Salomon & Ludwin, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$938.2M
Holdings
717
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (717 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES S&P 500 GROWTH | 687,847 | $63.9M | 6.81% | |
| 2 | SUBISHARES SHORT TERM NTNL | 582,474 | $61.5M | 6.56% | |
| 3 | JMSTJPMORGAN ULTRA SHRT | 1,017,236 | $51.7M | 5.51% | |
| 4 | BILSPDR BLOOMBERG 1 3 MNTH | 498,938 | $45.8M | 4.88% | |
| 5 | VOOVANGUARD S&P 500 ETF | 89,034 | $45.8M | 4.88% | |
| 6 | XLKTECHNOLOGY SELECT SECTOR | 220,017 | $45.4M | 4.84% | |
| 7 | IVEISHARES S&P 500 VALUE | 198,572 | $37.8M | 4.03% | |
| 8 | VTEBVANGUARD MUNI BND TAX | 536,096 | $26.6M | 2.84% | |
| 9 | MUBISHARES NATIONAL MUNI | 237,201 | $25.0M | 2.67% | |
| 10 | SPYSPDR S&P 500 ETF | 44,739 | $25.0M | 2.66% | |
| 11 | VEAVANGUARD FTSE DEVELOPED | 489,022 | $24.9M | 2.65% | |
| 12 | MSFTMICROSOFT CORP | 61,171 | $23.0M | 2.45% | |
| 13 | IJHISHARES CORE S&P MID CAP | 385,807 | $22.5M | 2.40% | |
| 14 | VGSHVANGUARD SHORT TERM | 355,451 | $20.9M | 2.22% | |
| 15 | EFAISHARES MSCI EAFE ETF | 245,823 | $20.1M | 2.14% | |
| 16 | VYMVANGUARD HIGH DIVIDEND | 144,449 | $18.6M | 1.99% | |
| 17 | IJKISHARES S&P MID CAP 400 | 193,442 | $16.1M | 1.72% | |
| 18 | XLYSPDR FUND CONSUMER | 77,194 | $15.2M | 1.62% | |
| 19 | VUGVANGUARD GROWTH ETF | 39,399 | $14.6M | 1.56% | |
| 20 | AAPLAPPLE INC | 61,910 | $13.8M | 1.47% | |
| 21 | XLVSELECT SECTOR HEALTH | 94,159 | $13.8M | 1.47% | |
| 22 | IWMISHARES RUSSELL 2000 | 67,782 | $13.5M | 1.44% | |
| 23 | IJJISHARES S&P MID CAP 400 | 108,381 | $13.0M | 1.38% | |
| 24 | XLFSELECT STR FINANCIAL | 249,770 | $12.4M | 1.33% | |
| 25 | VGITVAG ITM-TERM TREASURY | 196,637 | $11.7M | 1.25% | |
| 26 | SPTISPDR PORT INTER TERM | 388,476 | $11.1M | 1.18% | |
| 27 | IJRISHARES CORE S&P SMALL | 105,696 | $11.1M | 1.18% | |
| 28 | SHYISHARES 1-3 YEAR TREASRY | 121,258 | $10.0M | 1.07% | |
| 29 | XLFISPDR FUND CONSUMER | 113,295 | $9.3M | 0.99% | |
| 30 | IJTISHARES S&P SMLL CAP 600 | 67,355 | $8.4M | 0.89% | |
| 31 | IVVISHARES CORE S&P 500 | 13,605 | $7.6M | 0.81% | |
| 32 | XLISELECT SECTOR INDUSTRIAL | 56,417 | $7.4M | 0.79% | |
| 33 | IEMGISHARES CORE MSCI | 122,671 | $6.6M | 0.71% | |
| 34 | EEMISHARES MSCI EMERGING | 151,334 | $6.6M | 0.70% | |
| 35 | SPYGSPDR S&P 500 GROWTH ETF | 51,240 | $6.5M | 0.69% | |
| 36 | MOALTRIA GROUP INC | 100,801 | $6.0M | 0.64% | |
| 37 | IXGISHARES GLOBAL | 53,539 | $5.5M | 0.59% | |
| 38 | SDYSPDR S&P DIVIDEND ETF | 37,406 | $5.1M | 0.54% | |
| 39 | PEYINVSC HIGH YIELD | 226,555 | $4.9M | 0.52% | |
| 40 | 4I1PHILIP MORRIS INTL INC | 29,423 | $4.7M | 0.50% | |
| 41 | VCRVANGUARD CONSUMER | 14,344 | $4.7M | 0.50% | |
| 42 | IJSISHARES S&P SMALL CAP | 46,707 | $4.6M | 0.49% | |
| 43 | ORCLORACLE CORP | 31,964 | $4.5M | 0.48% | |
| 44 | SLYVSPDR S&P 600 SMALL CAP | 56,012 | $4.4M | 0.47% | |
| 45 | VBVANGUARD SMALL CAP ETF | 19,425 | $4.3M | 0.46% | |
| 46 | DDOMINION ENERGY INC | 72,122 | $4.0M | 0.43% | |
| 47 | VOVANGUARD MID CAP ETF | 15,013 | $3.9M | 0.41% | |
| 48 | SPYVSPDR S&P 500 VALUE ETF | 70,568 | $3.6M | 0.39% | |
| 49 | VISVANGUARD INDUSTRIALS | 14,145 | $3.5M | 0.37% | |
| 50 | FDLFIRST TRUST MORNINGSTAR | 79,484 | $3.5M | 0.37% | |
| 51 | VTVANGUARD TOTAL WORLD | 29,457 | $3.4M | 0.36% | |
| 52 | MDYSPDR S&P MIDCAP 400 ETF | 6,221 | $3.3M | 0.35% | |
| 53 | MCDMCDONALDS CORP | 10,550 | $3.3M | 0.35% | |
| 54 | XLEENERGY SELECT SECTOR | 32,580 | $3.0M | 0.32% | |
| 55 | VGTVANGUARD INFORMATION | 5,553 | $3.0M | 0.32% | |
| 56 | LOWLOWES COS INC | 12,822 | $3.0M | 0.32% | |
| 57 | VTVVANGUARD VALUE ETF | 17,047 | $2.9M | 0.31% | |
| 58 | AIVLWISDOMTREE US AI ENHNCD | 26,259 | $2.9M | 0.31% | |
| 59 | VWOVANGUARD FTSE EMERGING | 63,235 | $2.9M | 0.31% | |
| 60 | SPDWSPDR PORTFOLIO DEVELOPED | 74,474 | $2.7M | 0.29% | |
| 61 | DONWISDOMTREE US MIDCAP | 44,521 | $2.2M | 0.23% | |
| 62 | XLCCOMMUNICAT SVS SLCT SEC | 21,580 | $2.1M | 0.22% | |
| 63 | NEUNEWMARKET CORP | 3,596 | $2.0M | 0.22% | |
| 64 | IWFISHARES RUSSELL 1000 | 5,389 | $1.9M | 0.21% | |
| 65 | AMZNAMAZON.COM INC | 10,151 | $1.9M | 0.21% | |
| 66 | DESWISDOMTREE US SMALLCAP | 58,693 | $1.9M | 0.20% | |
| 67 | VDEVANGUARD ENERGY ETF | 13,970 | $1.8M | 0.19% | |
| 68 | KOTHE COCA-COLA CO | 20,821 | $1.5M | 0.16% | |
| 69 | SGOVISHARES 0-3 MONTH | 14,235 | $1.4M | 0.15% | |
| 70 | RSPINVESCO S&P 500 EQUAL | 7,909 | $1.4M | 0.15% | |
| 71 | VHTVANGUARD HEALTH CARE | 5,172 | $1.4M | 0.15% | |
| 72 | MDYVSPDR S&P 400 MID CAP | 15,967 | $1.2M | 0.13% | |
| 73 | MDYGSPDR S&P 400 MID CAP | 15,465 | $1.2M | 0.13% | |
| 74 | JPMJPMORGAN CHASE & CO | 5,011 | $1.2M | 0.13% | |
| 75 | LRCXLAM RESH CORP | 15,870 | $1.2M | 0.12% | |
| 76 | ITA*ISHARES US AEROSPACE | 6,870 | $1.1M | 0.11% | |
| 77 | ABBVABBVIE INC | 4,782 | $1.0M | 0.11% | |
| 78 | NDQINVESCO QQQ TRUST | 2,086 | $977K | 0.10% | |
| 79 | PRAAPRA GROUP INC | 46,699 | $962K | 0.10% | |
| 80 | LLYELI LILLY AND CO | 1,140 | $941K | 0.10% | |
| 81 | SPEMSPDR INDEX SHARES EMERG | 23,072 | $912K | 0.10% | |
| 82 | GOOGLALPHABET INC | 5,830 | $901K | 0.10% | |
| 83 | TFCTRUIST FINL CORP | 21,739 | $894K | 0.10% | |
| 84 | MAMASTERCARD INC | 1,596 | $874K | 0.09% | |
| 85 | JNJJOHNSON & JOHNSON | 4,902 | $812K | 0.09% | |
| 86 | METAMETA PLATFORMS INC | 1,383 | $797K | 0.08% | |
| 87 | ITOTISHARES TOTAL US STOCK | 6,393 | $780K | 0.08% | |
| 88 | SHVISHARES SHORT TREASURY | 6,806 | $751K | 0.08% | |
| 89 | XOMEXXON MOBIL CORP | 5,965 | $709K | 0.08% | |
| 90 | VVVANGUARD LARGE CAP ETF | 2,632 | $676K | 0.07% | |
| 91 | VTIVANGUARD TOTAL STOCK | 2,443 | $671K | 0.07% | |
| 92 | SLYGSPDR S&P 600 SMALL CAP | 7,707 | $641K | 0.07% | |
| 93 | UNHUNITEDHEALTH GROUP INC | 1,211 | $634K | 0.07% | |
| 94 | SCHDSCHWAB US DIVIDEND | 22,469 | $628K | 0.07% | |
| 95 | NSCNORFOLK SOUTHN CORP | 2,634 | $623K | 0.07% | |
| 96 | OEFISHARES S&P 100 ETF | 2,258 | $611K | 0.07% | |
| 97 | VDCVANGUARD CONSUMER | 2,722 | $595K | 0.06% | |
| 98 | PEPPEPSICO INC | 3,776 | $566K | 0.06% | |
| 99 | DUKDUKE ENERGY CORP NEW | 4,528 | $552K | 0.06% | |
| 100 | AUBATLANTIC UN BANKSHARES C | 16,925 | $527K | 0.06% |
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