Fund HoldingsSalomon & Ludwin, LLC

Total Portfolio Value
$943.92M
Total Bought
$3.97M
Total Sold
$45.53M
Net Transaction
-$41.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LAM RESH CORP(LRCX)015,870+15,87001,1460.12%+1,146
ISHARES NATIONAL MUNI214,760226,980+12,22023,48124,1852.56%+703
ISHARES SHORT TERM NTNL549,421559,642+10,22158,44959,0316.25%+582
SPDR FUND CONSUMER
ST STR DISCR ETF
78,25872,140-6,11815,69316,1851.71%+492
APPLE INC(AAPL)62,26759,521-2,74614,50814,9051.58%+397
VANGUARD MUNI BND TAX500,350516,670+16,32025,57825,9012.74%+323
AMAZON.COM INC(AMZN)09,802+9,80202,1500.23%+2,150
JPMORGAN ULTRA SHRT
ULTRA SHT MUNCPL
1,019,6111,027,536+7,92551,93952,1065.52%+167
TESLA INC(TSLA)1,2561,225-313294950.05%+166
SPDR S&P 500 GROWTH ETF
ST STR P500GRW
44,50443,631-8733,6913,8350.41%+144
VANGUARD GROWTH ETF040,077+40,077016,4491.74%+16,449
ALTRIA GROUP INC(MO)100,481100,204-2775,1295,2400.56%+111
BLACKROCK INC NEW(BLK)095+950970.01%+97
BROADCOM INC(AVGO)01,590+1,59003690.04%+369
COMMUNICAT SVS SLCT SEC
ST STR SVC ETF
20,31619,991-3251,8461,9350.21%+90
ALPHABET INC(GOOG)04,535+4,53508580.09%+858
NORFOLK SOUTHN CORP(NSC)02,635+2,63506180.07%+618
VANGUARD INFORMATION
INF TECH ETF
05,596+5,59603,4800.37%+3,480
SPROTT PHYSICAL GOLD ETV(PHYS)03,250+3,2500650.01%+65
WELLS FARGO & CO(WFC)05,149+5,14903620.04%+362
ISHARES RUSSELL 10005,6655,439-2262,1272,1840.23%+58
SPROTT PHYSICAL SILVER E(PSLV)011,322+11,32201090.01%+109
VANGUARD SMALL CAP ETF19,99819,959-394,7444,7960.51%+52
MASTERCARD INC(MA)1,6061,596-107938400.09%+47
DISNEY WALT CO(DIS)03,634+3,63404050.04%+405
PALANTIR TECHNOLOGIES IN(PLTR)0500+5000380.00%+38
NETFLIX INC(NFLX)0395+39503520.04%+352
NVIDIA CORP(NVDA)02,279+2,27903060.03%+306
BANK OF AMERICA CORP07,297+7,29703210.03%+321
MARKEL GROUP INC(MKL)0190+19003280.03%+328
ISHARES S&P 100 ETF2,2582,25806256520.07%+27
CAPITAL ONE FINL CORP(COF)0994+99401770.02%+177
VANGUARD FINANCIALS ETF
FINANCIALS ETF
04,108+4,10804850.05%+485
MARVELL TECHNOLOGY INC(MRVL)0537+5370590.01%+59
ALPHABET INC(GOOG)01,169+1,16902230.02%+223
CISCO SYS INC(CSCO)03,948+3,94802340.02%+234
NATIONAL HEALTHCARE PROP(NHP)0318+3180170.00%+17
VANGUARD CONSUMER
CONSUM DIS ETF
013,897+13,89705,2170.55%+5,217
SCHWAB 1000 INDEX ETF0557+5570160.00%+16
KINDER MORGAN INC DEL(KMI)02,894+2,8940790.01%+79
MONOGRAM TECHNOLOGIES IN06,000+6,0000140.00%+14
ISHARES TOTAL US STOCK5,2105,193-176546680.07%+13
SPDR S&P 400 MID CAP
ST STR SP400VAL
13,73213,760+281,0911,1040.12%+12
DECKERS OUTDOOR CORP(DECK)0246+2460500.01%+50
APOLLO GLOBAL MGMT INC N(APO)0263+2630430.00%+43
ONEOK INC NEW(OKE)01,049+1,04901050.01%+105
JPMORGAN INCOME ETF
INCOME ETF
0210+2100100.00%+10
MARRIOTT INTL INC NEW(MAR)0306+3060850.01%+85
VERTIV HLDGS CO(VRT)01,010+1,01001150.01%+115
BOEING CO(BA)0376+3760670.01%+67
WALMART INC(WMT)0843+8430760.01%+76
SPDR PORTFOLIO S&P 500
ST STR P500ETF
01,019+1,0190700.01%+70
SCHWAB US LARGE CAP ETF09,864+9,86402290.02%+229
VANGUARD S&P 500 GROWTH0362+36201330.01%+133
NORTHERN TR CORP(NTRS)0603+6030620.01%+62
ISHARES RUSSELL MID CAP01,026+1,02601300.01%+130
HONEYWELL INTL INC(HON)0474+47401070.01%+107
AMERICAN EXPRESS CO(AXP)0345+34501020.01%+102
ENTERGY CORP NEW(ETR)0706+7060540.01%+54
SPDR FUND MATERIALS
ST STR MATER ETF
0211+2110180.00%+18
TCW FLEXIBLE INCOME ETF
FLEXIBLE INCOME
0165+165060.00%+6
JPMORGAN EQUITY PREMIUM
EQUITY PREMIUM
421541+12025310.00%+6
VANGUARD MEGA CAP ETF0861+86101830.02%+183
AMERICAN AIRLS GROUP INC(AAL)0821+8210140.00%+14
BREAD FINL HOLDINGS INC0376+3760230.00%+23
EMERSON ELEC CO(EMR)0350+3500430.00%+43
FIRST TRUST DJ SEL
COM SHS ANNUAL
01,297+1,2970880.01%+88
AMPLIFY CWP ENHANCED DIV0501+5010200.00%+20
J P MORGAN NASDAQ EQT
NASDAQ EQT PREM
456528+7225300.00%+5
SCHWAB FUNDMNTL US LARGE0747+7470180.00%+18
GENERAL MTRS CO(GM)0523+5230280.00%+28
FIRST TRUST GBL TTCL
FST TR GLB FD
0649+6490160.00%+16
UNIVERSAL STAINLESS & AL0770+7700340.00%+34
CENTERPOINT ENERGY INC(CNP)01,745+1,7450550.01%+55
SYNCHRONY FINL(SYF)0266+2660170.00%+17
TAKE-TWO INTERACTIVE SOF(TTWO)0125+1250230.00%+23
GLOBAL X S&P 500 COVERED
S&P 500 COVERED
09,221+9,22103860.04%+386
F5 INC(FFIV)0133+1330330.00%+33
BLACKSTONE INC(BX)0180+1800310.00%+31
COHERENT CORP(COHR)0593+5930560.01%+56
T-MOBILE US INC(TMUS)0250+2500550.01%+55
COPART INC(CPRT)0669+6690380.00%+38
TEVA PHARMACEUTICAL IN F(TEVA)0759+7590170.00%+17
INVSC ACTVLY MNG OPTM YD
OPTIMUM YIELD
01,044+1,0440140.00%+14
SCHWAB FUNDAMNTL US SML0466+4660140.00%+14
ISHARES BITCOIN ETF(IBIT)0158+158080.00%+8
WARNER BROS DISCOVERY IN(WBD)01,223+1,2230130.00%+13
KAYNE ANDERSON ENERGY IN(KYN)01,650+1,6500210.00%+21
AUTOMATIC DATA PROCESSIN264259-573760.01%+3
YUM CHINA HLDGS INC(YUMC)057+57030.00%+3
SCHWAB INTERNATIONAL0166+166030.00%+3
CONOCOPHILLIPS(COP)0415+4150410.00%+41
MANULIFE FINL CORP F(MFC)02,347+2,3470720.01%+72
ISHARES MSCI USA MOMNTUM
MSCI USA MMENTM
0737+73701530.02%+153
SCHWAB 5 10 YEAR CORP0118+118030.00%+3
SCHWAB US LARGE CAP01,280+1,2800360.00%+36
SCHWAB FUNDTL EMRG MKT0312+312090.00%+9
DT MIDSTREAM INC(DTM)0117+1170120.00%+12
VULCAN MATLS CO(VMC)318318080820.01%+2
VANGUARD MORTGAGE BACKED
MTG-BKD SECS ETF
042+42020.00%+2
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