Portfolio (Quarterly)
Guide ↗
Salomon & Ludwin, LLC
· CIK 0001766156| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | QCOM | QUALCOMM INC | Technology | 2,564.0 | $452K | 0.04% | NEW | — | $176.31 | +6.2% |
| 122 | V | VISA INC | Financial Services | 1,265.0 | $448K | 0.04% | NEW | — | $353.80 | +2.2% |
| 123 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,278.0 | $437K | 0.04% | NEW | — | $342.02 | +7.8% |
| 124 | MKL | MARKEL GROUP INC | Financial Services | 198.0 | $425K | 0.04% | NEW | — | $2148.38 | -19.3% |
| 125 | DLN | WISDOMTREE US LARGECAP | — | 4,718.0 | $421K | 0.04% | NEW | — | $89.14 | +9.9% |
| 126 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 7,824.0 | $420K | 0.04% | NEW | — | $53.74 | +9.7% |
| 127 | HD | HOME DEPOT INC | Consumer Cyclical | 1,211.0 | $417K | 0.04% | NEW | — | $344.09 | -16.4% |
| 128 | PSLV | SPROTT PHYSICAL SILVER E | Financial Services | 15,863.0 | $402K | 0.04% | NEW | — | $25.34 | -22.5% |
| 129 | BDX | BECTON DICKINSON & CO | Healthcare | 2,013.0 | $401K | 0.04% | NEW | — | $156.41 | +16.2% |
| 130 | VBK | VANGUARD SMALL CAP | — | 1,253.0 | $390K | 0.04% | NEW | — | $311.54 | +8.7% |
| 131 | VTWO | VANGUARD RUSSELL 2000 | — | 3,773.0 | $385K | 0.03% | NEW | — | $102.16 | +10.5% |
| 132 | IBIT | ISHARES BITCOIN ETF | Financial Services | 7,004.0 | $374K | 0.03% | NEW | — | $53.46 | -10.5% |
| 133 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 425.0 | $372K | 0.03% | NEW | — | $875.74 | +5.3% |
| 134 | PLTR | PALANTIR TECHNOLOGIES IN | Technology | 2,126.0 | $370K | 0.03% | NEW | — | $174.04 | +8.7% |
| 135 | WMT | WALMART INC | Consumer Defensive | 3,238.0 | $365K | 0.03% | NEW | — | $112.71 | -5.5% |
| 136 | RS | RELIANCE INC | Basic Materials | 1,226.0 | $364K | 0.03% | NEW | — | $296.57 | +30.6% |
| 137 | XYLD | GLOBAL X S&P 500 COVERED | — | 8,871.0 | $362K | 0.03% | NEW | — | $40.84 | +1.9% |
| 138 | IWV | ISHARES RUSSELL 3000 | — | 847.0 | $331K | 0.03% | NEW | — | $390.86 | +11.0% |
| 139 | GEV | GE VERNOVA INC | Utilities | 484.0 | $330K | 0.03% | NEW | — | $680.86 | +41.3% |
| 140 | MRK | MERCK & CO. INC. | Healthcare | 3,033.0 | $326K | 0.03% | NEW | — | $107.44 | +37.7% |
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%