2026 Q1 Portfolio Activity
In 2026 Q1, Salomon & Ludwin, LLC maintained a portfolio of 2222 distinct positions. The most significant new addition was ASTRAZENECA PLC F, now representing 0.01% of the total fund value. They heavily accumulated shares in ISHARES SHORT-TERM, increasing the position by 7.2%.
Position History
hover any row below to update
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Total Positions
2222
Quarter
2026 Q1
Top Holding
SUB (6.8%)
Top 10 Concentration
43.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2222
Salomon & Ludwin, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SUB
ISHARES SHORT-T...
|
ETF | 6.81% | 6.26% |
#1
1
Prev: #2
|
6.7 |
—
|
47,826 | 7.2% |
P
S
|
711,088 | $76,307,180 |
$99.21
nan%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
IVW
ISHARES S&P 500...
|
ETF | 6.13% | 6.70% |
#2
1
Prev: #1
|
4.5 |
—
|
-14,163 | -2.3% |
P
S
|
598,490 | $68,622,814 |
$53.99
+151.3%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
JMST
JPMORGAN ULTRA-...
|
ETF | 5.44% | 5.28% |
#3
1
Prev: #4
|
3.7 |
—
|
17,811 | 1.5% |
P
S
|
1,189,881 | $60,896,878 |
$48.58
+4.9%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
XLK
STATE STREET TE...
|
ETF | 5.22% | 5.42% |
#4
1
Prev: #3
|
3.1 |
—
|
9,316 | 2.2% |
P
S
|
433,297 | $58,461,621 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BIL
STATE STREET SP...
|
ETF | 4.33% | 4.29% |
#5
1
Prev: #6
|
2.7 |
—
|
-1,730 | -0.3% |
P
S
|
529,388 | $48,493,521 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 4.19% | 4.52% |
#6
1
Prev: #5
|
2.2 |
—
|
-3,118 | -3.9% |
P
S
|
77,778 | $46,873,616 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVE
ISHARES S&P 500...
|
ETF | 3.52% | 3.61% |
#7
Prev: #7
|
1.9 |
—
|
-3,931 | -2.1% |
P
S
|
186,041 | $39,414,634 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 2.55% | 2.30% |
#8
3
Prev: #11
|
3.0 |
—
|
48,893 | 9.5% |
P
S
|
564,104 | $28,525,248 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STREET SP...
|
ETF | 2.49% | 2.59% |
#9
Prev: #9
|
1.5 |
—
|
-115 | -0.3% |
P
S
|
42,526 | $27,889,922 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 2.46% | 2.49% |
#10
Prev: #10
|
1.5 |
—
|
-28,995 | -6.4% |
P
S
|
425,654 | $27,514,294 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MUB
ISHARES NATIONA...
|
ETF | 2.32% | 2.04% |
#11
3
Prev: #14
|
2.9 |
—
|
25,972 | 12.1% |
P
S
|
241,317 | $26,009,140 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGSH
VANGUARD SHORT-...
|
ETF | 2.26% | 2.10% |
#12
1
Prev: #13
|
2.9 |
—
|
27,414 | 6.8% |
P
S
|
431,303 | $25,282,797 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 2.15% | 2.16% |
#13
1
Prev: #12
|
1.4 |
—
|
-7,596 | -2.1% |
P
S
|
352,625 | $24,041,994 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.05% | 2.60% |
#14
6
Prev: #8
|
1.3 |
—
|
-597 | -1.0% |
P
S
|
61,565 | $22,991,933 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 1.85% | 1.91% |
#15
Prev: #15
|
1.2 |
—
|
-15,440 | -6.8% |
P
S
|
211,726 | $20,668,008 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 1.74% | 1.72% |
#16
Prev: #16
|
1.2 |
—
|
-1,569 | -1.2% |
P
S
|
131,531 | $19,481,038 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 1.60% | 1.61% |
#17
2
Prev: #19
|
1.1 |
—
|
-624 | -0.9% |
P
S
|
71,366 | $17,861,731 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJK
ISHARES S&P MID...
|
ETF | 1.59% | 1.60% |
#18
2
Prev: #20
|
1.1 |
—
|
-6,710 | -3.7% |
P
S
|
174,596 | $17,786,130 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 1.59% | 1.65% |
#19
1
Prev: #18
|
1.1 |
—
|
-288 | -0.4% |
P
S
|
69,405 | $17,762,100 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLY
STATE STREET CO...
|
ETF | 1.50% | 1.65% |
#20
3
Prev: #17
|
1.1 |
—
|
1,524 | 1.0% |
P
S
|
157,117 | $16,830,170 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGIT
VANGUARD INTER-...
|
ETF | 1.39% | 1.24% |
#21
3
Prev: #24
|
2.6 |
—
|
26,080 | 11.1% |
P
S
|
260,470 | $15,567,958 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 1.35% | 1.49% |
#22
1
Prev: #21
|
1.0 |
—
|
-236 | -0.7% |
P
S
|
34,238 | $15,134,201 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPTI
STATE STREET SP...
|
ETF | 1.33% | 1.18% |
#23
3
Prev: #26
|
2.5 |
—
|
53,946 | 11.7% |
P
S
|
515,830 | $14,841,118 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLV
STATE STREET HE...
|
ETF | 1.31% | 1.35% |
#24
1
Prev: #23
|
1.0 |
—
|
1,790 | 1.8% |
P
S
|
100,550 | $14,642,555 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SHY
ISHARES 1-3 YEA...
|
ETF | 1.27% | 1.12% |
#25
2
Prev: #27
|
2.5 |
—
|
18,387 | 12.1% |
P
S
|
170,913 | $14,175,435 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLF
STATE STREET FI...
|
ETF | 1.24% | 1.36% |
#26
4
Prev: #22
|
1.0 |
—
|
8,402 | 3.1% |
P
S
|
282,115 | $13,871,300 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJJ
ISHARES S&P MID...
|
ETF | 1.15% | 1.20% |
#27
2
Prev: #25
|
1.0 |
—
|
-4,397 | -4.4% |
P
S
|
96,489 | $12,861,082 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 1.05% | 1.07% |
#28
Prev: #28
|
0.9 |
—
|
-4,864 | -4.9% |
P
S
|
93,511 | $11,729,081 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLI
STATE STREET IN...
|
ETF | 0.86% | 0.85% |
#29
Prev: #29
|
0.8 |
—
|
-624 | -1.0% |
P
S
|
59,235 | $9,614,558 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLP
STATE STREET CO...
|
ETF | 0.83% | 0.79% |
#30
2
Prev: #32
|
0.8 |
—
|
-559 | -0.5% |
P
S
|
114,371 | $9,300,213 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPDW
STATE STREET SP...
|
ETF | 0.82% | 0.70% |
#31
5
Prev: #36
|
2.3 |
—
|
19,279 | 10.7% |
P
S
|
199,594 | $9,200,613 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJT
ISHARES S&P SMA...
|
ETF | 0.82% | 0.81% |
#32
2
Prev: #30
|
0.8 |
—
|
-1,286 | -2.0% |
P
S
|
62,236 | $9,140,049 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.72% | 0.75% |
#33
Prev: #33
|
0.8 |
—
|
-90 | -0.7% |
P
S
|
12,265 | $8,081,986 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPYG
STATE STREET SP...
|
ETF | 0.70% | 0.80% |
#34
3
Prev: #31
|
0.8 |
—
|
-5,290 | -6.3% |
P
S
|
78,798 | $7,827,670 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 0.69% | 0.71% |
#35
Prev: #35
|
0.8 |
—
|
-3,244 | -2.8% |
P
S
|
111,871 | $7,781,765 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EEM
ISHARES MSCI EM...
|
ETF | 0.69% | 0.71% |
#36
2
Prev: #34
|
0.8 |
—
|
-5,188 | -3.7% |
P
S
|
136,718 | $7,707,239 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.60% | 0.50% |
#37
2
Prev: #39
|
0.7 |
—
|
202 | 0.2% |
P
S
|
101,641 | $6,683,902 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IXG
ISHARES GLOBAL
|
ETF | 0.51% | 0.55% |
#38
Prev: #38
|
0.7 |
—
|
-186 | -0.4% |
P
S
|
50,016 | $5,741,350 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPYV
STATE STREET SP...
|
ETF | 0.48% | 0.48% |
#39
2
Prev: #41
|
0.7 |
—
|
2,047 | 2.2% |
P
S
|
95,478 | $5,418,745 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SDY
STATE STREET SP...
|
ETF | 0.46% | 0.44% |
#40
3
Prev: #43
|
0.7 |
—
|
-323 | -0.9% |
P
S
|
35,002 | $5,114,492 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJS
ISHARES S&P SMA...
|
ETF | 0.45% | 0.45% |
#41
1
Prev: #42
|
0.7 |
—
|
-2,069 | -4.7% |
P
S
|
41,970 | $4,991,467 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SLYV
STATE STREET SP...
|
ETF | 0.44% | 0.44% |
#42
2
Prev: #44
|
0.7 |
—
|
-1,137 | -2.1% |
P
S
|
52,255 | $4,962,185 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCR
VANGUARD CONSUM...
|
ETF | 0.44% | 0.49% |
#43
3
Prev: #40
|
0.7 |
—
|
-71 | -0.5% |
P
S
|
13,822 | $4,937,336 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.43% | 0.55% |
#44
7
Prev: #37
|
0.7 |
—
|
267 | 0.8% |
P
S
|
32,748 | $4,793,652 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 0.42% | 0.43% |
#45
Prev: #45
|
0.7 |
—
|
-794 | -4.3% |
P
S
|
17,743 | $4,695,754 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PEY
INVESCO HIGH YI...
|
ETF | 0.40% | 0.38% |
#46
2
Prev: #48
|
0.7 |
—
|
-1,423 | -0.7% |
P
S
|
205,185 | $4,425,184 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.39% | 0.39% |
#47
1
Prev: #46
|
0.7 |
—
|
-38 | -0.1% |
P
S
|
27,901 | $4,411,175 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLE
STATE STREET EN...
|
ETF | 0.38% | 0.30% |
#48
8
Prev: #56
|
0.7 |
—
|
-1,019 | -1.4% |
P
S
|
72,276 | $4,271,520 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VO
VANGUARD MID-CA...
|
ETF | 0.38% | 0.39% |
#49
2
Prev: #47
|
0.7 |
—
|
-84 | -0.6% |
P
S
|
14,715 | $4,266,761 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
D
DOMINION ENERGY...
|
Utilities | 0.38% | 0.35% |
#50
1
Prev: #51
|
0.7 |
—
|
-334 | -0.5% |
P
S
|
67,745 | $4,252,371 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 2222 holdings