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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,142
  • Current Value $1.18 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 111 stocks
  • Additional Purchases 801 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 665 stocks
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