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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$29.2 Million 2.92% of portfolio
58,703
Q2 2025 Reduced 4.03%
$3.69T
$12.7 Million 1.27% of portfolio
61,966
Q2 2025 Added 0.09%
$684B
$6.99 Million 0.7% of portfolio
31,964
Q4 2024 Added 0.15%
$118B
$5.89 Million 0.59% of portfolio
100,481
Q2 2025 Reduced 0.32%
$261B
$5.01 Million 0.5% of portfolio
27,500
Q2 2025 Reduced 6.54%
$51B
$3.88 Million 0.39% of portfolio
68,679
Q2 2025 Reduced 4.77%
$222B
$3.08 Million 0.31% of portfolio
10,534
Q2 2025 Reduced 0.15%
$152B
$2.83 Million 0.28% of portfolio
12,740
Q2 2025 Reduced 0.64%
$7.52B
$2.48 Million 0.25% of portfolio
3,596
Q3 2024 Added 5.67%
$2.26T
$2.3 Million 0.23% of portfolio
10,499
Q2 2025 Added 3.43%
$306B
$1.47 Million 0.15% of portfolio
20,821
Q1 2025 Reduced 0.36%
$859B
$1.42 Million 0.14% of portfolio
4,905
Q2 2025 Reduced 2.12%
$1.21T
$1.07 Million 0.11% of portfolio
6,058
Q2 2025 Added 3.91%
$1.78T
$1.07 Million 0.11% of portfolio
1,443
Q2 2025 Added 4.34%
$351B
$887,000 0.09% of portfolio
4,782
Q1 2025 Reduced 0.06%
$70.9B
$887,000 0.09% of portfolio
9,763
Q2 2025 Added 840.56%
$548B
$930,000 0.09% of portfolio
1,656
Q2 2025 Added 3.76%
$58.4B
$932,000 0.09% of portfolio
21,695
Q2 2025 Reduced 0.2%
$452B
$717,000 0.07% of portfolio
4,695
Q2 2025 Reduced 4.22%
$64.4B
$674,000 0.07% of portfolio
2,634
Q1 2025 Reduced 0.04%
$630M
$688,000 0.07% of portfolio
46,699
Q2 2022 Added 0.86%
$162B
$573,000 0.06% of portfolio
3,130
Q2 2025 Added 2,307.69%
$127B
$623,000 0.06% of portfolio
2,262
Q2 2025 Added 15.41%
$442B
$641,000 0.06% of portfolio
5,948
Q2 2025 Reduced 0.28%
$1.08T
$574,000 0.06% of portfolio
1,808
Q2 2025 Added 57.08%
$229B
$459,000 0.05% of portfolio
3,375
Q1 2025 Reduced 0.03%
$2.5B
$529,000 0.05% of portfolio
16,925
Q4 2024 Reduced 2.29%
$207B
$463,000 0.05% of portfolio
3,739
Q2 2025 Added 2.89%
$95.8B
$501,000 0.05% of portfolio
4,249
Q2 2025 Reduced 6.16%
$210B
$483,000 0.05% of portfolio
1,639
Q2 2025 Added 43.9%
$84.1B
$505,000 0.05% of portfolio
7,497
Q2 2025 Added 2.47%
$545B
$528,000 0.05% of portfolio
395
Q4 2024 Reduced 12.42%
$202B
$463,000 0.05% of portfolio
3,510
Q2 2025 Reduced 7.04%
$1.24T
$367,000 0.04% of portfolio
2,069
Q2 2025 Added 3.24%
$621B
$412,000 0.04% of portfolio
849
Q2 2025 Added 33.7%
$302B
$414,000 0.04% of portfolio
2,892
Q2 2025 Added 4.33%
$439B
$446,000 0.04% of portfolio
451
Q1 2025 Added 28.13%
$306B
$361,000 0.04% of portfolio
1,404
Q2 2025 Added 22.51%
$405B
$379,000 0.04% of portfolio
1,036
Q2 2025 Added 4.23%
$26.1B
$429,000 0.04% of portfolio
215
Q2 2025 Added 13.16%
$456B
$428,000 0.04% of portfolio
2,715
Q2 2025 Added 18.87%
$368B
$414,000 0.04% of portfolio
2,604
Q2 2025 Reduced 14.59%
$16.9B
$387,000 0.04% of portfolio
1,233
Q2 2025 Reduced 2.38%
$187B
$375,000 0.04% of portfolio
927
Q4 2024 Reduced 35.89%
$245B
$375,000 0.04% of portfolio
1,204
Q2 2025 Reduced 0.58%
$302B
$384,000 0.04% of portfolio
4,796
Q2 2025 Reduced 6.86%
$55.6B
$332,000 0.03% of portfolio
1,933
Q2 2025 Reduced 8.21%
$5.05B
$346,000 0.03% of portfolio
3,000
Q2 2025 New
$293B
$285,000 0.03% of portfolio
4,122
Q2 2025 Added 4.57%

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
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