Salomon & Ludwin, LLC

Q1 2025 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    717

  • Value ($000)

    $938,216

  • Date Filed
    04/28/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVW
IVW

ISHARES S&P 500 GROWTH

ETF
$63.85M
7 %

687,847

SUB
SUB

ISHARES SHORT TERM NTNL

ETF
$61.51M
7 %

582,474

JMST
JMST

JPMORGAN ULTRA SHRT

ETF
$51.72M
6 %

1,017,236

KRE
KRE

SPDR BLOOMBERG 1 3 MNTH

ETF
$45.77M
5 %

498,938

VOO
VOO

VANGUARD S&P 500 ETF

ETF
$45.76M
5 %

89,034

XLK
XLK

TECHNOLOGY SELECT SECTOR

ETF
$45.44M
5 %

220,017

IVE
IVE

ISHARES S&P 500 VALUE

ETF
$37.84M
4 %

198,572

---

VANGUARD MUNI BND TAX

ETF
$26.60M
3 %

536,096

MUB
MUB

ISHARES NATIONAL MUNI

ETF
$25.01M
3 %

237,201

SPY
SPY

SPDR S&P 500 ETF

ETF
$24.97M
3 %

44,739

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