Salomon & Ludwin, LLC 13F Holdings
CIK 0001766156 · RICHMOND, VA
As of Sep 30, 2025, Salomon & Ludwin, LLC reported 2,154 positions worth
CIK 0001766156 · RICHMOND, VA
As of Sep 30, 2025, Salomon & Ludwin, LLC reported 2,154 positions worth
.1B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 628,889 | $76.1M | 7.09% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 635,915 | $67.8M | 6.32% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 223,637 | $63.7M | 5.93% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 1,150,038 | $58.6M | 5.46% |
| VANGUARD 500 INDEX FUND | VOO | — | 82,630 | $50.9M | 4.74% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 522,327 | $47.8M | 4.45% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 193,529 | $40.2M | 3.75% |
| MICROSOFT CORP | MSFT | Technology | 61,662 | $31.9M | 2.97% |
| SPDR S&P 500 ETF TRUST | SPY | — | 42,587 | $28.5M | 2.66% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 459,967 | $28.1M | 2.62% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 367,904 | $24.2M | 2.26% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 481,856 | $24.1M | 2.24% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 385,731 | $22.7M | 2.11% |
| ISHARES MSCI EAFE ETF | EFA | — | 230,622 | $21.9M | 2.04% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 199,980 | $21.3M | 1.98% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 137,092 | 9.4M | 1.81% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 79,065 | 8.8M | 1.75% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 185,177 | 7.9M | 1.66% |
| APPLE INC | AAPL | Technology | 68,983 | 7.8M | 1.66% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 72,257 | 7.8M | 1.66% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 35,038 | 6.9M | 1.57% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 276,093 | 4.8M | 1.38% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 100,840 | 4.6M | 1.36% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 103,201 | 3.5M | 1.26% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 216,076 | 3.0M | 1.21% |