Salomon & Ludwin, Llc Portfolio Stock Holdings
Salomon & Ludwin, Llc disclosed 2097 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include ISHARES SHORT-TERM, ISHARES S&P 500 GROWTH, and JPMORGAN ULTRA-SHORT. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 2097
- Portfolio Value
- $1.1B
Holdings by Sector
Salomon & Ludwin, Llc Portfolio Holdings in Q1 2026
1717 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES SHORT-TERM | SUB | Other | 6.81% | 711,088 | +47,826 | +7.21% | $76,307,180 |
| ISHARES S&P 500 GROWTH | IVW | Other | 6.13% | 598,490 | -14,163 | -2.31% | $68,622,814 |
| JPMORGAN ULTRA-SHORT | JMST | Other | 5.44% | 1,189,881 | +17,811 | +1.52% | $60,896,878 |
| STATE STREET TECHNOLOGY | XLK | Other | 5.22% | 433,297 | +9,316 | +2.20% | $58,461,621 |
| STATE STREET SPDR | BIL | Other | 4.33% | 529,388 | -1,730 | -0.33% | $48,493,521 |
| VANGUARD S&P 500 ETF | VOO | Other | 4.19% | 77,778 | -3,118 | -3.85% | $46,873,616 |
| ISHARES S&P 500 VALUE | IVE | Other | 3.52% | 186,041 | -3,931 | -2.07% | $39,414,634 |
| VANGUARD TAX-EXEMPT BOND | VTEB | Other | 2.55% | 564,104 | +48,893 | +9.49% | $28,525,248 |
| STATE STREET SPDR S&P | SPY | Other | 2.49% | 42,526 | -115 | -0.27% | $27,889,922 |
| VANGUARD FTSE DEVELOPED | VEA | Other | 2.46% | 425,654 | -28,995 | -6.38% | $27,514,294 |
| ISHARES NATIONAL MUNI | MUB | Other | 2.32% | 241,317 | +25,972 | +12.06% | $26,009,140 |
| VANGUARD SHORT-TERM | VGSH | Other | 2.26% | 431,303 | +27,414 | +6.79% | $25,282,797 |
| ISHARES CORE S&P MID-CAP | IJH | Other | 2.15% | 352,625 | -7,596 | -2.11% | $24,041,994 |
| MICROSOFT CORP | MSFT | Technology | 2.05% | 61,565 | -597 | -0.96% | $22,991,933 |
| ISHARES MSCI EAFE ETF | EFA | Other | 1.85% | 211,726 | -15,440 | -6.80% | $20,668,008 |
| VANGUARD HIGH DIVIDEND | VYM | Other | 1.74% | 131,531 | -1,569 | -1.18% | $19,481,038 |
| ISHARES RUSSELL 2000 | IWM | Other | 1.60% | 71,366 | -624 | -0.87% | $17,861,731 |
| ISHARES S&P MID-CAP 400 | IJK | Other | 1.59% | 174,596 | -6,710 | -3.70% | $17,786,130 |
| APPLE INC | AAPL | Technology | 1.59% | 69,405 | -288 | -0.41% | $17,762,100 |
| STATE STREET CONSUMER | XLY | Other | 1.50% | 157,117 | +1,524 | +0.98% | $16,830,170 |
| VANGUARD INTER-TERM | VGIT | Other | 1.39% | 260,470 | +26,080 | +11.13% | $15,567,958 |
| VANGUARD GROWTH INDEX | VUG | Other | 1.35% | 34,238 | -236 | -0.68% | $15,134,201 |
| STATE STREET SPDR | SPTI | Other | 1.33% | 515,830 | +53,946 | +11.68% | $14,841,118 |
| STATE STREET HEALTH CARE | XLV | Other | 1.31% | 100,550 | +1,790 | +1.81% | $14,642,555 |
| ISHARES 1-3 YEAR | SHY | Other | 1.27% | 170,913 | +18,387 | +12.05% | $14,175,435 |
| STATE STREET FINANCIAL | XLF | Other | 1.24% | 282,115 | +8,402 | +3.07% | $13,871,300 |
| ISHARES S&P MID-CAP 400 | IJJ | Other | 1.15% | 96,489 | -4,397 | -4.36% | $12,861,082 |
| ISHARES CORE S&P | IJR | Other | 1.05% | 93,511 | -4,864 | -4.94% | $11,729,081 |
| STATE STREET INDUSTRIAL | XLI | Other | 0.86% | 59,235 | -624 | -1.04% | $9,614,558 |
| STATE STREET CONSUMER | XLP | Other | 0.83% | 114,371 | -559 | -0.49% | $9,300,213 |
| STATE STREET SPDR | SPDW | Other | 0.82% | 199,594 | +19,279 | +10.69% | $9,200,613 |
| ISHARES S&P SMALL-CAP | IJT | Other | 0.82% | 62,236 | -1,286 | -2.02% | $9,140,049 |
| ISHARES CORE S&P 500 | IVV | Other | 0.72% | 12,265 | -90 | -0.73% | $8,081,986 |
| STATE STREET SPDR | SPYG | Other | 0.70% | 78,798 | -5,290 | -6.29% | $7,827,670 |
| ISHARES CORE MSCI | IEMG | Other | 0.69% | 111,871 | -3,244 | -2.82% | $7,781,765 |
| ISHARES MSCI EMERGING | EEM | Other | 0.69% | 136,718 | -5,188 | -3.66% | $7,707,239 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.60% | 101,641 | +202 | +0.20% | $6,683,902 |
| ISHARES GLOBAL | IXG | Other | 0.51% | 50,016 | -186 | -0.37% | $5,741,350 |
| STATE STREET SPDR | SPYV | Other | 0.48% | 95,478 | +2,047 | +2.19% | $5,418,745 |
| STATE STREET SPDR S&P | SDY | Other | 0.46% | 35,002 | -323 | -0.91% | $5,114,492 |
| ISHARES S&P SMALL-CAP | IJS | Other | 0.45% | 41,970 | -2,069 | -4.70% | $4,991,467 |
| STATE STREET SPDR S&P | SLYV | Other | 0.44% | 52,255 | -1,137 | -2.13% | $4,962,185 |
| VANGUARD CONSUMER | VCR | Other | 0.44% | 13,822 | -71 | -0.51% | $4,937,336 |
| ORACLE CORP | ORCL | Technology | 0.43% | 32,748 | +267 | +0.82% | $4,793,652 |
| VANGUARD SMALL-CAP INDEX | VB | Other | 0.42% | 17,743 | -794 | -4.28% | $4,695,754 |
| INVESCO HIGH YIELD | PEY | Other | 0.40% | 205,185 | -1,423 | -0.69% | $4,425,184 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.39% | 27,901 | -38 | -0.14% | $4,411,175 |
| STATE STREET ENERGY | XLE | Other | 0.38% | 72,276 | -1,019 | -1.39% | $4,271,520 |
| VANGUARD MID-CAP INDEX | VO | Other | 0.38% | 14,715 | -84 | -0.57% | $4,266,761 |
| DOMINION ENERGY INC | D | Utilities | 0.38% | 67,745 | -334 | -0.49% | $4,252,371 |
| VANGUARD INDUSTRIALS | VIS | Other | 0.36% | 12,767 | -523 | -3.94% | $4,038,926 |
| STATE STREET | XLC | Other | 0.35% | 35,739 | +2,883 | +8.77% | $3,954,834 |
| VANGUARD TOTAL WORLD | VT | Other | 0.35% | 28,258 | -1,187 | -4.03% | $3,939,345 |
| FIRST TRUST MORNINGSTAR | FDL | Other | 0.33% | 73,717 | -670 | -0.90% | $3,712,388 |
| VANGUARD INFORMATION | VGT | Other | 0.32% | 5,082 | +2 | +0.04% | $3,621,687 |
| STATE STREET SPDR S&P | MDY | Other | 0.32% | 5,738 | -132 | -2.25% | $3,571,351 |
| LAM RESH CORP | LRCX | Other | 0.32% | 16,189 | - | - | $3,536,325 |
| VANGUARD FTSE EMERGING | VWO | Other | 0.29% | 60,016 | -2,137 | -3.44% | $3,230,057 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 0.29% | 15,335 | -295 | -1.89% | $3,216,823 |
| VANGUARD VALUE INDEX | VTV | Other | 0.28% | 16,080 | -238 | -1.46% | $3,167,599 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.27% | 13,181 | +194 | +1.49% | $3,045,206 |
| WISDOMTREE U.S. AL | AIVL | Other | 0.27% | 25,283 | -215 | -0.84% | $2,968,338 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.26% | 9,658 | -173 | -1.76% | $2,966,416 |
| STATE STREET SPDR | SPEM | Other | 0.23% | 56,308 | +5,507 | +10.84% | $2,623,233 |
| NVIDIA CORP | NVDA | Technology | 0.22% | 13,748 | -83 | -0.60% | $2,438,767 |
| NEWMARKET CORP | NEU | Basic Materials | 0.21% | 3,740 | - | - | $2,378,116 |
| ISHARES RUSSELL 1000 | IWF | Other | 0.21% | 5,368 | -74 | -1.36% | $2,308,455 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 7,530 | -28 | -0.37% | $2,227,148 |
| VANGUARD ENERGY INDEX | VDE | Other | 0.19% | 12,705 | -641 | -4.80% | $2,135,202 |
| WISDOMTREE U.S. MIDCAP | DON | Other | 0.18% | 38,946 | -1,202 | -2.99% | $2,057,907 |
| WISDOMTREE U.S. SMALLCAP | DES | Other | 0.17% | 52,401 | -1,177 | -2.20% | $1,900,060 |
| STATE STREET SPDR S&P | MDYG | Other | 0.16% | 18,574 | +391 | +2.15% | $1,806,221 |
| THE COCA-COLA CO | KO | Consumer Defensive | 0.15% | 21,902 | -4 | -0.02% | $1,680,321 |
| STATE STREET SPDR S&P | MDYV | Other | 0.15% | 19,130 | +341 | +1.81% | $1,640,238 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.15% | 6,746 | -8 | -0.12% | $1,639,548 |
| ELI LILLY AND CO | LLY | Healthcare | 0.14% | 1,691 | -100 | -5.58% | $1,582,507 |
| INVESCO S&P 500 EQUAL | RSP | Other | 0.14% | 8,024 | +63 | +0.79% | $1,549,354 |
| ISHARES U.S. AEROSPACE & | ITA | Other | 0.14% | 6,870 | - | - | $1,524,522 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.13% | 4,844 | -447 | -8.45% | $1,427,042 |
| META PLATFORMS INC | META | Communication Services | 0.13% | 2,472 | +105 | +4.44% | $1,420,065 |
| VANGUARD HEALTH CARE | VHT | Other | 0.12% | 4,921 | -38 | -0.77% | $1,343,861 |
| BROADCOM INC | AVGO | Technology | 0.12% | 4,151 | +106 | +2.62% | $1,305,697 |
| ALPHABET INC | GOOG | Communication Services | 0.12% | 4,402 | -57 | -1.28% | $1,296,213 |
| VANGUARD TOTAL STOCK | VTI | Other | 0.10% | 3,621 | -66 | -1.79% | $1,172,332 |
| APPLIED MATLS INC | AMAT | Technology | 0.10% | 3,265 | -109 | -3.23% | $1,137,755 |
| ABBVIE INC | ABBV | Healthcare | 0.10% | 5,234 | -117 | -2.19% | $1,093,069 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 6,541 | -342 | -4.97% | $1,051,073 |
| TRUIST FINL CORP | TFC | Financial Services | 0.09% | 21,903 | - | - | $1,032,945 |
| TESLA INC | TSLA | Consumer Cyclical | 0.09% | 2,773 | -110 | -3.82% | $999,916 |
| STATE STREET SPDR S&P | SLYG | Other | 0.08% | 9,538 | +288 | +3.11% | $935,895 |
| ISHARES 0-3 MONTH | SGOV | Other | 0.08% | 9,088 | +3 | +0.03% | $912,713 |
| MASTERCARD INC | MA | Financial Services | 0.08% | 1,826 | -142 | -7.22% | $901,021 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.08% | 10,318 | - | - | $878,475 |
| INVESCO QQQ TR | QQQ | Other | 0.08% | 1,440 | -20 | -1.37% | $842,655 |
| PRA GROUP INC | PRAA | Financial Services | 0.07% | 47,030 | +81 | +0.17% | $836,193 |
| ATLANTIC UN BANKSHARES C | AUB | Financial Services | 0.07% | 22,182 | - | - | $800,548 |
| VANGUARD LARGE-CAP INDEX | VV | Other | 0.07% | 2,493 | -39 | -1.54% | $751,465 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.07% | 2,594 | -110 | -4.07% | $747,072 |
| ISHARES S&P 100 ETF | OEF | Other | 0.06% | 2,258 | - | - | $723,486 |
| CHEVRON CORP NEW | CVX | Energy | 0.06% | 3,406 | -127 | -3.59% | $677,692 |