SL

Salomon & Ludwin, LLC

13F
Salomon & Ludwin, LLC
Last update 2025-04-28 717 Stocks (21 new)
Value $938.00 Mil Turnover 3 %
Countries:
Top Holdings: IVW(6.81%)SUB(6.56%)JMST(5.51%)BIL(4.88%)VOO(4.88%)
Summary Stock Picks Current Portfolio
Salomon & Ludwin, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVW
iShares S&P 500 Growth ETF
687,847
63,852.8
-2.82%
6.810
-0.21%
0.130
+27.03%
+10.54%
61,544.3
 
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
582,474
61,508.1
+4.08%
6.560
+0.26%
0.700
+1.97%
+2.13%
10,034.7
 
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
1,017,236
51,724.4
-1.00%
5.510
-0.06%
1.490
+1.35%
+1.95%
4,168.6
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
498,938
45,767.6
+3.41%
4.880
+0.16%
0.090
+1.06%
+2.33%
41,773.5
 
VOO
Vanguard S&P 500 ETF
89,034
45,764.8
-0.73%
4.880
-0.04%
0.010
+19.71%
+7.97%
658,032.1
 
XLK
Technology Select Sector SPDR ETF
220,017
45,438.3
+6.66%
4.840
+0.30%
0.070
+34.70%
+11.69%
82,238.4
 
IVE
iShares S&P 500 Value ETF
198,572
37,843.9
-3.14%
4.030
-0.13%
0.100
+12.22%
+5.05%
39,785.9
 
VTEB
Vanguard Tax-Exempt Bond ETF
536,096
26,599.7
+3.76%
2.840
+0.10%
0.070
+1.17%
-1.44%
35,727.7
 
MUB
iShares National Muni Bond ETF
237,201
25,009.2
+4.50%
2.670
+0.12%
0.060
+1.29%
-1.19%
37,872.8
 
SPY
SPDR S&P 500 ETF Trust
44,739
24,969.5
-0.65%
2.660
-0.02%
0.000
+19.62%
+7.94%
648,846.5
 

Salomon & Ludwin, LLC's Historical Top Holdings Breakdowns

Salomon & Ludwin, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+0.30%
●
206.38 ($226.74) 242.18
$258.81
14.14%
Add 6.66%
220,017
13,744
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-03-31
Add
Add
+0.26%
●
105.3 ($105.71) 106.24
$106.47
0.72%
Add 4.08%
582,474
22,832
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.22%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Add 9.68%
61,171
5,400
IVW
iShares S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.21%
●
92.45 ($100.81) 106.69
$111.98
11.08%
Reduce -2.82%
687,847
-19,944
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.16%
●
91.45 ($91.59) 91.75
$91.67
0.09%
Add 3.41%
498,938
16,467
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+0.14%
●
33.84 ($36.14) 37.77
$40.67
12.53%
Add 87.13%
74,474
34,675
IVE
iShares S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-0.13%
●
185.78 ($193.5) 198.58
$198.88
2.78%
Reduce -3.14%
198,572
-6,444
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.12%
●
104.71 ($106.35) 107.68
$103.62
-2.57%
Add 4.5%
237,201
10,221
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.11%
●
81.83 ($82.24) 82.73
$82.64
0.49%
Add 11.7%
121,258
12,704
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Add
Add
+0.11%
●
27.64 ($28.14) 28.58
$28.62
1.71%
Add 10.69%
388,476
37,505

Salomon & Ludwin, LLC Total Holding History ($B)

To

Salomon & Ludwin, LLC's Asset Allocation

To

Salomon & Ludwin, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Salomon & Ludwin, LLC's Hypothetical Growth since 2025-03-31

Salomon & Ludwin, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Salomon & Ludwin, LLC's Holdings Heat Map

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Salomon & Ludwin, LLC's Holdings Bubble Chart

Salomon & Ludwin, LLC News

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