Salomon & Ludwin, LLC - Portfolio overview

Salomon & Ludwin, LLC has 2279 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SUB - ISHARES SHORT-TERM, 6.80%
2. IVW - ISHARES S&P 500 GROWTH, 6.12%
3. JMST - JPMORGAN ULTRA-SHORT, 5.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.