test

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
VTEBVanguard Muni Bnd Tax
Recent Activity
Increased 11.85%
2.61%
$25.578M
500,350 shares@ $51.12 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.72%
2.47%
$24.179M
56,190 shares@ $430.3 avg price
MUBIshares National Muni
Recent Activity
Increased 14.66%
2.4%
$23.481M
214,760 shares@ $109.34 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
VGSHVanguard Short Term
Recent Activity
Increased 8.85%
2.01%
$19.666M
333,256 shares@ $59.02 avg price
IJKIshares S&p Mid Cap 400
Recent Activity
Decreased -9.29%
1.99%
$19.464M
211,724 shares@ $91.94 avg price
VUGVanguard Growth Etf
Recent Activity
Decreased -5.02%
1.67%
$16.307M
42,474 shares@ $383.93 avg price
XLYSpdr Fund Consumer
Recent Activity
Decreased -8.12%
1.6%
$15.693M
78,258 shares@ $200.53 avg price
IWMIshares Russell 2000
Recent Activity
Decreased -7.25%
1.56%
$15.299M
69,199 shares@ $221.09 avg price