Top 50 Salomon & Ludwin, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES SHORT-TERM | 6.81% | 711.1K | $76.3M | +7.21%(+47.83K) | $104.58(+1.65%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH | 6.13% | 598.5K | $68.6M | -2.31%(-14.16K) | $41.51(+226.20%) | 2026-03-31 | |
| JMST | JPMORGAN ULTRA-SHORT | 5.44% | 1.19M | $60.9M | +1.52%(+17.81K) | $50.85(+0.16%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY | 5.22% | 433.3K | $58.5M | +2.20%(+9.32K) | $40.94(+341.10%) | 2026-03-31 | |
| BIL | STATE STREET SPDR | 4.33% | 529.4K | $48.5M | -0.33%(-1.73K) | $91.75(-0.34%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 4.19% | 77.8K | $46.9M | -3.85%(-3.12K) | $387.02(+76.95%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE | 3.52% | 186.0K | $39.4M | -2.07%(-3.93K) | $110.69(+107.98%) | 2026-03-31 | |
| VTEB | VANGUARD TAX-EXEMPT BOND | 2.55% | 564.1K | $28.5M | +9.49%(+48.89K) | $50.10(+0.85%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P | 2.49% | 42.5K | $27.9M | -0.27%(-115) | $376.32(+97.91%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED | 2.46% | 425.7K | $27.5M | -6.38%(-29.00K) | $41.08(+72.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.94% | +40.26% |
| Top 20 Holdings Unweighted | +11.39% | +38.20% |
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