Institutions / Salomon & Ludwin, LLC

Salomon & Ludwin, LLC

CIK 1766156 · Institution · as of Jun 30, 2026
Portfolio value
$1.22B
Positions
2,116
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$1.22B+7.4%
$1.22B$1.17B$1.13BQ4 '25Q2 '26

Positions

2,116-1.2%
2,1422,1292,116Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 2,116 →
CompanyClassValueShares% of portfolio
iShares S&P 500 Growth—$79.14M578,2896.5%
iShares MSCI UAE ETF—$77.32M726,7116.4%
State Street Technology—$75.28M404,7906.2%
JPMorgan Ultra-Short—$61.23M1,202,0005.0%
Vanguard S&P 500 ETF—$51.45M75,0564.2%
State Street SPDR—$49.31M539,5324.1%
iShares S&P 500 Value—$40.84M179,3093.4%
State Street SPDR S&P—$30.23M40,5402.5%
Vanguard Ftse Developed—$29.83M423,9842.5%
Vanguard Tax-Exempt Bond—$29.25M578,3752.4%
iShares National Muni—$27.30M253,8042.2%
iShares Core S&P Mid-Cap—$26.31M344,2992.2%
Vanguard Short-Term—$25.75M443,8132.1%
Microsoft Corp—$23.19M60,3421.9%
iShares MSCI Eafe ETF—$21.29M206,7071.8%
iShares Russell 2000—$21.24M70,6811.7%
Vanguard High Dividend—$20.31M128,3931.7%
Apple Inc.—$20.17M68,5281.7%
iShares S&P Mid-Cap 400—$19.20M165,4101.6%
State Street Consumer—$18.36M155,0651.5%
Vanguard Growth Index—$17.32M201,1621.4%
State Street Health Care—$15.93M99,6001.3%
Vanguard Inter-Term—$15.84M269,8971.3%
State Street Financial—$15.41M279,9701.3%
State Street SPDR—$15.17M536,8241.2%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add922908736
Common stock
$14.36M+167K
+483.52%
201,162
1.43% of portfolio
medium
Q2 2026
as of
AddiShares MSCI UAE ETF
Common stock
$6.75M+63K
+9.57%
726,711
6.36% of portfolio
medium
Q2 2026
as of
Trim464287309
Common stock
$-4.70M-34K
-5.61%
578,289
6.51% of portfolio
low
Q2 2026
as of
Add464288414
Common stock
$4.14M+38K
+17.86%
253,804
2.25% of portfolio
low
Q2 2026
as of
Trim922908363
Common stock
$-4.00M-6K
-7.22%
75,056
4.23% of portfolio
low
Q2 2026
as of
Add92204A702
Common stock
$3.68M+31K
+618.70%
36,510
0.35% of portfolio
low
Q2 2026
as of
Trim81369Y803
Common stock
$-3.57M-19K
-4.53%
404,790
6.20% of portfolio
low
Q2 2026
as of
Add922908629
Common stock
$3.42M+43K
+288.01%
57,421
0.38% of portfolio
low
Q2 2026
as of
Add922907746
Common stock
$3.19M+63K
+12.26%
578,375
2.41% of portfolio
low
Q2 2026
as of
Trim464287408
Common stock
$-2.43M-11K
-5.61%
179,309
3.36% of portfolio
low