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
$466,000 0.05% of portfolio
11,447
Q1 2025 Added 622.21%
$233B
$447,000 0.05% of portfolio
3,375
Q1 2025 Reduced 0.03%
$0
$466,000 0.05% of portfolio
5,485
Q4 2024 Reduced 4.01%
$0
$485,000 0.05% of portfolio
4,062
Q1 2025 Reduced 1.12%
$300B
$463,000 0.05% of portfolio
2,772
Q1 2025 Added 6.49%
$91.6B
$496,000 0.05% of portfolio
7,316
Q1 2025 Added 43.06%
$435B
$426,000 0.05% of portfolio
451
Q1 2025 Added 28.13%
$50.1B
$482,000 0.05% of portfolio
2,106
Q2 2024 Reduced 0.89%
$165B
$461,000 0.05% of portfolio
927
Q4 2024 Reduced 35.89%
$631B
$338,000 0.04% of portfolio
635
Q4 2024 Reduced 12.05%
$179B
$332,000 0.04% of portfolio
2,167
Q1 2025 Reduced 0.91%
$113B
$328,000 0.04% of portfolio
1,960
Q1 2025 Added 23.27%
$220B
$358,000 0.04% of portfolio
3,634
Q4 2024 Reduced 3.07%
$0
$364,000 0.04% of portfolio
9,221
Q3 2024 Reduced 0.32%
$27B
$355,000 0.04% of portfolio
190
Q4 2024 Reduced 0.52%
$19.4B
$364,000 0.04% of portfolio
1,263
Q1 2025 Added 36.1%
$310B
$369,000 0.04% of portfolio
5,149
Q4 2024 Reduced 2.04%
$380B
$364,000 0.04% of portfolio
994
Q1 2025 Added 48.58%
$0
$375,000 0.04% of portfolio
4,725
Q4 2024 Reduced 0.8%
$934B
$298,000 0.03% of portfolio
1,151
Q1 2025 Reduced 6.04%
$260B
$283,000 0.03% of portfolio
1,139
Q1 2025 Added 35.76%
$4.56B
$289,000 0.03% of portfolio
6,122
Q4 2024 Reduced 22.99%
$0
$300,000 0.03% of portfolio
3,020
Q1 2025 Reduced 18.38%
$179B
$272,000 0.03% of portfolio
6,016
Q1 2025 Added 48.47%
$376B
$290,000 0.03% of portfolio
6,960
Q1 2025 Reduced 4.62%
$406B
$247,000 0.03% of portfolio
2,284
Q1 2025 Added 0.22%
$585B
$257,000 0.03% of portfolio
735
Q1 2025 Reduced 6.13%
$145B
$299,000 0.03% of portfolio
4,226
Q3 2024 Added 1.83%
$11.2B
$292,000 0.03% of portfolio
600
Q4 2024 Reduced 14.29%
$215B
$305,000 0.03% of portfolio
2,307
Q4 2024 Reduced 13.53%
$0
$325,000 0.03% of portfolio
1,293
Q1 2025 Reduced 2.49%
$1.08T
$313,000 0.03% of portfolio
2,004
Q1 2025 Added 71.43%
$0
$307,000 0.03% of portfolio
3,808
Q1 2025 Reduced 15.62%
$284B
$243,000 0.03% of portfolio
3,942
Q1 2025 Reduced 0.15%
$0
$295,000 0.03% of portfolio
931
Q1 2025 Added 0.98%
$159B
$141,000 0.02% of portfolio
454
Q4 2024 Reduced 0.66%
$0
$217,000 0.02% of portfolio
9,864
Q4 2024 Added 203.04%
$160B
$184,000 0.02% of portfolio
869
Q1 2025 Added 83.33%
$212B
$203,000 0.02% of portfolio
616
Q1 2025 Added 0.33%
$105B
$195,000 0.02% of portfolio
679
Q1 2025 Added 0.3%
$53.8B
$219,000 0.02% of portfolio
2,009
Q4 2024 Reduced 0.89%
$10.6B
$197,000 0.02% of portfolio
3,208
Q4 2024 Reduced 0.9%
$200B
$172,000 0.02% of portfolio
6,097
Q1 2025 Reduced 0.13%
$5.13B
$208,000 0.02% of portfolio
6,020
Q4 2024 Reduced 2.53%
$212B
$147,000 0.02% of portfolio
1,641
Q1 2025 Reduced 3.98%
$0
$216,000 0.02% of portfolio
2,310
Q3 2024 Reduced 4.98%
$0
$211,000 0.02% of portfolio
1,138
Q1 2025 Reduced 9.75%
$83.7B
$178,000 0.02% of portfolio
994
Q4 2024 Reduced 1.09%
$100B
$190,000 0.02% of portfolio
2,075
Q4 2024 Reduced 4.6%

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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