Fund HoldingsSalomon & Ludwin, LLC

Total Portfolio Value
$938.22M
Total Bought
$35.32M
Total Sold
$33.51M
Net Transaction
+$1.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR S&P 500 GROWTH ETF
ST STR P500GRW
43,63151,240+7,6093,8356,4710.69%+2,635
ISHARES SHORT TERM NTNL559,642582,474+22,83259,03161,5086.56%+2,477
SPDR BLOOMBERG 1 3 MNTH
ST STR BLO 1 ETF
0498,938+498,938045,7684.88%+45,768
SELECT SECTOR HEALTH
ST STR CARE ETF
094,159+94,159013,7521.47%+13,752
SPDR PORTFOLIO DEVELOPED
ST STR PO EX ETF
074,474+74,47402,7240.29%+2,724
VAG ITM-TERM TREASURY
INTER TERM TREAS
0196,637+196,637011,6911.25%+11,691
SPDR PORT INTER TERM
ST INTER ETF
0388,476+388,476011,1031.18%+11,103
VANGUARD FTSE DEVELOPED0489,022+489,022024,8592.65%+24,859
VANGUARD SHORT TERM
SHORT TERM TREAS
0355,451+355,451020,8722.22%+20,872
PHILIP MORRIS INTL INC(PM)029,423+29,42304,6700.50%+4,670
ISHARES 1-3 YEAR TREASRY0121,258+121,258010,0321.07%+10,032
SELECT STR FINANCIAL
ST STR FINL ETF
0249,770+249,770012,4451.33%+12,445
SPDR FUND CONSUMER
ST STR STAPL ETF
0113,295+113,29509,2530.99%+9,253
ISHARES NATIONAL MUNI226,980237,201+10,22124,18525,0092.67%+824
ALTRIA GROUP INC(MO)100,204100,801+5975,2406,0500.64%+810
ISHARES MSCI EAFE ETF0245,823+245,823020,0912.14%+20,091
VANGUARD MUNI BND TAX516,670536,096+19,42625,90126,6002.84%+699
SPDR S&P 500 VALUE ETF
ST STR P500VAL
070,568+70,56803,6160.39%+3,616
JPMORGAN CHASE & CO(JPM)05,011+5,01101,2290.13%+1,229
ENERGY SELECT SECTOR
ST STR ENERG ETF
032,580+32,58003,0460.32%+3,046
SPDR INDEX SHARES EMERG
ST PORT MARK ETF
023,072+23,07209120.10%+912
SPDR PORTFOLIO S&P 600
ST STR SP600 SML
011,447+11,44704670.05%+467
ELI LILLY AND CO(LLY)01,140+1,14009420.10%+942
ISHARES GLOBAL053,539+53,53905,5160.59%+5,516
MCDONALDS CORP(MCD)010,550+10,55003,2950.35%+3,295
SELECT SECTOR INDUSTRIAL
ST STR INDL ETF
056,417+56,41707,3970.79%+7,397
VANGUARD ENERGY ETF
ENERGY ETF
013,970+13,97001,8120.19%+1,812
EXXON MOBIL CORP05,965+5,96507090.08%+709
FIRST TRUST MORNINGSTAR079,484+79,48403,4530.37%+3,453
SPDR S&P MIDCAP 400 ETF(MDY)06,221+6,22103,3190.35%+3,319
DOMINION ENERGY INC(D)072,122+72,12204,0440.43%+4,044
MONDELEZ INTL INC(MDLZ)07,316+7,31604960.05%+496
THE COCA-COLA CO(KO)020,821+20,82101,4910.16%+1,491
VANGUARD INDUSTRIALS
INDUSTRIAL ETF
014,145+14,14503,5020.37%+3,502
GE AEROSPACE(GE)01,146+1,14602290.02%+229
ABBVIE INC(ABBV)04,782+4,78201,0020.11%+1,002
COMMUNICAT SVS SLCT SEC
ST STR SVC ETF
19,99121,580+1,5891,9352,0840.22%+149
NEWMARKET CORP(NEU)03,596+3,59602,0370.22%+2,037
ISHARES MSCI EMERGING0151,334+151,33406,6130.70%+6,613
SPDR S&P 400 MID CAP
ST STR SP400VAL
13,76015,967+2,2071,1041,2340.13%+131
VANGUARD HEALTH CARE
HEALTH CAR ETF
05,172+5,17201,3690.15%+1,369
PROCTER & GAMBLE CO(PG)03,049+3,04905200.06%+520
RELIANCE INC(RS)01,263+1,26303650.04%+365
ISHARES TOTAL US STOCK5,1936,393+1,2006687800.08%+112
VERIZON COMMUNICATIONS I(VZ)06,016+6,01602730.03%+273
IRIDIUM COMMUNICATIONS I(IRDM)04,000+4,00001090.01%+109
EA BRIDGEWAY OMNI SML
BRID OMN SMA ETF
05,603+5,60301090.01%+109
HOME DEPOT INC(HD)0994+99403640.04%+364
COSTCO WHSL CORP NEW(COST)0451+45104270.05%+427
ISHARES CORE MSCI
CORE MSCI EMKT
0122,671+122,67106,6210.71%+6,621
JOHNSON & JOHNSON(JNJ)04,902+4,90208130.09%+813
IBM CORP(IBM)01,139+1,13902830.03%+283
SPDR S&P 400 MID CAP
ST STR SP400GRW
015,465+15,46501,2330.13%+1,233
INVESCO S&P 500 EQUAL
S&P500 EQL WGT
07,909+7,90901,3700.15%+1,370
SPDR S&P DIVIDEND ETF
ST STR SP DIV
037,406+37,40605,0750.54%+5,075
ALPHABET INC(GOOG)1,1692,004+8352233130.03%+90
SPDR GOLD MINISHARES ETV(GLDM)01,406+1,4060870.01%+87
CHEVRON CORP NEW(CVX)02,772+2,77204640.05%+464
SPDR S&P 600 SMALL CAP
ST STR SP600GRWO
07,707+7,70706420.07%+642
WISDOMTREE US AI ENHNCD(WT)026,259+26,25902,8830.31%+2,883
HONEYWELL INTL INC(HON)474869+3951071840.02%+77
AVANTIS INTERNATNL SML01,085+1,0850760.01%+76
MARATHON PETE CORP(MPC)0714+71401040.01%+104
ISHARES CORE MSCI
CORE MSCI INTL
01,065+1,0650730.01%+73
TJX COS INC NEW(TJX)0600+6000730.01%+73
GOLDMAN SACHS GROUP INC(GS)0131+1310720.01%+72
PNC FINL SERVICES(PNC)0594+59401040.01%+104
UNITED STS STL CORP NEW01,580+1,5800670.01%+67
ABBOTT LABS03,375+3,37504480.05%+448
DUKE ENERGY CORP NEW(DUK)04,528+4,52805520.06%+552
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
0300+3000630.01%+63
STEEL DYNAMICS INC(STLD)0500+5000630.01%+63
FIRST TRST ENHNCD SHRT
FIRST TR ENH NEW
01,000+1,0000600.01%+60
STARBUCKS CORP(SBUX)01,587+1,58701560.02%+156
ISHARES US AEROSPACE06,870+6,87001,0520.11%+1,052
VALERO ENERGY CORP NEW(VLO)0442+4420580.01%+58
GE VERNOVA INC(GEV)0289+2890880.01%+88
BERKSHIRE HATHAWAY0635+63503380.04%+338
DIMENSIONAL EMERG MARK
EMERGING MKTS CO
01,790+1,7900470.01%+47
ADOBE INC(ADBE)0136+1360520.01%+52
MORGAN STANLEY(MS)0475+4750550.01%+55
ALPHABET INC(GOOG)4,5355,830+1,2958589020.10%+43
BLACKROCK INC NEW(BLK)95145+50971370.01%+40
ISHARES BITCOIN ETF(IBIT)1581,028+8708480.01%+40
RTX CORP(RTX)02,307+2,30703060.03%+306
KRAFT HEINZ CO(KHC)02,718+2,7180830.01%+83
CVS HEALTH CORP(CVS)01,561+1,56101060.01%+106
MASTERCARD INC(MA)1,5961,59608408750.09%+34
AMERICAN ELEC PWR CO INC02,009+2,00902200.02%+220
LINEAGE INC EQUITY(LINE)0582+5820340.00%+34
AT&T INC(T)06,097+6,09701720.02%+172
SPDR GOLD SHARES ETF(GLD)0679+67901960.02%+196
FT RBA AMERICAN IND
RBA INDL ETF
0400+4000270.00%+27
MARKEL GROUP INC(MKL)19019003283550.04%+27
AMGEN INC(AMGN)0454+45401410.02%+141
SPROTT PHYSICAL SILVER E(PSLV)11,32211,32201091310.01%+22
UNITEDHEALTH GROUP INC(UNH)01,211+1,21106340.07%+634
SOUTHERN CO(SO)02,075+2,07501910.02%+191
CAPITAL GROUP GLOBAL
SHS CREAT UNIT
0680+6800190.00%+19
HASBRO INC(HAS)03,208+3,20801970.02%+197
Page 1 of 1