Salomon & Ludwin, LLC Portfolio Holdings
Salomon & Ludwin, LLC
- $1.1 Billion
- Q3 2025
Salomon & Ludwin, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.1 Billion distributed in 2154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $75.9M, Ishares Short Term National Mu with a value of $67.9M, Technology Sector Spdr with a value of $63M, Jp Morgan Ultra Short Mun Inco with a value of $58.7M, and Vanguard Index Fds S&P 500 ETF with a value of $50.6M.
Examining the 13F form we can see an increase of $95.8M in the current position value, from $1B to 1.1B.
Below you can find more details about Salomon & Ludwin, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.1 Billion
ETFs: $937 Million
Technology: $70.5 Million
Consumer Defensive: $17.3 Million
Financial Services: $15.3 Million
Consumer Cyclical: $15.1 Million
Healthcare: $9.56 Million
Industrials: $8.24 Million
Communication Services: $7.49 Million
Other: $16.1 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 2,154
- Current Value $1.1 Billion
- Prior Value $1 Billion
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 1,058 stocks
- Additional Purchases 741 stocks
- Sold out of 0 stocks
- Reduced holdings in 134 stocks