AI Portfolio Summary
In 2025 Q4, Salomon & Ludwin, LLC maintained a portfolio of 2256 distinct positions. They heavily accumulated shares in ISHARES SHORT TERM N, increasing their position by 4.3%. The fund also reduced its exposure to VANGUARD HIGH DIVIDE by 2.9%.
Total Positions
2256
Quarter
2025 Q4
Top Holding
IVW (6.7%)
Top 10 Concentration
43.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2256
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVW
ISHARES S&P 500...
|
ETF | 6.70% | 6.85% |
#1
Prev: #1
|
5.2 | -16,236 | -2.6% |
P
S
|
612,653 | $75,802,146 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUB
ISHARES SHORT T...
|
ETF | 6.26% | 6.10% |
#2
Prev: #2
|
4.5 | 27,347 | 4.3% |
P
S
|
663,262 | $70,851,124 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
STATE STRET TEC...
|
ETF | 5.42% | 5.73% |
#3
Prev: #3
|
6.2 | 200,344 | 89.6% |
P
S
|
423,981 | $61,298,196 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JMST
JPMORGAN ULTRA ...
|
ETF | 5.28% | 5.27% |
#4
Prev: #4
|
3.1 | 22,032 | 1.9% |
P
S
|
1,172,070 | $59,732,102 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 4.52% | 4.58% |
#5
Prev: #5
|
2.8 | -1,734 | -2.1% |
P
S
|
80,896 | $51,175,064 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
ST STERT SPDR B...
|
ETF | 4.29% | 4.30% |
#6
Prev: #6
|
2.2 | 8,791 | 1.7% |
P
S
|
531,118 | $48,534,456 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVE
ISHARES S&P 500...
|
ETF | 3.61% | 3.62% |
#7
Prev: #7
|
1.9 | -3,557 | -1.8% |
P
S
|
189,972 | $40,777,287 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.60% | 2.87% |
#8
Prev: #8
|
1.5 | 500 | 0.8% |
P
S
|
62,162 | $29,393,170 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.59% | 2.56% |
#9
Prev: #9
|
1.5 | 54 | 0.1% |
P
S
|
42,641 | $29,324,795 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 2.49% | 2.53% |
#10
Prev: #10
|
1.5 | -5,318 | -1.2% |
P
S
|
454,649 | $28,120,665 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTEB
VANGUARD MUNI B...
|
ETF | 2.30% | 2.17% |
#11
1
Prev: #12
|
2.9 | 33,355 | 6.9% |
P
S
|
515,211 | $25,969,729 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES CORE S&...
|
ETF | 2.16% | 2.18% |
#12
1
Prev: #11
|
1.4 | -7,683 | -2.1% |
P
S
|
360,221 | $24,418,915 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGSH
VANGUARD SHORT ...
|
ETF | 2.10% | 2.04% |
#13
Prev: #13
|
1.3 | 18,158 | 4.7% |
P
S
|
403,889 | $23,736,121 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES NATIONA...
|
ETF | 2.04% | 1.91% |
#14
1
Prev: #15
|
2.8 | 15,365 | 7.7% |
P
S
|
215,345 | $23,114,810 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 1.91% | 1.97% |
#15
1
Prev: #14
|
1.3 | -3,456 | -1.5% |
P
S
|
227,166 | $21,554,431 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 1.72% | 1.75% |
#16
Prev: #16
|
1.2 | -3,992 | -2.9% |
P
S
|
133,100 | $19,405,318 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLY
STATE STRT CONS...
|
ETF | 1.65% | 1.69% |
#17
Prev: #17
|
3.7 | 76,528 | 96.8% |
P
S
|
155,593 | $18,713,447 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.65% | 1.60% |
#18
1
Prev: #19
|
1.2 | 710 | 1.0% |
P
S
|
69,693 | $18,626,159 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 1.61% | 1.60% |
#19
1
Prev: #20
|
1.1 | -267 | -0.4% |
P
S
|
71,990 | $18,192,998 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJK
ISHARES S&P MID...
|
ETF | 1.60% | 1.61% |
#20
2
Prev: #18
|
1.1 | -3,871 | -2.1% |
P
S
|
181,306 | $18,055,377 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 1.49% | 1.52% |
#21
Prev: #21
|
1.1 | -564 | -1.6% |
P
S
|
34,474 | $16,837,791 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLF
STE STRT FINCL ...
|
ETF | 1.36% | 1.33% |
#22
Prev: #22
|
1.0 | -2,380 | -0.9% |
P
S
|
273,713 | $15,363,508 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLV
STATE STRT HLTH...
|
ETF | 1.35% | 1.31% |
#23
Prev: #23
|
1.0 | -2,080 | -2.1% |
P
S
|
98,760 | $15,307,061 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGIT
VANGUARD INTER-...
|
ETF | 1.24% | 1.17% |
#24
1
Prev: #25
|
2.5 | 18,314 | 8.5% |
P
S
|
234,390 | $14,068,467 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJJ
ISHARES S&P MID...
|
ETF | 1.20% | 1.22% |
#25
1
Prev: #24
|
1.0 | -2,315 | -2.2% |
P
S
|
100,886 | $13,599,831 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTI
ST STRT SPDR PR...
|
ETF | 1.18% | 1.11% |
#26
Prev: #26
|
2.5 | 35,987 | 8.4% |
P
S
|
461,884 | $13,339,608 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHY
ISHARES 1-3 YEA...
|
ETF | 1.12% | 1.04% |
#27
1
Prev: #28
|
2.4 | 12,470 | 8.9% |
P
S
|
152,526 | $12,643,310 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES CORE S&...
|
ETF | 1.07% | 1.09% |
#28
1
Prev: #27
|
0.9 | -2,137 | -2.1% |
P
S
|
98,375 | $12,091,379 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLI
STATE STRT INDS...
|
ETF | 0.85% | 0.85% |
#29
Prev: #29
|
0.8 | -1,314 | -2.1% |
P
S
|
59,859 | $9,568,519 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJT
ISHARES S&P SML...
|
ETF | 0.81% | 0.83% |
#30
1
Prev: #31
|
0.8 | -1,312 | -2.0% |
P
S
|
63,522 | $9,158,377 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
ST STRT SPDR PR...
|
ETF | 0.80% | 0.79% |
#31
2
Prev: #33
|
0.8 | 668 | 0.8% |
P
S
|
84,088 | $9,010,870 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLP
STE SRT CNSR ST...
|
ETF | 0.79% | 0.81% |
#32
Prev: #32
|
0.8 | -1,148 | -1.0% |
P
S
|
114,930 | $8,885,638 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.75% | 0.75% |
#33
1
Prev: #34
|
0.8 | -117 | -0.9% |
P
S
|
12,355 | $8,530,154 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES MSCI EM...
|
ETF | 0.71% | 0.70% |
#34
1
Prev: #35
|
0.8 | -2,166 | -1.5% |
P
S
|
141,906 | $8,065,071 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 0.71% | 0.70% |
#35
1
Prev: #36
|
0.8 | -1,485 | -1.3% |
P
S
|
115,115 | $8,023,674 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR PORTFOLIO ...
|
ETF | 0.70% | 0.65% |
#36
1
Prev: #37
|
2.3 | 15,016 | 9.1% |
P
S
|
180,315 | $7,965,575 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.55% | 0.84% |
#37
7
Prev: #30
|
0.7 | -190 | -0.6% |
P
S
|
32,481 | $6,255,516 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IXG
ISHARES GLOBAL
|
ETF | 0.55% | 0.53% |
#38
1
Prev: #39
|
0.7 | -162 | -0.3% |
P
S
|
50,202 | $6,217,532 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.50% | 0.60% |
#39
1
Prev: #38
|
0.7 | -29 | -0.0% |
P
S
|
101,439 | $5,711,035 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCR
VANGUARD CONSUM...
|
ETF | 0.49% | 0.49% |
#40
Prev: #40
|
0.7 | -47 | -0.3% |
P
S
|
13,893 | $5,537,173 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYV
ST STRT SPDR PR...
|
ETF | 0.48% | 0.45% |
#41
2
Prev: #43
|
0.7 | 4,369 | 4.9% |
P
S
|
93,431 | $5,375,085 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJS
ISHARES S&P SMA...
|
ETF | 0.45% | 0.46% |
#42
1
Prev: #41
|
0.7 | -1,150 | -2.5% |
P
S
|
44,039 | $5,116,960 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SDY
STATE STREET SP...
|
ETF | 0.44% | 0.45% |
#43
1
Prev: #42
|
0.7 | -406 | -1.1% |
P
S
|
35,325 | $4,973,054 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLYV
ST STRET SPDR S...
|
ETF | 0.44% | 0.44% |
#44
Prev: #44
|
0.7 | -498 | -0.9% |
P
S
|
53,392 | $4,968,716 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD SMALL ...
|
ETF | 0.43% | 0.43% |
#45
Prev: #45
|
0.7 | 20 | 0.1% |
P
S
|
18,537 | $4,911,309 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.39% | 0.38% |
#46
2
Prev: #48
|
0.7 | 99 | 0.4% |
P
S
|
27,939 | $4,466,317 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD MID CA...
|
ETF | 0.39% | 0.39% |
#47
Prev: #47
|
0.7 | 62 | 0.4% |
P
S
|
14,799 | $4,380,652 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEY
INVSC HIGH YIEL...
|
ETF | 0.38% | 0.40% |
#48
2
Prev: #46
|
0.7 | -2,316 | -1.1% |
P
S
|
206,608 | $4,278,852 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VT
VANGUARD TOTAL ...
|
ETF | 0.37% | 0.37% |
#49
1
Prev: #50
|
0.6 | 50 | 0.2% |
P
S
|
29,445 | $4,130,020 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIS
VANGUARD INDUST...
|
ETF | 0.36% | 0.36% |
#50
1
Prev: #51
|
0.6 | -333 | -2.4% |
P
S
|
13,290 | $4,105,282 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 2256 holdings