Salomon & Ludwin, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 717Value: $938.2MLatest: 2025Q1

Salomon & Ludwin, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 717 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 36

Sort by:

464287309

IVW|464287309

Shares:687.8K

Value:$63.9M

% of Portfolio:6.8% ($63.9M/$938.2M)

464288158

Shares:582.5K

Value:$61.5M

% of Portfolio:6.6% ($61.5M/$938.2M)

46641Q654

Shares:1.0M

Value:$51.7M

% of Portfolio:5.5% ($51.7M/$938.2M)

78468R663

Shares:498.9K

Value:$45.8M

% of Portfolio:4.9% ($45.8M/$938.2M)

922908363

VOO|922908363

Shares:89.0K

Value:$45.8M

% of Portfolio:4.9% ($45.8M/$938.2M)

81369Y803

XLK|81369Y803

Shares:220.0K

Value:$45.4M

% of Portfolio:4.8% ($45.4M/$938.2M)

464287408

IVE|464287408

Shares:198.6K

Value:$37.8M

% of Portfolio:4.0% ($37.8M/$938.2M)

922907746

VTEB|922907746

Shares:536.1K

Value:$26.6M

% of Portfolio:2.8% ($26.6M/$938.2M)

464288414

MUB|464288414

Shares:237.2K

Value:$25.0M

% of Portfolio:2.7% ($25.0M/$938.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:44.7K

Value:$25.0M

% of Portfolio:2.7% ($25.0M/$938.2M)

921943858

VEA|921943858

Shares:489.0K

Value:$24.9M

% of Portfolio:2.6% ($24.9M/$938.2M)

MICROSOFT CORP

MSFT|594918104

Shares:61.2K

Value:$23.0M

% of Portfolio:2.4% ($23.0M/$938.2M)

464287507

IJH|464287507

Shares:385.8K

Value:$22.5M

% of Portfolio:2.4% ($22.5M/$938.2M)

92206C102

VGSH|92206C102

Shares:355.5K

Value:$20.9M

% of Portfolio:2.2% ($20.9M/$938.2M)

464287465

EFA|464287465

Shares:245.8K

Value:$20.1M

% of Portfolio:2.1% ($20.1M/$938.2M)

921946406

VYM|921946406

Shares:144.4K

Value:$18.6M

% of Portfolio:2.0% ($18.6M/$938.2M)

464287606

IJK|464287606

Shares:193.4K

Value:$16.1M

% of Portfolio:1.7% ($16.1M/$938.2M)

81369Y407

Shares:77.2K

Value:$15.2M

% of Portfolio:1.6% ($15.2M/$938.2M)

922908736

VUG|922908736

Shares:39.4K

Value:$14.6M

% of Portfolio:1.6% ($14.6M/$938.2M)

Apple Inc.

AAPL|037833100

Shares:61.9K

Value:$13.8M

% of Portfolio:1.5% ($13.8M/$938.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	687.8K	QoQ -2.81% (-19.9K) YoY -39.58% (-450.8K)	All Managers (Combined)	$63.9M	6.8% ($63.9M/$938.2M)	QoQ -11.14% (-$8.0M) YoY -33.58% (-$32.3M)
(cusip464288158)✕	582.5K	QoQ +4.07% (+22.8K) YoY +15.58% (+78.5K)	All Managers (Combined)	$61.5M	6.6% ($61.5M/$938.2M)	QoQ +4.19% (+$2.5M) YoY +16.50% (+$8.7M)
(cusip46641Q654)✕	1.0M	QoQ -1.00% (-10.3K) YoY +603.07% (+872.6K)	All Managers (Combined)	$51.7M	5.5% ($51.7M/$938.2M)	QoQ -0.73% (-$382.0K) YoY +603.65% (+$44.4M)
(cusip78468R663)✕	498.9K	QoQ +3.41% (+16.5K) YoY +293.91% (+372.3K)	All Managers (Combined)	$45.8M	4.9% ($45.8M/$938.2M)	QoQ +3.75% (+$1.7M) YoY +293.69% (+$34.1M)
(VOOcusip922908363)	89.0K	QoQ -0.73% (-658) YoY -28.72% (-35.9K)	All Managers (Combined)	$45.8M	4.9% ($45.8M/$938.2M)	QoQ -5.30% (-$2.6M) YoY -23.79% (-$14.3M)
(XLKcusip81369Y803)	220.0K	QoQ +6.66% (-13.7K) YoY -34.47% (-115.8K)	All Managers (Combined)	$45.4M	4.8% ($45.4M/$938.2M)	QoQ -5.26% (-$2.5M) YoY -35.24% (-$24.7M)
(IVEcusip464287408)	198.6K	QoQ -3.14% (-6.4K) YoY -36.21% (-112.8K)	All Managers (Combined)	$37.8M	4.0% ($37.8M/$938.2M)	QoQ -3.29% (-$1.3M) YoY -34.93% (-$20.3M)
(VTEBcusip922907746)	536.1K	QoQ +3.75% (+19.4K) YoY +30.71% (+126.0K)	All Managers (Combined)	$26.6M	2.8% ($26.6M/$938.2M)	QoQ +2.69% (+$699.1K) YoY +28.11% (+$5.8M)
(MUBcusip464288414)	237.2K	QoQ +4.50% (+10.2K) YoY +42.65% (+70.9K)	All Managers (Combined)	$25.0M	2.7% ($25.0M/$938.2M)	QoQ +3.40% (+$824.5K) YoY +39.71% (+$7.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	44.7K	QoQ -0.64% (-291) YoY -22.00% (-12.6K)	All Managers (Combined)	$25.0M	2.7% ($25.0M/$938.2M)	QoQ -5.38% (-$1.4M) YoY -16.78% (-$5.0M)
(VEAcusip921943858)	489.0K	QoQ -0.91% (-4.5K) YoY -34.92% (-262.4K)	All Managers (Combined)	$24.9M	2.6% ($24.9M/$938.2M)	QoQ +5.32% (-$1.3M) YoY -34.05% (-$12.8M)
MICROSOFT CORP(MSFTcusip594918104)	61.2K	QoQ +9.68% (-5.4K) YoY -13.99% (-10.0K)	All Managers (Combined)	$23.0M	2.4% ($23.0M/$938.2M)	QoQ -2.31% (-$544.5K) YoY -23.25% (-$7.0M)
(IJHcusip464287507)	385.8K	QoQ -1.86% (-7.3K) YoY -30.53% (-169.6K)	All Managers (Combined)	$22.5M	2.4% ($22.5M/$938.2M)	QoQ -8.08% (-$2.0M) YoY -33.25% (-$11.2M)
(VGSHcusip92206C102)	355.5K	QoQ +5.33% (+18.0K) YoY -18.30% (-79.6K)	All Managers (Combined)	$20.9M	2.2% ($20.9M/$938.2M)	QoQ +6.31% (+$1.2M) YoY -17.38% (-$4.4M)
(EFAcusip464287465)	245.8K	QoQ -3.67% (-9.4K) YoY -39.19% (-158.5K)	All Managers (Combined)	$20.1M	2.1% ($20.1M/$938.2M)	QoQ +4.12% (-$795.8K) YoY -38.06% (-$12.3M)
(VYMcusip921946406)	144.4K	QoQ -2.73% (-4.1K) YoY -35.52% (-79.6K)	All Managers (Combined)	$18.6M	2.0% ($18.6M/$938.2M)	QoQ -1.69% (-$320.5K) YoY -31.26% (-$8.5M)
(IJKcusip464287606)	193.4K	QoQ -2.98% (-6.0K) YoY -37.23% (-114.8K)	All Managers (Combined)	$16.1M	1.7% ($16.1M/$938.2M)	QoQ -11.15% (-$2.0M) YoY -42.71% (-$12.0M)
(cusip81369Y407)✕	77.2K	QoQ +7.00% (-5.1K) YoY -35.88% (-43.2K)	All Managers (Combined)	$15.2M	1.6% ($15.2M/$938.2M)	QoQ -5.81% (-$941.9K) YoY -31.40% (-$7.0M)
(VUGcusip922908736)	39.4K	QoQ -1.69% (-678) YoY -31.99% (-18.5K)	All Managers (Combined)	$14.6M	1.6% ($14.6M/$938.2M)	QoQ -11.18% (-$1.8M) YoY -26.73% (-$5.3M)
Apple Inc.(AAPLcusip037833100)	61.9K	QoQ +4.01% (-2.4K) YoY -30.67% (-27.4K)	All Managers (Combined)	$13.8M	1.5% ($13.8M/$938.2M)	QoQ -7.73% (-$1.2M) YoY -10.13% (-$1.6M)