Fund HoldingsSalomon & Ludwin, LLC

Total Portfolio Value
$1.01B
Total Bought
$38.43M
Total Sold
$42.53M
Net Transaction
-$4.10M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
TECHNOLOGY SELECT SECTOR
ST STR TECHN ETF
0220,137+220,137055,8755.52%+55,875
ISHARES S&P 500 GROWTH0660,026+660,026072,4447.16%+72,444
MICROSOFT CORP(MSFT)058,703+58,703028,8282.85%+28,828
VANGUARD S&P 500 ETF085,491+85,491048,7554.82%+48,755
ORACLE CORP(ORCL)031,964+31,96407,3510.73%+7,351
SPDR S&P 500 ETF(SPY)044,113+44,113027,3702.70%+27,370
VANGUARD FTSE DEVELOPED489,022474,437-14,58524,85927,1142.68%+2,255
ISHARES SHORT TERM NTNL582,474599,247+16,77361,50863,6806.29%+2,172
ISHARES RUSSELL 2000069,110+69,110015,2941.51%+15,294
SPDR FUND CONSUMER
ST STR DISCR ETF
077,131+77,131016,9821.68%+16,982
SPDR S&P 500 GROWTH ETF
ST STR P500GRW
51,24085,878+34,6386,4718,1630.81%+1,692
ISHARES MSCI EAFE ETF245,823242,856-2,96720,09121,7352.15%+1,644
SPDR PORTFOLIO DVLPD
ST STR PO EX ETF
74,474105,692+31,2182,7244,3290.43%+1,605
SPDR BLOOMBERG 1 3 MNTH
ST STR BLO 1 ETF
498,938516,941+18,00345,76847,2754.67%+1,507
ISHARES S&P MID CAP 4000188,339+188,339017,3891.72%+17,389
VANGUARD GROWTH ETF036,304+36,304015,8741.57%+15,874
SELECT SECTOR INDUSTRIAL
ST STR INDL ETF
56,41757,999+1,5827,3978,6030.85%+1,206
SELECT STR FINANCIAL
ST STR FINL ETF
249,770258,343+8,57312,44513,6101.34%+1,166
ISHARES 1-3 YEAR TREASRY121,258134,880+13,62210,03211,1331.10%+1,101
ISHARES CORE S&P MID CAP0371,554+371,554023,5642.33%+23,564
VANGUARD SHORT TERM
SHORT TERM TREAS
355,451373,457+18,00620,87221,8642.16%+991
ISHARES S&P 500 VALUE0196,493+196,493038,8133.83%+38,813
VANGUARD INTER-TERM
INTER TERM TREAS
196,637212,690+16,05311,69112,6411.25%+950
SPDR PORT INTER TRM
ST INTER ETF
388,476420,359+31,88311,10312,0231.19%+921
COLGATE PALMOLIVE CO(CL)09,763+9,76309020.09%+902
ISHARES CORE S&P 500013,436+13,43608,3760.83%+8,376
COMMUNICAT SVS SLCT SEC
ST STR SVC ETF
21,58025,237+3,6572,0842,7240.27%+640
VANGUARD INFORMATION
INF TECH ETF
05,494+5,49403,6520.36%+3,652
SPDR S&P 500 VALUE ETF
ST STR P500VAL
70,56879,406+8,8383,6164,2050.42%+588
APPLIED MATLS INC03,130+3,13005950.06%+595
ISHARES MSCI EMERGING151,334148,081-3,2536,6137,1880.71%+574
NEWMARKET CORP(NEU)3,5963,59602,0372,5890.26%+553
ISHARES S&P SMLL CAP 600066,020+66,02008,9380.88%+8,938
SPDR INDEX SHARES EMERG
ST PORT MARK ETF
23,07233,754+10,6829121,4610.14%+549
ISHARES CORE S&P SMALL0103,044+103,044011,5891.14%+11,589
ISHARES CORE MSCI
CORE MSCI EMKT
122,671118,237-4,4346,6217,1320.70%+511
ISHARES RUSSELL 100005,720+5,72002,4230.24%+2,423
VANGUARD CONSUMER
CONSUM DIS ETF
013,990+13,99005,1370.51%+5,137
ISHARES BITCOIN ETF(IBIT)1,0288,043+7,015485020.05%+454
ISHARES S&P MID CAP 4000105,218+105,218013,4101.32%+13,410
LAM RESH CORP(LRCX)015,790+15,79001,5610.15%+1,561
ISHARES NATIONAL MUNI237,201243,456+6,25525,00925,4122.51%+403
AMAZON.COM INC(AMZN)010,499+10,49902,3090.23%+2,309
VANGUARD SMALL CAP ETF019,373+19,37304,6830.46%+4,683
VANGUARD INDUSTRIALS
INDUSTRIAL ETF
14,14513,675-4703,5023,8580.38%+357
VANGUARD MID CAP ETF014,948+14,94804,2220.42%+4,222
CASELLA WASTE SYS INC(CWST)03,000+3,00003350.03%+335
VANGUARD TOTAL WORLD028,894+28,89403,7300.37%+3,730
SPDR S&P 400 MID CAP
ST STR SP400GRW
15,46517,197+1,7321,2331,5160.15%+283
BROADCOM INC(AVGO)02,262+2,26206110.06%+611
VANGUARD FTSE EMERGING062,992+62,99203,1370.31%+3,137
SPDR S&P MIDCAP 400 ETF(MDY)6,2216,199-223,3193,5910.35%+273
TESLA INC(TSLA)01,808+1,80805710.06%+571
META PLATFORMS INC(META)01,443+1,44301,0300.10%+1,030
SPDR S&P 400 MID CAP
ST STR SP400VAL
15,96717,870+1,9031,2341,4640.14%+230
INVSC S P 500 EQUAL
S&P500 EQL WGT
7,9098,654+7451,3701,5950.16%+225
ISHARES S&P SMALL CAP046,212+46,21204,7770.47%+4,777
ISHARES US AEROSPACE6,8706,87001,0521,2690.13%+217
JPMORGAN CHASE & CO(JPM)5,0114,905-1061,2291,4320.14%+203
IBM CORP(IBM)1,1391,639+5002834710.05%+188
ALPHABET INC(GOOG)5,8306,058+2289021,0820.11%+181
NVIDIA CORP(NVDA)02,715+2,71504270.04%+427
VANGUARD MUNI BND TAX536,096546,685+10,58926,60026,7772.65%+177
PHILIP MORRIS INTL INC(PM)29,42327,500-1,9234,6704,8370.48%+167
SPDR S&P 600 SMALL CAP
ST STR SP600GRWO
7,7078,647+9406427810.08%+140
NETFLIX INC(NFLX)0395+39505080.05%+508
VANGUARD HIGH DIVIDEND0138,867+138,867018,7481.85%+18,748
FIRST TRUST NASDAQ
NASDAQ CYB ETF
01,655+1,65501230.01%+123
GE AEROSPACE(GE)1,1461,404+2582293440.03%+114
VANGUARD TOTAL STOCK02,568+2,56807850.08%+785
COCA COLA CONSOLIDAT(COKE)01,257+1,25701460.01%+146
LISTED FNDS RONDHL
ROUN MA SEVE ETF
02,000+2,00001110.01%+111
ISHARES GLOBAL53,53950,546-2,9935,5165,6200.56%+105
DISNEY WALT CO(DIS)03,739+3,73904600.05%+460
SPDR S&P 600 SMALL CAP
ST STR SP600SM C
054,186+54,18604,4930.44%+4,493
ALPS ALERIAN MLP ETF
ALERIAN MLP
02,000+2,0000980.01%+98
SPDR GOLD MINISHARES ETV(GLDM)1,4062,617+1,211871740.02%+87
WISDOMTREE US AI ENHNCD(WT)26,25926,116-1432,8832,9670.29%+83
TRUIST FINL CORP(TFC)021,695+21,69509770.10%+977
ISHARES S&P 100 ETF02,258+2,25806900.07%+690
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
300500+200631410.01%+77
VANGUARD LARGE CAP ETF02,632+2,63207530.07%+753
PIMCO 15 YEAR US TIPS
15+ YR US TIPS
01,404+1,4040730.01%+73
BERKSHIRE HATHAWAY635849+2143384080.04%+70
SPDR S&P DIVIDEND ETF
ST STR SP DIV
37,40637,131-2755,0755,1430.51%+68
AMERICAN EXPRESS CO(AXP)0490+49001600.02%+160
MARKEL GROUP INC(MKL)190215+253554220.04%+67
NORFOLK SOUTHN CORP(NSC)02,634+2,63406900.07%+690
WISDOMTREE US MIDCAP(WT)044,141+44,14102,2700.22%+2,270
MARATHON PETE CORP(MPC)714967+2531041690.02%+65
PALANTIR TECHNOLOGIES IN(PLTR)0800+80001060.01%+106
BROOKFIELD CORP F(BN)0992+9920620.01%+62
HASBRO INC(HAS)3,2083,308+1001972590.03%+61
ALPHABET INC(GOOG)2,0042,069+653133720.04%+59
VANGUARD VALUE ETF016,803+16,80303,0030.30%+3,003
INVSC S P 500 EQUAL WGHT
S&P500 EQL ENR
0750+7500570.01%+57
CAPITAL ONE FINL CORP(COF)01,069+1,06902340.02%+234
MASTERCARD INC(MA)1,5961,656+608759300.09%+55
ACCENTURE PLC IRELAND F
SHS CLASS A
0282+2820850.01%+85
UNION PAC CORP(UNP)0292+2920690.01%+69
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