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Jacob Salomon

@Salomon & Ludwin, Llc

Latest period2024 - Q3ReportedManaged Assets$981.93MTotal holdings734
Assets growth rate9.6%Assets growth rate (2-Q avg)-6.66%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Salomon & Ludwin, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 734 positions.

Assets under management

The assets under management (AUM) of Salomon & Ludwin, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 981.93M in assets, with a quarterly growth rate of 9.6% and a 2-quarter average growth rate of -6.66%. The portfolio is managed by Jacob Salomon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVWIshares S&p 500 Growth
Recent Activity
Decreased -9.15%
7.43%
$72.914M
761,476 shares@ $95.76 avg price
XLKTechnology Select Sector
Recent Activity
Decreased -8.3%
5.03%
$49.345M
218,416 shares@ $225.93 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -6.09%
5%
$49.05M
92,954 shares@ $527.69 avg price
IVEIshares S&p 500 Value
Recent Activity
Decreased -7.46%
4.36%
$42.728M
216,693 shares@ $197.19 avg price
VEAVanguard Ftse Developed
Recent Activity
Decreased -10.37%
2.77%
$27.107M
513,258 shares@ $52.82 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -8.94%
2.7%
$26.434M
46,071 shares@ $573.76 avg price
IJHIshares Core S&p Mid Cap
Recent Activity
Decreased -5.64%
2.66%
$26.115M
418,973 shares@ $62.34 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.72%
2.47%
$24.179M
56,190 shares@ $430.3 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -8.39%
2.24%
$21.95M
262,197 shares@ $83.72 avg price
VYMVanguard High Dividend
Recent Activity
Decreased -6.62%
2.08%
$20.344M
158,562 shares@ $128.31 avg price