Salomon & Ludwin, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Salomon & Ludwin, LLC reported 851 stock positions worth $1.2 billion. Its top holding was iShares S&P 500 Growth ETF (IVW) at 8.3% of the portfolio, followed by SS Technology Select Sector (XLK, 6.0%) and Vanguard S&P 500 ETF (VOO, 5.2%). Compared with Q4 2023, it opened 138 new positions, sold out of 52, added to 186 and reduced 178. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +267%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001766156
- Portfolio Value
- $1.2B (Q1 2024)
- SEC Filing
- 0001766156-24-000003 ↗ filed May 2, 2024
Holdings Value
Holdings 851 stocks · $1.2B
| IVW iShares S&P 500 Growth ETF | 8.27% | 1,138,623 | $96.1M | Reduce -4.3% |
| XLK SS Technology Select Sector | 6.04% | 335,779 | $70.2M | Reduce -4.1% |
| VOO Vanguard S&P 500 ETF | 5.17% | 124,921 | $60.1M | Reduce -2.5% |
| IVE iShares S&P 500 Value ETF | 5.00% | 311,330 | $58.2M | Reduce -1.3% |
| SUB iShares Short-Term National | 4.54% | 503,947 | $52.8M | Add +13.0% |
| VEA Vanguard Ftse Developed ETF | 3.24% | 751,467 | $37.7M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 2.90% | 555,389 | $33.7M | Reduce -1.9% |
| EFA iShares MSCI Eafe ETF | 2.79% | 404,279 | $32.4M | Add +3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.58% | 57,362 | $30.0M | Add +1.0% |
| MSFT Microsoft Corp. | 2.57% | 71,128 | $29.9M | Add +1.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.42% | 308,209 | $28.1M | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 2.33% | 224,045 | $27.1M | Reduce -7.1% |
| VGSH Vanguard Short-Term Treasury | 2.17% | 435,074 | $25.3M | Add +30.4% |
| XLY SS Consumer Disc Select Sect | 1.91% | 120,405 | $22.2M | Add +2.2% |
| IWM iShares Russell 2000 ETF | 1.86% | 102,164 | $21.6M | Reduce -1.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.82% | 179,239 | $21.2M | Reduce -1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.79% | 410,140 | $20.8M | Add +15.1% |
| XLV SS Health Care Select Sector | 1.78% | 139,451 | $20.7M | Reduce -4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.72% | 57,935 | $19.9M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 1.64% | 24,490 | $19.1M | Reduce -14.9% |
| MUB iShares National Muni Bond E | 1.54% | 166,273 | $17.9M | Add +4.0% |
| XLF SS Financial Select Sector | 1.53% | 419,697 | $17.8M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 1.42% | 149,739 | $16.5M | Reduce -3.0% |
| AAPL Apple Inc. | 1.32% | 89,299 | $15.3M | Reduce -3.0% |
| IJT iShares S&P Small-Cap 600 GR | 1.21% | 107,573 | $14.1M | Reduce -2.2% |
| XLP SS Consumer Staples Sel Sect | 1.06% | 161,196 | $12.4M | Reduce -5.8% |
| XLI SS Industrial Select Sector | 1.02% | 93,667 | $11.9M | Add +3.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.00% | 126,661 | $11.6M | Add +266.6% |
| PEY Invesco High Yield Equity Di | 0.94% | 529,615 | $10.9M | Reduce -9.5% |
| SDY SS SPDR S&P Dividend ETF | 0.94% | 83,176 | $10.9M | Reduce -4.6% |
| EEM iShares MSCI Emerging Market | 0.88% | 247,337 | $10.2M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 0.86% | 18,940 | $10.0M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.83% | 186,105 | $9.6M | Reduce -2.3% |
| VGIT Vanguard Intermediate-Term T | 0.82% | 162,201 | $9.5M | Add +288.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.72% | 102,433 | $8.4M | Add +373.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.70% | 287,721 | $8.1M | Add +476.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.69% | 77,951 | $8.0M | Reduce -0.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.63% | 144,683 | $7.4M | New |
| VCR Vanguard Consumer Discre ETF | 0.62% | 22,699 | $7.2M | Reduce -1.4% |
| IXG iShares Global Financials Et | 0.59% | 79,348 | $6.9M | Reduce -4.1% |
| FDL First Trust Morn DVD Lead Inc. | 0.57% | 173,691 | $6.7M | Reduce -7.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.53% | 74,939 | $6.2M | Reduce -1.9% |
| DON Wisdomtree US Midcap Dividen | 0.51% | 121,207 | $5.9M | Reduce -6.2% |
| AIVL Wisdomtree US AI Enhanced Va | 0.49% | 55,766 | $5.7M | Reduce -12.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.48% | 24,394 | $5.6M | Add +10.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 31,294 | $5.1M | Reduce -5.7% |
| VIS Vanguard Industrials ETF | 0.42% | 20,218 | $4.9M | Reduce -5.0% |
| XLE SS Energy Select Sector | 0.42% | 51,524 | $4.9M | Add +4.2% |
| VGT Vanguard Info Tech ETF | 0.42% | 9,329 | $4.9M | Reduce -6.0% |
| MO Altria Group Inc. | 0.41% | 110,263 | $4.8M | Reduce -3.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 18,651 | $4.7M | No change |
| MDY State Street SPDR S&P Midcap | 0.38% | 8,036 | $4.5M | Reduce -1.4% |
| DES Wisdomtree US Smallcap Divid | 0.37% | 132,777 | $4.3M | Reduce -6.6% |
| ORCL Oracle Corp. | 0.36% | 33,227 | $4.2M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 95,671 | $4.0M | Add +6.9% |
| D Dominion Energy Inc. | 0.33% | 78,796 | $3.8M | Reduce -6.9% |
| VT Vanguard Tot World STK ETF | 0.31% | 32,407 | $3.6M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.31% | 14,058 | $3.6M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.27% | 10,950 | $3.1M | Reduce -4.7% |
| PM Philip Morris International | 0.26% | 33,186 | $3.0M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 0.26% | 16,563 | $3.0M | Add +5.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 39,353 | $2.9M | Add +16.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.22% | 51,042 | $2.6M | Add +22.0% |
| VHT Vanguard Health Care ETF | 0.22% | 9,380 | $2.5M | Add +25.5% |
| SGOV iShares 0-3 Month Treasury B | 0.21% | 24,318 | $2.4M | Reduce -4.9% |
| PG The Procter & Gamble Co. | 0.21% | 14,784 | $2.4M | Add +2.8% |
| NEU Newmarket Corp. | 0.19% | 3,403 | $2.2M | No change |
| IWF iShares Russell 1000 Growth | 0.18% | 6,229 | $2.1M | Reduce -0.8% |
| VDE Vanguard Energy ETF | 0.17% | 15,296 | $2.0M | Reduce -7.4% |
| XLC SS Comm Select Sector SPDR | 0.17% | 23,540 | $2.0M | Add +36.3% |
| NSC Norfolk Southern Corp. | 0.16% | 7,431 | $1.9M | Reduce -12.1% |
| JNJ Johnson & Johnson | 0.16% | 11,816 | $1.9M | Reduce -3.7% |
| XOM Exxon Mobil Corp. | 0.15% | 14,816 | $1.7M | Add +6.0% |
| KO The Coca-Cola Co. | 0.14% | 27,293 | $1.7M | Add +30.7% |
| LRCX Lam Research Corp. | 0.13% | 1,587 | $1.5M | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.13% | 13,250 | $1.5M | Add +4.5% |
| VDC Vanguard Consumer Staple ETF | 0.12% | 7,085 | $1.4M | Add +65.9% |
| GOOGL Alphabet Inc. Class A | 0.12% | 9,488 | $1.4M | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 3,160 | $1.4M | Add +5.5% |
| V Visa Inc. Class A | 0.12% | 4,920 | $1.4M | Reduce -6.5% |
| ABBV Abbvie Inc. | 0.12% | 7,427 | $1.4M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.11% | 6,175 | $1.2M | Add +2.7% |
| PRAA Pra Group Inc. | 0.10% | 46,699 | $1.2M | No change |
| TFC Truist Financial Corp. | 0.10% | 30,863 | $1.2M | Reduce -46.6% |
| PEP Pepsico Inc. | 0.10% | 6,859 | $1.2M | Reduce -14.5% |
| MPC Marathon Petroleum Corp. | 0.10% | 5,896 | $1.2M | Add +6.8% |
| HD Home Depot Inc. | 0.10% | 3,082 | $1.2M | Reduce -2.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.10% | 30,929 | $1.1M | Add +12.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.09% | 11,874 | $1.0M | Add +7.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 3,876 | $1.0M | Reduce -0.3% |
| ELV Elevance Health Inc. | 0.08% | 1,881 | $975K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.08% | 5,601 | $949K | Add +6.7% |
| VFH Vanguard Financials ETF | 0.08% | 9,170 | $939K | Add +1933.3% |
| ITA iShares U.S. Aerospace & Def | 0.08% | 7,070 | $933K | Reduce -4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 2,208 | $929K | Add +4.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.08% | 11,985 | $911K | Add +15.6% |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 1,550 | $901K | Add +5.6% |
| MA Mastercard Inc. Class A | 0.07% | 1,804 | $869K | Add +8.5% |
| ABT Abbott Laboratories | 0.07% | 7,631 | $866K | Add +1.8% |
| GLD SPDR Gold Shares | 0.07% | 3,825 | $787K | Reduce -14.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 92 | $4K | No change |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.0% | 1.32% | −0.33 |
| VYM Vanguard High DVD Yield ETF | Reduce -7.1% | 2.33% | −0.26 |
| PEY Invesco High Yield Equity Di | Reduce -9.5% | 0.94% | −0.23 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.3% | 8.27% | −0.22 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 3.24% | −0.20 |
| XLV SS Health Care Select Sector | Reduce -4.0% | 1.78% | −0.17 |
| XLP SS Consumer Staples Sel Sect | Reduce -5.8% | 1.06% | −0.17 |
| IEMG iShares Core MSCI Emerging | Reduce -2.3% | 0.83% | −0.12 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.6% | 0.94% | −0.11 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -12.3% | 0.49% | −0.10 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.9% | 1.82% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.0% | 1.42% | −0.10 |
| MO Altria Group Inc. | Reduce -3.9% | 0.41% | −0.09 |
| PM Philip Morris International | Reduce -6.3% | 0.26% | −0.08 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -7.4% | 0.57% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -2.5% | 5.17% | −0.07 |
| TFC Truist Financial Corp. | Reduce -46.6% | 0.10% | −0.07 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -68.6% | 0.03% | −0.07 |
| D Dominion Energy Inc. | Reduce -6.9% | 0.33% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -1.8% | 1.86% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Reduce -4.9% | 0.21% | −0.06 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -1.3% | 5.00% | −0.05 |
| LMBS First Trust Low Duration Opp | Reduce -99.6% | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -4.7% | 0.27% | −0.05 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -2.2% | 1.21% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 2.90% | −0.05 |
| DES Wisdomtree US Smallcap Divid | Reduce -6.6% | 0.37% | −0.05 |
| VDE Vanguard Energy ETF | Reduce -7.4% | 0.17% | −0.05 |
| DON Wisdomtree US Midcap Dividen | Reduce -6.2% | 0.51% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -1.9% | 0.53% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.7% | 0.44% | −0.04 |
| JNJ Johnson & Johnson | Reduce -3.7% | 0.16% | −0.04 |
| PEP Pepsico Inc. | Reduce -14.5% | 0.10% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.2% | 0.69% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -61.4% | 0.02% | −0.03 |
| NKE Nike Inc. Class B | Reduce -41.4% | 0.03% | −0.03 |
| RDVY First Trust Rising Dividend | Reduce -93.8% | 0.00% | −0.03 |
| FMB First Trust Managed Municipa | Sold out | 0.00% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.03 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.4% | 0.62% | −0.03 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.03 |
| BAB Invesco Taxable Municipal Bo | Sold out | 0.00% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -8.4% | 0.05% | −0.02 |
| IXG iShares Global Financials Et | Reduce -4.1% | 0.59% | −0.02 |
| SO The Southern Co. | Reduce -38.5% | 0.02% | −0.02 |
| DUK Duke Energy Corp. | Reduce -14.7% | 0.05% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -19.7% | 0.07% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -46.4% | 0.02% | −0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -89.3% | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +266.6% | 1.00% | +0.67 |
| JMST JPM Ultra-Short Muni Income | New | 0.63% | +0.63 |
| SPTI SS SPDR P Int Term TSY ETF | Add +476.9% | 0.70% | +0.55 |
| SHY iShares 1-3 Year Treasury Bo | Add +373.6% | 0.72% | +0.54 |
| VGIT Vanguard Intermediate-Term T | Add +288.4% | 0.82% | +0.53 |
| MSFT Microsoft Corp. | Add +1.0% | 2.57% | +0.25 |
| VGSH Vanguard Short-Term Treasury | Add +30.4% | 2.17% | +0.13 |
| XLF SS Financial Select Sector | Add +0.4% | 1.53% | +0.08 |
| VFH Vanguard Financials ETF | Add +1933.3% | 0.08% | +0.08 |
| XLI SS Industrial Select Sector | Add +3.3% | 1.02% | +0.06 |
| XLC SS Comm Select Sector SPDR | Add +36.3% | 0.17% | +0.05 |
| AMZN Amazon.com Inc. | Add +5.8% | 0.26% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.0% | 2.58% | +0.05 |
| VDC Vanguard Consumer Staple ETF | Add +65.9% | 0.12% | +0.04 |
| KRE SS SPDR S&P Regional Bank | New | 0.04% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +10.3% | 0.48% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +22.0% | 0.22% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +16.6% | 0.25% | +0.04 |
| VHT Vanguard Health Care ETF | Add +25.5% | 0.22% | +0.03 |
| IXJ iShares Global Healthcare Et | New | 0.03% | +0.03 |
| VTWO Vanguard Russell 2000 ETF | Add +587.7% | 0.04% | +0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +346.0% | 0.03% | +0.03 |
| FERG Ferguson Jersey Ltd. | New | 0.02% | +0.02 |
| KNSL Kinsale Capital Group Inc. | Add +153.8% | 0.04% | +0.02 |
| KO The Coca-Cola Co. | Add +30.7% | 0.14% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +287.1% | 0.03% | +0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.02% | +0.02 |
| KXI iShares Global Consumer Stap | Add +2125.3% | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +33.8% | 0.04% | +0.02 |
| AXP American Express Co. | Add +95.5% | 0.03% | +0.02 |
| BILS SS Spdrb B 3-12M T-Bill ETF | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.7% | 0.11% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +6.8% | 0.10% | +0.01 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.01% | +0.01 |
| FELG Fidelity Enh LRG Cap GWTH | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | Add +154.1% | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +19.2% | 0.04% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +1364.1% | 0.01% | +0.01 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +7.5% | 0.09% | +0.01 |
| MKL Markel Group Inc. | Add +44.4% | 0.05% | +0.01 |
| IVOV Vanguard S&P Mid-Cap 400 Val | New | 0.01% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.86% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 0.12% | +0.01 |
| COST Costco Wholesale Corp. | Add +8.6% | 0.06% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.01% | +0.01 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +15.6% | 0.08% | +0.01 |
| WMB Williams Cos Inc. | New | 0.01% | +0.01 |
| TMUS T-Mobile US Inc. | Add +829.9% | 0.01% | +0.01 |
| EMR Emerson Electric Co. | Add +495.4% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,115 | $1.2B | IVW, SUB, XLK, JMST, VOO |
| Q1 2026 | 2,096 | $1.1B | SUB, IVW, JMST, XLK, BIL |
| Q4 2025 | 2,142 | $1.1B | IVW, SUB, XLK, JMST, VOO |
| Q3 2025 | 2,151 | $1.1B | IVW, SUB, XLK, JMST, VOO |
| Q2 2025 | 1,120 | $1.0B | IVW, SUB, XLK, JMST, VOO |
| Q1 2025 | 716 | $938.2M | IVW, SUB, JMST, BIL, VOO |
| Q4 2024 | 719 | $943.9M | IVW, SUB, JMST, VOO, XLK |
| Q3 2024 | 733 | $981.9M | IVW, SUB, JMST, XLK, VOO |
| Q2 2024 | 734 | $895.9M | IVW, XLK, SUB, VOO, IVE |
| Q1 2024 | 851 | $1.2B | IVW, XLK, VOO, IVE, SUB |