Salomon & Ludwin, LLC Portfolio Holdings
Salomon & Ludwin, LLC
- $895 Million
- Q2 2024
Salomon & Ludwin, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $895 Million distributed in 735 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 $77.6M, Technology Sector Spdr with a value of $53.9M, Ishares Short Term National Mu with a value of $53.5M, Vanguard Index Fds S&P 500 ETF with a value of $49.5M, and Ishares S&P 500 Value ETF with a value of $42.6M.
Examining the 13F form we can see an decrease of $265M in the current position value, from $1.16B to 895M.
Below you can find more details about Salomon & Ludwin, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$895 Million
ETFs: $791 Million
Technology: $49.1 Million
Consumer Defensive: $12.9 Million
Consumer Cyclical: $10 Million
Financial Services: $7.66 Million
Healthcare: $6.74 Million
Utilities: $5.16 Million
Industrials: $3.75 Million
Other: $7.98 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 735
- Current Value $895 Million
- Prior Value $1.16 Billion
- Filing
- Period Q2 2024
- Filing Date July 25, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 6 stocks
- Additional Purchases 26 stocks
- Sold out of 0 stocks
- Reduced holdings in 353 stocks