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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 $1,012,269,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 660,026 $72,444,440 7.16%
2.
Ishares Short Term Ntnl - ETF
 599,247 $63,679,694 6.29%
3.
Sector Spdr Trust
 XLB 220,137 $55,875,144 5.52%
4.
Jpmorgan Ultra Shrt - ETF
 1,016,754 $51,666,606 5.1%
5.
Vanguard S&P 500 Etf - ETF
 85,491 $48,754,923 4.82%
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)