Salomon & Ludwin, LLC

Q3 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
2,154
Total value ($000)
$1,111,419
Net value change ($000)
+99,150 (9.8%)
New positions
1058
Sold out positions
25
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLK 7,799 14.0%
JMST 6,893 13.3%
AAPL 4,635 35.2%
SUB 4,159 6.5%
IVW 3,689 5.1%
MSFT 3,073 10.7%
SPDW 2,875 66.4%
IWM 2,469 16.1%
VOO 2,117 4.3%
NVDA 2,076 486.2%
Top Reduces (Value $000, Stocks/ETFs)
MUB -4,138 -16.3%
VTEB -2,694 -10.1%
PM -570 -11.8%
SGOV -253 -21.6%
XLP -228 -2.5%
SHV -223 -30.8%
PEY -205 -4.4%
ITOT -184 -27.3%
MCD -174 -5.6%
DON -134 -5.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type