Fund HoldingsSalomon & Ludwin, LLC

Total Portfolio Value
$1.16B
Total Bought
$115.18M
Total Sold
$101.03M
Net Transaction
+$14.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES S&P 500 GROWTH01,138,623+1,138,623096,1458.27%+96,145
TECHNOLOGY SELECT SECTOR
ST STR TECHN ETF
0335,779+335,779070,1706.04%+70,170
VANGUARD S&P 500 ETF0124,921+124,921060,0515.17%+60,051
ISHARES S&P 500 VALUE0311,330+311,330058,1605.00%+58,160
SPDR BLOOMBERG 1 3 MNTH
ST STR BLO 1 ETF
0126,661+126,661011,6251.00%+11,625
MICROSOFT CORP(MSFT)071,128+71,128029,9222.57%+29,922
JPMORGAN ULTRA SHRT
ULTRA SHT MUNCPL
0144,683+144,68307,3510.63%+7,351
ISHARES SHORT TERM NTNL0503,947+503,947052,7964.54%+52,796
VANGUARD INTRMDIAT TRM
INTER TERM TREAS
0162,201+162,20109,4960.82%+9,496
SPDR PORT INTER TRM
ST INTER ETF
0287,721+287,72108,1070.70%+8,107
ISHARES 1-3 YEAR TREASRY0102,433+102,43308,3750.72%+8,375
SPDR S&P 500 ETF(SPY)057,362+57,362030,0052.58%+30,005
VANGUARD SHORT TERM
SHORT TERM TREAS
0435,074+435,074025,2652.17%+25,265
ISHARES MSCI EAFE ETF0404,279+404,279032,4372.79%+32,437
ISHARES CORE S&P MID-CAP0555,389+555,389033,7332.90%+33,733
ISHARES S&P MID CAP 4000308,209+308,209028,1242.42%+28,124
VANGUARD FTSE DEVELOPED0751,467+751,467037,6983.24%+37,698
SELECT STR FINANCIAL
ST STR FINL ETF
0419,697+419,697017,7741.53%+17,774
VANGUARD MUNI BND TAX0410,140+410,140020,7631.79%+20,763
ELI LILLY AND CO(LLY)024,490+24,490019,0521.64%+19,052
VANGUARD GROWTH ETF057,935+57,935019,9411.72%+19,941
SPDR FUND CONSUMER
ST STR DISCR ETF
0120,405+120,405022,2231.91%+22,223
ISHARES RUSSELL 20000102,164+102,164021,5871.86%+21,587
ISHARES S&P MID CAP 4000179,239+179,239021,2021.82%+21,202
SELECT SECTOR INDUSTRIAL
ST STR INDL ETF
093,667+93,667011,8611.02%+11,861
VANGUARD HIGH DIVIDEND0224,045+224,045027,1032.33%+27,103
ISHARES S&P SMLL CAP 6000107,573+107,573014,0631.21%+14,063
ISHARES CORE S&P0149,739+149,739016,5481.42%+16,548
SELECT SECTOR HEALTH
ST STR CARE ETF
0139,451+139,451020,6981.78%+20,698
ISHARES CORE S&P 500018,940+18,94009,9570.86%+9,957
ISHARES NATIONAL MUNI0166,273+166,273017,9011.54%+17,901
VANGUARD SMALL CAP ETF024,394+24,39405,5760.48%+5,576
ISHARES MSCI EMERGING0247,337+247,337010,2110.88%+10,211
ISHARES GLOBAL079,348+79,34806,8750.59%+6,875
ISHARES S&P SMALL CAP077,951+77,95108,0100.69%+8,010
VANGUARD CONSUMER
CONSUM DIS ETF
022,699+22,69907,2120.62%+7,212
AMAZON.COM INC(AMZN)15,66216,563+9011,9912,9880.26%+997
VANGUARD FINANCIALS ETF
FINANCIALS ETF
09,170+9,17009390.08%+939
SPDR S&P DIVIDEND ETF
ST STR SP DIV
083,176+83,176010,9140.94%+10,914
SPDR S&P 500 GROWTH ETF
ST STR P500GRW
039,353+39,35302,8790.25%+2,879
COMMUNICAT SVS SLCT SEC
ST STR SVC ETF
023,540+23,54001,9890.17%+1,989
SPDR S&P 500 VALUE ETF
ST STR P500VAL
051,042+51,04202,5570.22%+2,557
VANGUARD INDUSTRIALS
INDUSTRIAL ETF
020,218+20,21804,9360.42%+4,936
VANGUARD HEALTH CARE
HEALTH CAR ETF
09,380+9,38002,5370.22%+2,537
VANGUARD INFORMATION
INF TECH ETF
09,329+9,32904,8920.42%+4,892
SPDR S&P MIDCAP 400 ETF(MDY)08,036+8,03604,4710.38%+4,471
VANGUARD MID CAP ETF018,651+18,65104,6600.40%+4,660
ORACLE CORP(ORCL)033,227+33,22704,1740.36%+4,174
SPDR S&P 600 SMALL CAP
ST STR SP600SM C
074,939+74,93906,2180.53%+6,218
VANGUARD CONSUMER
CONSUM STP ETF
07,085+7,08501,4460.12%+1,446
LOWES COMPANIES INC(LOW)014,058+14,05803,5810.31%+3,581
WISDOMTREE US MIDCAP(WT)0121,207+121,20705,9100.51%+5,910
NEWMARKET CORPORATN(NEU)03,403+3,40302,1600.19%+2,160
SPDR FUND CONSUMER
ST STR STAPL ETF
0161,196+161,196012,3551.06%+12,355
VANGUARD TOTAL WORLD032,407+32,40703,5810.31%+3,581
LAM RESEARCH CORP(LRCX)01,587+1,58701,5420.13%+1,542
ISHARES CORE MSCI
CORE MSCI EMKT
0186,105+186,10509,6030.83%+9,603
VANGUARD VALUE ETF031,294+31,29405,0920.44%+5,092
THE COCA-COLA CO(KO)027,293+27,29301,6700.14%+1,670
VANGUARD FTSE EMERGING095,671+95,67103,9960.34%+3,996
SPDR S&P REGIONAL
ST STR SP REGBNK
09,473+9,47304760.04%+476
ISHARES RUSSELL 100006,229+6,22902,0990.18%+2,099
ENERGY SELECT SECTOR
ST STR ENERG ETF
051,524+51,52404,8930.42%+4,893
FIRST TRUST MORNINGSTAR0173,691+173,69106,6830.57%+6,683
ISHARES GLOBAL04,117+4,11703830.03%+383
JPMORGAN CHASE & CO(JPM)06,175+6,17501,2370.11%+1,237
VANGUARD RUSSELL 2000
VNG RUS2000IDX
04,814+4,81404090.04%+409
MARATHON PETE CORP(MPC)05,896+5,89601,1880.10%+1,188
INVSC QQQ TRUST SRS 103,160+3,16001,4030.12%+1,403
WISDOMTREE US SMALLCAP(WT)0132,777+132,77704,3390.37%+4,339
PRA GROUP INC046,699+46,69901,2180.10%+1,218
VANGUARD S&P SMALL CAP03,907+3,90703970.03%+397
PROCTER & GAMBLE(PG)014,784+14,78402,3990.21%+2,399
KINSALE CAPITAL GROUP IN(KNSL)0825+82504330.04%+433
FERGUSON PLC NEW F01,323+1,32302890.02%+289
SPDR S&P 400 MID CAP
ST STR SP400GRW
011,874+11,87401,0360.09%+1,036
META PLATFORMS INC(META)01,467+1,46707120.06%+712
SPDR PORTFOLIO DVLPD
ST STR PO EX ETF
030,929+30,92901,1080.10%+1,108
SCHWAB US SMALL CAP ETF06,473+6,47303190.03%+319
ABBVIE INC(ABBV)7,4197,427+81,1061,3520.12%+247
NETFLIX INC(NFLX)0744+74404520.04%+452
SPDR S&P 400 MID CAP
ST STR SP400VAL
011,985+11,98509110.08%+911
ISHARES HIGH YIELD
0-5YR HI YL CP
05,491+5,49102340.02%+234
NORFOLK SOUTHERN CO(NSC)07,431+7,43101,8940.16%+1,894
HOME DEPOT INC(HD)03,082+3,08201,1790.10%+1,179
AMERICAN EXPRESS CO(AXP)7381,443+7051103290.03%+218
ALPHABET INC.(GOOG)9,3129,488+1761,2191,4320.12%+213
MASTERCARD INC(MA)01,804+1,80408690.07%+869
COSTCO WHOLESALE CO(COST)0989+98907250.06%+725
INVSC S P 500 EQUAL
S&P500 EQL WGT
05,601+5,60109490.08%+949
ISHARES GLOBAL CONSUMER03,427+3,42702090.02%+209
MARKEL GROUP INC(MKL)0384+38405840.05%+584
IBM CORP(IBM)02,611+2,61104990.04%+499
BERKSHIRE HATHAWAY2,1152,208+937419290.08%+188
VANGUARD TOTAL STOCK03,876+3,87601,0070.09%+1,007
SPDR BLOOMBERG 3 12 MTH
ST STR BL 12 ETF
01,813+1,81301800.02%+180
STEEL DYNAMICS INC(STLD)04,200+4,20006230.05%+623
WALT DISNEY CO(DIS)04,532+4,53205550.05%+555
VISA INC(V)04,920+4,92001,3700.12%+1,370
THERMO FISHER SCNTFC(TMO)01,550+1,55009010.08%+901
Page 1 of 1