Salomon & Ludwin, LLC

Q4 2024 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    720

  • Value ($000)

    $943,916

  • Date Filed
    01/30/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVW
IVW

ISHARES S&P 500 GROWTH

ETF
$71.86M
8 %

707,791

SUB
SUB

ISHARES SHORT TERM NTNL

ETF
$59.03M
6 %

559,642

JMST
JMST

JPMORGAN ULTRA SHRT

ETF
$52.11M
6 %

1,027,536

VOO
VOO

VANGUARD S&P 500 ETF

ETF
$48.33M
5 %

89,692

XLK
XLK

TECHNOLOGY SELECT SECTOR

ETF
$47.96M
5 %

206,273

KRE
KRE

SPDR BLOOMBERG 1 3 MNTH

ETF
$44.11M
5 %

482,471

IVE
IVE

ISHARES S&P 500 VALUE

ETF
$39.13M
4 %

205,016

SPY
SPY

SPDR S&P 500 ETF IV

ETF
$26.39M
3 %

45,030

---

VANGUARD MUNI BND TAX

ETF
$25.90M
3 %

516,670

IJH
IJH

ISHARES CORE S&P MID CAP

ETF
$24.50M
3 %

393,124

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