Jacob Salomon

@Salomon & Ludwin, Llc

Latest period2024 - Q3

Reported2mo 26d ago

Managed Assets$981.93M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BILSSpdr Bloomberg 3 12 Mth Recent Activity New Position	0.04%	$368,446 3,700 shares@ $99.58 avg price	New Position
JEPIJpmorgan Equity Premium Recent Activity New Position	0.01%	$25,054 421 shares@ $59.52 avg price	New Position
JEPQJ P Morgan Nasdaq Eqt Recent Activity New Position	0.01%	$25,048 456 shares@ $54.93 avg price	New Position
TELTe Connectivity Plc F Recent Activity New Position	0.01%	$23,403 155 shares@ $150.99 avg price	New Position
FTGCFirst Trust Gbl Ttcl Recent Activity New Position	0.01%	$11,371 480 shares@ $23.69 avg price	New Position
ACPAbrdn Income Credit Stra Recent Activity New Position	0.01%	$5,660 855 shares@ $6.62 avg price	New Position
SIRISiriusxm Hldgs Inc Recent Activity New Position	0.01%	$5,108 216 shares@ $23.65 avg price	New Position
BROBrown & Brown Inc Recent Activity New Position	0.01%	$4,248 41 shares@ $103.61 avg price	New Position
OKTAOkta Inc Recent Activity New Position	0.01%	$3,122 42 shares@ $74.34 avg price	New Position
DXCMDexcom Inc Recent Activity New Position	0.01%	$2,950 44 shares@ $67.05 avg price	New Position