Fund Holdings — Salomon & Ludwin, LLC

Total Portfolio Value
$1.16B
Total Bought
$115.18M
Total Sold
$104.53M
Net Transaction
+$10.64M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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ISHARES S&P 500 GROWTH1,189,7611,138,623-51,13881,33396,1458.27%+14,812
TECHNOLOGY SELECT SECTOR
ST STR TECHN ETF
350,186335,779-14,40757,47270,1706.04%+12,698
VANGUARD S&P 500 ETF128,177124,921-3,25650,18460,0515.17%+9,867
ISHARES S&P 500 VALUE315,259311,330-3,92948,43058,1605.00%+9,730
SPDR BLOOMBERG 1 3 MNTH
ST STR BLO 1 ETF
34,552126,661+92,1093,19911,6251.00%+8,426
MICROSOFT CORP(MSFT)70,42871,128+70022,23829,9222.57%+7,685
JPMORGAN ULTRA SHRT
ULTRA SHT MUNCPL
0144,683+144,68307,3510.63%+7,351
ISHARES SHORT TERM NTNL445,987503,947+57,96045,87452,7964.54%+6,922
VANGUARD INTRMDIAT TRM
INTER TERM TREAS
41,761162,201+120,4402,7579,4960.82%+6,739
SPDR PORT INTER TRM
ST INTER ETF
49,873287,721+237,8481,3738,1070.70%+6,734
ISHARES 1-3 YEAR TREASRY21,629102,433+80,8041,7518,3750.72%+6,623
SPDR S&P 500 ETF(SPY)56,80957,362+55324,28530,0052.58%+5,720
VANGUARD SHORT TERM
SHORT TERM TREAS
333,519435,074+101,55519,60025,2652.17%+5,665
ISHARES MSCI EAFE ETF390,271404,279+14,00826,90932,4372.79%+5,528
ISHARES CORE S&P MID-CAP113,221555,389+442,16828,23733,7332.90%+5,495
ISHARES S&P MID CAP 400313,422308,209-5,21322,64128,1242.42%+5,484
VANGUARD FTSE DEVELOPED753,543751,467-2,07632,98137,6983.24%+4,717
SELECT STR FINANCIAL
ST STR FINL ETF
417,906419,697+1,79113,89217,7741.53%+3,881
VANGUARD MUNI BND TAX356,489410,140+53,65117,14720,7631.79%+3,616
ELI LILLY AND CO(LLY)28,79324,490-4,30315,46619,0521.64%+3,586
VANGUARD GROWTH ETF60,35057,935-2,41516,43419,9411.72%+3,507
SPDR FUND CONSUMER
ST STR DISCR ETF
117,829120,405+2,57618,99522,2231.91%+3,228
ISHARES RUSSELL 2000103,986102,164-1,82218,38621,5871.86%+3,200
ISHARES S&P MID CAP 400182,686179,239-3,44718,43821,2021.82%+2,765
SELECT SECTOR INDUSTRIAL
ST STR INDL ETF
90,69393,667+2,9749,21411,8611.02%+2,646
VANGUARD HIGH DIVIDEND241,219224,045-17,17424,84227,1032.33%+2,260
ISHARES S&P SMLL CAP 600109,966107,573-2,39312,06014,0631.21%+2,003
ISHARES CORE S&P154,451149,739-4,71214,57316,5481.42%+1,975
SELECT SECTOR HEALTH
ST STR CARE ETF
145,243139,451-5,79218,73120,6981.78%+1,967
ISHARES CORE S&P 50018,91418,940+268,1229,9570.86%+1,835
ISHARES NATIONAL MUNI159,800166,273+6,47316,38617,9011.54%+1,515
VANGUARD SMALL CAP ETF22,12124,394+2,2734,2125,5760.48%+1,364
ISHARES MSCI EMERGING239,354247,337+7,9839,08710,2110.88%+1,124
ISHARES GLOBAL82,77979,348-3,4315,8316,8750.59%+1,044
ISHARES S&P SMALL CAP78,11777,951-1666,9698,0100.69%+1,041
VANGUARD CONSUMER
CONSUM DIS ETF
23,02122,699-3226,2017,2120.62%+1,011
AMAZON.COM INC(AMZN)15,66216,563+9011,9912,9880.26%+997
VANGUARD FINANCIALS ETF
FINANCIALS ETF
4519,170+8,719369390.08%+903
SPDR S&P DIVIDEND ETF
ST STR SP DIV
87,21883,176-4,04210,03110,9140.94%+883
SPDR S&P 500 GROWTH ETF
ST STR P500GRW
33,75339,353+5,6002,0012,8790.25%+878
COMMUNICAT SVS SLCT SEC
ST STR SVC ETF
17,27523,540+6,2651,1481,9890.17%+841
SPDR S&P 500 VALUE ETF
ST STR P500VAL
41,83851,042+9,2041,7262,5570.22%+831
VANGUARD INDUSTRIALS
INDUSTRIAL ETF
21,27020,218-1,0524,1474,9360.42%+789
VANGUARD HEALTH CARE
HEALTH CAR ETF
7,4729,380+1,9081,7572,5370.22%+781
VANGUARD INFORMATION
INF TECH ETF
9,9309,329-6014,1204,8920.42%+772
SPDR S&P MIDCAP 400 ETF(MDY)8,1508,036-1143,7224,4710.38%+750
VANGUARD MID CAP ETF18,65118,65103,9444,6600.40%+717
ORACLE CORP(ORCL)32,87833,227+3493,4824,1740.36%+691
SPDR S&P 600 SMALL CAP
ST STR SP600SM C
76,42874,939-1,4895,5316,2180.53%+687
VANGUARD CONSUMER
CONSUM STP ETF
4,2707,085+2,8157801,4460.12%+666
LOWES COMPANIES INC(LOW)14,15514,058-972,9423,5810.31%+639
WISDOMTREE US MIDCAP(WT)129,273121,207-8,0665,2955,9100.51%+615
NEWMARKET CORPORATN(NEU)3,4033,40301,5492,1600.19%+611
SPDR FUND CONSUMER
ST STR STAPL ETF
171,193161,196-9,99711,79712,3551.06%+558
VANGUARD TOTAL WORLD32,44732,407-403,0233,5810.31%+558
LAM RESEARCH CORP(LRCX)1,5871,58709951,5420.13%+547
ISHARES CORE MSCI
CORE MSCI EMKT
190,477186,105-4,3729,0679,6030.83%+536
VANGUARD VALUE ETF33,19631,294-1,9024,5795,0920.44%+513
THE COCA-COLA CO(KO)20,87927,293+6,4141,1691,6700.14%+501
VANGUARD FTSE EMERGING89,48495,671+6,1873,5093,9960.34%+487
SPDR S&P REGIONAL
ST STR SP REGBNK
09,473+9,47304760.04%+476
ISHARES RUSSELL 10006,2766,229-471,6692,0990.18%+430
ENERGY SELECT SECTOR
ST STR ENERG ETF
49,43051,524+2,0944,4774,8930.42%+415
FIRST TRUST MORNINGSTAR187,535173,691-13,8446,2716,6830.57%+412
ISHARES GLOBAL04,117+4,11703830.03%+383
JPMORGAN CHASE & CO(JPM)6,0126,175+1638721,2370.11%+365
VANGUARD RUSSELL 2000
VNG RUS2000IDX
7004,814+4,114504090.04%+359
MARATHON PETE CORP(MPC)5,5195,896+3778351,1880.10%+353
INVSC QQQ TRUST SRS 12,9953,160+1651,0731,4030.12%+330
WISDOMTREE US SMALLCAP(WT)142,165132,777-9,3884,0094,3390.37%+330
PRA GROUP INC(PRAA)46,69946,69908971,2180.10%+321
VANGUARD S&P SMALL CAP8763,907+3,031773970.03%+320
PROCTER & GAMBLE(PG)14,38814,784+3962,0992,3990.21%+300
KINSALE CAPITAL GROUP IN(KNSL)325825+5001354330.04%+298
FERGUSON PLC NEW F01,323+1,32302890.02%+289
SPDR S&P 400 MID CAP
ST STR SP400GRW
11,04411,874+8307641,0360.09%+273
META PLATFORMS INC(META)1,4671,46704407120.06%+272
SPDR PORTFOLIO DVLPD
ST STR PO EX ETF
27,50730,929+3,4228531,1080.10%+256
SCHWAB US SMALL CAP ETF1,6726,473+4,801693190.03%+249
ABBVIE INC(ABBV)7,4197,427+81,1061,3520.12%+247
NETFLIX INC(NFLX)556744+1882104520.04%+242
SPDR S&P 400 MID CAP
ST STR SP400VAL
10,37211,985+1,6136739110.08%+238
ISHARES HIGH YIELD
0-5YR HI YL CP
05,491+5,49102340.02%+234
NORFOLK SOUTHERN CO(NSC)8,4587,431-1,0271,6661,8940.16%+228
HOME DEPOT INC(HD)3,1513,082-699521,1790.10%+227
AMERICAN EXPRESS CO(AXP)7381,443+7051103290.03%+218
ALPHABET INC.(GOOG)9,3129,488+1761,2191,4320.12%+213
MASTERCARD INC(MA)1,6621,804+1426588690.07%+211
COSTCO WHOLESALE CO(COST)911989+785157250.06%+210
INVSC S P 500 EQUAL
S&P500 EQL WGT
5,2515,601+3507449490.08%+205
ISHARES GLOBAL CONSUMER1543,427+3,27392090.02%+200
MARKEL GROUP INC(MKL)266384+1183925840.05%+193
IBM CORP(IBM)2,1902,611+4213074990.04%+191
BERKSHIRE HATHAWAY2,1152,208+937419290.08%+188
VANGUARD TOTAL STOCK3,8883,876-128261,0070.09%+182
SPDR BLOOMBERG 3 12 MTH
ST STR BL 12 ETF
01,813+1,81301800.02%+180
STEEL DYNAMICS INC(STLD)4,2004,20004506230.05%+172
WALT DISNEY CO(DIS)4,7264,532-1943835550.05%+171
VISA INC(V)5,2614,920-3411,2101,3700.12%+160
THERMO FISHER SCNTFC(TMO)1,4681,550+827439010.08%+158
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Salomon & Ludwin, LLC — 13F Holdings — Q1 2024 | TickerTrail