Salomon & Ludwin

RICHMOND, VAfiles as Salomon & Ludwin, LLC

$1.2bn in 2,116 US stocks at the end of 30 June 2026. The top 10 are 43.1% of the money. It changed about 3.9% of the portfolio this quarter.

Value

$1.2bn

Stocks

2,116

Top 10 share

43.1%

Turnover

3.9%

What changed this quarter

New

Bought for the first time this quarter.

Ssga Active ETF TRRLY
<0.1% of the fund
Ssga Active TRALLW
<0.1% of the fund
J P Morgan Exchange Traded FHELO
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
LiquidiaLQDA
<0.1% of the fund
SEI Exchange Traded FundsLEND
<0.1% of the fund
Kyocera Corp NPV ADRKYOAY
<0.1% of the fund
Alignment HealthcareALHC
<0.1% of the fund
Remitly GlobalRELY
<0.1% of the fund
EPAM SystemsEPAM
<0.1% of the fund
Flowers FoodsFLO
<0.1% of the fund
DaveDAVE
<0.1% of the fund
Atmus Filtration TechnologiesATMU
<0.1% of the fund
Invesco Exch Traded FD TR IIQQQM
<0.1% of the fund
IngredionINGR
<0.1% of the fund
Erie IndemnityERIE
<0.1% of the fund
Credit AcceptanceCACC
<0.1% of the fund
Pilgrims PridePPC
<0.1% of the fund
Warby ParkerWRBY
<0.1% of the fund
Eastern BanksharesEBC
<0.1% of the fund
Rush Street InteractiveRSI
<0.1% of the fund
DuolingoDUOL
<0.1% of the fund
REA Group LTD FRPGRY
<0.1% of the fund
Nicolet BanksharesNIC
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRSUB
6.4% of the fund
+2%
Vanguard MUN BD FDSVTEB
2.4% of the fund
+3%
Ishares TRMUB
2.2% of the fund
+5%
Vanguard Scottsdale FDSVGSH
2.1% of the fund
+3%
Vanguard Scottsdale FDSVGIT
1.3% of the fund
+4%
Spdr Series TrustSPTI
1.2% of the fund
+4%
Ishares TRSHY
1.2% of the fund
+4%
Spdr Index SHS FDSSPDW
0.9% of the fund
+7%
Select Sector Spdr TRXLC
0.3% of the fund
+5%
Select Sector Spdr TRXLE
0.3% of the fund
+3%
Spdr Index SHS FDSSPEM
0.3% of the fund
+5%
JPMorgan ChaseJPM
0.1% of the fund
+6%
TeslaTSLA
<0.1% of the fund
+3%
LineageLINE
<0.1% of the fund
+2150%
Micron TechnologyMU
<0.1% of the fund
+5%
QualcommQCOM
<0.1% of the fund
+7%
ASML Holding NVASML
<0.1% of the fund
+3%
Abbott LaboratoriesABT
<0.1% of the fund
+11%
Home DepotHD
<0.1% of the fund
+33%
Walt DisneyDIS
<0.1% of the fund
+12%
Southern CompanySO
<0.1% of the fund
+15%
Spdr Gold TRGLD
<0.1% of the fund
+24%
World Gold TRGLDM
<0.1% of the fund
+64%
AmgenAMGN
<0.1% of the fund
+27%
Capital One FinancialCOF
<0.1% of the fund
+13%

Cut

Sold some of their stake.

Ishares TRIVW
6.5% of the fund
-3%
Select Sector Spdr TRXLK
6.2% of the fund
-7%
Vanguard Index FDSVOO
4.2% of the fund
-4%
Ishares TRIVE
3.4% of the fund
-4%
State STR Spdr S&P 500 ETF TSPY
2.5% of the fund
-5%
Ishares TRIJH
2.2% of the fund
-2%
Ishares TREFA
1.8% of the fund
-2%
Vanguard Whitehall FDSVYM
1.7% of the fund
-2%
Ishares TRIJK
1.6% of the fund
-5%
Vanguard Index FDSVUG
1.4% of the fund
-2%
Ishares TRIJJ
1.1% of the fund
-2%
Ishares TRIJR
1.1% of the fund
-2%
Ishares TRIJT
0.8% of the fund
-4%
Spdr Series TrustSPYG
0.7% of the fund
-5%
Ishares TRIVV
0.7% of the fund
-8%
Spdr Series TrustSLYV
0.4% of the fund
-4%
Ishares TRIJS
0.4% of the fund
-6%
Spdr Series TrustSDY
0.4% of the fund
-3%
Vanguard Index FDSVB
0.4% of the fund
-5%
Vanguard Index FDSVO
0.4% of the fund
-2%
Vanguard World FDVGT
0.4% of the fund
-10%
State STR Spdr S&P Midcap 40MDY
0.3% of the fund
-2%
First TR Exchange-Traded FDFDL
0.3% of the fund
-2%
Vanguard Index FDSVTV
0.3% of the fund
-3%
Lowe's CompaniesLOW
0.2% of the fund
-3%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Viavi SolutionsVIAV
-100%
SemtechSMTC
-100%
SanminaSANM
-100%
Sealed Air Corp New
-100%
Air Lease
-100%
LKQLKQ
-100%
TRI Pointe Homes
-100%
DigitalOcean HoldingsDOCN
-100%
Kyocera Corp -Spons ADR
-100%
Clearway EnergyCWEN
-100%
Vonovia ADRVONOY
-100%
KemperKMPR
-100%
Sartorius Stedim Biotech Aubgn Unsponsrd ADSSRTOY
-100%
ZoomInfo TechnologiesGTM
-100%
Carnival
-100%
CSG SYS Intl
-100%
American Woodmark Corporatio
-100%
Coterra EnergyCTRA
-100%
Barratt Developments UNS ADRBTDPY
-100%
PultegroupPHM
-100%
American Water Works CompanyAWK
-100%
StandardAeroSARO
-100%
CoupangCPNG
-100%
Coeur MiningCDE
-100%

Holdings

Ishares TRIVW
Share
6.5%
Value
$79m
Shares
578,289
-3%
Ishares TRSUB
Share
6.4%
Value
$77m
Shares
726,711
+2%
Select Sector Spdr TRXLK
Share
6.2%
Value
$75m
Shares
404,790
-7%
J P Morgan Exchange Traded FJMST
Share
5.0%
Value
$61m
Shares
1,202,000
Held
Vanguard Index FDSVOO
Share
4.2%
Value
$51m
Shares
75,056
-4%
Spdr Series TrustBIL
Share
4.1%
Value
$49m
Shares
539,532
Held
Ishares TRIVE
Share
3.4%
Value
$41m
Shares
179,309
-4%
State STR Spdr S&P 500 ETF TSPY
Share
2.5%
Value
$30m
Shares
40,540
-5%
Vanguard Tax-Managed FDSVEA
Share
2.5%
Value
$30m
Shares
423,984
Held
Vanguard MUN BD FDSVTEB
Share
2.4%
Value
$29m
Shares
578,375
+3%
Ishares TRMUB
Share
2.2%
Value
$27m
Shares
253,804
+5%
Ishares TRIJH
Share
2.2%
Value
$26m
Shares
344,299
-2%
Vanguard Scottsdale FDSVGSH
Share
2.1%
Value
$26m
Shares
443,813
+3%
MicrosoftMSFT
Share
1.9%
Value
$23m
Shares
60,342
Held
Ishares TREFA
Share
1.8%
Value
$21m
Shares
206,707
-2%
Ishares TRIWM
Share
1.7%
Value
$21m
Shares
70,681
Held
Vanguard Whitehall FDSVYM
Share
1.7%
Value
$20m
Shares
128,393
-2%
AppleAAPL
Share
1.7%
Value
$20m
Shares
68,528
Held
Ishares TRIJK
Share
1.6%
Value
$19m
Shares
165,410
-5%
Select Sector Spdr TRXLY
Share
1.5%
Value
$18m
Shares
155,065
Held
Vanguard Index FDSVUG
Share
1.4%
Value
$17m
Shares
201,162
-2%
Select Sector Spdr TRXLV
Share
1.3%
Value
$16m
Shares
99,600
Held
Vanguard Scottsdale FDSVGIT
Share
1.3%
Value
$16m
Shares
269,897
+4%
Select Sector Spdr TRXLF
Share
1.3%
Value
$15m
Shares
279,970
Held
Spdr Series TrustSPTI
Share
1.2%
Value
$15m
Shares
536,824
+4%
Ishares TRSHY
Share
1.2%
Value
$15m
Shares
178,384
+4%
Ishares TRIJJ
Share
1.1%
Value
$14m
Shares
94,459
-2%
Ishares TRIJR
Share
1.1%
Value
$14m
Shares
91,530
-2%
Select Sector Spdr TRXLI
Share
0.9%
Value
$11m
Shares
58,790
Held
Spdr Index SHS FDSSPDW
Share
0.9%
Value
$11m
Shares
212,790
+7%
Ishares TRIJT
Share
0.8%
Value
$10m
Shares
59,814
-4%
Select Sector Spdr TRXLP
Share
0.8%
Value
$9m
Shares
113,058
Held
IsharesIEMG
Share
0.7%
Value
$9m
Shares
110,644
Held
Ishares TREEM
Share
0.7%
Value
$9m
Shares
134,008
Held
Spdr Series TrustSPYG
Share
0.7%
Value
$9m
Shares
74,840
-5%
Ishares TRIVV
Share
0.7%
Value
$8m
Shares
11,292
-8%
Altria GroupMO
Share
0.6%
Value
$7m
Shares
101,548
Held
Lam ResearchLRCX
Share
0.5%
Value
$6m
Shares
16,077
Held
Ishares TRIXG
Share
0.5%
Value
$6m
Shares
49,345
Held
Spdr Series TrustSPYV
Share
0.5%
Value
$6m
Shares
93,694
Held
Spdr Series TrustSLYV
Share
0.4%
Value
$5m
Shares
50,142
-4%
Vanguard World FDVCR
Share
0.4%
Value
$5m
Shares
13,651
Held
Ishares TRIJS
Share
0.4%
Value
$5m
Shares
39,626
-6%
Spdr Series TrustSDY
Share
0.4%
Value
$5m
Shares
34,033
-3%
Vanguard Index FDSVB
Share
0.4%
Value
$5m
Shares
16,849
-5%
Philip Morris InternationalPM
Share
0.4%
Value
$5m
Shares
27,598
Held
Invesco Exchange Traded FD TPEY
Share
0.4%
Value
$5m
Shares
203,973
Held
OracleORCL
Share
0.4%
Value
$5m
Shares
32,744
Held
Vanguard Index FDSVO
Share
0.4%
Value
$5m
Shares
57,421
-2%
Dominion EnergyD
Share
0.4%
Value
$5m
Shares
67,733
Held
Vanguard World FDVIS
Share
0.4%
Value
$4m
Shares
12,629
Held
Vanguard Intl Equity Index FVT
Share
0.4%
Value
$4m
Shares
28,160
Held
Vanguard World FDVGT
Share
0.4%
Value
$4m
Shares
36,510
-10%
Select Sector Spdr TRXLC
Share
0.3%
Value
$4m
Shares
37,636
+5%
Select Sector Spdr TRXLE
Share
0.3%
Value
$4m
Shares
74,585
+3%
State STR Spdr S&P Midcap 40MDY
Share
0.3%
Value
$4m
Shares
5,616
-2%
Amazon.comAMZN
Share
0.3%
Value
$4m
Shares
15,263
Held
First TR Exchange-Traded FDFDL
Share
0.3%
Value
$4m
Shares
72,191
-2%
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$4m
Shares
59,601
Held
Vanguard Index FDSVTV
Share
0.3%
Value
$3m
Shares
15,616
-3%
Wisdomtree TRAIVL
Share
0.3%
Value
$3m
Shares
24,856
Held
Spdr Index SHS FDSSPEM
Share
0.3%
Value
$3m
Shares
58,991
+5%
NewmarketNEU
Share
0.2%
Value
$3m
Shares
3,740
Held
Lowe's CompaniesLOW
Share
0.2%
Value
$3m
Shares
12,749
-3%
NvidiaNVDA
Share
0.2%
Value
$3m
Shares
13,938
Held
AlphabetGOOGL
Share
0.2%
Value
$3m
Shares
7,500
Held
McDonald'sMCD
Share
0.2%
Value
$3m
Shares
9,806
Held
Ishares TRIWF
Share
0.2%
Value
$3m
Shares
20,517
-4%
Wisdomtree TRDON
Share
0.2%
Value
$2m
Shares
38,454
Held
Wisdomtree TRDES
Share
0.2%
Value
$2m
Shares
50,460
-4%
Applied MaterialsAMAT
Share
0.2%
Value
$2m
Shares
3,123
-4%
Spdr Series TrustMDYG
Share
0.2%
Value
$2m
Shares
17,717
-5%
Eli LillyLLY
Share
0.2%
Value
$2m
Shares
1,638
-3%
Vanguard World FDVDE
Share
0.2%
Value
$2m
Shares
12,627
Held
Coca-ColaKO
Share
0.1%
Value
$2m
Shares
21,902
Held
Spdr Series TrustMDYV
Share
0.1%
Value
$2m
Shares
18,845
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$2m
Shares
5,155
+6%
Johnson & JohnsonJNJ
Share
0.1%
Value
$2m
Shares
6,720
Held
Ishares TRITA
Share
0.1%
Value
$2m
Shares
6,870
Held
Invesco Exchange Traded FD TRSP
Share
0.1%
Value
$2m
Shares
7,612
-5%
AlphabetGOOG
Share
0.1%
Value
$2m
Shares
4,323
Held
Vanguard World FDVHT
Share
0.1%
Value
$1m
Shares
4,907
Held
BroadcomAVGO
Share
0.1%
Value
$1m
Shares
3,902
-6%
AbbVieABBV
Share
0.1%
Value
$1m
Shares
5,275
Held
Vanguard Index FDSVTI
Share
0.1%
Value
$1m
Shares
3,475
-4%
TeslaTSLA
Share
<0.1%
Value
$1m
Shares
2,852
+3%
Truist FinancialTFC
Share
<0.1%
Value
$1m
Shares
21,859
Held
Spdr Series TrustSLYG
Share
<0.1%
Value
$1m
Shares
9,398
Held
Invesco QQQ TRQQQ
Share
<0.1%
Value
$1m
Shares
1,410
-2%
Atlantic Union BanksharesAUB
Share
<0.1%
Value
$958,041
Shares
22,182
Held
Ssga Active ETF TRRLY
Share
<0.1%
Value
$957,269
Shares
27,925
New
Colgate-PalmoliveCL
Share
<0.1%
Value
$957,098
Shares
10,318
Held
Ishares TRSGOV
Share
<0.1%
Value
$901,346
Shares
8,978
Held
PRA GroupPRAA
Share
<0.1%
Value
$896,834
Shares
46,881
Held
IntelINTC
Share
<0.1%
Value
$876,438
Shares
6,900
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$876,144
Shares
6,429
Held
CaterpillarCAT
Share
<0.1%
Value
$866,702
Shares
874
Held
General ElectricGE
Share
<0.1%
Value
$840,990
Shares
2,243
Held
Ishares TROEF
Share
<0.1%
Value
$826,134
Shares
2,258
Held
Norfolk SouthernNSC
Share
<0.1%
Value
$823,632
Shares
2,582
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVW	6.5%	$79m	578,289	-3%
Ishares TRSUB	6.4%	$77m	726,711	+2%
Select Sector Spdr TRXLK	6.2%	$75m	404,790	-7%
J P Morgan Exchange Traded FJMST	5.0%	$61m	1,202,000	Held
Vanguard Index FDSVOO	4.2%	$51m	75,056	-4%
Spdr Series TrustBIL	4.1%	$49m	539,532	Held
Ishares TRIVE	3.4%	$41m	179,309	-4%
State STR Spdr S&P 500 ETF TSPY	2.5%	$30m	40,540	-5%
Vanguard Tax-Managed FDSVEA	2.5%	$30m	423,984	Held
Vanguard MUN BD FDSVTEB	2.4%	$29m	578,375	+3%
Ishares TRMUB	2.2%	$27m	253,804	+5%
Ishares TRIJH	2.2%	$26m	344,299	-2%
Vanguard Scottsdale FDSVGSH	2.1%	$26m	443,813	+3%
MicrosoftMSFT	1.9%	$23m	60,342	Held
Ishares TREFA	1.8%	$21m	206,707	-2%
Ishares TRIWM	1.7%	$21m	70,681	Held
Vanguard Whitehall FDSVYM	1.7%	$20m	128,393	-2%
AppleAAPL	1.7%	$20m	68,528	Held
Ishares TRIJK	1.6%	$19m	165,410	-5%
Select Sector Spdr TRXLY	1.5%	$18m	155,065	Held
Vanguard Index FDSVUG	1.4%	$17m	201,162	-2%
Select Sector Spdr TRXLV	1.3%	$16m	99,600	Held
Vanguard Scottsdale FDSVGIT	1.3%	$16m	269,897	+4%
Select Sector Spdr TRXLF	1.3%	$15m	279,970	Held
Spdr Series TrustSPTI	1.2%	$15m	536,824	+4%
Ishares TRSHY	1.2%	$15m	178,384	+4%
Ishares TRIJJ	1.1%	$14m	94,459	-2%
Ishares TRIJR	1.1%	$14m	91,530	-2%
Select Sector Spdr TRXLI	0.9%	$11m	58,790	Held
Spdr Index SHS FDSSPDW	0.9%	$11m	212,790	+7%
Ishares TRIJT	0.8%	$10m	59,814	-4%
Select Sector Spdr TRXLP	0.8%	$9m	113,058	Held
IsharesIEMG	0.7%	$9m	110,644	Held
Ishares TREEM	0.7%	$9m	134,008	Held
Spdr Series TrustSPYG	0.7%	$9m	74,840	-5%
Ishares TRIVV	0.7%	$8m	11,292	-8%
Altria GroupMO	0.6%	$7m	101,548	Held
Lam ResearchLRCX	0.5%	$6m	16,077	Held
Ishares TRIXG	0.5%	$6m	49,345	Held
Spdr Series TrustSPYV	0.5%	$6m	93,694	Held
Spdr Series TrustSLYV	0.4%	$5m	50,142	-4%
Vanguard World FDVCR	0.4%	$5m	13,651	Held
Ishares TRIJS	0.4%	$5m	39,626	-6%
Spdr Series TrustSDY	0.4%	$5m	34,033	-3%
Vanguard Index FDSVB	0.4%	$5m	16,849	-5%
Philip Morris InternationalPM	0.4%	$5m	27,598	Held
Invesco Exchange Traded FD TPEY	0.4%	$5m	203,973	Held
OracleORCL	0.4%	$5m	32,744	Held
Vanguard Index FDSVO	0.4%	$5m	57,421	-2%
Dominion EnergyD	0.4%	$5m	67,733	Held
Vanguard World FDVIS	0.4%	$4m	12,629	Held
Vanguard Intl Equity Index FVT	0.4%	$4m	28,160	Held
Vanguard World FDVGT	0.4%	$4m	36,510	-10%
Select Sector Spdr TRXLC	0.3%	$4m	37,636	+5%
Select Sector Spdr TRXLE	0.3%	$4m	74,585	+3%
State STR Spdr S&P Midcap 40MDY	0.3%	$4m	5,616	-2%
Amazon.comAMZN	0.3%	$4m	15,263	Held
First TR Exchange-Traded FDFDL	0.3%	$4m	72,191	-2%
Vanguard Intl Equity Index FVWO	0.3%	$4m	59,601	Held
Vanguard Index FDSVTV	0.3%	$3m	15,616	-3%
Wisdomtree TRAIVL	0.3%	$3m	24,856	Held
Spdr Index SHS FDSSPEM	0.3%	$3m	58,991	+5%
NewmarketNEU	0.2%	$3m	3,740	Held
Lowe's CompaniesLOW	0.2%	$3m	12,749	-3%
NvidiaNVDA	0.2%	$3m	13,938	Held
AlphabetGOOGL	0.2%	$3m	7,500	Held
McDonald'sMCD	0.2%	$3m	9,806	Held
Ishares TRIWF	0.2%	$3m	20,517	-4%
Wisdomtree TRDON	0.2%	$2m	38,454	Held
Wisdomtree TRDES	0.2%	$2m	50,460	-4%
Applied MaterialsAMAT	0.2%	$2m	3,123	-4%
Spdr Series TrustMDYG	0.2%	$2m	17,717	-5%
Eli LillyLLY	0.2%	$2m	1,638	-3%
Vanguard World FDVDE	0.2%	$2m	12,627	Held
Coca-ColaKO	0.1%	$2m	21,902	Held
Spdr Series TrustMDYV	0.1%	$2m	18,845	Held
JPMorgan ChaseJPM	0.1%	$2m	5,155	+6%
Johnson & JohnsonJNJ	0.1%	$2m	6,720	Held
Ishares TRITA	0.1%	$2m	6,870	Held
Invesco Exchange Traded FD TRSP	0.1%	$2m	7,612	-5%
AlphabetGOOG	0.1%	$2m	4,323	Held
Vanguard World FDVHT	0.1%	$1m	4,907	Held
BroadcomAVGO	0.1%	$1m	3,902	-6%
AbbVieABBV	0.1%	$1m	5,275	Held
Vanguard Index FDSVTI	0.1%	$1m	3,475	-4%
TeslaTSLA	<0.1%	$1m	2,852	+3%
Truist FinancialTFC	<0.1%	$1m	21,859	Held
Spdr Series TrustSLYG	<0.1%	$1m	9,398	Held
Invesco QQQ TRQQQ	<0.1%	$1m	1,410	-2%
Atlantic Union BanksharesAUB	<0.1%	$958,041	22,182	Held
Ssga Active ETF TRRLY	<0.1%	$957,269	27,925	New
Colgate-PalmoliveCL	<0.1%	$957,098	10,318	Held
Ishares TRSGOV	<0.1%	$901,346	8,978	Held
PRA GroupPRAA	<0.1%	$896,834	46,881	Held
IntelINTC	<0.1%	$876,438	6,900	Held
ExxonMobil HoldingsXOM	<0.1%	$876,144	6,429	Held
CaterpillarCAT	<0.1%	$866,702	874	Held
General ElectricGE	<0.1%	$840,990	2,243	Held
Ishares TROEF	<0.1%	$826,134	2,258	Held
Norfolk SouthernNSC	<0.1%	$823,632	2,582	Held

Showing the largest 100 of 2,116.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.0% since 30 June 2025.

Where the money is

Technology5.9%

Everyday goods1.5%

Financial services1.3%

Retail & consumer1.3%

Health care1.0%

Industrials0.9%

Utilities0.6%

Media & telecom0.6%

Materials0.5%

Energy0.3%

Real estate0.2%

Other85.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.