Salomon & Ludwin, LLC
CIK 1766156 · Holdings on Dec 31, 2024 · First reported Jan 30, 2025
Top ten holdings
Q4 2024- IVW7.61%
- SUB6.25%
- JMST5.52%
- VOO5.12%
- XLK5.08%
- BIL4.67%
- IVE4.15%
- SPY2.80%
- VTEB2.74%
- IJH2.60%
Share classes counted separately46.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SUBWeight increased · +0.30 pp5.95% → 6.25%Shares +10.22K (+1.86%)
- VEAWeight decreased · -0.26 pp2.76% → 2.50%Shares -19.71K (-3.84%)
- JMSTWeight increased · +0.23 pp5.29% → 5.52%Shares +7.92K (+0.78%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $71.86M | 7.61% | 707.79K shares | 7.43% → 7.61%+0.18 pp -53.69K (-7.05%) | Reduced | ↗▾ |
| 02 | SUBISHARES SHORT-TERM NATIONALETF View history and evidence | $59.03M | 6.25% | 559.64K shares | 5.95% → 6.25%+0.30 pp +10.22K (+1.86%) | Added | ↗▾ |
| 03 | JMSTJPM ULTRA-SHORT MUNI INCOMEETF View history and evidence | $52.11M | 5.52% | 1.03M shares | 5.29% → 5.52%+0.23 pp +7.92K (+0.78%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $48.33M | 5.12% | 89.69K shares | 5.00% → 5.12%+0.12 pp -3.26K (-3.51%) | Reduced | ↗▾ |
| 05 | XLKSS TECHNOLOGY SELECT SECTORETF View history and evidence | $47.96M | 5.08% | 206.27K shares | 5.03% → 5.08%+0.05 pp -12.14K (-5.56%) | Reduced | ↗▾ |
| 06 | BILSS SPDR BB 1-3M T-BILL ETFETF View history and evidence | $44.11M | 4.67% | 482.47K shares | 4.52% → 4.67%+0.15 pp -856 (-0.18%) | Reduced | ↗▾ |
| 07 | IVEISHARES S&P 500 VALUE ETFETF View history and evidence | $39.13M | 4.15% | 205.02K shares | 4.35% → 4.15%-0.20 pp -11.68K (-5.39%) | Reduced | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $26.39M | 2.80% | 45.03K shares | 2.69% → 2.80%+0.11 pp -1.04K (-2.26%) | Reduced | ↗▾ |
| 09 | VTEBVANGUARD TAX-EXEMPT BOND ETFETF View history and evidence | $25.90M | 2.74% | 516.67K shares | 2.60% → 2.74%+0.14 pp +16.32K (+3.26%) | Added | ↗▾ |
| 10 | IJHISHARES CORE S&P MIDCAP ETFETF View history and evidence | $24.50M | 2.60% | 393.12K shares | 2.66% → 2.60%-0.06 pp -25.85K (-6.17%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 35
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KRE SS SPDR S&P REGIONAL BANK | Non-derivative | -9,473 | -$536.17K | SEC filing ↗ | SEC filing ↗ |
| STLD STEEL DYNAMICS INC | Non-derivative | -4,079 | -$514.28K | SEC filing ↗ | SEC filing ↗ |
| IYW ISHARES USTECHNOLOGY ETF | Non-derivative | -2,998 | -$454.56K | SEC filing ↗ | SEC filing ↗ |
3 / 35 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1766156 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 943916305
}Research all 720 reported holdings.
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