$706 Million is the total value of Salomon & Ludwin, LLC's 112 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SIEN | Exit | SIENTRA INC COMstock | $0 | – | -19,184 | -100.0% | -0.02% | – |
| WFC | Exit | WELLS FARGO CO NEW COMstock | $0 | – | -5,002 | -100.0% | -0.04% | – |
| VB | Exit | VANGUARD SMALL-CAP INDEX FUNDetf | $0 | – | -77,264 | -100.0% | -0.04% | – |
| VCSH | Exit | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $0 | – | -6,581 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | 20 | Q3 2023 | 17.7% |
| ISHARES S&P 500 VALUE ETF | 20 | Q3 2023 | 11.0% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 20 | Q3 2023 | 8.5% |
| ISHARES MSCI EAFE ETF | 20 | Q3 2023 | 8.7% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 20 | Q3 2023 | 5.5% |
| ISHARES S&P MID-CAP 400 VALUE ETF | 20 | Q3 2023 | 5.6% |
| SPDR FUND CONSUMER | 20 | Q3 2023 | 3.9% |
| ISHARES S&P MIDCAP FUND | 20 | Q3 2023 | 4.4% |
| ISHARES RUSSELL 2000 ETF | 20 | Q3 2023 | 3.0% |
| INVSC HIGH YIELD | 20 | Q3 2023 | 4.1% |
View Salomon & Ludwin, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-04 |
View Salomon & Ludwin, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.