Salomon & Ludwin, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Salomon & Ludwin, LLC

CIK Number: 0001766156

1.01B
Market Value
664
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 28, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVW iShares S&P 500...
116.11
+0.92% 687.85K -2.82% 63.85M 38.41 6.81% Share
2 SUB iShares Short-T...
106.89
+0.08% 582.47K +4.08% 61.51M 104.27 6.56% Share
3 JMST JPMorgan Ultra-...
50.95
+0.03% 1.02M -1% 51.72M 50.87 5.51% Share
4 BIL SPDR Bloomberg ...
91.49
+0.01% 498.94K +3.41% 45.77M 91.76 4.88% Share
5 VOO Vanguard S&P 50...
596.61
+0.83% 89.03K -0.73% 45.76M 374.87 4.88% Share
6 XLK Technology Sele...
262.63
+0.49% 220.02K +6.66% 45.44M 79.91 4.84% Share
7 IVE iShares S&P 500...
204.09
+0.74% 198.57K -3.14% 37.84M 103.74 4.03% Share
8 VTEB Vanguard Tax-Ex...
49.05
+0.22% 536.1K +3.76% 26.6M 49.72 2.84% Share
9 MUB iShares Nationa...
104.55
+0.31% 237.2K +4.50% 25.01M 105.81 2.67% Share
10 SPY SPDR S&P 500 ET...
649.00
+0.82% 44.74K -0.65% 24.97M 357.32 2.66% Share
11 VEA Vanguard Develo...
58.69
+0.63% 489.02K -0.92% 24.86M 37.25 2.65% Share
12 MSFT Microsoft Corpo...
507.97
+0.52% 61.17K +9.68% 22.96M 255.14 2.45% Share
13 IJH iShares Core S&...
65.72
+1.43% 385.81K -1.86% 22.51M 39.86 2.40% Share
14 VGSH Vanguard Short-...
58.72
+0.07% 355.45K +5.33% 20.87M 57.93 2.22% Share
15 EFA iShares MSCI EA...
91.38
+0.73% 245.82K -3.67% 20.09M 63.48 2.14% Share
16 VYM Vanguard High D...
139.27
+0.73% 144.45K -2.74% 18.63M 79.14 1.99% Share
17 IJK iShares S&P Mid...
96.08
+1.48% 193.44K -2.99% 16.11M 48.42 1.72% Share
18 XLY Consumer Discre...
235.16
+1.83% 77.19K +7.01% 15.24M 117.91 1.62% Share
19 VUG Vanguard Growth...
463.99
+0.88% 39.4K -1.69% 14.61M 205.34 1.56% Share
20 AAPL Apple Inc.
239.78
+0.55% 61.91K +4.01% 13.75M 131.24 1.47% Share
21 XLV Health Care Sel...
137.44
+0.38% 94.16K +6.08% 13.75M 101.59 1.47% Share
22 IWM iShares Russell...
236.59
+1.25% 67.78K +3.57% 13.53M 150.19 1.44% Share
23 IJJ iShares S&P Mid...
131.35
+1.33% 108.38K -3.47% 12.98M 69.96 1.38% Share
24 XLF Financial Selec...
54.04
+1.01% 249.77K +4.39% 12.44M 28.4 1.33% Share
25 VGIT Vanguard Interm...
60.05
+0.27% 196.64K +10.11% 11.69M 58.47 1.25% Share
26 SPTI SPDR Portfolio ...
28.89
+0.23% 388.48K +10.69% 11.1M 28.18 1.18% Share
27 IJR iShares Core S&...
118.78
+1.51% 105.7K -1.24% 11.05M 82.16 1.18% Share
28 SHY iShares 1-3 Yea...
82.80
+0.07% 121.26K +11.70% 10.03M 81.82 1.07% Share
29 XLP Consumer Staple...
80.64
+0.06% 113.3K +5.85% 9.25M 57.24 0.99% Share
30 IJT iShares S&P Sma...
141.46
+1.18% 67.36K -2.88% 8.39M 81.39 0.89% Share
31 IVV iShares Core S&...
652.24
+0.83% 13.61K -7.59% 7.64M 382.74 0.81% Share
32 XLI Industrial Sele...
151.46
+1.11% 56.42K +4.62% 7.4M 80.47 0.79% Share
33 IEMG iShares Core MS...
62.03
-0.33% 122.67K -1.73% 6.62M 46.32 0.71% Share
34 EEM iShares MSCI Em...
49.84
-0.35% 151.33K -2.32% 6.61M 39.64 0.70% Share
35 SPYG SPDR Portfolio ...
100.53
+0.93% 51.24K +17.44% 6.47M 62.67 0.69% Share
36 MO Altria Group, I...
66.58
-0.08% 100.8K +0.60% 6.05M 43.06 0.64% Share
37 IXG iShares Global ...
115.61
+1.02% 53.54K -0.14% 5.52M 53.07 0.59% Share
38 SDY SPDR S&P Divide...
141.00
+0.64% 37.41K -0.8% 5.08M 88.63 0.54% Share
39 PEY Invesco High Yi...
21.35
+0.59% 226.56K -1.55% 4.86M 15.54 0.52% Share
40 PM Philip Morris I...
161.15
-1.27% 29.42K +2.49% 4.67M 95.81 0.50% Share
41 VCR Vanguard Consum...
391.50
+1.95% 14.34K +3.22% 4.67M 173.65 0.50% Share
42 IJS iShares S&P Sma...
110.47
+1.71% 46.71K -3.46% 4.55M 67.75 0.49% Share
43 ORCL Oracle Corporat...
223.02
-0.19% 31.96K 0.00% 4.47M 85.6 0.48% Share
44 SLYV SPDR S&P 600 Sm...
88.60
+1.76% 56.01K -0.8% 4.39M 42.14 0.47% Share
45 VB Vanguard Small ...
253.78
+1.23% 19.43K -2.68% 4.31M 185.77 0.46% Share
46 D Dominion Energy...
58.79
-0.22% 72.12K +1.56% 4.04M 71.51 0.43% Share
47 VO Vanguard Mid Ca...
289.77
+0.73% 15.01K -2.38% 3.88M 204.14 0.41% Share
48 SPYV SPDR Portfolio ...
54.70
+0.70% 70.57K +22.13% 3.62M 43.17 0.39% Share
49 VIS Vanguard Indust...
290.61
+1.11% 14.14K +7.69% 3.5M 136.19 0.37% Share
50 FDL First Trust Mor...
44.16
+0.26% 79.48K -0.45% 3.45M 26.42 0.37% Share
51 VT Vanguard Total ...
134.24
+0.71% 29.46K +0.54% 3.42M 83.74 0.36% Share
52 MDY SPDR S&P MIDCAP...
600.02
+1.44% 6.22K +14.93% 3.32M 382.77 0.35% Share
53 MCD McDonald's Corp...
317.04
+0.21% 10.55K +2.26% 3.3M 243.21 0.35% Share
54 XLE Energy Select S...
89.06
+0.65% 32.58K +7.57% 3.05M 65.3 0.32% Share
55 VGT Vanguard Inform...
697.42
+0.65% 5.55K -0.77% 3.01M 328.45 0.32% Share
56 LOW Lowe's Companie...
264.69
+1.54% 12.82K -1.51% 2.99M 198.23 0.32% Share
57 VTV Vanguard Value ...
183.10
+0.72% 17.05K -6.56% 2.94M 108.08 0.31% Share
58 AIVL WisdomTree U.S....
114.17
+0.42% 26.26K -0.28% 2.88M 76.15 0.31% Share
59 VWO Vanguard Emergi...
51.38
-0.43% 63.23K -3.58% 2.86M 39.19 0.30% Share
60 SPDW SPDR Portfolio ...
41.72
+0.62% 74.47K +87.13% 2.72M 34.59 0.29% Share
61 DON WisdomTree U.S....
52.92
+1.19% 44.52K -0.71% 2.2M 30.6 0.23% Share
62 XLC Communication S...
114.07
+0.89% 21.58K +7.95% 2.08M 62.53 0.22% Share
63 NEU NewMarket Corpo...
819.78
+1.04% 3.6K 0.00% 2.04M 341.02 0.22% Share
64 IWF iShares Russell...
449.99
+0.87% 5.39K -0.92% 1.95M 208.5 0.21% Share
65 AMZN Amazon.com, Inc...
235.68
+4.29% 10.15K +3.56% 1.93M 136.79 0.21% Share
66 DES WisdomTree U.S....
34.39
+1.48% 58.69K -0.63% 1.88M 24.53 0.20% Share
67 VDE Vanguard Energy...
125.38
+0.72% 13.97K +9.66% 1.81M 46.69 0.19% Share
68 KO The Coca-Cola C...
68.25
-1.07% 20.82K -0.36% 1.49M 62.24 0.16% Share
69 SGOV iShares 0-3 Mon...
100.42
+0.02% 14.23K -0.56% 1.43M 100.23 0.15% Share
70 RSP Invesco S&P 500...
188.22
+0.74% 7.91K +8.80% 1.37M 158.33 0.15% Share
71 VHT Vanguard Health...
255.74
+0.40% 5.17K +5.34% 1.37M 230.06 0.15% Share
72 MDYV SPDR S&P 400 Mi...
84.40
+1.30% 15.97K +16.04% 1.23M 69.49 0.13% Share
73 MDYG SPDR S&P 400 Mi...
91.70
+1.51% 15.46K +18.31% 1.23M 74.48 0.13% Share
74 JPM JPMorgan Chase ...
303.87
+1.46% 5.01K +74.54% 1.23M 181.95 0.13% Share
75 LRCX Lam Research Co...
100.42
+2.74% 15.87K 0.00% 1.15M 72.23 0.12% Share
76 ITA iShares U.S. Ae...
198.46
+0.77% 6.87K 0.00% 1.05M 99.5 0.11% Share
77 ABBV AbbVie Inc.
213.01
+0.54% 4.78K -0.06% 1M 136.27 0.11% Share
78 QQQ Invesco QQQ Tru...
575.26
+0.91% 2.09K +1.21% 977.94K 312.04 0.10% Share
79 PRAA PRA Group, Inc.
16.96
+0.47% 46.7K 0.00% 962.93K 27.63 0.10% Share
80 LLY Eli Lilly and C...
742.77
+0.67% 1.14K +53.23% 941.54K 468.2 0.10% Share
81 SPEM SPDR Portfolio ...
44.28
-0.37% 23.07K +85.53% 912.32K 36.87 0.10% Share
82 GOOGL Alphabet Inc.
232.30
+0.71% 5.83K +28.56% 901.55K 120.92 0.10% Share
83 TFC Truist Financia...
47.08
+1.45% 21.74K -1.32% 894.56K 44.25 0.10% Share
84 MA Mastercard Inco...
595.48
+0.37% 1.6K 0.00% 874.8K 324.05 0.09% Share
85 JNJ Johnson & Johns...
178.71
+0.40% 4.9K -0.71% 812.95K 166.05 0.09% Share
86 META Meta Platforms,...
748.65
+1.57% 1.38K 0.00% 797.11K 211.94 0.09% Share
87 ITOT iShares Core S&...
142.19
+0.89% 6.39K +23.11% 780.01K 98.7 0.08% Share
88 SHV iShares Short T...
110.17
+0.02% 6.81K -22.64% 751.8K 110.11 0.08% Share
89 XOM Exxon Mobil Cor...
112.42
+0.46% 5.96K +38.21% 709.42K 92.97 0.08% Share
90 VV Vanguard Large ...
299.69
+0.84% 2.63K -8.93% 676.5K 115.64 0.07% Share
91 VTI Vanguard Total ...
320.20
+0.90% 2.44K 0.00% 671.48K 202.78 0.07% Share
92 SLYG SPDR S&P 600 Sm...
94.35
+1.34% 7.71K +24.23% 641.59K 83.62 0.07% Share
93 UNH UnitedHealth Gr...
310.31
+0.79% 1.21K 0.00% 634.26K 502.69 0.07% Share
94 SCHD Schwab U.S. Div...
27.69
+0.33% 22.47K -0.75% 628.23K 17.81 0.07% Share
95 NSC Norfolk Souther...
279.87
+0.60% 2.63K -0.04% 623.86K 254.82 0.07% Share
96 OEF iShares S&P 100...
322.87
+0.80% 2.26K 0.00% 611.53K 130.78 0.07% Share
97 VDC Vanguard Consum...
219.71
+0.21% 2.72K -16.27% 595.59K 195.88 0.06% Share
98 PEP PepsiCo, Inc.
146.89
-1.18% 3.78K -0.03% 566.17K 159.91 0.06% Share
99 DUK Duke Energy Cor...
120.87
-0.52% 4.53K 0.00% 552.28K 98.96 0.06% Share
100 AUB Atlantic Union ...
36.01
+1.22% 16.93K 0.00% 527.04K 34.22 0.06% Share
101 PG The Procter & G...
159.21
+0.65% 3.05K +27.57% 519.61K 147.34 0.06% Share
102 MDLZ Mondelez Intern...
60.90
-0.65% 7.32K +43.06% 496.39K 60.5 0.05% Share
103 VFH Vanguard Financ...
132.18
+1.09% 4.06K -1.12% 485.29K 100.61 0.05% Share
104 BDX Becton, Dickins...
191.39
+0.94% 2.11K 0.00% 482.4K 232.53 0.05% Share
105 IWR iShares Russell...
96.13
+0.95% 5.49K 0.00% 466.61K 62.15 0.05% Share
106 SPSM SPDR Portfolio ...
46.29
+1.45% 11.45K +622.21% 466.58K 40.53 0.05% Share
107 CVX Chevron Corpora...
157.73
-0.21% 2.77K +6.49% 463.73K 154.29 0.05% Share
108 TMO Thermo Fisher S...
489.42
+1.00% 927 0.00% 461.27K 532.45 0.05% Share
109 ABT Abbott Laborato...
132.82
+0.48% 3.38K -0.03% 447.69K 112.44 0.05% Share
110 COST Costco Wholesal...
955.90
+0.64% 451 +28.13% 426.55K 599.99 0.05% Share
111 DLN WisdomTree U.S....
85.52
+0.60% 4.72K 0.00% 375.02K 61.95 0.04% Share
112 WFC Wells Fargo & C...
81.82
+1.63% 5.15K 0.00% 369.65K 41.59 0.04% Share
113 NFLX Netflix, Inc.
1257.48
+2.55% 395 0.00% 368.35K 482.89 0.04% Share
114 RS Reliance Steel ...
294.82
+1.72% 1.26K +36.10% 364.69K 204.74 0.04% Share
115 HD The Home Depot,...
411.86
+1.02% 994 +48.58% 364.29K 336.96 0.04% Share
116 XYLD Global X S&P 50...
39.09
+0.42% 9.22K 0.00% 364.14K 42.68 0.04% Share
117 DIS The Walt Disney...
118.83
+1.23% 3.63K 0.00% 358.68K 130 0.04% Share
118 MKL Markel Corporat...
1957.97
+0.38% 190 0.00% 355.23K 1279.14 0.04% Share
119 BRK-B Berkshire Hatha...
506.82
+1.06% 635 0.00% 338.19K 286.96 0.04% Share
120 QCOM QUALCOMM Incorp...
159.71
+1.55% 2.17K -0.91% 332.87K 120.24 0.04% Share
121 AVGO Broadcom Inc.
306.10
+1.23% 1.96K +23.27% 328.16K 101.97 0.04% Share
122 VBK Vanguard Small ...
294.08
+1.18% 1.29K -2.49% 325.54K 201.2 0.03% Share
123 GOOG Alphabet Inc.
232.66
+0.68% 2K +71.43% 313.08K 134.19 0.03% Share
124 VTWO Vanguard Russel...
95.70
+1.24% 3.81K -15.62% 307.12K 82.37 0.03% Share
125 RTX RTX Corporation
158.69
+0.37% 2.31K 0.00% 305.58K 88.35 0.03% Share
126 BILS SPDR Bloomberg ...
99.23
+0.03% 3.02K -18.38% 300.46K 99.58 0.03% Share
127 NEE NextEra Energy,...
70.89
-1.03% 4.23K 0.00% 299.58K 77.71 0.03% Share
128 TSLA Tesla, Inc.
338.53
+1.33% 1.15K -6.04% 298.29K 238.91 0.03% Share
129 IWV iShares Russell...
369.62
+0.85% 931 +0.98% 295.72K 261.34 0.03% Share
130 KNSL Kinsale Capital...
459.93
+1.73% 600 0.00% 292.03K 473.84 0.03% Share
131 BAC Bank of America...
50.66
+1.19% 6.96K -4.62% 290.44K 33.12 0.03% Share
132 SON Sonoco Products...
45.50
-0.96% 6.12K 0.00% 289.2K 62 0.03% Share
133 IBM International B...
247.30
+1.31% 1.14K +35.76% 283.22K 163.61 0.03% Share
134 VZ Verizon Communi...
44.16
+0.95% 6.02K +48.47% 272.89K 40.9 0.03% Share
135 V Visa Inc.
350.54
-0.09% 735 -6.13% 257.59K 207.08 0.03% Share
136 NVDA NVIDIA Corporat...
171.66
+0.61% 2.28K +0.22% 247.54K 89.44 0.03% Share
137 CSCO Cisco Systems, ...
67.99
+0.47% 3.94K -0.15% 243.26K 50.89 0.03% Share
138 GE GE Aerospace
282.23
+2.28% 1.15K +145.92% 229.37K 154.61 0.02% Share
139 AEP American Electr...
108.64
-1.26% 2.01K 0.00% 219.52K 88.85 0.02% Share
140 SCHX Schwab U.S. Lar...
25.70
+0.80% 9.86K 0.00% 217.8K 16.93 0.02% Share
141 USMV iShares MSCI US...
94.19
+0.14% 2.31K 0.00% 216.35K 72.38 0.02% Share
142 VBR Vanguard Small ...
210.07
+1.26% 1.14K -9.75% 212K 158.84 0.02% Share
143 UBSI United Bankshar...
38.65
+1.58% 6.02K 0.00% 208.71K 27.59 0.02% Share
144 CAT Caterpillar Inc...
420.30
+1.25% 616 +0.33% 203.01K 242.05 0.02% Share
145 HAS Hasbro, Inc.
80.40
+1.73% 3.21K 0.00% 197.26K 64.77 0.02% Share
146 GLD SPDR Gold Share...
326.78
-0.41% 679 +0.30% 195.65K 176.37 0.02% Share
147 XLU Utilities Selec...
83.72
-0.13% 2.44K 0.00% 192.31K 61.56 0.02% Share
148 SO The Southern Co...
91.88
+0.23% 2.08K 0.00% 190.8K 71.41 0.02% Share
149 HON Honeywell Inter...
215.15
+0.54% 869 +83.33% 184.01K 190.73 0.02% Share
150 COF Capital One Fin...
226.27
+2.23% 994 0.00% 178.22K 97.23 0.02% Share