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 Market Cap. of $2 Billions to $10 Billions
