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Salomon & Ludwin

Latest statistics and disclosures from Salomon & Ludwin's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, XLK, VOO, IVE, VEA, and represent 30.72% of Salomon & Ludwin's stock portfolio.
Added to shares of these 10 stocks: EFA, SUB, XLK, BIL, XLV, XLF, IWM, XLY, VOO, IVE.
Started 6 new stock positions in TXN, FDX, VTEB, META, COF, Canadian Pacific Kansas City.
Reduced shares in these 10 stocks: LLY, VTI, CVS, NOC, HAS, MSFT, XOM, MKL, NEU, VYM.
Sold out of its positions in CVS, HAS, NOC.
Salomon & Ludwin was a net buyer of stock by $8.0M.
Salomon & Ludwin has $839M in assets under management (AUM), dropping by 6.28%.
Central Index Key (CIK): 0001766156

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Portfolio Holdings for Salomon & Ludwin

Salomon & Ludwin holds 164 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Growth Etf Etf (IVW)	9.1	$76M		1.2M	63.89	View chart
Technology Select Sector Spdr Fund Etf (XLK)	6.2	$52M	+2%	343k	151.01	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.7	$48M		127k	376.07	View chart
Ishares S&p 500 Value Etf Etf (IVE)	5.6	$47M		311k	151.76	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.1	$35M		770k	45.17	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	3.4	$29M		115k	250.16	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.1	$26M		246k	105.50	View chart
Ishares Msci Eafe Etf Etf (EFA)	3.0	$25M	+5%	353k	71.52	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	2.9	$24M	+5%	228k	104.68	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	2.7	$23M		314k	71.51	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.5	$21M		52k	409.39	View chart
Microsoft Corp Stock (MSFT)	2.4	$20M		70k	288.30	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	2.2	$19M		183k	102.77	View chart
Ishares Russell 2000 Etf Etf (IWM)	2.1	$18M	+3%	99k	178.40	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	2.1	$18M	+3%	136k	129.46	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	2.0	$17M	+3%	112k	149.54	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$15M		157k	96.70	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.8	$15M		259k	58.54	View chart
Vanguard Growth Etf Etf (VUG)	1.8	$15M		60k	249.44	View chart
Apple Stock (AAPL)	1.8	$15M		90k	164.90	View chart
Financial Select Sector Spdr Fund Etf (XLF)	1.5	$12M	+4%	382k	32.15	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	1.5	$12M	+3%	164k	74.71	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.4	$12M		110k	109.94	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	1.4	$12M		606k	19.92	View chart
Spdr S&p Dividend Etf Etf (SDY)	1.3	$11M		89k	123.71	View chart
Lilly Eli & Co Stock (LLY)	1.2	$10M	-3%	29k	343.42	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.2	$9.7M		199k	48.79	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.1	$8.8M	+4%	224k	39.46	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	1.0	$8.4M	+4%	83k	101.18	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.9	$7.8M		19k	411.08	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.9	$7.2M		77k	93.59	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.8	$6.9M		195k	35.50	View chart
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL)	0.7	$6.1M		66k	91.66	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.7	$6.1M		24k	252.55	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.7	$5.8M		77k	76.18	View chart
Ishares Global Financials Etf Etf (IXG)	0.7	$5.8M		84k	69.01	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.6	$5.5M		133k	40.98	View chart
Altria Group Stock (MO)	0.6	$4.9M		109k	44.62	View chart
Vanguard Value Etf Etf (VTV)	0.6	$4.7M		34k	138.11	View chart
Dominion Energy Stock (D)	0.6	$4.7M		83k	55.91	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.5	$4.3M		149k	28.56	View chart
Vanguard Industrials Etf Etf (VIS)	0.5	$4.2M		22k	190.51	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.5	$3.9M		8.6k	458.41	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.5	$3.9M	+2%	47k	82.83	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$3.8M		9.7k	385.47	View chart
Vanguard Small-cap Etf Etf (VB)	0.4	$3.7M		20k	189.56	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$3.5M		16k	210.92	View chart
Philip Morris Intl Stock (PM)	0.4	$3.5M		36k	97.25	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$3.4M		84k	40.40	View chart
Mcdonalds Corp Stock (MCD)	0.4	$3.2M		11k	279.61	View chart
Vanguard Total World Stock Etf Etf (VT)	0.4	$3.1M	-2%	34k	92.09	View chart
Oracle Corp Stock (ORCL)	0.3	$2.9M	+6%	31k	92.92	View chart
Lowes Cos Stock (LOW)	0.3	$2.8M	-2%	14k	199.97	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$2.1M		21k	100.58	View chart
Procter And Gamble Stock (PG)	0.3	$2.1M		14k	148.69	View chart
Vanguard Energy Etf Etf (VDE)	0.2	$2.1M		18k	114.23	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.9M		12k	155.00	View chart
Pra Group Stock (PRAA)	0.2	$1.8M		47k	38.96	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$1.8M		7.6k	238.46	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.2	$1.7M		31k	55.36	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$1.7M		7.9k	212.00	View chart
Amazon Stock (AMZN)	0.2	$1.6M		15k	103.29	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.2	$1.6M		39k	40.72	View chart
Truist Finl Corp Stock (TFC)	0.2	$1.5M		45k	34.10	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$1.5M		6.2k	244.33	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$1.5M	-9%	14k	109.66	View chart
Pepsico Stock (PEP)	0.2	$1.5M		8.0k	182.30	View chart
Coca Cola Stock (KO)	0.2	$1.4M		22k	62.03	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.2M	+151%	13k	91.82	View chart
Abbvie Stock (ABBV)	0.1	$1.2M		7.4k	159.37	View chart
Newmarket Corp Stock (NEU)	0.1	$1.2M	-10%	3.2k	364.98	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.1M		7.5k	144.62	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.1M		4.8k	225.46	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.1	$1.0M	-2%	9.1k	110.50	View chart
Invesco Qqq Trust Etf (QQQ)	0.1	$961k	-2%	3.0k	320.93	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$940k		9.1k	103.73	View chart
Elevance Health Stock (ELV)	0.1	$906k		2.0k	459.81	View chart
Home Depot Stock (HD)	0.1	$881k		3.0k	295.11	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$846k		1.5k	576.37	View chart
Lam Research Corp Stock (LRCX)	0.1	$841k		1.6k	530.12	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.1	$832k		4.3k	193.52	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$829k	+3%	14k	57.97	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$814k		7.1k	115.08	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$775k		24k	32.12	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$768k		5.9k	130.31	View chart
Nike Inc Cl B Stock (NKE)	0.1	$751k		6.1k	122.63	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$745k		4.0k	186.81	View chart
Marathon Pete Corp Stock (MPC)	0.1	$744k		5.5k	134.83	View chart
Chevron Corp Stock (CVX)	0.1	$726k	-2%	4.4k	163.16	View chart
Abbott Labs Stock (ABT)	0.1	$718k		7.1k	101.26	View chart
Duke Energy Corp Stock (DUK)	0.1	$699k	-7%	7.2k	96.47	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.1	$689k		10k	68.44	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$674k		2.7k	247.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$665k		2.2k	308.77	View chart
Merck & Co Stock (MRK)	0.1	$656k		6.2k	106.39	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.1	$630k		9.5k	66.08	View chart
Spdr Gold Shares Etf (GLD)	0.1	$625k	-5%	3.4k	183.22	View chart
Atlantic Un Bankshares Corp Stock (AUB)	0.1	$625k	+4%	18k	35.05	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$604k		1.7k	363.41	View chart
Cisco Sys Stock (CSCO)	0.1	$603k		12k	52.27	View chart
Automatic Data Processing Stock (ADP)	0.1	$581k	-10%	2.6k	222.63	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$563k		6.2k	90.55	View chart
Unitedhealth Group Stock (UNH)	0.1	$550k		1.2k	472.59	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$530k		3.4k	154.01	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$529k		5.1k	104.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$518k	-40%	2.5k	204.10	View chart
Nextera Energy Stock (NEE)	0.1	$515k		6.7k	77.08	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$503k		6.9k	73.16	View chart
Disney Walt Stock (DIS)	0.1	$490k		4.9k	100.13	View chart
Sonoco Prods Stock (SON)	0.1	$485k		8.0k	61.00	View chart
Steel Dynamics Stock (STLD)	0.1	$475k		4.2k	113.06	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$466k		1.00	465600.00	View chart
Intel Corp Stock (INTC)	0.1	$463k	-2%	14k	32.67	View chart
Costco Whsl Corp Stock (COST)	0.1	$453k		911.00	496.87	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$438k		4.5k	97.93	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$435k		7.0k	62.40	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$424k		2.0k	216.41	View chart
Spdr S&p 600 Small Cap Etf Etf (SLY)	0.1	$423k		5.0k	84.03	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$422k		2.3k	187.04	View chart
Pfizer Stock (PFE)	0.0	$419k	-3%	10k	40.80	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$407k		5.8k	69.92	View chart
Bank America Corp Stock (BAC)	0.0	$403k		14k	28.60	View chart
Southern Stock (SO)	0.0	$398k		5.7k	69.58	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$395k	+42%	3.7k	107.74	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$388k		3.3k	117.18	View chart
Global X S&p 500 Covered Call Etf Etf (XYLD)	0.0	$376k		9.3k	40.50	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$374k	-8%	2.4k	158.76	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$367k		5.3k	69.72	View chart
Albemarle Corp Stock (ALB)	0.0	$354k	-4%	1.6k	221.04	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$348k		4.7k	73.75	View chart
Markel Corp Stock (MKL)	0.0	$341k	-31%	267.00	1277.41	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$332k	-2%	1.7k	193.99	View chart
Townebank Portsmouth Va Stock (TOWN)	0.0	$329k		12k	26.65	View chart
American Elec Pwr Stock (AEP)	0.0	$323k		3.5k	90.99	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$314k	NEW	1.5k	211.94	View chart
Invesco Dwa Momentum Etf Etf (PDP)	0.0	$314k		4.1k	75.97	View chart
Honeywell Intl Stock (HON)	0.0	$311k		1.6k	191.12	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$301k		4.9k	61.86	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.0	$295k		3.9k	75.91	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$292k		2.2k	134.07	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$289k		6.1k	47.32	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$288k		3.1k	92.81	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$286k		3.4k	85.08	View chart
Qualcomm Stock (QCOM)	0.0	$284k		2.2k	127.58	View chart
International Business Machs Stock (IBM)	0.0	$277k		2.1k	131.09	View chart
Boeing Stock (BA)	0.0	$276k		1.3k	212.43	View chart
Aflac Stock (AFL)	0.0	$270k		4.2k	64.52	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.0	$259k		1.7k	151.16	View chart
At&t Stock (T)	0.0	$255k		13k	19.25	View chart
United Bankshares Inc West Va Stock (UBSI)	0.0	$246k		7.0k	35.20	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$239k	+2%	7.0k	34.13	View chart
Reliance Steel & Aluminum Stock (RS)	0.0	$238k	-19%	928.00	256.74	View chart
Sysco Corp Stock (SYY)	0.0	$235k	-4%	3.0k	77.23	View chart
Caterpillar Stock (CAT)	0.0	$232k		1.0k	228.90	View chart
Capital One Finl Corp Stock (COF)	0.0	$225k	NEW	2.3k	96.16	View chart
Verizon Communications Stock (VZ)	0.0	$223k	-5%	5.7k	38.89	View chart
Wells Fargo Stock (WFC)	0.0	$215k	-2%	5.8k	37.38	View chart
Texas Instrs Stock (TXN)	0.0	$215k	NEW	1.2k	186.01	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$214k		3.1k	69.31	View chart
Fedex Corp Stock (FDX)	0.0	$211k	NEW	922.00	228.49	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$207k		2.7k	77.89	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$205k		3.0k	67.69	View chart
Canadian Pacific Kansas City Stock	0.0	$203k	NEW	2.6k	76.94	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$203k	NEW	4.0k	50.66	View chart

Past Filings by Salomon & Ludwin

SEC 13F filings are viewable for Salomon & Ludwin going back to 2018

Salomon & Ludwin 2023 Q1 filed April 28, 2023
Salomon & Ludwin 2022 Q4 filed Feb. 8, 2023
Salomon & Ludwin 2022 Q3 filed Nov. 3, 2022
Salomon & Ludwin 2022 Q2 filed Aug. 3, 2022
Salomon & Ludwin 2022 Q1 filed May 6, 2022
Salomon & Ludwin 2021 Q4 filed Feb. 4, 2022
Salomon & Ludwin 2021 Q3 filed Nov. 1, 2021
Salomon & Ludwin 2021 Q2 filed Aug. 6, 2021
Salomon & Ludwin 2021 Q1 filed May 6, 2021
Salomon & Ludwin 2020 Q4 filed Feb. 4, 2021
Salomon & Ludwin 2020 Q3 filed Oct. 26, 2020
Salomon & Ludwin 2020 Q2 filed July 17, 2020
Salomon & Ludwin 2020 Q1 filed April 3, 2020
Salomon & Ludwin 2019 Q4 filed Feb. 7, 2020
Salomon & Ludwin 2019 Q3 filed Nov. 6, 2019
Salomon & Ludwin 2019 Q2 filed Aug. 20, 2019

View all past filings

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