Fund HoldingsSalomon & Ludwin, LLC

Total Portfolio Value
$958.00M
Total Bought
$181.11M
Total Sold
$145.73M
Net Transaction
+$35.38M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)070,428+70,428022,2382.32%+22,238
APPLE INC(AAPL)092,077+92,077015,7641.65%+15,764
LILLY ELI & CO(LLY)028,793+28,793015,4661.61%+15,466
ISHARES SHORT TERM NTNL374,221445,987+71,76638,93445,8744.79%+6,940
VANGUARD MUNI BND TAX214,162356,489+142,32710,75517,1471.79%+6,392
ISHARES NATIONAL MUNI101,780159,800+58,02010,86316,3861.71%+5,523
ALTRIA GROUP INC(MO)0114,707+114,70704,8230.50%+4,823
DOMINION ENERGY INC(D)084,613+84,61303,7800.39%+3,780
VANGUARD SHORT TERM
SHORT TERM TREAS
277,586333,519+55,93316,02519,6002.05%+3,575
ORACLE CORP(ORCL)032,878+32,87803,4820.36%+3,482
PHILIP MORRIS INTL(PM)035,428+35,42803,2800.34%+3,280
MCDONALDS CORP(MCD)011,490+11,49003,0270.32%+3,027
LOWES COMPANIES INC(LOW)014,155+14,15502,9420.31%+2,942
VANGUARD INTRMDIAT TRM
INTER TERM TREAS
11,15941,761+30,6026552,7570.29%+2,103
PROCTER & GAMBLE(PG)014,388+14,38802,0990.22%+2,099
AMAZON.COM INC(AMZN)015,662+15,66201,9910.21%+1,991
JOHNSON & JOHNSON(JNJ)012,269+12,26901,9110.20%+1,911
NORFOLK SOUTHERN CO(NSC)08,458+8,45801,6660.17%+1,666
TRUIST FINL CORP(TFC)057,795+57,79501,6540.17%+1,654
EXXON MOBIL CORP013,971+13,97101,6430.17%+1,643
NEWMARKET CORPORATN(NEU)03,403+3,40301,5490.16%+1,549
PEPSICO INC(PEP)08,020+8,02001,3590.14%+1,359
SPDR S&P 500 ETF(SPY)51,80056,809+5,00922,96224,2852.53%+1,323
SPDR BLOOMBERG 1 3 MNTH
ST STR BLO 1 ETF
20,98034,552+13,5721,9263,1990.33%+1,273
ALPHABET INC.(GOOG)09,312+9,31201,2190.13%+1,219
VISA INC(V)05,261+5,26101,2100.13%+1,210
ISHARES 1-3 YEAR TREASRY7,13421,629+14,4955781,7510.18%+1,173
THE COCA-COLA CO(KO)020,879+20,87901,1690.12%+1,169
ABBVIE INC(ABBV)07,419+7,41901,1060.12%+1,106
LAM RESEARCH CORP(LRCX)01,587+1,58709950.10%+995
HOME DEPOT INC(HD)03,151+3,15109520.10%+952
PRA GROUP INC046,699+46,69908970.09%+897
SPDR PORT INTER TRM
ST INTER ETF
17,60549,873+32,2684981,3730.14%+875
JPMORGAN CHASE & CO(JPM)06,012+6,01208720.09%+872
INVESCO CEF INCOME29,21043,434+14,2242,6763,5320.37%+856
MARATHON PETE CORP(MPC)05,519+5,51908350.09%+835
ELEVANCE HEALTH INC(ELV)01,881+1,88108190.09%+819
THERMO FISHER SCNTFC(TMO)01,468+1,46807430.08%+743
BERKSHIRE HATHAWAY02,115+2,11507410.08%+741
CHEVRON CORP(CVX)04,387+4,38707400.08%+740
ABBOTT LABORATORIES07,495+7,49507260.08%+726
UNITEDHEALTH GRP INC(UNH)01,434+1,43407230.08%+723
ALPHABET INC.(GOOG)05,033+5,03306640.07%+664
MERCK & CO. INC.(MRK)06,396+6,39606580.07%+658
MASTERCARD INC(MA)01,662+1,66206580.07%+658
DUKE ENERGY CORP(DUK)07,316+7,31606460.07%+646
CISCO SYSTEMS INC(CSCO)011,856+11,85606370.07%+637
BECTON DICKINSON&CO(BDX)02,321+2,32106000.06%+600
NIKE INC(NKE)06,208+6,20805940.06%+594
FIRST TRUST ENHANCED
FIRST TR ENH NEW
09,162+9,16205440.06%+544
AUTO DATA PROCESSING02,255+2,25505430.06%+543
COSTCO WHOLESALE CO(COST)0911+91105150.05%+515
ATLANTIC UNION BANKSHARE(AUB)017,820+17,82005130.05%+513
FRST TRT LOW DTN OPNTS
FST LOW OPPT EFT
010,414+10,41404920.05%+492
INTEL CORP(INTC)013,533+13,53304810.05%+481
STEEL DYNAMICS INC(STLD)04,200+4,20004500.05%+450
ENERGY SELECT SECTOR
ST STR ENERG ETF
49,67349,430-2434,0324,4770.47%+445
META PLATFORMS INC(META)01,467+1,46704400.05%+440
SONOCO PRODUCTS CO(SON)07,950+7,95004320.05%+432
VANGUARD MID CAP ETF16,08718,651+2,5643,5423,9440.41%+402
MARKEL GROUP INC(MKL)0266+26603920.04%+392
MONDELEZ INTL(MDLZ)05,546+5,54603850.04%+385
WALT DISNEY CO(DIS)04,726+4,72603830.04%+383
NEXTERA ENERGY INC(NEE)06,678+6,67803830.04%+383
SOUTHERN CO(SO)05,702+5,70203690.04%+369
BANK OF AMERICA CORP013,159+13,15903600.04%+360
PFIZER INC(PFE)010,101+10,10103350.03%+335
FT RISING DIVIDEND
RISNG DIVD ACHIV
06,834+6,83403140.03%+314
AFLAC INC(AFL)04,090+4,09003140.03%+314
IBM CORP(IBM)02,190+2,19003070.03%+307
SELECT SECTOR UTI SELECT
ST STR UTIL ETF
08,586+8,58605100.05%+510
RTX CORP(RTX)04,228+4,22803040.03%+304
VANGUARD TOTAL STOCK03,888+3,88808260.09%+826
HONEYWELL INTL INC(HON)01,628+1,62803010.03%+301
FIRST TRUST MANAGED
MANAGD MUN ETF
06,000+6,00002930.03%+293
CATERPILLAR INC(CAT)01,051+1,05102870.03%+287
TOWNEBANK PORTSMOUTH VA
COM
012,345+12,34502830.03%+283
ALBEMARLE CORP(ALB)01,662+1,66202830.03%+283
TEXAS INSTRUMENTS(TXN)01,753+1,75302790.03%+279
CANADIAN PACIFIC KANSA F(CP)03,742+3,74202780.03%+278
ISHARES 7-10 YEAR02,916+2,91602670.03%+267
AMER ELECTRIC PWR CO03,545+3,54502670.03%+267
VANGUARD SMALL CAP ETF19,86922,121+2,2523,9524,2120.44%+261
UNITED PARCEL SRVC(UPS)01,666+1,66602600.03%+260
TESLA INC(TSLA)01,026+1,02602570.03%+257
BROADCOM INC(AVGO)0305+30502530.03%+253
BOEING CO(BA)01,298+1,29802490.03%+249
QUALCOMM INC(QCOM)02,222+2,22202470.03%+247
INVSC BULLETSHAR 2024011,880+11,88002460.03%+246
RELIANCE STL & ALUMI(RS)0928+92802430.03%+243
NORTHROP GRUMMAN CO(NOC)0547+54702410.03%+241
CVS HEALTH CORP(CVS)03,331+3,33102330.02%+233
FEDEX CORP(FDX)0877+87702320.02%+232
HASBRO INC(HAS)03,429+3,42902270.02%+227
WELLS FARGO & CO(WFC)05,249+5,24902140.02%+214
MCKESSON CORP(MCK)0486+48602110.02%+211
NETFLIX INC(NFLX)0556+55602100.02%+210
CAPITAL ONE FC(COF)02,151+2,15102090.02%+209
INVESCO TAXABLE
TAXABLE MUN BD
07,814+7,81401980.02%+198
SYSCO CORP(SYY)02,875+2,87501900.02%+190
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