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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 $1,131,127,521
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 612,653 $75,802,146 6.7%
2.
Ishares Short Term Ntnl - ETF
 663,262 $70,851,124 6.26%
3.
Sector Spdr Trust
 XLB 423,981 $61,298,196 5.42%
4.
Jpmorgan Ultra Shrt - ETF
 1,172,070 $59,732,102 5.28%
5.
Vanguard S&P 500 Etf - ETF
 80,896 $51,175,064 4.52%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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