 2.71%
$244.52 - $284.07 $88.5K - $103K
13K $3.21M
VTI
Vanguard Total Stock Market Et

ETFs
-1.38K
- 36.05%
$280.04 - $302.45 $386K - $416K
2.44K $708K
FDL
First Tr Morningstar Dividend

ETFs
-5.4K
- 6.33%
$39.59 - $43.95 $214K - $237K
79.8K $3.21M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.92K
- 13.37%
$50.53 - $55.55 $350K - $384K
44.8K $2.29M
COST
Costco Wholesale Corp

Consumer Defensive
-413
- 53.99%
$873.59 - $994.69 $361K - $411K
352 $322K
IXG
Ishares Global Fin'L ETF

ETFs
-4.24K
- 7.33%
$93.25 - $101.72 $396K - $432K
53.6K $5.15M
VIS
Vanguard Industrial ETF

ETFs
-943
- 6.7%
$254.39 - $279.7 $240K - $264K
13.1K $3.34M
VTV
Vanguard Value ETF

ETFs
-1.27K
- 6.48%
$168.32 - $181.87 $213K - $230K
18.2K $3.09M
D
Dominion Energy, Inc

Utilities
-538
- 0.75%
$52.63 - $60.92 $28.3K - $32.8K
71K $3.82M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-856
- 0.18%
$91.29 - $91.8 $78.1K - $78.6K
482K $44.1M
KO
Coca Cola CO

Consumer Defensive
-800
- 3.69%
$61.74 - $71.71 $49.4K - $57.4K
20.9K $1.3M
XLP
Consumer Staples Sector Spdr

ETFs
-3.13K
- 2.84%
N/A
107K $8.14M
XLE
Energy Sector Spdr

ETFs
-1.95K
- 6.05%
$83.32 - $97.27 $162K - $190K
30.3K $2.59M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-972
- 3.56%
$106.1 - $114.66 $103K - $111K
26.3K $2.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.16K
- 4.27%
$104.59 - $118.05 $226K - $255K
48.4K $5.25M
MCD
Mcdonalds Corp

Consumer Cyclical
-110
- 1.05%
$288.47 - $316.54 $31.7K - $34.8K
10.3K $2.99M
PEP
Pepsico Inc

Consumer Defensive
-651
- 14.7%
$151.29 - $176.1 $98.5K - $115K
3.78K $574K
VT
Vanguard Total World Stk Index

ETFs
-903
- 2.99%
$117.09 - $123.07 $106K - $111K
29.3K $3.44M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.38K
- 59.6%
$105.45 - $117.99 $145K - $162K
932 $98K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.01K
- 3.43%
$84.34 - $95.14 $169K - $191K
56.5K $4.93M
IEMG
Ishares Inc

ETFs
-2.73K
- 2.14%
N/A
125K $6.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-132
- 0.12%
$81.68 - $82.93 $10.8K - $10.9K
109K $8.9M
PG
Procter & Gamble CO

Consumer Defensive
-708
- 22.85%
$161.05 - $179.7 $114K - $127K
2.39K $400K
SON
Sonoco Products CO

Consumer Cyclical
-1.83K
- 22.99%
$48.6 - $54.89 $88.8K - $100K
6.12K $299K
XOM
Exxon Mobil Corp

Energy
-592
- 12.06%
$105.51 - $125.37 $62.5K - $74.2K
4.32K $464K
Activity Summary
Buys All Purchases 77 New Holdings 23 Increased Positions 54 Sells All Sells 279 Reductions 279 Sold out 0 Options Calls 0 Puts 0
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