Portfolio (Quarterly)
Guide ↗
Salomon & Ludwin, LLC
· CIK 0001766156| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 176.0 | $80K | 0.01% | NEW | — | $114.14 | +133.1% |
| 282 | COP | CONOCOPHILLIPS | Energy | 804.0 | $80K | 0.01% | NEW | — | $99.20 | +28.1% |
| 283 | GLW | CORNING INC | Technology | 895.0 | $79K | 0.01% | NEW | — | $88.69 | +81.0% |
| 284 | APP | APPLOVIN CORP | Technology | 125.0 | $79K | 0.01% | NEW | — | $632.91 | -55.6% |
| 285 | VOOV | VANGUARD S&P 500 VALUE | — | 380.0 | $79K | 0.01% | NEW | — | $207.51 | +6.4% |
| 286 | ODFL | OLD DOMINION FREIGHT LIN | Industrials | 477.0 | $78K | 0.01% | NEW | — | $163.73 | +8.8% |
| 287 | GILD | GILEAD SCIENCES INC | Healthcare | 660.0 | $78K | 0.01% | NEW | — | $118.30 | +24.7% |
| 288 | DBEF | XTRACKERS MSCI EAFE HDGD | — | 1,583.0 | $78K | 0.01% | NEW | — | $49.10 | +11.2% |
| 289 | WELL | WELLTOWER INC | Real Estate | 419.0 | $77K | 0.01% | NEW | — | $184.73 | +23.0% |
| 290 | ANET | ARISTA NETWORKS INC | Technology | 563.0 | $77K | 0.01% | NEW | — | $137.19 | +49.1% |
| 291 | AWI | ARMSTRONG WORLD INDS INC | Industrials | 383.0 | $77K | 0.01% | NEW | — | $201.00 | -19.1% |
| 292 | VIOG | VANGUARD S&P SMALL CAP | — | 620.0 | $77K | 0.01% | NEW | — | $124.05 | +11.7% |
| 293 | HDV | ISHARES CORE HIGH | — | 625.0 | $76K | 0.01% | NEW | — | $122.36 | -77.1% |
| 294 | TM | TOYOTA MTR CORP F | Consumer Cyclical | 349.0 | $76K | 0.01% | NEW | — | $218.86 | -16.2% |
| 295 | RCL | ROYAL CARIBBEAN GROU F | Consumer Cyclical | 272.0 | $76K | 0.01% | NEW | — | $280.16 | -3.6% |
| 296 | SAN | BANCO SANTANDER SA F | Financial Services | 6,249.0 | $76K | 0.01% | NEW | — | $12.09 | +9.8% |
| 297 | BKNG | BOOKING HLDGS INC | Consumer Cyclical | 14.0 | $75K | 0.01% | NEW | — | $214.69 | -25.3% |
| 298 | EMR | EMERSON ELEC CO | Industrials | 525.0 | $75K | 0.01% | NEW | — | $142.85 | +11.0% |
| 299 | — | JPMORGAN ULTRA SHORT | — | 1,480.0 | $75K | 0.01% | NEW | — | $50.61 | — |
| 300 | PRK | PARK NATL CORP | Financial Services | 482.0 | $75K | 0.01% | NEW | — | $155.02 | +15.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.5%
Financial Services
26.0%
Consumer Defensive
8.1%
Consumer Cyclical
8.0%
Healthcare
5.6%
Industrials
4.1%
Utilities
3.5%
Communication Services
3.2%
Basic Materials
2.4%
Energy
1.6%