Fund Holdings — Salomon & Ludwin, LLC

Total Portfolio Value
$1.11B
Total Bought
$92.02M
Total Sold
$29.07M
Net Transaction
+$62.95M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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TECHNOLOGY SELECT SECTOR
ST STR TECHN ETF
220,137223,637+3,50055,87563,6745.73%+7,799
JPMORGAN ULTRA SHRT
ULTRA SHT MUNCPL
1,016,7541,150,038+133,28451,66758,5605.27%+6,893
APPLE INC(AAPL)61,96668,983+7,01713,16417,7991.60%+4,635
ISHARES SHORT TERM NTNL599,247635,915+36,66863,68067,8396.10%+4,160
ISHARES S&P 500 GROWTH660,026628,889-31,13772,44476,1336.85%+3,689
MICROSOFT CORP(MSFT)58,70361,662+2,95928,82831,9012.87%+3,073
SPDR PORTFOLIO DVLPD
ST STR PO EX ETF
105,692165,299+59,6074,3297,2040.65%+2,875
ISHARES RUSSELL 200069,11072,257+3,14715,29417,7631.60%+2,469
VANGUARD S&P 500 ETF85,49182,630-2,86148,75550,8724.58%+2,117
NVIDIA CORP(NVDA)2,71513,339+10,6244272,5030.23%+2,076
ORACLE CORP(ORCL)31,96432,671+7077,3519,3480.84%+1,997
SPDR FUND CONSUMER
ST STR DISCR ETF
77,13179,065+1,93416,98218,8061.69%+1,825
SELECT SECTOR HEALTH
ST STR CARE ETF
95,313100,840+5,52712,91714,6041.31%+1,687
ISHARES S&P 500 VALUE196,493193,529-2,96438,81340,2233.62%+1,410
SELECT STR FINANCIAL
ST STR FINL ETF
258,343276,093+17,75013,61014,8321.33%+1,221
SPDR S&P 500 ETF(SPY)44,11342,587-1,52627,37028,5002.56%+1,130
VANGUARD GROWTH ETF36,30435,038-1,26615,87416,8691.52%+994
VANGUARD FTSE DEVELOPED474,437459,967-14,47027,11428,0982.53%+984
COMMUNICAT SVS SLCT SEC
ST STR SVC ETF
25,23731,650+6,4132,7243,6840.33%+959
SELECT SECTOR INDUSTRIAL
ST STR INDL ETF
57,99961,173+3,1748,6039,4460.85%+842
AMAZON.COM INC(AMZN)10,49914,311+3,8122,3093,1410.28%+832
LAM RESH CORP(LRCX)15,79016,127+3371,5612,3510.21%+791
SPDR INDEX SHARES EMERG
ST PORT MARK ETF
33,75447,501+13,7471,4612,2490.20%+788
VANGUARD SHORT TERM
SHORT TERM TREAS
373,457385,731+12,27421,86422,6502.04%+786
SPDR S&P 500 VALUE ETF
ST STR P500VAL
79,40689,062+9,6564,2054,9610.45%+756
ALPHABET INC(GOOG)6,0587,379+1,3211,0821,8100.16%+728
ALTRIA GROUP INC(MO)100,481101,468+9875,9456,6700.60%+724
BROADCOM INC(AVGO)2,2623,930+1,6686111,3300.12%+719
TESLA INC(TSLA)1,8082,940+1,1325711,2640.11%+693
ISHARES CORE MSCI
CORE MSCI EMKT
118,237116,600-1,6377,1327,8070.70%+675
META PLATFORMS INC(META)1,4432,375+9321,0301,6880.15%+658
VANGUARD HIGH DIVIDEND138,867137,092-1,77518,74819,4051.75%+657
ISHARES CORE S&P MID CAP371,554367,904-3,65023,56424,2062.18%+642
ISHARES MSCI EMERGING148,081144,072-4,0097,1887,8130.70%+625
ALPHABET INC(GOOG)2,0694,022+1,9533729910.09%+619
JOHNSON & JOHNSON(JNJ)4,6956,961+2,2667301,3130.12%+583
SPDR S&P 500 GROWTH ETF
ST STR P500GRW
85,87883,420-2,4588,1638,7450.79%+582
NEWMARKET CORP(NEU)3,5963,740+1442,5893,1640.28%+575
SPDR BLOOMBERG 1 3 MNTH
ST STR BLO 1 ETF
516,941522,327+5,38647,27547,7884.30%+513
ISHARES CORE S&P SMALL103,044100,512-2,53211,58912,0751.09%+486
ISHARES S&P MID CAP 400188,339185,177-3,16217,38917,8601.61%+471
ISHARES 1-3 YEAR TREASRY134,880140,056+5,17611,13311,5951.04%+462
ABBVIE INC(ABBV)4,7825,845+1,0639121,3670.12%+455
VANGUARD TOTAL STOCK2,5683,688+1,1207851,2170.11%+432
IBM CORP(IBM)1,6392,966+1,3274718550.08%+384
SPDR S&P 600 SMALL CAP
ST STR SP600SM C
54,18653,890-2964,4934,8590.44%+366
GE AEROSPACE(GE)1,4042,388+9843447090.06%+366
VANGUARD TOTAL WORLD28,89429,395+5013,7304,0880.37%+358
VANGUARD CONSUMER
CONSUM DIS ETF
13,99013,940-505,1375,4940.49%+357
VANGUARD INFORMATION
INF TECH ETF
5,4945,291-2033,6523,9980.36%+346
BERKSHIRE HATHAWAY8491,508+6594087520.07%+344
ENERGY SELECT SECTOR
ST STR ENERG ETF
33,58636,716+3,1302,9253,2640.29%+340
LOWES COS INC(LOW)12,74013,039+2992,8913,2120.29%+321
VANGUARD INTER-TERM
INTER TERM TREAS
212,690216,076+3,38612,64112,9561.17%+315
ISHARES S&P SMALL CAP46,21245,189-1,0234,7775,0770.46%+299
ISHARES S&P SMLL CAP 60066,02064,834-1,1868,9389,2330.83%+295
DIMENSIONAL U S CORE
US COR EQU 2 ETF
07,493+7,49302910.03%+291
PALANTIR TECHNOLOGIES IN(PLTR)8002,263+1,4631063920.04%+286
SPDR PORT INTER TRM
ST INTER ETF
420,359425,897+5,53812,02312,2911.11%+268
VANGUARD FTSE EMERGING62,99262,126-8663,1373,4040.31%+267
ISHARES GLOBAL50,54650,364-1825,6205,8730.53%+253
DOMINION ENERGY INC(D)68,67967,985-6943,9444,1830.38%+240
ELI LILLY AND CO(LLY)1,1191,308+1898721,0990.10%+227
VANGUARD MEGA CAP GROWTH0525+52502120.02%+212
JPMORGAN CHASE & CO(JPM)4,9055,289+3841,4321,6400.15%+207
WALMART INC(WMT)8342,782+1,948812840.03%+203
VANGUARD INDUSTRIALS
INDUSTRIAL ETF
13,67513,623-523,8584,0550.36%+197
ISHARES MSCI EAFE ETF242,856230,622-12,23421,73521,9281.97%+192
THERMO FISHER SCIENTIFIC(TMO)9271,078+1513975860.05%+189
ISHARES CORE US611,911+1,85061910.02%+185
DIMENSIONAL CORE FIXED
CORE FIXE IN ETF
04,300+4,30001840.02%+184
JPMORGAN SHORT DURATION
SHORT DURA CORE
03,655+3,65501740.02%+174
ISHARES US AEROSPACE6,8706,87001,2691,4400.13%+171
AVANTIS INTERNATIONAL02,092+2,09201670.02%+167
HOME DEPOT INC(HD)1,0361,393+3573855500.05%+165
VISA INC(V)8611,329+4683054650.04%+160
CATERPILLAR INC(CAT)617809+1922464030.04%+157
ISHARES SELECT DIVIDEND3681,424+1,056502040.02%+154
ABBOTT LABS3,3754,462+1,0874536010.05%+148
INTEL CORP(INTC)4,9366,826+1,8901082510.02%+143
GE VERNOVA INC(GEV)257455+1981302710.02%+141
DIMENSIONAL US CORE
US CORE EQT MKT
03,015+3,01501390.01%+139
MASTERCARD INC(MA)1,6561,840+1849301,0680.10%+138
WELLS FARGO & CO(WFC)4,7966,605+1,8093955330.05%+138
ISHARES RUSSELL 10005,7205,448-2722,4232,5600.23%+138
PROCTER & GAMBLE CO(PG)2,6043,644+1,0404205550.05%+135
NORFOLK SOUTHN CORP(NSC)2,6342,740+1066908220.07%+132
ASML HLDG N V F
N Y REGISTRY SHS
9135+12671390.01%+132
GOLDMAN SACHS ACTVBT03,137+3,13701310.01%+131
RTX CORP(RTX)2,2222,701+4793214500.04%+129
VANGUARD MID CAP ETF14,94814,737-2114,2224,3510.39%+128
AVANTIS US EQUITY ETF01,168+1,16801280.01%+128
QUEST DIAGNOSTICS INC(DGX)18721+70331290.01%+126
BANK OF AMERICA CORP1,7114,135+2,424832090.02%+126
CHEVRON CORP NEW(CVX)2,8923,579+6874285500.05%+122
JPMORGAN CORE PLUS BOND
CORE PLUS BD ETF
802,621+2,54141240.01%+121
ISHARES S&P MID CAP 400105,218103,201-2,01713,41013,5301.22%+120
SANDISK CORP(SNDK)0910+91001180.01%+118
APPLIED MATLS INC3,1303,275+1455957120.06%+118
AVANTIS EMERGING MARKETS01,523+1,52301160.01%+116
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