Fund HoldingsSalomon & Ludwin, LLC

Total Portfolio Value
$895.92M
Total Bought
$8.27M
Total Sold
$274.77M
Net Transaction
-$266.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
JPMORGAN ULTRA SHRT
ULTRA SHT MUNCPL
144,683189,393+44,7107,3519,6111.07%+2,260
ISHARES NATIONAL MUNI166,273187,310+21,03717,90119,9562.23%+2,056
VANGUARD MUNI BND TAX410,140447,369+37,22920,76322,4162.50%+1,653
ISHARES SHORT TERM NTNL503,947511,790+7,84352,79653,5045.97%+708
SPDR S&P 500 GROWTH ETF
ST STR P500GRW
39,35343,310+3,9572,8793,4700.39%+592
ORACLE CORP(ORCL)33,22731,796-1,4314,1744,4900.50%+316
SPDR PORTFOLIO DVLPD
ST STR PO EX ETF
30,92936,908+5,9791,1081,2950.14%+186
NVIDIA CORP(NVDA)02,820+2,82003480.04%+348
SPDR S&P 500 VALUE ETF
ST STR P500VAL
51,04255,681+4,6392,5572,7140.30%+157
LAM RESEARCH CORP(LRCX)1,5871,58701,5421,6900.19%+148
VERTIV HOLDINGS CO(VRT)01,063+1,0630920.01%+92
TESLA INC(TSLA)01,311+1,31102590.03%+259
SPDR INDEX SHARES EMERG
ST PORT MARK ETF
010,991+10,99104140.05%+414
QUALCOMM INC(QCOM)02,188+2,18804360.05%+436
SPDR S&P 400 MID CAP
ST STR SP400VAL
11,98513,088+1,1039119550.11%+44
ISHARES S&P 100 ETF02,258+2,25805970.07%+597
GE VERNOVA INC(GEV)0200+2000340.00%+34
ISHARES US TECHNOLOGY03,002+3,00204520.05%+452
FT ENERGY INCM PARTNR
FT ENER INCO ETF
01,570+1,5700290.00%+29
VANGUARD TOTAL STOCK3,8763,861-151,0071,0330.12%+25
LABCORP HLDGS INC(LH)0120+1200240.00%+24
VANGUARD S&P 500 GROWTH0373+37301240.01%+124
SPDR S&P 600 SMALL CAP
ST STR SP600GRWO
05,966+5,96605120.06%+512
PALO ALTO NETWORKS(PANW)0343+34301160.01%+116
SPDR S&P 400 MID CAP
ST STR SP400GRW
11,87412,529+6551,0361,0530.12%+17
SOLVENTUM CORP(SOLV)0264+2640140.00%+14
CHIPOTLE MEXICAN GRL(CMG)02,600+2,60001630.02%+163
ABRDN PHYSICAL PREC MTL01,541+1,54101590.02%+159
CARTER BANKSHARES INC04,365+4,3650660.01%+66
ISHARES RUSSELL 30000778+77802400.03%+240
VANGUARD MEGA CAP ETF0861+86101700.02%+170
HEWLETT PACKARD ENTERPRI(HPE)02,436+2,4360520.01%+52
SPROTT PHYSICAL SILVER E(PSLV)05,030+5,0300500.01%+50
ROYAL CARIBBEAN GROUP F
COM
0400+4000640.01%+64
MID AMERICA APARTMENT CO(MAA)0678+6780970.01%+97
ABB LTD F0738+7380410.00%+41
COHERENT CORP(COHR)0510+5100370.00%+37
COCA COLA CONSOLIDATED I(COKE)025+250270.00%+27
META PLATFORMS INC(META)1,4671,424-437127180.08%+6
SCHWAB US LARGE CAP ETF03,255+3,25502090.02%+209
ISHARES MSCI USA MOMNTUM
MSCI USA MMENTM
0739+73901440.02%+144
ISHARES MSI GLBL SILR03,211+3,2110370.00%+37
ISHARES RUSSELL 10000423+42301260.01%+126
VERRICA PHARMACEUTICALS02,900+2,9000210.00%+21
MANULIFE FINL F(MFC)02,347+2,3470620.01%+62
UNIVERSAL STAIN&ALOY0770+7700210.00%+21
OCCIDENTAL PETROL 27 WTS092+92040.00%+4
TEXAS ROADHOUSE(TXRH)0218+2180370.00%+37
VANECK GOLD MINERS ETF
GOLD MINERS ETF
01,275+1,2750430.00%+43
TRANE TECHNOLOGIES PLC F(TT)0162+1620530.01%+53
BREAD FINL HOLDINGS INC0376+3760170.00%+17
SCHWAB US LARGE CAP0320+3200320.00%+32
QUEST DIAGNOSTIC INC(DGX)036+36050.00%+5
SPDR PORTFOLIO S&P 500
ST STR P500ETF
0925+9250590.01%+59
PARK NTNL CORP(PRK)0334+3340480.01%+48
FIDELITY MSCI INFOR TECH0136+1360230.00%+23
CENTERPOINT ENERGY INC(CNP)01,745+1,7450540.01%+54
VERISK ANALYTICS INC(VRSK)053+530140.00%+14
NRG ENERGY INC(NRG)0167+1670130.00%+13
HOWMET AEROSPACE INC(HWM)0183+1830140.00%+14
UDR INC.(UDR)0432+4320180.00%+18
CONSTELLATION ENERGY COR(CEG)0235+2350470.01%+47
KLA CORP(KLAC)012+120100.00%+10
ARISTA NETWORKS INC092+920320.00%+32
APOLLO GLOBAL MGMT INC N(APO)0263+2630310.00%+31
INTUITIVE SURGICAL049+490220.00%+22
VANGUARD UTILITIES ETF
UTILITIES ETF
0608+6080900.01%+90
KEYENCE CORP ORDF03+3010.00%+1
KYNDRYL HLDGS INC(KD)0284+284070.00%+7
DT MIDSTREAM INC(DTM)0120+120090.00%+9
PINNACLE WEST CAP(PNW)01,085+1,0850830.01%+83
DECKERS OUTDOOR CORP(DECK)041+410400.00%+40
AMPHENOL CORP0112+112080.00%+8
XTRACKERS MSCI EAFE HDGD02,075+2,0750860.01%+86
SYNCHRONY FINL(SYF)0266+2660130.00%+13
TENCENT HOLDINGS F0117+117060.00%+6
SMC CORP ORDF02+2010.00%+1
ISHARES MSCI USA MIN VOL
MSCI USA MIN ETF
02,431+2,43102040.02%+204
TAIWAN SEMICONDUCTR F(TSM)023+23040.00%+4
ISHARES BITCOIN ETF(IBIT)0143+143050.00%+5
PACER TRENDPILOT US
TRENDP US LAR CP
0392+3920200.00%+20
ASTRAZENECA PLC F(AZN)074+74060.00%+6
NUVEEN AMT FREE QUALITY01,910+1,9100220.00%+22
ISHARES ESG AWARE MSCI
ESG AWR MSCI USA
0161+1610190.00%+19
EATON VANCE TAX MGD DVF
COM
0992+9920140.00%+14
ROCHE HLDG AG F0755+7550260.00%+26
RIVIAN AUTOMOTIVE INC(RIVN)093+93010.00%+1
TEVA PHARMACEUTICAL IN F(TEVA)0284+284050.00%+5
GENERAL MOTORS CO(GM)0523+5230240.00%+24
VENTAS INC(VTR)074+74040.00%+4
NUVEEN VIRGINIA QLTY MNC01,300+1,3000150.00%+15
WABTEC(WAB)044+44070.00%+7
T D K CORP F042+42030.00%+3
KAYNE ANDERSON ENERGY IN(KYN)01,650+1,6500170.00%+17
HITACHI LTD F(HTHIF)011+11020.00%+2
EATON VANCE TAX MAN GL D
COM
01,605+1,6050140.00%+14
INTUIT INC(INTU)064+640420.00%+42
NUVEEN NASDAQ 100 DYNAMI(QQQX)0491+4910120.00%+12
HELIOS TECHNOLOGIES INC(HLIO)0150+150070.00%+7
TORTOISE NORTH AMERICAN0500+5000140.00%+14
Page 1 of 1