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Salomon & Ludwin, LLC

Salomon & Ludwin, LLC is an institution, managing $1.1B across 1,794 long positions as of Q3 2025 with 85% ETF concentration.

Portfolio Value
$1.1B
Positions
1,794
Top Holding
IVW at 6.88%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Salomon & Ludwin, LLC's portfolio (44.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$76.1M
6.88%
-$3.8M
Sold
628.9K shares
ETF
ETF
$67.8M
6.13%
+$3.9M
Bought
635.9K shares
ETF
ETF
$63.7M
5.75%
+$996.5K
Bought
223.6K shares
ETF
ETF
$58.6M
5.29%
+$6.8M
Bought
1.2M shares
ETF
ETF
$50.9M
4.59%
-$1.8M
Sold
82.6K shares
ETF
ETF
$47.8M
4.32%
+$492.8K
Bought
522.3K shares
ETF
ETF
$40.2M
3.63%
-$616.0K
Sold
193.5K shares
Software - Infrastructure
Technology
$31.9M
2.88%
+$1.5M
Bought
0.00%
61.7K shares
ETF
ETF
$28.5M
2.57%
-$1.0M
Sold
42.6K shares
ETF
ETF
$28.1M
2.54%
-$883.9K
Sold
460.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Salomon & Ludwin, LLC's latest filing

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Market Value
$1.1B
Prior: $1.0B
Q/Q Change
+9.42%
+$95.4M
Net Flows % of MV
+3.28%
Turnover Ratio
3.98%
New Purchases
923 stocks
$15.0M
Added To
444 stocks
+$46.2M
Sold Out Of
19 stocks
$329.3K
Reduced Holdings
133 stocks
-$24.6M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Salomon & Ludwin, LLC

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Sector Allocation

ETF: 85.10%ETFTechnology: 6.60%Consumer Defensive: 1.50%Consumer Cyclical: 1.30%Financial Services: 1.20%Healthcare: 0.90%Industrials: 0.70%Communication Services: 0.60%Utilities: 0.60%Basic Materials: 0.40%Energy: 0.20%Real Estate: 0.20%
ETF
85.10%
Technology
6.60%
Consumer Defensive
1.50%
Consumer Cyclical
1.30%
Financial Services
1.20%
Healthcare
0.90%
Industrials
0.70%
Communication Services
0.60%
Utilities
0.60%
Basic Materials
0.40%
Energy
0.20%
Real Estate
0.20%

Market Cap Distribution

Mega Cap (> $200B): 8.97%Mega Cap (> $200B)Large Cap ($10B - $200B): 3.85%Mid Cap ($2B - $10B): 1.23%Small Cap ($300M - $2B): 0.28%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.02%N/A (ETF or Unknown): 85.64%N/A (ETF or Unknown)
Mega Cap (> $200B)
8.97%
Large Cap ($10B - $200B)
3.85%
Mid Cap ($2B - $10B)
1.23%
Small Cap ($300M - $2B)
0.28%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.02%
N/A (ETF or Unknown)
85.64%

Portfolio Concentration

Top 10 Holdings %
44.58%
Top 20 Holdings %
63.16%
Top 50 Holdings %
85.73%
Top 100 Holdings %
94.17%

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