Salomon & Ludwin, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 2142 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $122M, Ishares S&P 500 Growth ETF with a value of $74.2M, Ishares Short Term National Mu with a value of $70.6M, Jp Morgan Ultra Short Mun Inco with a value of $59.7M, and Vanguard Index Fds S&P 500 ETF with a value of $50M.
Examining the 13F form we can see an increase of $86.8M in the current position value, from $1.1B to 1.18B.
Below you can find more details about Salomon & Ludwin, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.18 Billion
ETFs: $1.02 Billion
Technology: $70.1 Million
Consumer Defensive: $16.2 Million
Financial Services: $15.5 Million
Consumer Cyclical: $15.3 Million
Healthcare: $11 Million
Industrials: $8.41 Million
Communication Services: $7.59 Million
Other: $16.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions