Salomon & Ludwin, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$1.0T
Holdings
1,121
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES S&P 500 GROWTH | 660,026 | $72.4B | 7.16% | |
| 2 | SUBISHARES SHORT TERM NTNL | 599,247 | $63.7B | 6.29% | |
| 3 | XLKTECHNOLOGY SELECT SECTOR | 220,137 | $55.9B | 5.52% | |
| 4 | JMSTJPMORGAN ULTRA SHRT | 1,016,754 | $51.7B | 5.10% | |
| 5 | VOOVANGUARD S&P 500 ETF | 85,491 | $48.8B | 4.82% | |
| 6 | BILSPDR BLOOMBERG 1 3 MNTH | 516,941 | $47.3B | 4.67% | |
| 7 | IVEISHARES S&P 500 VALUE | 196,493 | $38.8B | 3.83% | |
| 8 | MSFTMICROSOFT CORP | 58,703 | $28.8B | 2.85% | |
| 9 | SPYSPDR S&P 500 ETF | 44,113 | $27.4B | 2.70% | |
| 10 | VEAVANGUARD FTSE DEVELOPED | 474,437 | $27.1B | 2.68% | |
| 11 | VTEBVANGUARD MUNI BND TAX | 546,685 | $26.8B | 2.65% | |
| 12 | MUBISHARES NATIONAL MUNI | 243,456 | $25.4B | 2.51% | |
| 13 | IJHISHARES CORE S&P MID CAP | 371,554 | $23.6B | 2.33% | |
| 14 | VGSHVANGUARD SHORT TERM | 373,457 | $21.9B | 2.16% | |
| 15 | EFAISHARES MSCI EAFE ETF | 242,856 | $21.7B | 2.15% | |
| 16 | VYMVANGUARD HIGH DIVIDEND | 138,867 | $18.7B | 1.85% | |
| 17 | IJKISHARES S&P MID CAP 400 | 188,339 | $17.4B | 1.72% | |
| 18 | XLYSPDR FUND CONSUMER | 77,131 | $17.0B | 1.68% | |
| 19 | VUGVANGUARD GROWTH ETF | 36,304 | $15.9B | 1.57% | |
| 20 | IWMISHARES RUSSELL 2000 | 69,110 | $15.3B | 1.51% | |
| 21 | XLFSELECT STR FINANCIAL | 258,343 | $13.6B | 1.34% | |
| 22 | IJJISHARES S&P MID CAP 400 | 105,218 | $13.4B | 1.32% | |
| 23 | AAPLAPPLE INC | 61,966 | $13.2B | 1.30% | |
| 24 | XLVSELECT SECTOR HEALTH | 95,313 | $12.9B | 1.28% | |
| 25 | VGITVANGUARD INTER-TERM | 212,690 | $12.6B | 1.25% | |
| 26 | SPTISPDR PORT INTER TRM | 420,359 | $12.0B | 1.19% | |
| 27 | IJRISHARES CORE S&P SMALL | 103,044 | $11.6B | 1.14% | |
| 28 | SHYISHARES 1-3 YEAR TREASRY | 134,880 | $11.1B | 1.10% | |
| 29 | XLFISPDR FUND CONSUMER | 112,862 | $9.3B | 0.92% | |
| 30 | IJTISHARES S&P SMLL CAP 600 | 66,020 | $8.9B | 0.88% | |
| 31 | XLISELECT SECTOR INDUSTRIAL | 57,999 | $8.6B | 0.85% | |
| 32 | IVVISHARES CORE S&P 500 | 13,436 | $8.4B | 0.83% | |
| 33 | SPYGSPDR S&P 500 GROWTH ETF | 85,878 | $8.2B | 0.81% | |
| 34 | ORCLORACLE CORP | 31,964 | $7.4B | 0.73% | |
| 35 | EEMISHARES MSCI EMERGING | 148,081 | $7.2B | 0.71% | |
| 36 | IEMGISHARES CORE MSCI | 118,237 | $7.1B | 0.70% | |
| 37 | MOALTRIA GROUP INC | 100,481 | $5.9B | 0.59% | |
| 38 | IXGISHARES GLOBAL | 50,546 | $5.6B | 0.56% | |
| 39 | SDYSPDR S&P DIVIDEND ETF | 37,131 | $5.1B | 0.51% | |
| 40 | VCRVANGUARD CONSUMER | 13,990 | $5.1B | 0.51% | |
| 41 | 4I1PHILIP MORRIS INTL INC | 27,500 | $4.8B | 0.48% | |
| 42 | IJSISHARES S&P SMALL CAP | 46,212 | $4.8B | 0.47% | |
| 43 | VBVANGUARD SMALL CAP ETF | 19,373 | $4.7B | 0.46% | |
| 44 | PEYINVSC HIGH YIELD | 219,659 | $4.7B | 0.46% | |
| 45 | SLYVSPDR S&P 600 SMALL CAP | 54,186 | $4.5B | 0.44% | |
| 46 | SPDWSPDR PORTFOLIO DVLPD | 105,692 | $4.3B | 0.43% | |
| 47 | VOVANGUARD MID CAP ETF | 14,948 | $4.2B | 0.42% | |
| 48 | SPYVSPDR S&P 500 VALUE ETF | 79,406 | $4.2B | 0.42% | |
| 49 | DDOMINION ENERGY INC | 68,679 | $3.9B | 0.39% | |
| 50 | VISVANGUARD INDUSTRIALS | 13,675 | $3.9B | 0.38% | |
| 51 | VTVANGUARD TOTAL WORLD | 28,894 | $3.7B | 0.37% | |
| 52 | VGTVANGUARD INFORMATION | 5,494 | $3.7B | 0.36% | |
| 53 | MDYSPDR S&P MIDCAP 400 ETF | 6,199 | $3.6B | 0.35% | |
| 54 | FDLFIRST TRUST MORNINGSTAR | 78,961 | $3.4B | 0.34% | |
| 55 | VWOVANGUARD FTSE EMERGING | 62,992 | $3.1B | 0.31% | |
| 56 | MCDMCDONALDS CORP | 10,534 | $3.1B | 0.31% | |
| 57 | VTVVANGUARD VALUE ETF | 16,803 | $3.0B | 0.30% | |
| 58 | AIVLWISDOMTREE US AI ENHNCD | 26,116 | $3.0B | 0.29% | |
| 59 | XLEENERGY SELECT SECTOR | 33,586 | $2.9B | 0.29% | |
| 60 | LOWLOWES COS INC | 12,740 | $2.9B | 0.29% | |
| 61 | XLCCOMMUNICAT SVS SLCT SEC | 25,237 | $2.7B | 0.27% | |
| 62 | NEUNEWMARKET CORP | 3,596 | $2.6B | 0.26% | |
| 63 | IWFISHARES RUSSELL 1000 | 5,720 | $2.4B | 0.24% | |
| 64 | AMZNAMAZON.COM INC | 10,499 | $2.3B | 0.23% | |
| 65 | DONWISDOMTREE US MIDCAP | 44,141 | $2.3B | 0.22% | |
| 66 | DESWISDOMTREE US SMALLCAP | 57,916 | $1.9B | 0.19% | |
| 67 | VDEVANGUARD ENERGY ETF | 13,421 | $1.6B | 0.16% | |
| 68 | RSPINVSC S P 500 EQUAL | 8,654 | $1.6B | 0.16% | |
| 69 | LRCXLAM RESH CORP | 15,790 | $1.6B | 0.15% | |
| 70 | MDYGSPDR S&P 400 MID CAP | 17,197 | $1.5B | 0.15% | |
| 71 | KOTHE COCA-COLA CO | 20,821 | $1.5B | 0.15% | |
| 72 | MDYVSPDR S&P 400 MID CAP | 17,870 | $1.5B | 0.14% | |
| 73 | SPEMSPDR INDEX SHARES EMERG | 33,754 | $1.5B | 0.14% | |
| 74 | JPMJPMORGAN CHASE & CO | 4,905 | $1.4B | 0.14% | |
| 75 | VHTVANGUARD HEALTH CARE | 5,109 | $1.3B | 0.13% | |
| 76 | ITA*ISHARES US AEROSPACE | 6,870 | $1.3B | 0.13% | |
| 77 | SGOVISHARES 0-3 MONTH | 11,671 | $1.2B | 0.12% | |
| 78 | GOOGLALPHABET INC | 6,058 | $1.1B | 0.11% | |
| 79 | METAMETA PLATFORMS INC | 1,443 | $1.0B | 0.10% | |
| 80 | TFCTRUIST FINL CORP | 21,695 | $976.9M | 0.10% | |
| 81 | MAMASTERCARD INC | 1,656 | $929.9M | 0.09% | |
| 82 | ABBVABBVIE INC | 4,782 | $912.2M | 0.09% | |
| 83 | CLCOLGATE PALMOLIVE CO | 9,763 | $902.1M | 0.09% | |
| 84 | NDQINVSC QQQ TRUST SRS 1 | 1,631 | $898.2M | 0.09% | |
| 85 | LLYELI LILLY AND CO | 1,119 | $872.0M | 0.09% | |
| 86 | VTIVANGUARD TOTAL STOCK | 2,568 | $784.6M | 0.08% | |
| 87 | SLYGSPDR S&P 600 SMALL CAP | 8,647 | $781.3M | 0.08% | |
| 88 | VVVANGUARD LARGE CAP ETF | 2,632 | $753.4M | 0.07% | |
| 89 | JNJJOHNSON & JOHNSON | 4,695 | $730.4M | 0.07% | |
| 90 | SHVISHARES SHORT TREASURY | 6,592 | $724.9M | 0.07% | |
| 91 | PRAAPRA GROUP INC | 46,699 | $718.2M | 0.07% | |
| 92 | NSCNORFOLK SOUTHN CORP | 2,634 | $690.1M | 0.07% | |
| 93 | OEFISHARES S&P 100 ETF | 2,258 | $689.5M | 0.07% | |
| 94 | ITOTISHARES TOTAL US STOCK | 4,971 | $674.9M | 0.07% | |
| 95 | XOMEXXON MOBIL CORP | 5,948 | $660.5M | 0.07% | |
| 96 | AVGOBROADCOM INC | 2,262 | $610.6M | 0.06% | |
| 97 | VDCVANGUARD CONSUMER | 2,720 | $603.6M | 0.06% | |
| 98 | AMATAPPLIED MATLS INC | 3,130 | $594.7M | 0.06% | |
| 99 | SCHDSCHWAB US DIVIDEND | 21,374 | $583.7M | 0.06% | |
| 100 | TSLATESLA INC | 1,808 | $570.7M | 0.06% |
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