Salomon & Ludwin, LLC Portfolio Holdings
Salomon & Ludwin, LLC
- $942 Million
- Q4 2024
Salomon & Ludwin, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $942 Million distributed in 720 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 $71.9M, Ishares Short Term National Mu with a value of $59M, Jp Morgan Ultra Short Mun Inco with a value of $52.1M, Vanguard Index Fds S&P 500 ETF with a value of $48.3M, and Technology Sector Spdr with a value of $48M.
Examining the 13F form we can see an decrease of $37.5M in the current position value, from $979M to 942M.
Below you can find more details about Salomon & Ludwin, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$942 Million
ETFs: $844 Million
Technology: $46 Million
Consumer Defensive: $12.2 Million
Consumer Cyclical: $10.5 Million
Financial Services: $7.91 Million
Utilities: $5.46 Million
Healthcare: $5.16 Million
Communication Services: $3.16 Million
Other: $6.71 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 720
- Current Value $942 Million
- Prior Value $979 Million
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 23 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 279 stocks