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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
IXJIshares Global
Recent Activity
Exited
0%
$382,222
4,117 shares@ $92.84 avg price
KXIIshares Global Consumer
Recent Activity
Exited
0%
$196,560
3,270 shares@ $60.12 avg price
CPCanadian Pacific Kansa F
Recent Activity
Exited
0%
$182,890
2,323 shares@ $78.74 avg price
CCEPCoca-cola Europacific F
Recent Activity
Exited
0%
$89,922
1,234 shares@ $72.88 avg price
ARTYIshare Robot Artif Intel
Recent Activity
Exited
0%
$32,559
981 shares@ $33.19 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$32,244
92 shares@ $350.48 avg price
TELTe Connectivity Ltd F
Recent Activity
Exited
0%
$18,052
120 shares@ $150.44 avg price
SIRISirius Xm Hldgs Inc
Recent Activity
Exited
0%
$6,452
2,280 shares@ $2.83 avg price
FSDFirst Trust High Income
Recent Activity
Exited
0%
$5,578
452 shares@ $12.35 avg price
WENWendys Co
Recent Activity
Exited
0%
$5,258
310 shares@ $16.97 avg price