Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES S&P 500 GROWTH (IVW) | 1,189,761 | UNCH | $81,333 |
IVW | 1,189,761 | UNCH | $81,333 |
TECHNOLOGY SELECT SECTOR | 350,186 | UNCH | $67,404 |
XLK | 350,186 | UNCH | $67,404 |
VANGUARD S&P 500 ETF (VOO) | 128,177 | UNCH | $55,988 |
VOO | 128,177 | UNCH | $55,988 |
ISHARES S&P 500 VALUE (IVE) | 315,259 | UNCH | $54,820 |
IVE | 315,259 | UNCH | $54,820 |
ISHARES SHORT TERM NTNL (SUB) | 445,987 | UNCH | $45,874 |
SUB | 445,987 | UNCH | $45,874 |
VANGUARD FTSE DEVELOPED (VEA) | 753,543 | UNCH | $32,981 |
VEA | 753,543 | UNCH | $32,981 |
ISHARES CORE S&P MID CAP (IJH) | 113,221 | UNCH | $31,379 |
IJH | 113,221 | UNCH | $31,379 |
SPDR S&P 500 ETF (SPY) | 56,809 | UNCH | $27,002 |
SPY | 56,809 | UNCH | $27,002 |
ISHARES MSCI EAFE ETF (EFA) | 390,271 | UNCH | $26,909 |
EFA | 390,271 | UNCH | $26,909 |
MICROSOFT CORP | 70,428 | UNCH | $26,484 |
MSFT | 70,428 | UNCH | $26,484 |
VANGUARD HIGH DIVIDEND (VYM) | 241,219 | UNCH | $24,842 |
VYM | 241,219 | UNCH | $24,842 |
ISHARES S&P MID CAP 400 (IJK) | 313,422 | UNCH | $22,641 |
IJK | 313,422 | UNCH | $22,641 |
SPDR FUND CONSUMER (XLY) | 117,829 | UNCH | $21,069 |
XLY | 117,829 | UNCH | $21,069 |
ISHARES RUSSELL 2000 (IWM) | 103,986 | UNCH | $20,871 |
IWM | 103,986 | UNCH | $20,871 |
ISHARES S&P MID CAP 400 (IJJ) | 182,686 | UNCH | $20,834 |
IJJ | 182,686 | UNCH | $20,834 |
VANGUARD SHORT TERM (VGSH) | 333,519 | UNCH | $19,600 |
VGSH | 333,519 | UNCH | $19,600 |
VANGUARD GROWTH ETF (VUG) | 60,350 | UNCH | $18,762 |
VUG | 60,350 | UNCH | $18,762 |
SELECT SECTOR HEALTH | 145,243 | UNCH | $18,731 |
XLV | 145,243 | UNCH | $18,731 |
APPLE INC | 92,077 | UNCH | $17,728 |
AAPL | 92,077 | UNCH | $17,728 |
VANGUARD MUNI BND TAX (VTEB) | 356,489 | UNCH | $17,147 |
VTEB | 356,489 | UNCH | $17,147 |
ISHARES CORE S&P (IJR) | 154,451 | UNCH | $16,719 |
IJR | 154,451 | UNCH | $16,719 |
ISHARES NATIONAL MUNI (MUB) | 159,800 | UNCH | $16,386 |
MUB | 159,800 | UNCH | $16,386 |
SELECT STR FINANCIAL | 417,906 | UNCH | $15,713 |
XLF | 417,906 | UNCH | $15,713 |
LILLY ELI & CO | 28,793 | UNCH | $15,466 |
LLY | 28,793 | UNCH | $15,466 |
ISHARES S&P SMLL CAP 600 (IJT) | 109,966 | UNCH | $13,761 |
IJT | 109,966 | UNCH | $13,761 |
INVSC HIGH YIELD | 585,195 | UNCH | $12,371 |
PEY | 585,195 | UNCH | $12,371 |
SPDR FUND CONSUMER (XLP) | 171,193 | UNCH | $11,797 |
XLP | 171,193 | UNCH | $11,797 |
SELECT SECTOR INDUSTRIAL | 90,693 | UNCH | $10,338 |
XLI | 90,693 | UNCH | $10,338 |
SPDR S&P DIVIDEND ETF (SDY) | 87,218 | UNCH | $10,031 |
SDY | 87,218 | UNCH | $10,031 |
ISHARES MSCI EMERGING (EEM) | 239,354 | UNCH | $9,087 |
EEM | 239,354 | UNCH | $9,087 |
ISHARES CORE MSCI (IEMG) | 190,477 | UNCH | $9,067 |
IEMG | 190,477 | UNCH | $9,067 |
ISHARES CORE S&P 500 (IVV) | 18,914 | UNCH | $9,034 |
IVV | 18,914 | UNCH | $9,034 |
ISHARES S&P SMALL CAP (IJS) | 78,117 | UNCH | $8,052 |
IJS | 78,117 | UNCH | $8,052 |
VANGUARD CONSUMER (VCR) | 23,021 | UNCH | $7,011 |
VCR | 23,021 | UNCH | $7,011 |
ISHARES GLOBAL (IXG) | 82,779 | UNCH | $6,505 |
IXG | 82,779 | UNCH | $6,505 |
SPDR S&P 600 SMALL CAP (SLYV) | 76,428 | UNCH | $6,367 |
SLYV | 76,428 | UNCH | $6,367 |
FIRST TRUST MORNINGSTAR (FDL) | 187,535 | UNCH | $6,271 |
FDL | 187,535 | UNCH | $6,271 |
WISDOMTREE US MIDCAP | 129,273 | UNCH | $5,906 |
DON | 129,273 | UNCH | $5,906 |
WISDOMTREE US AI ENHNCD | 63,594 | UNCH | $5,657 |
AIVL | 63,594 | UNCH | $5,657 |
ALTRIA GROUP INC | 114,707 | UNCH | $4,823 |
MO | 114,707 | UNCH | $4,823 |
VANGUARD INFORMATION (VGT) | 9,930 | UNCH | $4,806 |
VGT | 9,930 | UNCH | $4,806 |
VANGUARD SMALL CAP ETF (VB) | 22,121 | UNCH | $4,719 |
VB | 22,121 | UNCH | $4,719 |
VANGUARD INDUSTRIALS (VIS) | 21,270 | UNCH | $4,689 |
VIS | 21,270 | UNCH | $4,689 |
VANGUARD VALUE ETF (VTV) | 33,196 | UNCH | $4,579 |
VTV | 33,196 | UNCH | $4,579 |
WISDOMTREE US SMALLCAP | 142,165 | UNCH | $4,573 |
DES | 142,165 | UNCH | $4,573 |
ENERGY SELECT SECTOR | 49,430 | UNCH | $4,477 |
XLE | 49,430 | UNCH | $4,477 |
VANGUARD MID CAP ETF (VO) | 18,651 | UNCH | $4,339 |
VO | 18,651 | UNCH | $4,339 |
SPDR S&P MIDCAP 400 ETF (MDY) | 8,150 | UNCH | $4,135 |
MDY | 8,150 | UNCH | $4,135 |
DOMINION ENERGY INC | 84,613 | UNCH | $3,780 |
D | 84,613 | UNCH | $3,780 |
VANGUARD FTSE EMERGING (VWO) | 89,484 | UNCH | $3,509 |
VWO | 89,484 | UNCH | $3,509 |
See Full List: All Stocks Held By Salomon & Ludwin LLC
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See Details: Top 10 Stocks Held By Salomon & Ludwin LLC
Size ($ in 1000's)
At 12/31/2023: $1,023,712 At 09/30/2023: $957,697 Salomon & Ludwin LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Salomon & Ludwin LLC 13F filings. Link to 13F filings: SEC filings |