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Salomon & Ludwin, LLC

Portfolio Manager
Salomon & Ludwin, LLC
Performance
-3.13% (2026 Q1)
AUM (13F)
$1.12B
# of Holdings
2097
Performance Rank
Allocation (Top 20)
61.79%

Salomon & Ludwin, LLC Holdings Map

Top 50 Salomon & Ludwin, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SUB
ISHARES SHORT-TERM
6.81%711.1K$76.3M
+7.21%(+47.83K)
2025-Q1: 582.5K shares2025-Q2: 599.2K shares2025-Q3: 635.9K shares2025-Q4: 663.3K shares2026-Q1: 711.1K shares
$104.58(+1.65%)
2026-03-31
IVW
ISHARES S&P 500 GROWTH
6.13%598.5K$68.6M
-2.31%(-14.16K)
2025-Q1: 687.8K shares2025-Q2: 660.0K shares2025-Q3: 628.9K shares2025-Q4: 612.7K shares2026-Q1: 598.5K shares
$41.51(+226.20%)
2026-03-31
JMST
JPMORGAN ULTRA-SHORT
5.44%1.19M$60.9M
+1.52%(+17.81K)
2025-Q1: 1.02M shares2025-Q2: 1.02M shares2025-Q3: 1.15M shares2025-Q4: 1.17M shares2026-Q1: 1.19M shares
$50.85(+0.16%)
2026-03-31
XLK
STATE STREET TECHNOLOGY
5.22%433.3K$58.5M
+2.20%(+9.32K)
2025-Q1: 220.0K shares2025-Q2: 220.1K shares2025-Q3: 223.6K shares2025-Q4: 424.0K shares2026-Q1: 433.3K shares
$40.94(+341.10%)
2026-03-31
BIL
STATE STREET SPDR
4.33%529.4K$48.5M
-0.33%(-1.73K)
2025-Q1: 498.9K shares2025-Q2: 516.9K shares2025-Q3: 522.3K shares2025-Q4: 531.1K shares2026-Q1: 529.4K shares
$91.75(-0.34%)
2026-03-31
VOO
VANGUARD S&P 500 ETF
4.19%77.8K$46.9M
-3.85%(-3.12K)
2025-Q1: 89.0K shares2025-Q2: 85.5K shares2025-Q3: 82.6K shares2025-Q4: 80.9K shares2026-Q1: 77.8K shares
$387.02(+76.95%)
2026-03-31
IVE
ISHARES S&P 500 VALUE
3.52%186.0K$39.4M
-2.07%(-3.93K)
2025-Q1: 198.6K shares2025-Q2: 196.5K shares2025-Q3: 193.5K shares2025-Q4: 190.0K shares2026-Q1: 186.0K shares
$110.69(+107.98%)
2026-03-31
VTEB
VANGUARD TAX-EXEMPT BOND
2.55%564.1K$28.5M
+9.49%(+48.89K)
2025-Q1: 536.1K shares2025-Q2: 546.7K shares2025-Q3: 481.9K shares2025-Q4: 515.2K shares2026-Q1: 564.1K shares
$50.10(+0.85%)
2026-03-31
SPY
STATE STREET SPDR S&P
2.49%42.5K$27.9M
-0.27%(-115)
2025-Q1: 44.7K shares2025-Q2: 44.1K shares2025-Q3: 42.6K shares2025-Q4: 42.6K shares2026-Q1: 42.5K shares
$376.32(+97.91%)
2026-03-31
VEA
VANGUARD FTSE DEVELOPED
2.46%425.7K$27.5M
-6.38%(-29.00K)
2025-Q1: 489.0K shares2025-Q2: 474.4K shares2025-Q3: 460.0K shares2025-Q4: 454.6K shares2026-Q1: 425.7K shares
$41.08(+72.39%)
2026-03-31

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