Salomon--Ludwin

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "NKTR",
  "HOOD",
  "ESGR",
  "VRNS",
  "GTX",
  "GDX",
  null,
  "TROW",
  "MPV",
  "AAL",
  "AKAM",
  "H",
  "ATR",
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "OTTR",
  "MMM",
  "ABT",
  "MBC",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "RVT",
  "KTB",
  "FIZZ",
  "ALL",
  "GOOGL",
  "RIOT",
  "PRAA",
  "VDE",
  "ASIX",
  null,
  "VYX",
  "AXP",
  null,
  "QQQX",
  "VRCA",
  "UNIT",
  null,
  null,
  "SCHH",
  "ASML",
  "T",
  "BLK",
  null,
  "QDEL",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  null,
  "BRO",
  "KMX",
  "AUB",
  "ARCC",
  null,
  null,
  "CSQ",
  null,
  "UTF",
  "CRON",
  null,
  null,
  "DBEF",
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  "LINE",
  "ETG",
  "DUK",
  "EVT",
  "D",
  null,
  null,
  "ETY",
  "NLOP",
  null,
  "REZI",
  null,
  "UTG",
  "PDI",
  null,
  "TYG",
  null,
  "EOG",
  "FFIV",
  null,
  null,
  null,
  null,
  "ADNT",
  "FCX",
  "PFN",
  "FITB",
  "HIX",
  "GD",
  "IRDM",
  "GIS",
  "ASRV",
  "HON",
  "BRBS",
  "HD",
  null,
  "HPQ",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "FBIN",
  null,
  "FE",
  "UNP",
  "FULT",
  "QCOM",
  "GNW",
  "ISRG",
  null,
  "HLIO",
  "HMC",
  "HWM",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "MUB",
  "META",
  "IVT",
  null,
  null,
  "IVW",
  "PRK",
  "IJH",
  null,
  null,
  null,
  null,
  "ODP",
  "TRST",
  "TG",
  "IQV",
  null,
  null,
  null,
  "NUW",
  null,
  null,
  "KNSL",
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "LRCX",
  null,
  "IWS",
  "LIN",
  "OPK",
  null,
  "L",
  null,
  null,
  null,
  "EXG",
  "GGT",
  "MPC",
  "NPV",
  "MMC",
  "MRVL",
  "MA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ACCO",
  "MDT",
  null,
  null,
  "APA",
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "DXC",
  "EXC",
  "GE",
  "THG",
  "GPC",
  null,
  "NTRS",
  "INCY",
  "HES",
  "HAS",
  "HRL",
  "TEVA",
  "OXY",
  null,
  "ODFL",
  null,
  null,
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "FPF",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "VHT",
  null,
  "NNN",
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "VGSH",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "MKC",
  "AMGN",
  "MAS",
  null,
  "PKG",
  "DGX",
  "PPG",
  "FNDX",
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  "SCHX",
  null,
  null,
  "SHOP",
  "SLB",
  "RS",
  "ROP",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TXRH",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  null,
  "UPS",
  null,
  null,
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "LILAK",
  "DTM",
  "NATL",
  "VV",
  "RCL",
  "VOE",
  "MRNA",
  "SCHW",
  "MGRM",
  null,
  null,
  null,
  "PNW",
  null,
  "VWO",
  "GDV",
  null,
  "AWI",
  null,
  "KYN",
  "IWV",
  null,
  null,
  null,
  "PRF",
  "VCIT",
  null,
  "EFR",
  "UVV",
  "VIG",
  null,
  null,
  "TTE",
  "ACP",
  null,
  null,
  null,
  null,
  "TSCO",
  null,
  null,
  "IWO",
  "XLB",
  "PTON",
  "IWN",
  "SNY",
  null,
  "TSM",
  "GSK",
  "GPN",
  null,
  null,
  null,
  null,
  "ETR",
  "VTR",
  "VYM",
  null,
  "DD",
  "MGC",
  null,
  "EA",
  "TT",
  "VRSK",
  "VRT",
  null,
  null,
  null,
  "MAT",
  null,
  "ADSK",
  "SSB",
  "AEE",
  "GM",
  null,
  "AVY",
  "ALB",
  "AFL",
  "UBSI",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "X",
  "SDY",
  "FI",
  "WAB",
  "DLTR",
  "F",
  "DECK",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  null,
  "IR",
  "GSLC",
  "AEP",
  null,
  null,
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "NEA",
  null,
  null,
  "CHY",
  "TTWO",
  "CMS",
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  null,
  "KD",
  null,
  "HDB",
  "NTES",
  "TDC",
  null,
  "NEU",
  null,
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VNQI",
  null,
  "VOOV",
  null,
  "VOOG",
  "VIOG",
  "VTWO",
  null,
  "VBK",
  "BNDX",
  null,
  "VTEB",
  "VBR",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VABK",
  "WBD",
  "WMT",
  "WU",
  "WFC",
  null,
  null,
  null,
  null,
  "XHR",
  "WPC",
  "XEL",
  "YUMC",
  "YUM",
  "ZIMV",
  "SOLV",
  null,
  null,
  "DTE",
  "GNTX",
  "G",
  "FR",
  "MTB",
  "GEN",
  "SCHD",
  "DVY",
  "CHKP",
  "SCHG",
  "BHVN",
  null,
  "SCHF",
  null,
  "SCHA",
  "MTZ",
  "NSC",
  "KEY",
  "LUMN",
  "JCI",
  "NXPI",
  "MFC",
  "MKL",
  "MGM",
  "EMBC",
  "SO",
  "TFII",
  "SON",
  "SJM",
  "PPL",
  null,
  "BPOP",
  "OTIS",
  "ONL",
  "PSX",
  "SNAP",
  null,
  null,
  "RUN",
  "SUI",
  null,
  null,
  null,
  null,
  "LYV",
  null,
  null,
  "MTUM",
  "LYB",
  null,
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  "SPYV",
  "EXR",
  "ESGU",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  null,
  "BA",
  "BHF",
  "BFH",
  "BMY",
  "BTI",
  "BC",
  "BR",
  "BWXT",
  "BXP",
  "CNI",
  "CARE",
  "CARR",
  "CCL",
  "CBRE",
  "CDW",
  "CNC",
  "CNP",
  "CC",
  "CVX",
  "CHTR",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "COKE",
  "KO",
  "COHR",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CRH",
  "CVS",
  "CSX",
  "CCK",
  "DHR",
  "DE",
  "DXCM",
  "DHC",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 717
Total Value: 938216125
Accession Number: 0001766156-25-000005
Form Type: 13F-HR
CIK: salomon--ludwin
Manager Name: Salomon--Ludwin

Data Enrichment

71% identified

506 identified211 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

717 positions • $938.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 36

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78463X509

Shares:23.1K

Value:$912.3K

% of Portfolio:0.1% ($912.3K/$938.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.8K

Value:$901.6K

% of Portfolio:0.1% ($901.6K/$938.2M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:21.7K

Value:$894.6K

% of Portfolio:0.1% ($894.6K/$938.2M)

Mastercard Inc

MA|57636Q104

Shares:1.6K

Value:$874.8K

% of Portfolio:0.1% ($874.8K/$938.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.9K

Value:$812.9K

% of Portfolio:0.1% ($812.9K/$938.2M)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$797.1K

% of Portfolio:0.1% ($797.1K/$938.2M)

464287150

ITOT|464287150

Shares:6.4K

Value:$780.0K

% of Portfolio:0.1% ($780.0K/$938.2M)

464288679

Shares:6.8K

Value:$751.8K

% of Portfolio:0.1% ($751.8K/$938.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.0K

Value:$709.4K

% of Portfolio:0.1% ($709.4K/$938.2M)

922908637

VV|922908637

Shares:2.6K

Value:$676.5K

% of Portfolio:0.1% ($676.5K/$938.2M)

922908769

VTI|922908769

Shares:2.4K

Value:$671.5K

% of Portfolio:0.1% ($671.5K/$938.2M)

78464A201

Shares:7.7K

Value:$641.6K

% of Portfolio:0.1% ($641.6K/$938.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.2K

Value:$634.3K

% of Portfolio:0.1% ($634.3K/$938.2M)

808524797

SCHD|808524797

Shares:22.5K

Value:$628.2K

% of Portfolio:0.1% ($628.2K/$938.2M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:2.6K

Value:$623.9K

% of Portfolio:0.1% ($623.9K/$938.2M)

464287101

Shares:2.3K

Value:$611.5K

% of Portfolio:0.1% ($611.5K/$938.2M)

92204A207

Shares:2.7K

Value:$595.6K

% of Portfolio:0.1% ($595.6K/$938.2M)

PEPSICO INC

PEP|713448108

Shares:3.8K

Value:$566.2K

% of Portfolio:0.1% ($566.2K/$938.2M)

Duke Energy CORP

DUK|26441C204

Shares:4.5K

Value:$552.3K

% of Portfolio:0.1% ($552.3K/$938.2M)

Atlantic Union Bankshares Corp

AUB|04911A107

Shares:16.9K

Value:$527.0K

% of Portfolio:0.1% ($527.0K/$938.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X509)✕	23.1K	QoQ +85.52% (+10.6K) YoY +130.28% (+13.1K)	All Managers (Combined)	$912.3K	0.1% ($912.3K/$938.2M)	QoQ +91.19% (+$435.2K) YoY +151.61% (+$549.7K)
Alphabet Inc.(GOOGLcusip02079K305)	5.8K	QoQ +28.55% (+1.3K) YoY -38.55% (-3.7K)	All Managers (Combined)	$901.6K	0.1% ($901.6K/$938.2M)	QoQ +5.01% (+$43.1K) YoY -37.04% (-$530.5K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	21.7K	QoQ -1.32% (-291) YoY -29.56% (-9.1K)	All Managers (Combined)	$894.6K	0.1% ($894.6K/$938.2M)	QoQ -6.39% (-$61.1K) YoY -25.64% (-$308.5K)
Mastercard Inc(MAcusip57636Q104)	1.6K	QoQ 0.00% (+0) YoY -11.52% (-208)	All Managers (Combined)	$874.8K	0.1% ($874.8K/$938.2M)	QoQ +4.09% (+$34.4K) YoY +0.69% (-$6.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.9K	QoQ -0.70% (-35) YoY -58.51% (-6.9K)	All Managers (Combined)	$812.9K	0.1% ($812.9K/$938.2M)	QoQ +13.86% (-$99.0K) YoY -56.50% (-$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ 0.00% (-0) YoY -5.72% (-84)	All Managers (Combined)	$797.1K	0.1% ($797.1K/$938.2M)	QoQ -1.56% (-$12.7K) YoY +11.89% (-$84.8K)
(ITOTcusip464287150)	6.4K	QoQ +23.10% (+1.2K) YoY +14.20% (+795)	All Managers (Combined)	$780.0K	0.1% ($780.0K/$938.2M)	QoQ +16.78% (+$112.1K) YoY +20.84% (+$134.5K)
(cusip464288679)✕	6.8K	QoQ -22.64% (-2.0K) YoY -48.63% (-6.4K)	All Managers (Combined)	$751.8K	0.1% ($751.8K/$938.2M)	QoQ -22.39% (-$217.0K) YoY -48.67% (-$712.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.0K	QoQ +38.20% (+1.6K) YoY -59.73% (-8.9K)	All Managers (Combined)	$709.4K	0.1% ($709.4K/$938.2M)	QoQ +52.80% (+$245.1K) YoY -58.80% (-$1.0M)
(VVcusip922908637)	2.6K	QoQ -8.92% (-258) YoY -17.72% (-567)	All Managers (Combined)	$676.5K	0.1% ($676.5K/$938.2M)	QoQ -13.20% (-$102.9K) YoY -11.79% (-$90.5K)
(VTIcusip922908769)	2.4K	QoQ 0.00% (-0) YoY -36.97% (-1.4K)	All Managers (Combined)	$671.5K	0.1% ($671.5K/$938.2M)	QoQ -5.15% (-$36.5K) YoY -33.34% (-$335.9K)
(cusip78464A201)✕	7.7K	QoQ +24.22% (+1.5K) YoY +36.50% (+2.1K)	All Managers (Combined)	$641.6K	0.1% ($641.6K/$938.2M)	QoQ +14.46% (+$81.1K) YoY +30.27% (+$149.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.2K	QoQ 0.00% (+0) YoY -24.21% (-387)	All Managers (Combined)	$634.3K	0.1% ($634.3K/$938.2M)	QoQ +3.53% (+$21.7K) YoY -19.36% (-$152.3K)
(SCHDcusip808524797)	22.5K	QoQ -0.74% (-169) YoY +195.48% (+14.9K)	All Managers (Combined)	$628.2K	0.1% ($628.2K/$938.2M)	QoQ +1.57% (-$9.8K) YoY +2.46% (+$15.1K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	2.6K	QoQ -0.03% (-1) YoY -64.55% (-4.8K)	All Managers (Combined)	$623.9K	0.1% ($623.9K/$938.2M)	QoQ +0.87% (-$5.4K) YoY -67.06% (-$1.3M)
(cusip464287101)✕	2.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$611.5K	0.1% ($611.5K/$938.2M)	QoQ -6.23% (-$40.7K) YoY +9.46% (+$52.9K)
(cusip92204A207)✕	2.7K	QoQ -16.27% (-529) YoY -61.58% (-4.4K)	All Managers (Combined)	$595.6K	0.1% ($595.6K/$938.2M)	QoQ -13.32% (-$91.5K) YoY -58.82% (-$850.7K)
PEPSICO INC(PEPcusip713448108)	3.8K	QoQ -0.02% (-1) YoY -44.94% (-3.1K)	All Managers (Combined)	$566.2K	0.1% ($566.2K/$938.2M)	QoQ -1.42% (-$8.2K) YoY -52.83% (-$634.3K)
Duke Energy CORP(DUKcusip26441C204)	4.5K	QoQ 0.00% (+0) YoY -27.45% (-1.7K)	All Managers (Combined)	$552.3K	0.1% ($552.3K/$938.2M)	QoQ +13.20% (+$64.4K) YoY -8.51% (-$51.4K)
Atlantic Union Bankshares Corp(AUBcusip04911A107)	16.9K	QoQ 0.00% (-0) YoY -5.02% (-895)	All Managers (Combined)	$527.0K	0.1% ($527.0K/$938.2M)	QoQ -17.79% (-$114.1K) YoY -16.23% (-$102.2K)