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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$23 Million 2.46% of portfolio
61,171
Q1 2025 Added 9.68%
$3.39T
$13.8 Million 1.47% of portfolio
61,910
Q1 2025 Added 4.01%
$103B
$6.05 Million 0.65% of portfolio
100,801
Q1 2025 Added 0.6%
$276B
$4.67 Million 0.5% of portfolio
29,423
Q1 2025 Added 2.49%
$636B
$4.47 Million 0.48% of portfolio
31,964
Q4 2024 Added 0.15%
$47.6B
$4.04 Million 0.43% of portfolio
72,122
Q1 2025 Added 1.56%
$216B
$3.3 Million 0.35% of portfolio
10,550
Q1 2025 Added 2.26%
$140B
$2.99 Million 0.32% of portfolio
12,822
Q1 2025 Reduced 1.51%
$7.23B
$2.04 Million 0.22% of portfolio
3,596
Q3 2024 Added 5.67%
$2.27T
$1.93 Million 0.21% of portfolio
10,151
Q1 2025 Added 3.56%
$300B
$1.49 Million 0.16% of portfolio
20,821
Q1 2025 Reduced 0.36%
$831B
$1.23 Million 0.13% of portfolio
5,011
Q1 2025 Added 74.54%
$337B
$1 Million 0.11% of portfolio
4,782
Q1 2025 Reduced 0.06%
$59.9B
$894,000 0.1% of portfolio
21,739
Q1 2025 Reduced 1.32%
$1.07T
$901,000 0.1% of portfolio
5,830
Q1 2025 Added 28.56%
$628M
$962,000 0.1% of portfolio
46,699
Q2 2022 Added 0.86%
$1.62T
$797,000 0.09% of portfolio
1,383
Q4 2024 Reduced 2.88%
$539B
$874,000 0.09% of portfolio
1,596
Q4 2024 Reduced 0.62%
$409B
$812,000 0.09% of portfolio
4,902
Q1 2025 Reduced 0.71%
$474B
$709,000 0.08% of portfolio
5,965
Q1 2025 Added 38.21%
$60.2B
$623,000 0.07% of portfolio
2,634
Q1 2025 Reduced 0.04%
$283B
$634,000 0.07% of portfolio
1,211
Q3 2024 Added 3.68%
$2.48B
$527,000 0.06% of portfolio
16,925
Q4 2024 Reduced 2.29%
$90.2B
$552,000 0.06% of portfolio
4,528
Q4 2024 Reduced 0.15%
$373B
$519,000 0.06% of portfolio
3,049
Q1 2025 Added 27.57%
$185B
$566,000 0.06% of portfolio
3,776
Q1 2025 Reduced 0.03%
$233B
$447,000 0.05% of portfolio
3,375
Q1 2025 Reduced 0.03%
$300B
$463,000 0.05% of portfolio
2,772
Q1 2025 Added 6.49%
$91.6B
$496,000 0.05% of portfolio
7,316
Q1 2025 Added 43.06%
$435B
$426,000 0.05% of portfolio
451
Q1 2025 Added 28.13%
$50.1B
$482,000 0.05% of portfolio
2,106
Q2 2024 Reduced 0.89%
$165B
$461,000 0.05% of portfolio
927
Q4 2024 Reduced 35.89%
$631B
$338,000 0.04% of portfolio
635
Q4 2024 Reduced 12.05%
$179B
$332,000 0.04% of portfolio
2,167
Q1 2025 Reduced 0.91%
$113B
$328,000 0.04% of portfolio
1,960
Q1 2025 Added 23.27%
$220B
$358,000 0.04% of portfolio
3,634
Q4 2024 Reduced 3.07%
$27B
$355,000 0.04% of portfolio
190
Q4 2024 Reduced 0.52%
$19.4B
$364,000 0.04% of portfolio
1,263
Q1 2025 Added 36.1%
$573B
$368,000 0.04% of portfolio
395
Q4 2024 Reduced 12.42%
$310B
$369,000 0.04% of portfolio
5,149
Q4 2024 Reduced 2.04%
$380B
$364,000 0.04% of portfolio
994
Q1 2025 Added 48.58%
$934B
$298,000 0.03% of portfolio
1,151
Q1 2025 Reduced 6.04%
$260B
$283,000 0.03% of portfolio
1,139
Q1 2025 Added 35.76%
$4.56B
$289,000 0.03% of portfolio
6,122
Q4 2024 Reduced 22.99%
$179B
$272,000 0.03% of portfolio
6,016
Q1 2025 Added 48.47%
$376B
$290,000 0.03% of portfolio
6,960
Q1 2025 Reduced 4.62%
$406B
$247,000 0.03% of portfolio
2,284
Q1 2025 Added 0.22%
$585B
$257,000 0.03% of portfolio
735
Q1 2025 Reduced 6.13%
$145B
$299,000 0.03% of portfolio
4,226
Q3 2024 Added 1.83%

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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