Salomon & Ludwin

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

  • Top 5 stock holdings are IVW, XLK, VOO, IVE, SUB, and represent 29.57% of Salomon & Ludwin's stock portfolio.
  • Added to shares of these 3 stocks: PID, USAP, FEZ.
  • Started 3 new stock positions in PID, USAP, FEZ.
  • Salomon & Ludwin was a net buyer of stock by $31k.
  • Salomon & Ludwin has $958M in assets under management (AUM), dropping by 0.00%.
  • Central Index Key (CIK): 0001766156

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Portfolio Holdings for Salomon & Ludwin

Salomon & Ludwin holds 766 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Salomon & Ludwin has 766 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares S&p 500 Growth Etf (IVW) 8.5 $81M 1.2M 68.36
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Technology Select Sector Etf (XLK) 6.0 $58M 350k 164.12
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Vanguard S&p 500 Etf Etf (VOO) 5.2 $50M 128k 391.52
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Ishares S&p 500 Value Etf (IVE) 5.1 $48M 315k 153.62
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Ishares Short Term Ntnl Etf (SUB) 4.8 $46M 446k 102.86
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Vanguard Ftse Developed Etf (VEA) 3.4 $33M 754k 43.77
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Ishares Core S&p Mid-cap Etf (IJH) 2.9 $28M 113k 249.40
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Ishares Msci Eafe Etf Etf (EFA) 2.8 $27M 390k 68.95
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Vanguard High Dividend Etf (VYM) 2.6 $25M 241k 102.99
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Spdr S&p 500 Etf Etf (SPY) 2.5 $24M 57k 427.48
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Ishares S&p Mid Cap 400 Etf (IJK) 2.4 $23M 313k 72.24
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Microsoft Corporation (MSFT) 2.3 $22M 70k 315.75
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Vanguard Short Term Etf (VGSH) 2.0 $20M 334k 58.77
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Spdr Fund Consumer Etf (XLY) 2.0 $19M 118k 161.20
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Select Sector Health Etf (XLV) 2.0 $19M 145k 128.96
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Ishares S&p Mid Cap 400 Etf (IJJ) 1.9 $18M 183k 100.92
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Ishares Russell 2000 Etf (IWM) 1.9 $18M 104k 176.82
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Vanguard Muni Bnd Tax Etf (VTEB) 1.8 $17M 357k 48.10
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Vanguard Growth Etf Etf (VUG) 1.7 $16M 60k 272.31
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Ishares National Muni Etf (MUB) 1.7 $16M 160k 102.54
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Apple (AAPL) 1.6 $16M 92k 171.21
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Eli Lilly & Co. (LLY) 1.6 $16M 29k 537.14
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Ishares Core S&p Etf (IJR) 1.5 $15M 155k 94.36
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Select Str Financial Etf (XLF) 1.5 $14M 418k 33.24
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Ishares S&p Smll Cap 600 Etf (IJT) 1.3 $12M 110k 109.67
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Spdr Fund Consumer Etf (XLP) 1.2 $12M 171k 68.91
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Invsc High Yield Etf (PEY) 1.2 $11M 585k 19.19
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Spdr S&p Dividend Etf Etf (SDY) 1.0 $10M 87k 115.01
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Select Sector Industrial Etf (XLI) 1.0 $9.2M 91k 101.60
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Ishares Msci Emerging Etf (EEM) 0.9 $9.1M 239k 37.97
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Ishares Core Msci Etf (IEMG) 0.9 $9.1M 191k 47.60
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Ishares Core S&p 500 Etf (IVV) 0.8 $8.1M 19k 429.44
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Ishares S&p Small Cap Etf (IJS) 0.7 $7.0M 78k 89.21
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First Trust Morningstar Etf (FDL) 0.7 $6.3M 188k 33.44
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Vanguard Consumer Etf (VCR) 0.6 $6.2M 23k 269.37
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Ishares Global Etf (IXG) 0.6 $5.8M 83k 70.44
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Wisdomtree Us Ai Enhncd Etf (AIVL) 0.6 $5.7M 64k 88.96
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Spdr S&p 600 Small Cap Etf (SLYV) 0.6 $5.5M 76k 72.37
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Wisdomtree Us Midcap Etf (DON) 0.6 $5.3M 129k 40.96
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Altria (MO) 0.5 $4.8M 115k 42.05
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Vanguard Value Etf Etf (VTV) 0.5 $4.6M 33k 137.93
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Energy Select Sector Etf (XLE) 0.5 $4.5M 49k 90.57
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Vanguard Small Cap Etf Etf (VB) 0.4 $4.2M 22k 190.42
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Vanguard Industrials Etf (VIS) 0.4 $4.1M 21k 194.98
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Vanguard Information Etf (VGT) 0.4 $4.1M 9.9k 414.90
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Wisdomtree Us Smallcap Etf (DES) 0.4 $4.0M 142k 28.20
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Vanguard Mid Cap Etf Etf (VO) 0.4 $3.9M 19k 211.44
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Dominion Resources (D) 0.4 $3.8M 85k 44.67
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Spdr S&p Midcap 400 Etf Etf (MDY) 0.4 $3.7M 8.2k 456.64
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Vanguard Ftse Emerging Etf (VWO) 0.4 $3.5M 90k 39.21
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Oracle Corporation (ORCL) 0.4 $3.5M 33k 105.92
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Philip Morris International (PM) 0.3 $3.3M 35k 92.58
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Spdr Bloomberg 1 3 Mnth Etf (BIL) 0.3 $3.2M 35k 92.60
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McDonald's Corporation (MCD) 0.3 $3.0M 12k 263.44
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Vanguard Total World Etf (VT) 0.3 $3.0M 32k 93.18
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Lowe's Companies (LOW) 0.3 $2.9M 14k 207.84
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Vanguard Intrmdiat Trm Etf (VGIT) 0.3 $2.8M 42k 66.02
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Ishares 0 To 3 Mnth Etf (SGOV) 0.3 $2.6M 26k 101.07
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Procter & Gamble Company (PG) 0.2 $2.1M 14k 145.86
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Vanguard Energy Etf Etf (VDE) 0.2 $2.1M 17k 126.74
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Spdr S&p 500 Growth Etf Etf (SPYG) 0.2 $2.0M 34k 59.28
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Amazon (AMZN) 0.2 $2.0M 16k 127.12
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Johnson & Johnson (JNJ) 0.2 $1.9M 12k 155.75
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Vanguard Health Care Etf (VHT) 0.2 $1.8M 7.5k 235.10
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Ishares 1-3 Year Treasry Etf (SHY) 0.2 $1.8M 22k 80.97
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Spdr S&p 500 Value Etf Etf (SPYV) 0.2 $1.7M 42k 41.26
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Ishares Russell 1000 Etf (IWF) 0.2 $1.7M 6.3k 265.99
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Norfolk Southern (NSC) 0.2 $1.7M 8.5k 196.93
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Truist Financial Corp equities (TFC) 0.2 $1.7M 58k 28.61
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Exxon Mobil Corporation (XOM) 0.2 $1.6M 14k 117.58
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NewMarket Corporation (NEU) 0.2 $1.5M 3.4k 455.04
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Ishares Short Treasury Etf (SHV) 0.1 $1.4M 13k 110.47
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Spdr Port Inter Trm Etf (SPTI) 0.1 $1.4M 50k 27.53
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Pepsi (PEP) 0.1 $1.4M 8.0k 169.43
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Alphabet Inc Class A cs (GOOGL) 0.1 $1.2M 9.3k 130.86
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Visa (V) 0.1 $1.2M 5.3k 230.01
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Coca-Cola Company (KO) 0.1 $1.2M 21k 55.98
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Communicat Svs Slct Sec Etf (XLC) 0.1 $1.1M 17k 66.45
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Abbvie (ABBV) 0.1 $1.1M 7.4k 149.06
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Invsc Qqq Trust Srs 1 Etf (QQQ) 0.1 $1.1M 3.0k 358.22
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Lam Research Corporation (LRCX) 0.1 $995k 1.6k 626.77
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Home Depot (HD) 0.1 $952k 3.2k 302.17
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Invesco S&p 500 Low Etf (SPLV) 0.1 $914k 16k 58.79
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Pra (PRAA) 0.1 $897k 47k 19.21
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JPMorgan Chase & Co. (JPM) 0.1 $872k 6.0k 145.02
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Spdr Portfolio Dvlpd Etf (SPDW) 0.1 $853k 28k 31.01
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Marathon Petroleum Corp (MPC) 0.1 $835k 5.5k 151.35
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Vanguard Total Etf (VTI) 0.1 $826k 3.9k 212.41
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Anthem (ELV) 0.1 $819k 1.9k 435.42
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Ishares Us Aerospace Etf (ITA) 0.1 $787k 7.4k 105.97
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Vanguard Large Cap Etf Etf (VV) 0.1 $780k 4.0k 195.69
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Vanguard Consumer Etf (VDC) 0.1 $780k 4.3k 182.67
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Spdr Gold Shares Etf Etf (GLD) 0.1 $770k 4.5k 171.45
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Spdr S&p 400 Mid Cap Etf (MDYG) 0.1 $764k 11k 69.14
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Invsc S P 500 Equal Etf (RSP) 0.1 $744k 5.3k 141.69
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Thermo Fisher Scientific (TMO) 0.1 $743k 1.5k 506.17
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Berkshire Hathaway (BRK.B) 0.1 $741k 2.1k 350.30
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Chevron Corporation (CVX) 0.1 $740k 4.4k 168.62
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Abbott Laboratories (ABT) 0.1 $726k 7.5k 96.85
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UnitedHealth (UNH) 0.1 $723k 1.4k 504.19
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Spdr S&p 400 Mid Cap Etf (MDYV) 0.1 $673k 10k 64.86
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Alphabet Inc Class C cs (GOOG) 0.1 $664k 5.0k 131.85
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Merck & Co (MRK) 0.1 $659k 6.4k 102.95
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MasterCard Incorporated (MA) 0.1 $658k 1.7k 395.91
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Duke Energy (DUK) 0.1 $646k 7.3k 88.26
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Cisco Systems (CSCO) 0.1 $637k 12k 53.76
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Becton, Dickinson and (BDX) 0.1 $600k 2.3k 258.53
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Nike (NKE) 0.1 $594k 6.2k 95.62
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Ishares Core S&p Total Etf (ITOT) 0.1 $587k 6.2k 94.19
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First Trust Enhanced Etf (FTSM) 0.1 $544k 9.2k 59.42
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Automatic Data Processing (ADP) 0.1 $543k 2.3k 240.58
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Vanguard Dividend Etf (VIG) 0.1 $535k 3.4k 155.38
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Costco Wholesale Corporation (COST) 0.1 $515k 911.00 564.96
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Atlantic Union B (AUB) 0.1 $513k 18k 28.78
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Select Sector Uti Select Etf (XLU) 0.1 $510k 8.6k 59.41
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Frst Trt Low Dtn Opnts Etf (LMBS) 0.1 $492k 10k 47.24
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Schwab Us Dividend Etf (SCHD) 0.1 $486k 6.9k 70.76
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Intel Corporation (INTC) 0.1 $481k 14k 35.55
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Ishares S&p 100 Etf Etf (OEF) 0.0 $453k 2.3k 200.64
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Steel Dynamics (STLD) 0.0 $450k 4.2k 107.22
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Facebook Inc cl a (META) 0.0 $440k 1.5k 300.21
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Sonoco Products Company (SON) 0.0 $432k 8.0k 54.35
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Vanguard Small Cap Etf (VBK) 0.0 $408k 1.9k 214.18
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Ishares Russell Mid Cap Etf (IWR) 0.0 $403k 5.8k 69.25
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Vanguard Small Cap Value Etf (VBR) 0.0 $397k 2.5k 159.49
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Markel Corporation (MKL) 0.0 $392k 266.00 1472.49
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Mondelez Int (MDLZ) 0.0 $385k 5.5k 69.40
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Walt Disney Company (DIS) 0.0 $383k 4.7k 81.05
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Nextera Energy (NEE) 0.0 $383k 6.7k 57.29
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Spdr S&p 600 Small Cap Etf (SLYG) 0.0 $381k 5.2k 73.27
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Southern Company (SO) 0.0 $369k 5.7k 64.72
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Global X S&p 500 Covered Etf (XYLD) 0.0 $361k 9.3k 38.89
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Bank of America Corporation (BAC) 0.0 $360k 13k 27.38
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Ishares Select Dividend Etf (DVY) 0.0 $357k 3.3k 107.64
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Pfizer (PFE) 0.0 $335k 10k 33.17
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Invesco Dorsey Wright Etf (PDP) 0.0 $327k 4.2k 76.99
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Ishares Us Technology Etf (IYW) 0.0 $325k 3.1k 104.92
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Invesco S&p 500 Quality Etf (SPHQ) 0.0 $315k 6.3k 50.04
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Ft Rising Dividend Etf (RDVY) 0.0 $314k 6.8k 45.95
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AFLAC Incorporated (AFL) 0.0 $314k 4.1k 76.75
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Invsc Buyback Achievers Etf (PKW) 0.0 $313k 3.5k 89.98
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Vanguard Mid Cap Value Etf (VOE) 0.0 $308k 2.4k 130.96
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International Business Machines (IBM) 0.0 $307k 2.2k 140.30
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Raytheon Technologies Corp (RTX) 0.0 $304k 4.2k 71.97
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Invsc S P 500 Pure Value Etf (RPV) 0.0 $302k 4.1k 73.57
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Honeywell International (HON) 0.0 $301k 1.6k 184.74
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Wisdomtree Us Largecap Etf (DLN) 0.0 $300k 4.9k 61.49
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First Trust Managed Etf (FMB) 0.0 $293k 6.0k 48.88
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Caterpillar (CAT) 0.0 $287k 1.1k 273.03
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TowneBank (TOWN) 0.0 $283k 12k 22.93
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Albemarle Corporation (ALB) 0.0 $283k 1.7k 170.04
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Texas Instruments Incorporated (TXN) 0.0 $279k 1.8k 159.01
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Canadian Pacific Kansas City (CP) 0.0 $278k 3.7k 74.41
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Spdr Index Shares Emerg Etf (SPEM) 0.0 $275k 8.2k 33.57
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Ishares 7-10 Year Etf (IEF) 0.0 $267k 2.9k 91.59
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American Electric Power Company (AEP) 0.0 $267k 3.5k 75.22
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Invsc S P 500 Pure Etf (RPG) 0.0 $267k 8.8k 30.15
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United Parcel Service (UPS) 0.0 $260k 1.7k 155.87
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Tesla Motors (TSLA) 0.0 $257k 1.0k 250.22
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Broadcom (AVGO) 0.0 $253k 305.00 830.58
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Boeing Company (BA) 0.0 $249k 1.3k 191.68
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Qualcomm (QCOM) 0.0 $247k 2.2k 111.06
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Invsc Bulletshar 2024 Etf (BSCO) 0.0 $246k 12k 20.67
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Reliance Steel & Aluminum (RS) 0.0 $243k 928.00 262.23
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Northrop Grumman Corporation (NOC) 0.0 $241k 547.00 440.19
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CVS Caremark Corporation (CVS) 0.0 $233k 3.3k 69.82
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FedEx Corporation (FDX) 0.0 $232k 877.00 264.92
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Hasbro (HAS) 0.0 $227k 3.4k 66.14
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Wells Fargo & Company (WFC) 0.0 $215k 5.2k 40.86
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McKesson Corporation (MCK) 0.0 $211k 486.00 435.05
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Netflix (NFLX) 0.0 $210k 556.00 377.60
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Capital One Financial (COF) 0.0 $209k 2.2k 97.05
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Invesco Taxable Etf (BAB) 0.0 $198k 7.8k 25.29
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SYSCO Corporation (SYY) 0.0 $190k 2.9k 66.05
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Ishares Msci Kld 400 Etf (DSI) 0.0 $189k 2.3k 81.41
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Starbucks Corporation (SBUX) 0.0 $188k 2.1k 91.27
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Amgen (AMGN) 0.0 $188k 699.00 268.76
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Ishares Russell 3000 Etf (IWV) 0.0 $188k 766.00 245.06
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ConocoPhillips (COP) 0.0 $184k 1.5k 119.80
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Verizon Communications (VZ) 0.0 $183k 5.6k 32.41
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At&t (T) 0.0 $181k 12k 15.02
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Paychex (PAYX) 0.0 $178k 1.5k 115.33
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Ishares Msci Usa Min Vol Etf (USMV) 0.0 $176k 2.4k 72.38
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Stryker Corporation (SYK) 0.0 $176k 643.00 273.27
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United Bankshares (UBSI) 0.0 $175k 6.3k 27.59
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Schwab Us Large Cap Etf Etf (SCHX) 0.0 $166k 3.3k 50.60
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CSX Corporation (CSX) 0.0 $165k 5.4k 30.75
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Ecolab (ECL) 0.0 $158k 935.00 169.40
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Ishares Morningstar Mid Etf (IMCV) 0.0 $153k 2.5k 60.59
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Ishrs Core Mod Allo Etf (AOM) 0.0 $151k 3.9k 38.93
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Amplify Cwp Enhanced Div Etf (DIVO) 0.0 $149k 4.3k 34.73
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Illinois Tool Works (ITW) 0.0 $144k 626.00 230.31
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Vanguard Real Estate Etf (VNQ) 0.0 $144k 1.9k 75.66
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Hormel Foods Corporation (HRL) 0.0 $143k 3.8k 38.03
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Ishares Core Msci Eafe Etf (IEFA) 0.0 $143k 2.2k 64.35
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PPG Industries (PPG) 0.0 $141k 1.1k 129.80
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Johnson Controls Inter F SHS (JCI) 0.0 $139k 2.6k 53.21
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Comcast Corporation (CMCSA) 0.0 $139k 3.1k 44.34
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BlackRock (BLK) 0.0 $138k 213.00 646.49
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Kinsale Cap Group (KNSL) 0.0 $135k 325.00 414.13
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Vanguard Mega Cap Etf Etf (MGC) 0.0 $131k 861.00 151.87
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AmerisourceBergen (COR) 0.0 $130k 723.00 179.97
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Union Pacific Corporation (UNP) 0.0 $130k 638.00 203.63
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Abrdn Physical Prec Mtl Etf (GLTR) 0.0 $130k 1.5k 84.16
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General Electric (GE) 0.0 $128k 1.2k 110.55
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Kimberly-Clark Corporation (KMB) 0.0 $128k 1.1k 120.85
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Ishares Russell 1000 Etf (IWB) 0.0 $122k 520.00 234.91
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Citizens Bancorp Va (CZBT) 0.0 $120k 4.2k 28.61
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Invsc Dividend Achievers Etf (PFM) 0.0 $118k 3.2k 36.53
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Bristol Myers Squibb (BMY) 0.0 $117k 2.0k 58.04
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Brunswick Corporation (BC) 0.0 $116k 1.5k 79.00
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Gilead Sciences (GILD) 0.0 $112k 1.5k 74.94
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American Express Company (AXP) 0.0 $110k 738.00 149.19
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Hca Holdings (HCA) 0.0 $110k 447.00 245.98
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H&R Block (HRB) 0.0 $109k 2.5k 43.06
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Touchstone Bankshares In (TSBA) 0.0 $108k 14k 8.00
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Spdr S&p Aerospace Etf (XAR) 0.0 $106k 947.00 112.10
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BP PLC F Adr (BP) 0.0 $106k 2.7k 38.72
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Ishares Msci Usa Momntum Etf (MTUM) 0.0 $103k 739.00 139.70
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Dimensional Us Etf (DFUV) 0.0 $102k 3.0k 34.02
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3M Company (MMM) 0.0 $102k 1.1k 93.62
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Marriott International (MAR) 0.0 $101k 515.00 196.56
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MGM Resorts International. (MGM) 0.0 $101k 2.7k 36.76
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Marsh & McLennan Companies (MMC) 0.0 $97k 512.00 190.30
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Coca-cola Europacific F SHS (CCEP) 0.0 $96k 1.5k 62.48
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Invesco Van Kampen Senior Income Trust (VVR) 0.0 $95k 24k 3.92
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Chipotle Mexican Grill (CMG) 0.0 $95k 52.00 1831.83
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Enbridge (ENB) 0.0 $95k 2.8k 33.54
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Ishares Msci Japan Etf Etf (EWJ) 0.0 $94k 1.6k 60.29
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Ishares Msci India Etf Etf (INDA) 0.0 $93k 2.1k 44.22
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General Mills (GIS) 0.0 $92k 1.4k 63.99
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Ishares Iboxx Invt Grade Etf (LQD) 0.0 $92k 901.00 102.02
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Invsc Nasdaq Internet Etf (PNQI) 0.0 $91k 3.0k 30.68
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Dimensional Wld Ex Us Cr Etf (DFAX) 0.0 $91k 4.0k 22.52
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Consolidated Edison (ED) 0.0 $91k 1.1k 85.53
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Zoetis Inc Cl A (ZTS) 0.0 $90k 518.00 173.98
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Entergy Corporation (ETR) 0.0 $88k 950.00 92.50
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Ishares Morningstar Etf (ILCG) 0.0 $87k 1.5k 59.65
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Mid-America Apartment (MAA) 0.0 $87k 678.00 128.65
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Ishares Russell Mid Cap Etf (IWP) 0.0 $86k 941.00 91.35
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Dupont De Nemours (DD) 0.0 $86k 1.1k 74.59
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Palo Alto Networks (PANW) 0.0 $84k 360.00 234.44
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Vanguard Utilities Etf Etf (VPU) 0.0 $84k 657.00 127.54
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Cyberark Softwre Ltd F SHS (CYBR) 0.0 $84k 510.00 163.77
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Ishares Tips Bond Etf Etf (TIP) 0.0 $83k 800.00 103.72
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Pinnacle West Capital Corporation (PNW) 0.0 $81k 1.1k 73.68
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Spdr S&p Nrth Amrcn Ntrl Etf (NANR) 0.0 $80k 1.5k 52.95
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Oneok (OKE) 0.0 $80k 1.3k 63.43
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Western Union Company (WU) 0.0 $79k 6.0k 13.18
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Activision Blizzard 0.0 $79k 844.00 93.62
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Past Filings by Salomon & Ludwin

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

View all past filings