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 Market Cap. of $50 Millions to $300 Millions
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