Salomon & Ludwin, LLC
Top Portfolio Positions
1,480 positions ·
$190,201,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
42,526 | $27,656,358 | 14.54% | |
| MSFT |
Microsoft Corp
Technology
|
61,565 | $22,789,516 | 11.98% | |
| AAPL |
Apple Inc.
Technology
|
69,405 | $17,614,294 | 9.26% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
101,641 | $6,707,289 | 3.53% | |
| ORCL |
Oracle Corp
Technology
|
32,748 | $4,817,558 | 2.53% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
27,901 | $4,613,151 | 2.43% | |
| D |
Dominion Energy, Inc
Utilities
|
67,745 | $4,187,995 | 2.20% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
5,738 | $3,538,968 | 1.86% | |
| LRCX |
Lam Research Corp
Technology
|
16,189 | $3,458,941 | 1.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,335 | $3,193,820 | 1.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SOAGY
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,861 | 541 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,343 | 92 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,385 | 94 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $102 | 2 | Shares | Sole | 2025-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||