Compliance Officer

0001766156-23-000005.txt : 20230724 0001766156-23-000005.hdr.sgml : 20230724 20230721180344 ACCESSION NUMBER: 0001766156-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230721 EFFECTIVENESS DATE: 20230724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Salomon & Ludwin, LLC CENTRAL INDEX KEY: 0001766156 IRS NUMBER: 270886847 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19163 FILM NUMBER: 231103425 BUSINESS ADDRESS: STREET 1: 1401 GASKINS ROAD CITY: RICHMOND STATE: VA ZIP: 23238 BUSINESS PHONE: 804-592-4999 MAIL ADDRESS: STREET 1: 1401 GASKINS ROAD CITY: RICHMOND STATE: VA ZIP: 23238 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001766156 XXXXXXXX 06-30-2023 06-30-2023 Salomon & Ludwin, LLC

1401 GASKINS ROAD RICHMOND VA 23238

13F HOLDINGS REPORT 028-19163 N Dean Pelos Compliance Officer 2245489262 CA Pelos Richmond VA 07-21-2023 0 172 939817090 false INFORMATION TABLE 2 13f_sanl_063023.xml AMAZON COM INC COM Stock 023135106 2025794 15540 SH SOLE 0 15540 0 0 INVESCO QQQ TRUST SERIES I ETF 46090E103 1109738 3004 SH SOLE 0 3004 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 61040317 351089 SH SOLE 0 351088 0 0 STARBUCKS CORP COM Stock 855244109 201587 2035 SH SOLE 0 2035 0 0 ELEVANCE HEALTH INC COM Stock 036752103 862893 1942 SH SOLE 0 1942 0 0 SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF ETF 78464A672 498045 17605 SH SOLE 0 17605 0 0 JOHNSON & JOHNSON COM Stock 478160104 2010902 12149 SH SOLE 0 12149 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 524046 2379 SH SOLE 0 2379 0 0 INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF ETF 46137V563 11377654 591970 SH SOLE 0 591969 0 0 VANGUARD ENERGY ETF ETF 92204A306 1998153 17700 SH SOLE 0 17700 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 490464 911 SH SOLE 0 911 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 9285848 234728 SH SOLE 0 234728 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 2163395 14257 SH SOLE 0 14257 0 0 COCA COLA CO COM Stock 191216100 1322973 21969 SH SOLE 0 21969 0 0 FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND ETF 336917109 6474246 190363 SH SOLE 0 190363 0 0 TRUIST FINL CORP COM Stock 89832Q109 1762910 58086 SH SOLE 0 58086 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 304725 1700 SH SOLE 0 1700 0 0 INTEL CORP COM Stock 458140100 452778 13540 SH SOLE 0 13540 0 0 RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 252036 928 SH SOLE 0 928 0 0 NETFLIX INC COM Stock 64110L106 236984 538 SH SOLE 0 538 0 0 MERCK & CO INC COM Stock 58933Y105 711495 6166 SH SOLE 0 6166 0 0 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 38933924 374221 SH SOLE 0 374220 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 22961992 51800 SH SOLE 0 51800 0 0 MCKESSON CORP COM Stock 58155Q103 207673 486 SH SOLE 0 486 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 653665 1662 SH SOLE 0 1662 0 0 STEEL DYNAMICS INC COM Stock 858119100 457506 4200 SH SOLE 0 4200 0 0 ISHARES S&P 100 ETF ETF 464287101 467541 2258 SH SOLE 0 2258 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 213895 5751 SH SOLE 0 5751 0 0 SONOCO PRODS CO COM Stock 835495102 469209 7950 SH SOLE 0 7950 0 0 FEDEX CORP COM Stock 31428X106 225341 909 SH SOLE 0 909 0 0 PEPSICO INC COM Stock 713448108 1485386 8020 SH SOLE 0 8019 0 0 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 578425 7134 SH SOLE 0 7134 0 0 HONEYWELL INTL INC COM Stock 438516106 337810 1628 SH SOLE 0 1628 0 0 HOME DEPOT INC COM Stock 437076102 1015817 3270 SH SOLE 0 3270 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 567058 2580 SH SOLE 0 2580 0 0 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 18846460 141991 SH SOLE 0 141990 0 0 SPDR GOLD SHARES ETF 78463V107 792588 4446 SH SOLE 0 4446 0 0 SOUTHERN CO COM Stock 842587107 402252 5726 SH SOLE 0 5726 0 0 BECTON DICKINSON & CO COM Stock 075887109 708603 2684 SH SOLE 0 2684 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1705015 6196 SH SOLE 0 6196 0 0 CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308 12588502 169725 SH SOLE 0 169724 0 0 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 15599518 156543 SH SOLE 0 156543 0 0 PRA GROUP INC COM Stock 69354N106 1067072 46699 SH SOLE 0 46699 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 733491 2151 SH SOLE 0 2151 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 1115963 9323 SH SOLE 0 9323 0 0 MICROSOFT CORP COM Stock 594918104 24012838 70514 SH SOLE 0 70514 0 0 CVS HEALTH CORP COM Stock 126650100 230756 3338 SH SOLE 0 3338 0 0 COMMUNICATION SERVICES SELECT SECTOR SPDR FUND ETF 81369Y852 1016505 15619 SH SOLE 0 15619 0 0 VANGUARD INTERMEDIATE-TERM TREASURY ETF ETF 92206C706 654587 11159 SH SOLE 0 11159 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 517810 1 SH SOLE 0 1 0 0 BOEING CO COM Stock 097023105 274086 1298 SH SOLE 0 1298 0 0 VANGUARD SMALL-CAP ETF ETF 922908751 3951750 19869 SH SOLE 0 19869 0 0 VANGUARD MID-CAP ETF ETF 922908629 3541778 16087 SH SOLE 0 16087 0 0 VANGUARD LARGE-CAP ETF ETF 922908637 808042 3986 SH SOLE 0 3986 0 0 NEXTERA ENERGY INC COM Stock 65339F101 495508 6678 SH SOLE 0 6678 0 0 NIKE INC CL B Stock 654106103 675876 6124 SH SOLE 0 6123 0 0 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 16025016 277586 SH SOLE 0 277585 0 0 ATLANTIC UN BANKSHARES CORP COM Stock 04911A107 462429 17820 SH SOLE 0 17820 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 1861611 7604 SH SOLE 0 7604 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 13737736 407527 SH SOLE 0 407527 0 0 NORFOLK SOUTHN CORP COM Stock 655844108 1796250 7921 SH SOLE 0 7921 0 0 NEWMARKET CORP COM Stock 651587107 1278742 3180 SH SOLE 0 3180 0 0 VANGUARD CONSUMER STAPLES ETF ETF 92204A207 836135 4300 SH SOLE 0 4300 0 0 VANGUARD INDUSTRIALS ETF ETF 92204A603 4508917 21938 SH SOLE 0 21938 0 0 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 4303985 9734 SH SOLE 0 9734 0 0 VANGUARD S&P 500 ETF ETF 922908363 52007028 127694 SH SOLE 0 127693 0 0 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 4090849 8542 SH SOLE 0 8542 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1102847 7370 SH SOLE 0 7370 0 0 SPDR S&P 600 SMALL CAP VALUE ETF ETF 78464A300 5890022 76306 SH SOLE 0 76305 0 0 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 720584 10057 SH SOLE 0 10057 0 0 SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201 363174 4719 SH SOLE 0 4719 0 0 SPDR S&P 400 MID CAP VALUE ETF ETF 78464A839 655611 9532 SH SOLE 0 9532 0 0 LILLY ELI & CO COM Stock 532457108 13572924 28941 SH SOLE 0 28941 0 0 HASBRO INC COM Stock 418056107 222096 3429 SH SOLE 0 3429 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 19226724 102668 SH SOLE 0 102668 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 650436 7248 SH SOLE 0 7248 0 0 AFLAC INC COM Stock 001055102 290298 4159 SH SOLE 0 4159 0 0 SYSCO CORP COM Stock 871829107 221932 2991 SH SOLE 0 2991 0 0 ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 464288760 824857 7070 SH SOLE 0 7070 0 0 INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 437579 6967 SH SOLE 0 6966 0 0 ISHARES 0-3 MONTH TREASURY BOND ETF ETF 46436E718 2238313 22243 SH SOLE 0 22243 0 0 ISHARES SELECT DIVIDEND ETF ETF 464287168 375476 3314 SH SOLE 0 3314 0 0 AMERICAN ELEC PWR CO INC COM Stock 025537101 298489 3545 SH SOLE 0 3545 0 0 MARATHON PETE CORP COM Stock 56585A102 643542 5519 SH SOLE 0 5519 0 0 TOWNEBANK PORTSMOUTH VA COM Stock 89214P109 286898 12345 SH SOLE 0 12345 0 0 VANGUARD SMALL CAP VALUE ETF ETF 922908611 388525 2349 SH SOLE 0 2349 0 0 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 499190 6874 SH SOLE 0 6874 0 0 VISA INC COM CL A Stock 92826C839 1199274 5050 SH SOLE 0 5050 0 0 VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 416519 1813 SH SOLE 0 1813 0 0 VANGUARD VALUE ETF ETF 922908744 4752250 33443 SH SOLE 0 33443 0 0 VANGUARD GROWTH ETF ETF 922908736 16973054 59984 SH SOLE 0 59983 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 610326 6238 SH SOLE 0 6238 0 0 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 4144580 143959 SH SOLE 0 143959 0 0 META PLATFORMS INC CL A Stock 30303M102 425304 1482 SH SOLE 0 1482 0 0 MONDELEZ INTL INC CL A Stock 609207105 383737 5261 SH SOLE 0 5261 0 0 BROADCOM INC COM Stock 11135F101 264566 305 SH SOLE 0 305 0 0 CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108 302241 3742 SH SOLE 0 3742 0 0 ISHARES SHORT TREASURY BOND ETF ETF 464288679 1400064 12676 SH SOLE 0 12676 0 0 ABBVIE INC COM Stock 00287Y109 991613 7360 SH SOLE 0 7360 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 9700162 196798 SH SOLE 0 196797 0 0 INVESCO S&P 500 QUALITY ETF ETF 46137V241 308343 6112 SH SOLE 0 6111 0 0 QUALCOMM INC COM Stock 747525103 264507 2222 SH SOLE 0 2222 0 0 ISHARES GLOBAL FINANCIALS ETF ETF 464287333 5935745 82971 SH SOLE 0 82971 0 0 MCDONALDS CORP COM Stock 580135101 3410826 11430 SH SOLE 0 11430 0 0 CISCO SYS INC COM Stock 17275R102 596562 11530 SH SOLE 0 11530 0 0 CAPITAL ONE FINL CORP COM Stock 14040H105 255051 2332 SH SOLE 0 2332 0 0 ISHARES RUSSELL MIDCAP ETF ETF 464287499 424596 5814 SH SOLE 0 5814 0 0 WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 309732 4870 SH SOLE 0 4870 0 0 AT&T INC COM Stock 00206R102 211019 13230 SH SOLE 0 13230 0 0 WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 97717W505 5480292 130328 SH SOLE 0 130328 0 0 GLOBAL X S&P 500 COVERED CALL ETF ETF 37954Y475 380862 9278 SH SOLE 0 9278 0 0 VANGUARD FINANCIALS ETF ETF 92204A405 216261 2662 SH SOLE 0 2662 0 0 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 4031932 49673 SH SOLE 0 49672 0 0 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 12688904 110405 SH SOLE 0 110405 0 0 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 81369Y407 19847416 116880 SH SOLE 0 116880 0 0 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704 9464579 88190 SH SOLE 0 88190 0 0 ISHARES U.S. TECHNOLOGY ETF ETF 464287721 337497 3100 SH SOLE 0 3100 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 50541909 313555 SH SOLE 0 313554 0 0 SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853 434115 11177 SH SOLE 0 11177 0 0 WISDOMTREE U.S. AI ENHANCED VALUE FUND ETF 97717W406 6035810 64525 SH SOLE 0 64525 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 84068692 1192802 SH SOLE 0 1192802 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 8369542 18778 SH SOLE 0 18778 0 0 WELLS FARGO CO NEW COM Stock 949746101 245410 5750 SH SOLE 0 5750 0 0 INVESCO DWA MOMENTUM ETF ETF 46137V837 334997 4134 SH SOLE 0 4134 0 0 NORTHROP GRUMMAN CORP COM Stock 666807102 251602 552 SH SOLE 0 552 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 765929 1468 SH SOLE 0 1468 0 0 VANGUARD MID-CAP VALUE ETF ETF 922908512 298347 2156 SH SOLE 0 2156 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 855624 5883 SH SOLE 0 5883 0 0 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 240213 6987 SH SOLE 0 6987 0 0 CHEVRON CORP NEW COM Stock 166764100 692340 4400 SH SOLE 0 4400 0 0 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 10862979 101780 SH SOLE 0 101780 0 0 ALBEMARLE CORP COM Stock 012653101 363860 1631 SH SOLE 0 1631 0 0 MARKEL GROUP INC COM Stock 570535104 367926 266 SH SOLE 0 266 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 35373605 765994 SH SOLE 0 765994 0 0 BANK AMERICA CORP COM Stock 060505104 403045 14048 SH SOLE 0 14048 0 0 VANGUARD CONSUMER DISCRETIONARY ETF ETF 92204A108 6727133 23754 SH SOLE 0 23754 0 0 INVESCO S&P 500 PURE GROWTH ETF ETF 46137V266 261532 1714 SH SOLE 0 1714 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 10694737 87247 SH SOLE 0 87247 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 282339 2110 SH SOLE 0 2110 0 0 ORACLE CORP COM Stock 68389X105 3887574 32644 SH SOLE 0 32644 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 407122 4156 SH SOLE 0 4156 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3389694 83326 SH SOLE 0 83325 0 0 TEXAS INSTRS INC COM Stock 882508104 317375 1763 SH SOLE 0 1763 0 0 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 25786926 243112 SH SOLE 0 243112 0 0 PFIZER INC COM Stock 717081103 370615 10104 SH SOLE 0 10104 0 0 CATERPILLAR INC COM Stock 149123101 248837 1011 SH SOLE 0 1011 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 612592 5064 SH SOLE 0 5064 0 0 INVESCO S&P 500 PURE VALUE ETF ETF 46137V258 301009 3881 SH SOLE 0 3881 0 0 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 559084 3442 SH SOLE 0 3442 0 0 INVESCO BUYBACK ACHIEVERS ETF ETF 46137V308 300672 3361 SH SOLE 0 3361 0 0 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 7426359 78098 SH SOLE 0 78098 0 0 ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 23619164 314922 SH SOLE 0 314922 0 0 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 19663603 183549 SH SOLE 0 183548 0 0 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 1912969 31355 SH SOLE 0 31355 0 0 LAM RESEARCH CORP COM Stock 512807108 1020219 1587 SH SOLE 0 1587 0 0 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 1663848 38515 SH SOLE 0 38515 0 0 PHILIP MORRIS INTL INC COM Stock 718172109 3448192 35323 SH SOLE 0 35322 0 0 ALTRIA GROUP INC COM Stock 02209S103 4920124 108612 SH SOLE 0 108612 0 0 DOMINION ENERGY INC COM Stock 25746U109 4352919 84049 SH SOLE 0 84049 0 0 EXXON MOBIL CORP COM Stock 30231G102 1421009 13250 SH SOLE 0 13249 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 689238 1434 SH SOLE 0 1434 0 0 LOWES COS INC COM Stock 548661107 3194784 14155 SH SOLE 0 14155 0 0 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 203649 3112 SH SOLE 0 3112 0 0 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 784051 24095 SH SOLE 0 24095 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 29818329 114037 SH SOLE 0 114036 0 0 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 10755216 214162 SH SOLE 0 214162 0 0 ISHARES MSCI EAFE ETF ETF 464287465 27078410 373495 SH SOLE 0 373495 0 0 APPLE INC COM Stock 037833100 17885627 92208 SH SOLE 0 92208 0 0 ABBOTT LABS COM Stock 002824100 817105 7495 SH SOLE 0 7495 0 0 DISNEY WALT CO COM Stock 254687106 432740 4847 SH SOLE 0 4847 0 0 VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 3162711 32612 SH SOLE 0 32611 0 0 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 1926384 20980 SH SOLE 0 20980 0 0