Salomon & Ludwin, LLC Portfolio Holdings
Salomon & Ludwin, LLC
- $979 Million
- Q3 2024
Salomon & Ludwin, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $979 Million distributed in 734 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 $72.9M, Ishares Short Term National Mu with a value of $58.3M, Jp Morgan Ultra Short Mun Inco with a value of $51.9M, Technology Sector Spdr with a value of $49.3M, and Vanguard Index Fds S&P 500 ETF with a value of $49M.
Examining the 13F form we can see an increase of $84.4M in the current position value, from $895M to 979M.
Below you can find more details about Salomon & Ludwin, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$979 Million
ETFs: $876 Million
Technology: $47.7 Million
Consumer Defensive: $13.3 Million
Consumer Cyclical: $11.1 Million
Financial Services: $8.16 Million
Healthcare: $6.67 Million
Utilities: $5.95 Million
Basic Materials: $3.05 Million
Other: $7.68 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 734
- Current Value $979 Million
- Prior Value $895 Million
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks