Salomon & Ludwin, LLC

Q2 2025 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    1,121

  • Value ($000)

    $1,012,269

  • Date Filed
    07/29/2025
  • Form type
    13F-HR
  • CIK
    0001766156
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVW
IVW

ISHARES S&P 500 GROWTH

ETF
$72.44 M
7 %

660,026

SUB
SUB

ISHARES SHORT TERM NTNL

ETF
$63.68 M
6 %

599,247

XLK
XLK

TECHNOLOGY SELECT SECTOR

ETF
$55.88 M
6 %

220,137

JMST
JMST

JPMORGAN ULTRA SHRT

ETF
$51.67 M
5 %

1,016,754

VOO
VOO

VANGUARD S&P 500 ETF

ETF
$48.75 M
5 %

85,491

KRE
KRE

SPDR BLOOMBERG 1 3 MNTH

ETF
$47.27 M
5 %

516,941

IVE
IVE

ISHARES S&P 500 VALUE

ETF
$38.81 M
4 %

196,493

MSFT
MSFT

MICROSOFT CORP

COM
$28.83 M
3 %

58,703

SPY
SPY

SPDR S&P 500 ETF

ETF
$27.37 M
3 %

44,113

VEA
VEA

VANGUARD FTSE DEVELOPED

ETF
$27.11 M
3 %

474,437

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