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Size ($ in 1000's)
At 12/31/2023: $1,023,712
At 09/30/2023: $957,697
Salomon & Ludwin LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Salomon & Ludwin LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Salomon & Ludwin LLC top holdings by largest position size, as per the latest 13f filing made by Salomon & Ludwin LLC.
In the Salomon & Ludwin LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Salomon & Ludwin LLC in that top holding, then the share count change between reporting periods, and finally the Salomon & Ludwin LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES S&P 500 GROWTH (IVW) |
1,189,761 |
UNCH |
$81,333 | | IVW | 1,189,761 | UNCH | $81,333 | | TECHNOLOGY SELECT SECTOR |
350,186 |
UNCH |
$67,404 | | XLK | 350,186 | UNCH | $67,404 | | VANGUARD S&P 500 ETF (VOO) |
128,177 |
UNCH |
$55,988 | | VOO | 128,177 | UNCH | $55,988 | | ISHARES S&P 500 VALUE (IVE) |
315,259 |
UNCH |
$54,820 | | IVE | 315,259 | UNCH | $54,820 | | ISHARES SHORT TERM NTNL (SUB) |
445,987 |
UNCH |
$45,874 | | SUB | 445,987 | UNCH | $45,874 | | VANGUARD FTSE DEVELOPED (VEA) |
753,543 |
UNCH |
$32,981 | | VEA | 753,543 | UNCH | $32,981 | | ISHARES CORE S&P MID CAP (IJH) |
113,221 |
UNCH |
$31,379 | | IJH | 113,221 | UNCH | $31,379 | | SPDR S&P 500 ETF (SPY) |
56,809 |
UNCH |
$27,002 | | SPY | 56,809 | UNCH | $27,002 | | ISHARES MSCI EAFE ETF (EFA) |
390,271 |
UNCH |
$26,909 | | EFA | 390,271 | UNCH | $26,909 | | MICROSOFT CORP |
70,428 |
UNCH |
$26,484 | | MSFT | 70,428 | UNCH | $26,484 | | VANGUARD HIGH DIVIDEND (VYM) |
241,219 |
UNCH |
$24,842 | | VYM | 241,219 | UNCH | $24,842 | | ISHARES S&P MID CAP 400 (IJK) |
313,422 |
UNCH |
$22,641 | | IJK | 313,422 | UNCH | $22,641 | | SPDR FUND CONSUMER (XLY) |
117,829 |
UNCH |
$21,069 | | XLY | 117,829 | UNCH | $21,069 | | ISHARES RUSSELL 2000 (IWM) |
103,986 |
UNCH |
$20,871 | | IWM | 103,986 | UNCH | $20,871 | | ISHARES S&P MID CAP 400 (IJJ) |
182,686 |
UNCH |
$20,834 | | IJJ | 182,686 | UNCH | $20,834 | | VANGUARD SHORT TERM (VGSH) |
333,519 |
UNCH |
$19,600 | | VGSH | 333,519 | UNCH | $19,600 | | VANGUARD GROWTH ETF (VUG) |
60,350 |
UNCH |
$18,762 | | VUG | 60,350 | UNCH | $18,762 | | SELECT SECTOR HEALTH |
145,243 |
UNCH |
$18,731 | | XLV | 145,243 | UNCH | $18,731 | | APPLE INC |
92,077 |
UNCH |
$17,728 | | AAPL | 92,077 | UNCH | $17,728 | | VANGUARD MUNI BND TAX (VTEB) |
356,489 |
UNCH |
$17,147 | | VTEB | 356,489 | UNCH | $17,147 | | ISHARES CORE S&P (IJR) |
154,451 |
UNCH |
$16,719 | | IJR | 154,451 | UNCH | $16,719 | | ISHARES NATIONAL MUNI (MUB) |
159,800 |
UNCH |
$16,386 | | MUB | 159,800 | UNCH | $16,386 | | SELECT STR FINANCIAL |
417,906 |
UNCH |
$15,713 | | XLF | 417,906 | UNCH | $15,713 | | LILLY ELI & CO |
28,793 |
UNCH |
$15,466 | | LLY | 28,793 | UNCH | $15,466 | | ISHARES S&P SMLL CAP 600 (IJT) |
109,966 |
UNCH |
$13,761 | | IJT | 109,966 | UNCH | $13,761 | | INVSC HIGH YIELD |
585,195 |
UNCH |
$12,371 | | PEY | 585,195 | UNCH | $12,371 | | SPDR FUND CONSUMER (XLP) |
171,193 |
UNCH |
$11,797 | | XLP | 171,193 | UNCH | $11,797 | | SELECT SECTOR INDUSTRIAL |
90,693 |
UNCH |
$10,338 | | XLI | 90,693 | UNCH | $10,338 | | SPDR S&P DIVIDEND ETF (SDY) |
87,218 |
UNCH |
$10,031 | | SDY | 87,218 | UNCH | $10,031 | | ISHARES MSCI EMERGING (EEM) |
239,354 |
UNCH |
$9,087 | | EEM | 239,354 | UNCH | $9,087 | | ISHARES CORE MSCI (IEMG) |
190,477 |
UNCH |
$9,067 | | IEMG | 190,477 | UNCH | $9,067 | | ISHARES CORE S&P 500 (IVV) |
18,914 |
UNCH |
$9,034 | | IVV | 18,914 | UNCH | $9,034 | | ISHARES S&P SMALL CAP (IJS) |
78,117 |
UNCH |
$8,052 | | IJS | 78,117 | UNCH | $8,052 | | VANGUARD CONSUMER (VCR) |
23,021 |
UNCH |
$7,011 | | VCR | 23,021 | UNCH | $7,011 | | ISHARES GLOBAL (IXG) |
82,779 |
UNCH |
$6,505 | | IXG | 82,779 | UNCH | $6,505 | | SPDR S&P 600 SMALL CAP (SLYV) |
76,428 |
UNCH |
$6,367 | | SLYV | 76,428 | UNCH | $6,367 | | FIRST TRUST MORNINGSTAR (FDL) |
187,535 |
UNCH |
$6,271 | | FDL | 187,535 | UNCH | $6,271 | | WISDOMTREE US MIDCAP |
129,273 |
UNCH |
$5,906 | | DON | 129,273 | UNCH | $5,906 | | WISDOMTREE US AI ENHNCD |
63,594 |
UNCH |
$5,657 | | AIVL | 63,594 | UNCH | $5,657 | | ALTRIA GROUP INC |
114,707 |
UNCH |
$4,823 | | MO | 114,707 | UNCH | $4,823 | | VANGUARD INFORMATION (VGT) |
9,930 |
UNCH |
$4,806 | | VGT | 9,930 | UNCH | $4,806 | | VANGUARD SMALL CAP ETF (VB) |
22,121 |
UNCH |
$4,719 | | VB | 22,121 | UNCH | $4,719 | | VANGUARD INDUSTRIALS (VIS) |
21,270 |
UNCH |
$4,689 | | VIS | 21,270 | UNCH | $4,689 | | VANGUARD VALUE ETF (VTV) |
33,196 |
UNCH |
$4,579 | | VTV | 33,196 | UNCH | $4,579 | | WISDOMTREE US SMALLCAP |
142,165 |
UNCH |
$4,573 | | DES | 142,165 | UNCH | $4,573 | | ENERGY SELECT SECTOR |
49,430 |
UNCH |
$4,477 | | XLE | 49,430 | UNCH | $4,477 | | VANGUARD MID CAP ETF (VO) |
18,651 |
UNCH |
$4,339 | | VO | 18,651 | UNCH | $4,339 | | SPDR S&P MIDCAP 400 ETF (MDY) |
8,150 |
UNCH |
$4,135 | | MDY | 8,150 | UNCH | $4,135 | | DOMINION ENERGY INC |
84,613 |
UNCH |
$3,780 | | D | 84,613 | UNCH | $3,780 | | VANGUARD FTSE EMERGING (VWO) |
89,484 |
UNCH |
$3,509 | | VWO | 89,484 | UNCH | $3,509 |
See Full List: All Stocks Held By Salomon & Ludwin LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Salomon & Ludwin LLC
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