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Portfolio (Quarterly) Guide ↗

Salomon & Ludwin, LLC

· CIK 0001766156
13F Portfolio $1.1B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2142 New
Page 3 of 108  ·  2,142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYV ST STRT SPDR PRTFL S&P 93,431.0 $5.4M 0.47% NEW $57.53 +6.3%
42 IJS ISHARES S&P SMALL CAP 44,039.0 $5.1M 0.45% NEW $116.19 +13.3%
43 SDY STATE STREET SPDR S&P 35,325.0 $5.0M 0.44% NEW $140.78 +6.7%
44 SLYV ST STRET SPDR S&P 600 S 53,392.0 $5.0M 0.44% NEW $93.06 +13.0%
45 VB VANGUARD SMALL CAP ETF 18,537.0 $4.9M 0.43% NEW $264.95 +11.0%
46 PM PHILIP MORRIS INTL INC Consumer Defensive 27,939.0 $4.5M 0.40% NEW $159.86 +12.7%
47 VO VANGUARD MID CAP ETF 14,799.0 $4.4M 0.39% NEW $296.01 -73.3%
48 PEY INVSC HIGH YIELD 206,608.0 $4.3M 0.38% NEW $20.71 +9.5%
49 VT VANGUARD TOTAL WORLD 29,445.0 $4.1M 0.36% NEW $140.26 +12.4%
50 VIS VANGUARD INDUSTRIALS 13,290.0 $4.1M 0.36% NEW $308.90 +10.9%
51 D DOMINION ENERGY INC Utilities 68,079.0 $4.0M 0.35% NEW $58.69 +15.6%
52 XLC STE STRT COMTN SR SLCT 32,856.0 $3.9M 0.34% NEW $117.75 -1.2%
53 VGT VANGUARD INFORMATION 5,080.0 $3.8M 0.34% NEW $757.57 -84.3%
54 AMZN AMAZON.COM INC Consumer Cyclical 15,630.0 $3.6M 0.32% NEW $233.06 +15.8%
55 MDY SPDR S&P MIDCAP 400 ETF Financial Services 5,870.0 $3.6M 0.32% NEW $619.36 +9.8%
56 XLE STATE STRET ENRGY SLECT 73,295.0 $3.4M 0.30% NEW $46.89 +22.0%
57 VWO VANGUARD FTSE EMERGING 62,153.0 $3.4M 0.30% NEW $55.29 +8.4%
58 FDL FIRST TRUST MORNINGSTAR 74,387.0 $3.4M 0.30% NEW $45.13 +11.6%
59 LOW LOWES COS INC Consumer Cyclical 12,987.0 $3.2M 0.28% NEW $244.75 -10.8%
60 VTV VANGUARD VALUE ETF 16,318.0 $3.2M 0.28% NEW $194.65 +8.9%
Page 3 of 108  ·  2,142 positions

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 36.2%
Financial Services 25.9%
Consumer Defensive 8.1%
Consumer Cyclical 8.0%
Healthcare 5.6%
Industrials 4.1%
Communication Services 3.9%
Utilities 3.5%
Basic Materials 2.4%
Energy 1.6%