Salomon & Ludwin, LLC Portfolio Holdings

Salomon & Ludwin, LLC

  • $933 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.45 Million 0.37% of portfolio
79,484
Q1 2025 Reduced 0.45%
$0
$3.32 Million 0.36% of portfolio
6,221
Q1 2025 Added 14.93%
$216B
$3.3 Million 0.35% of portfolio
10,550
Q1 2025 Added 2.26%
$0
$3.04 Million 0.33% of portfolio
32,580
Q1 2025 Added 7.57%
$140B
$2.99 Million 0.32% of portfolio
12,822
Q1 2025 Reduced 1.51%
$0
$3.01 Million 0.32% of portfolio
5,553
Q1 2025 Reduced 0.77%
$0
$2.94 Million 0.32% of portfolio
17,047
Q1 2025 Reduced 6.56%
$0
$2.86 Million 0.31% of portfolio
63,235
Q1 2025 Reduced 3.58%
$0
$2.88 Million 0.31% of portfolio
26,259
Q1 2025 Reduced 0.28%
$0
$2.71 Million 0.29% of portfolio
74,474
Q1 2025 Added 87.13%
$0
$2.2 Million 0.24% of portfolio
44,521
Q1 2025 Reduced 0.71%
$0
$2.08 Million 0.22% of portfolio
21,580
Q1 2025 Added 7.95%
$7.23B
$2.04 Million 0.22% of portfolio
3,596
Q3 2024 Added 5.67%
$2.27T
$1.93 Million 0.21% of portfolio
10,151
Q1 2025 Added 3.56%
$0
$1.95 Million 0.21% of portfolio
5,389
Q1 2025 Reduced 0.92%
$0
$1.88 Million 0.2% of portfolio
58,693
Q1 2025 Reduced 0.63%
$300B
$1.49 Million 0.16% of portfolio
20,821
Q1 2025 Reduced 0.36%
$0
$1.37 Million 0.15% of portfolio
5,172
Q1 2025 Added 5.34%
$0
$1.43 Million 0.15% of portfolio
14,235
Q1 2025 Reduced 0.56%
$0
$1.37 Million 0.15% of portfolio
7,909
Q1 2025 Added 8.8%
$831B
$1.23 Million 0.13% of portfolio
5,011
Q1 2025 Added 74.54%
$0
$1.23 Million 0.13% of portfolio
15,967
Q1 2025 Added 16.04%
$0
$1.23 Million 0.13% of portfolio
15,465
Q1 2025 Added 18.31%
$337B
$1 Million 0.11% of portfolio
4,782
Q1 2025 Reduced 0.06%
$0
$1.05 Million 0.11% of portfolio
6,870
Q2 2024 Reduced 2.83%
$0
$978,000 0.1% of portfolio
2,086
Q1 2025 Added 1.21%
$59.9B
$894,000 0.1% of portfolio
21,739
Q1 2025 Reduced 1.32%
$0
$908,000 0.1% of portfolio
23,072
Q1 2025 Added 85.53%
$1.07T
$901,000 0.1% of portfolio
5,830
Q1 2025 Added 28.56%
$628M
$962,000 0.1% of portfolio
46,699
Q2 2022 Added 0.86%
$748B
$941,000 0.1% of portfolio
1,140
Q1 2025 Added 53.23%
$1.62T
$797,000 0.09% of portfolio
1,383
Q4 2024 Reduced 2.88%
$539B
$874,000 0.09% of portfolio
1,596
Q4 2024 Reduced 0.62%
$409B
$812,000 0.09% of portfolio
4,902
Q1 2025 Reduced 0.71%
$474B
$709,000 0.08% of portfolio
5,965
Q1 2025 Added 38.21%
$0
$751,000 0.08% of portfolio
6,806
Q1 2025 Reduced 22.64%
$0
$780,000 0.08% of portfolio
6,393
Q1 2025 Added 23.11%
$0
$628,000 0.07% of portfolio
22,469
Q1 2025 Reduced 0.75%
$60.2B
$623,000 0.07% of portfolio
2,634
Q1 2025 Reduced 0.04%
$283B
$634,000 0.07% of portfolio
1,211
Q3 2024 Added 3.68%
$0
$671,000 0.07% of portfolio
2,443
Q4 2024 Reduced 36.05%
$0
$676,000 0.07% of portfolio
2,632
Q1 2025 Reduced 8.93%
$0
$639,000 0.07% of portfolio
7,707
Q1 2025 Added 24.23%
$2.48B
$527,000 0.06% of portfolio
16,925
Q4 2024 Reduced 2.29%
$0
$600,000 0.06% of portfolio
2,258
Q4 2020 Added 3.86%
$90.2B
$552,000 0.06% of portfolio
4,528
Q4 2024 Reduced 0.15%
$373B
$519,000 0.06% of portfolio
3,049
Q1 2025 Added 27.57%
$185B
$566,000 0.06% of portfolio
3,776
Q1 2025 Reduced 0.03%
$0
$595,000 0.06% of portfolio
2,722
Q1 2025 Reduced 16.27%

Summary

  • Portfolio
  • No. of Stocks 717
  • Current Value $933 Million
  • Prior Value $942 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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