Salomon & Ludwin, LLC

CIK Number: 0001766156

938.22M
Market Value
637
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVW iShares S&P 500...
105.37
-0.85% 707.79K -7.05% 71.86M 38.41 7.61%
2 SUB iShares Short-T...
106.10
+0.04% 559.64K +1.86% 59.03M 104.21 6.25%
3 JMST JPMorgan Ultra-...
50.84
+0.05% 1.03M +0.78% 52.11M 50.87 5.52%
4 VOO Vanguard 500 In...
549.20
-0.88% 89.69K -3.51% 48.33M 374.87 5.12%
5 XLK Technology Sele...
241.22
-0.75% 206.27K -5.56% 47.96M 71.47 5.08%
6 BIL SPDR Bloomberg ...
91.60
+0.02% 482.47K -0.18% 44.11M 91.76 4.67%
7 IVE iShares S&P 500...
189.84
-0.94% 205.02K -5.39% 39.13M 103.74 4.15%
8 SPY SPDR S&P 500 ET...
597.40
-0.88% 45.03K -2.26% 26.39M 357.32 2.80%
9 VTEB Vanguard Tax-Ex...
48.85
+0.09% 516.67K +3.26% 25.9M 49.72 2.74%
10 IJH iShares Core S&...
60.20
-0.88% 393.12K -6.17% 24.5M 39.86 2.60%
11 MUB iShares Nationa...
104.08
+0.11% 226.98K +5.69% 24.18M 105.82 2.56%
12 VEA Vanguard Develo...
55.73
-1.28% 493.55K -3.84% 23.6M 37.25 2.50%
13 MSFT Microsoft Corpo...
477.90
-0.26% 55.77K -0.75% 23.51M 243.5 2.49%
14 VGSH Vanguard Short-...
58.49
+0.07% 337.45K +1.26% 19.63M 57.89 2.08%
15 EFA iShares MSCI EA...
86.94
-1.25% 255.2K -2.67% 19.3M 63.48 2.04%
16 VYM Vanguard High D...
130.07
-0.9% 148.51K -6.34% 18.95M 79.14 2.01%
17 IJK iShares S&P Mid...
88.11
-0.76% 199.4K -5.82% 18.13M 48.42 1.92%
18 VUG Vanguard Growth...
420.16
-0.82% 40.08K -5.64% 16.45M 205.34 1.74%
19 XLY Consumer Discre...
210.37
-1.71% 72.14K -7.82% 16.18M 112.34 1.71%
20 AAPL Apple Inc.
195.57
-1.44% 59.52K -4.41% 14.91M 127.59 1.58%
21 IWM iShares Russell...
208.41
-1.12% 65.44K -5.43% 14.46M 148.43 1.53%
22 IJJ iShares S&P Mid...
120.25
-0.96% 112.27K -5.97% 14.03M 69.96 1.49%
23 IJR iShares Core S&...
105.81
-1.09% 107.02K -2.95% 12.33M 82.16 1.31%
24 XLV Health Care Sel...
133.47
-1.65% 88.76K -4.05% 12.21M 98.88 1.29%
25 XLF Financial Selec...
50.20
-0.64% 239.28K -6.84% 11.56M 27.46 1.23%
26 VGIT Vanguard Interm...
59.16
+0.28% 178.58K +3.12% 10.36M 58.37 1.10%
27 SPTI SPDR Portfolio ...
28.46
+0.28% 350.97K +3.76% 9.79M 28.14 1.04%
28 IJT iShares S&P Sma...
128.65
-0.81% 69.35K -5.68% 9.39M 81.39 0.99%
29 SHY iShares 1-3 Yea...
82.44
+0.05% 108.55K -0.12% 8.9M 81.71 0.94%
30 IVV iShares Core S&...
598.51
-0.87% 14.72K -2.94% 8.67M 382.74 0.92%
31 XLP Consumer Staple...
80.53
-0.86% 107.03K -2.84% 8.41M 55.81 0.89%
32 XLI Industrial Sele...
142.54
-0.76% 53.92K -4.51% 7.11M 78.13 0.75%
33 IEMG iShares Core MS...
57.92
-1.25% 124.83K -2.14% 6.52M 46.32 0.69%
34 EEM iShares MSCI Em...
46.62
-1.3% 154.93K -3.73% 6.48M 39.64 0.69%
35 ORCL Oracle Corporat...
207.88
-1.53% 31.96K +0.15% 5.33M 85.6 0.56%
36 IJS iShares S&P Sma...
96.41
-1.36% 48.38K -4.27% 5.25M 74.75 0.56%
37 MO Altria Group, I...
58.95
+0.26% 100.2K -0.28% 5.24M 42.96 0.56%
38 VCR Vanguard Consum...
350.86
-1.68% 13.9K -9.02% 5.22M 168.76 0.55%
39 IXG iShares Global ...
106.34
-1.03% 53.62K -7.33% 5.15M 53.07 0.55%
40 SDY SPDR S&P Divide...
134.04
-0.86% 37.71K -12.01% 4.98M 88.63 0.53%
41 SLYV SPDR S&P 600 Sm...
77.79
-1.33% 56.46K -3.43% 4.93M 42.14 0.52%
42 PEY Invesco High Yi...
20.07
-1.01% 230.12K -7.21% 4.89M 15.54 0.52%
43 VB Vanguard Small ...
230.11
-0.97% 19.96K -0.2% 4.8M 185.77 0.51%
44 VO Vanguard Mid Ca...
271.50
-0.82% 15.38K -2.18% 4.06M 204.14 0.43%
45 SPYG SPDR Portfolio ...
91.36
-0.84% 43.63K -1.96% 3.84M 59.58 0.41%
46 D Dominion Energy...
53.80
-1.7% 71.02K -0.75% 3.82M 71.75 0.41%
47 VGT Vanguard Inform...
629.24
-0.73% 5.6K -3.82% 3.48M 328.45 0.37%
48 PM Philip Morris I...
183.44
+0.08% 28.71K -0.69% 3.46M 94.24 0.37%
49 VT Vanguard Total ...
124.76
-1.02% 29.3K -2.99% 3.44M 83.56 0.36%
50 VIS Vanguard Indust...
270.23
-0.76% 13.13K -6.7% 3.34M 127.63 0.35%
51 FDL First Trust Mor...
41.99
-0.91% 79.84K -6.33% 3.21M 26.42 0.34%
52 LOW Lowe's Companie...
211.90
-1.94% 13.02K -2.71% 3.21M 198.23 0.34%
53 VTV Vanguard Value ...
172.71
-0.87% 18.24K -6.48% 3.09M 108.08 0.33%
54 MDY SPDR S&P MIDCAP...
551.81
-0.9% 5.41K -3.44% 3.08M 360.27 0.33%
55 MCD McDonald's Corp...
292.33
-1.33% 10.32K -1.05% 2.99M 241.65 0.32%
56 SPYV SPDR Portfolio ...
51.12
-0.88% 57.78K +0.47% 2.95M 41.42 0.31%
57 VWO Vanguard Emergi...
48.28
-1.13% 65.58K -11.27% 2.89M 39.19 0.31%
58 AIVL WisdomTree U.S....
110.47
-0.53% 26.33K -3.56% 2.8M 76.15 0.30%
59 XLE Energy Select S...
88.69
+0.97% 30.29K -6.05% 2.59M 63.17 0.27%
60 DON WisdomTree U.S....
48.98
-0.77% 44.84K -13.37% 2.29M 30.6 0.24%
61 IWF iShares Russell...
406.54
-0.88% 5.44K -3.99% 2.18M 208.5 0.23%
62 AMZN Amazon.com, Inc...
214.87
-0.57% 9.8K -3.63% 2.15M 134.88 0.23%
63 DES WisdomTree U.S....
31.13
-0.8% 59.06K -3.87% 2.03M 24.53 0.21%
64 XLC Communication S...
103.40
-0.9% 19.99K -1.6% 1.94M 59.84 0.20%
65 NEU NewMarket Corpo...
635.43
-0.56% 3.6K 0.00% 1.9M 341.02 0.20%
66 VDE Vanguard Energy...
124.66
+0.97% 12.74K -0.09% 1.55M 38.67 0.16%
67 SGOV iShares 0-3 Mon...
100.55
+0.01% 14.31K -0.03% 1.44M 100.23 0.15%
68 SPDW SPDR Portfolio ...
39.95
-1.27% 39.8K +5.71% 1.36M 33.01 0.14%
69 KO The Coca-Cola C...
69.60
-1.31% 20.9K -3.69% 1.3M 62.24 0.14%
70 RSP Invesco S&P 500...
177.26
-1.01% 7.27K -0.23% 1.27M 157.02 0.13%
71 VHT Vanguard Health...
245.73
-1.56% 4.91K -32.55% 1.25M 228.21 0.13%
72 LRCX Lam Research Co...
92.70
-0.76% 15.87K +100.00% 1.15M 72.23 0.12%
73 MDYG SPDR S&P 400 Mi...
84.20
-0.84% 13.07K +0.52% 1.14M 73.57 0.12%
74 MDYV SPDR S&P 400 Mi...
77.70
-0.91% 13.76K +0.20% 1.1M 68.27 0.12%
75 QQQ Invesco QQQ Tru...
528.89
-1.01% 2.06K -7.91% 1.05M 310.14 0.11%
76 ITA iShares U.S. Ae...
179.94
+0.43% 6.87K 0.00% 998.55K 99.5 0.11%
77 PRAA PRA Group, Inc.
14.43
-1.9% 46.7K 0.00% 975.54K 27.63 0.10%
78 SHV iShares Short T...
110.25
0.00% 8.8K +0.15% 968.76K 110.11 0.10%
79 TFC Truist Financia...
39.01
-0.98% 22.03K -8.01% 955.66K 44.25 0.10%
80 GOOGL Alphabet Inc.
175.88
-0.51% 4.54K -2.6% 858.48K 111.29 0.09%
81 ABBV AbbVie Inc.
185.53
-2.8% 4.79K -0.02% 850.29K 136.27 0.09%
82 MA Mastercard Inco...
569.23
+0.10% 1.6K -0.62% 840.41K 324.05 0.09%
83 META Meta Platforms,...
697.17
-0.7% 1.38K -2.88% 809.76K 211.94 0.09%
84 VV Vanguard Large ...
275.64
-0.95% 2.89K -4.97% 779.43K 115.64 0.08%
85 JNJ Johnson & Johns...
152.38
-1.83% 4.94K -1.26% 713.99K 166.05 0.08%
86 VTI Vanguard Total ...
293.93
-0.86% 2.44K -36.05% 708K 202.78 0.07%
87 JPM JPMorgan Chase ...
269.39
-0.36% 2.87K -19.08% 688.21K 134.72 0.07%
88 VDC Vanguard Consum...
217.62
-0.78% 3.25K -42.31% 687.12K 195.88 0.07%
89 ITOT iShares Core S&...
130.11
-0.88% 5.19K -0.33% 667.92K 93.31 0.07%
90 OEF iShares S&P 100...
292.61
-0.97% 2.26K 0.00% 652.22K 130.78 0.07%
91 AUB Atlantic Union ...
30.05
-1.48% 16.93K -2.29% 641.12K 34.22 0.07%
92 SCHD Schwab U.S. Div...
26.70
-0.8% 22.64K +197.71% 618.47K 17.81 0.07%
93 NSC Norfolk Souther...
250.28
-0.73% 2.63K +19.72% 618.43K 254.82 0.07%
94 UNH UnitedHealth Gr...
308.94
+0.42% 1.21K 0.00% 612.6K 502.69 0.06%
95 LLY Eli Lilly and C...
791.46
-2% 744 -33.21% 574.37K 277.81 0.06%
96 PEP PepsiCo, Inc.
129.25
-1.64% 3.78K -14.7% 574.33K 159.91 0.06%
97 SLYG SPDR S&P 600 Sm...
86.03
-0.86% 6.2K +0.67% 560.53K 83.77 0.06%
98 TSLA Tesla, Inc.
316.28
-3.9% 1.23K -2.47% 494.7K 238.91 0.05%
99 DUK Duke Energy Cor...
114.77
-0.55% 4.53K -0.15% 487.85K 98.96 0.05%
100 VFH Vanguard Financ...
121.50
-0.75% 4.11K -2.58% 485.01K 100.61 0.05%
101 IWR iShares Russell...
89.14
-1% 5.49K -4.01% 484.87K 62.15 0.05%
102 TMO Thermo Fisher S...
390.40
-3.62% 927 -35.89% 482.25K 532.45 0.05%
103 BDX Becton, Dickins...
170.00
-1.22% 2.11K 0.00% 477.79K 232.53 0.05%
104 SPEM SPDR Portfolio ...
41.95
-1.2% 12.44K +5.09% 477.17K 34.72 0.05%
105 XOM Exxon Mobil Cor...
114.00
+1.36% 4.32K -12.06% 464.27K 83.06 0.05%
106 DIS The Walt Disney...
118.14
-1.12% 3.63K -3.07% 404.65K 130 0.04%
107 VTWO Vanguard Russel...
84.47
-1.08% 4.51K 0.00% 403.15K 82.37 0.04%
108 PG The Procter & G...
158.46
-1.5% 2.39K -22.85% 400.68K 140.98 0.04%
109 XYLD Global X S&P 50...
38.81
-0.21% 9.22K 0.00% 386.36K 42.68 0.04%
110 ABT Abbott Laborato...
132.22
-1.34% 3.38K -0.09% 381.86K 112.44 0.04%
111 CVX Chevron Corpora...
148.85
+1.93% 2.6K -8.05% 377.02K 153.45 0.04%
112 VBK Vanguard Small ...
268.41
-0.83% 1.33K -6.09% 371.36K 201.2 0.04%
113 AVGO Broadcom Inc.
249.32
-1.1% 1.59K 0.00% 368.63K 86.74 0.04%
114 DLN WisdomTree U.S....
80.08
-0.79% 4.72K -0.8% 367.56K 61.95 0.04%
115 BILS SPDR Bloomberg ...
99.27
0.00% 3.7K 0.00% 366.86K 99.58 0.04%
116 WFC Wells Fargo & C...
72.50
-0.88% 5.15K -2.04% 361.67K 41.59 0.04%
117 NFLX Netflix, Inc.
1220.70
-0.38% 395 -12.42% 352.07K 482.89 0.04%
118 QCOM QUALCOMM Incorp...
154.54
-1.49% 2.19K -1% 335.97K 120.24 0.04%
119 MKL Markel Corporat...
1941.53
-0.71% 190 -0.52% 327.98K 1279.14 0.03%
120 COST Costco Wholesal...
977.59
-0.69% 352 -53.99% 322.53K 502.73 0.03%
121 BAC Bank of America...
44.23
-0.41% 7.3K -0.84% 320.7K 33.12 0.03%
122 IWV iShares Russell...
338.70
-0.91% 922 -3.15% 308.18K 260.8 0.03%
123 NVDA NVIDIA Corporat...
144.07
-0.43% 2.28K +0.04% 306.05K 89.4 0.03%
124 MDLZ Mondelez Intern...
66.32
-1.32% 5.11K -2.89% 305.43K 57.34 0.03%
125 NEE NextEra Energy,...
71.88
-2.58% 4.23K 0.00% 302.96K 77.71 0.03%
126 SON Sonoco Products...
43.77
-1.66% 6.12K -22.99% 299.06K 62 0.03%
127 BRK-B Berkshire Hatha...
483.43
-1.39% 635 -12.05% 287.83K 286.96 0.03%
128 KNSL Kinsale Capital...
464.80
-1.21% 600 -14.29% 279.08K 473.84 0.03%
129 RTX RTX Corporation
148.49
+1.39% 2.31K -13.53% 266.97K 88.35 0.03%
130 HD The Home Depot,...
348.70
-1.37% 669 -4.02% 260.23K 322.62 0.03%
131 VBR Vanguard Small ...
189.47
-1.04% 1.26K -0.08% 249.91K 158.84 0.03%
132 RS Reliance Steel ...
309.48
+1.20% 928 0.00% 249.87K 174.41 0.03%
133 V Visa Inc.
357.69
+0.62% 783 -33.87% 247.46K 207.09 0.03%
134 CSCO Cisco Systems, ...
65.33
-0.27% 3.95K -2.71% 233.72K 50.89 0.02%
135 SCHX Schwab U.S. Lar...
23.65
-0.88% 9.86K +203.04% 228.65K 16.93 0.02%
136 UBSI United Bankshar...
34.57
-1.12% 6.02K -2.53% 226.05K 27.59 0.02%
137 CAT Caterpillar Inc...
357.72
-1.3% 614 0.00% 222.73K 241.76 0.02%
138 GOOG Alphabet Inc.
177.16
-0.44% 1.17K -4.49% 222.62K 118.44 0.02%
139 USMV iShares MSCI US...
92.09
-0.69% 2.31K 0.00% 205.1K 72.38 0.02%
140 AEP American Electr...
101.62
-0.28% 2.01K -0.89% 185.29K 88.85 0.02%
141 XLU Utilities Selec...
80.34
-0.83% 2.44K +1.75% 184.61K 61.56 0.02%
142 IBM International B...
283.06
+0.44% 839 -13.68% 184.44K 133.2 0.02%
143 MGC Vanguard Mega C...
217.08
-0.87% 861 0.00% 183.1K 151.87 0.02%
144 HAS Hasbro, Inc.
67.53
-3.22% 3.21K -0.9% 179.36K 64.77 0.02%
145 COF Capital One Fin...
193.76
-1.95% 994 -1.09% 177.25K 97.23 0.02%
146 SO The Southern Co...
88.36
-0.65% 2.08K -4.6% 170.81K 71.41 0.02%
147 MRK Merck & Co., In...
78.33
-3.25% 1.71K -3.23% 170.01K 97.92 0.02%
148 GLTR abrdn Physical ...
140.78
+0.68% 1.54K 0.00% 169.2K 84.15 0.02%
149 VNQ Vanguard Real E...
89.56
-0.38% 1.84K -0.32% 164K 76.6 0.02%
150 GLD SPDR Gold Share...
311.95
+0.05% 677 -79.52% 163.92K 176.04 0.02%