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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.71 Million 0.37% of portfolio
28,894
Q2 2025 Reduced 1.91%
$0
$3.64 Million 0.36% of portfolio
5,494
Q2 2025 Reduced 1.06%
$0
$3.51 Million 0.35% of portfolio
6,199
Q2 2025 Reduced 0.35%
$0
$3.31 Million 0.33% of portfolio
78,961
Q2 2025 Reduced 0.66%
$222B
$3.08 Million 0.31% of portfolio
10,534
Q2 2025 Reduced 0.15%
$0
$3.12 Million 0.31% of portfolio
62,992
Q2 2025 Reduced 0.38%
$0
$2.97 Million 0.3% of portfolio
16,803
Q2 2025 Reduced 1.43%
$0
$2.95 Million 0.29% of portfolio
26,116
Q2 2025 Reduced 0.54%
$0
$2.85 Million 0.28% of portfolio
33,586
Q2 2025 Added 3.09%
$152B
$2.83 Million 0.28% of portfolio
12,740
Q2 2025 Reduced 0.64%
$0
$2.74 Million 0.27% of portfolio
25,237
Q2 2025 Added 16.95%
$7.52B
$2.48 Million 0.25% of portfolio
3,596
Q3 2024 Added 5.67%
$0
$2.43 Million 0.24% of portfolio
5,720
Q2 2025 Added 6.14%
$2.26T
$2.3 Million 0.23% of portfolio
10,499
Q2 2025 Added 3.43%
$0
$2.21 Million 0.22% of portfolio
44,141
Q2 2025 Reduced 0.85%
$0
$1.84 Million 0.18% of portfolio
57,916
Q2 2025 Reduced 1.32%
$0
$1.6 Million 0.16% of portfolio
13,421
Q2 2025 Reduced 3.93%
$0
$1.49 Million 0.15% of portfolio
17,197
Q2 2025 Added 11.2%
$306B
$1.47 Million 0.15% of portfolio
20,821
Q1 2025 Reduced 0.36%
$859B
$1.42 Million 0.14% of portfolio
4,905
Q2 2025 Reduced 2.12%
$0
$1.44 Million 0.14% of portfolio
33,754
Q2 2025 Added 46.3%
$0
$1.42 Million 0.14% of portfolio
17,870
Q2 2025 Added 11.92%
$0
$1.3 Million 0.13% of portfolio
6,870
Q2 2024 Reduced 2.83%
$0
$1.27 Million 0.13% of portfolio
5,109
Q2 2025 Reduced 1.22%
$0
$1.18 Million 0.12% of portfolio
11,671
Q2 2025 Reduced 18.01%
$1.21T
$1.07 Million 0.11% of portfolio
6,058
Q2 2025 Added 3.91%
$1.78T
$1.07 Million 0.11% of portfolio
1,443
Q2 2025 Added 4.34%
$351B
$887,000 0.09% of portfolio
4,782
Q1 2025 Reduced 0.06%
$70.9B
$887,000 0.09% of portfolio
9,763
Q2 2025 Added 840.56%
$608B
$872,000 0.09% of portfolio
1,119
Q2 2025 Reduced 1.84%
$0
$899,000 0.09% of portfolio
1,631
Q2 2025 Reduced 21.81%
$548B
$930,000 0.09% of portfolio
1,656
Q2 2025 Added 3.76%
$58.4B
$932,000 0.09% of portfolio
21,695
Q2 2025 Reduced 0.2%
$0
$767,000 0.08% of portfolio
8,647
Q2 2025 Added 12.2%
$0
$780,000 0.08% of portfolio
2,568
Q2 2025 Added 5.12%
$0
$727,000 0.07% of portfolio
6,592
Q2 2025 Reduced 3.14%
$0
$671,000 0.07% of portfolio
4,971
Q2 2025 Reduced 22.24%
$452B
$717,000 0.07% of portfolio
4,695
Q2 2025 Reduced 4.22%
$64.4B
$674,000 0.07% of portfolio
2,634
Q1 2025 Reduced 0.04%
$630M
$688,000 0.07% of portfolio
46,699
Q2 2022 Added 0.86%
$0
$750,000 0.07% of portfolio
2,632
Q1 2025 Reduced 8.93%
$162B
$573,000 0.06% of portfolio
3,130
Q2 2025 Added 2,307.69%
$127B
$623,000 0.06% of portfolio
2,262
Q2 2025 Added 15.41%
$442B
$641,000 0.06% of portfolio
5,948
Q2 2025 Reduced 0.28%
$0
$600,000 0.06% of portfolio
2,258
Q4 2020 Added 3.86%
$0
$566,000 0.06% of portfolio
21,374
Q2 2025 Reduced 4.87%
$1.08T
$574,000 0.06% of portfolio
1,808
Q2 2025 Added 57.08%
$0
$595,000 0.06% of portfolio
2,720
Q2 2025 Reduced 0.07%
$229B
$459,000 0.05% of portfolio
3,375
Q1 2025 Reduced 0.03%

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
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