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Home > Institutional Investor > Salomon & Ludwin, Llc > Profile

Instuitional Investor - Salomon & Ludwin, Llc

Fund Profile
Filing Period:
Fund Name: Salomon & Ludwin, Llc
Portfolio Value $943,916,305
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 707,791 $71,862,059 7.61%
2.
Ishares Short Term Ntnl - ETF
 559,642 $59,031,023 6.25%
3.
Jpmorgan Ultra Shrt - ETF
 1,027,536 $52,106,351 5.52%
4.
Vanguard S&P 500 Etf - ETF
 89,692 $48,327,123 5.11%
5.
Sector Spdr Trust
 XLB 206,273 $47,962,620 5.08%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)