Compliance Officer

0001766156-23-000002.txt : 20230208 0001766156-23-000002.hdr.sgml : 20230208 20230208154413 ACCESSION NUMBER: 0001766156-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230208 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: 23598912 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 12-31-2022 12-31-2022 Salomon & Ludwin, LLC

1401 GASKINS ROAD RICHMOND VA 23238

13F HOLDINGS REPORT 028-19163 N Dean Pelos Compliance Officer 12245489262 Dean Pelos Richmond VA 02-08-2023 0 166 789043412 false INFORMATION TABLE 2 13f_sandl_123122.xml AMAZON COM INC COM Stock 023135106 1288560 15340 SH SOLE 0 15340 0 0 INVESCO QQQ TRUST ETF 46090E103 814551 3059 SH SOLE 0 3059 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 41742685 335444 SH SOLE 0 335444 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 12 100 SH Call SOLE 0 100 0 0 ELEVANCE HEALTH INC COM Stock 036752103 1010551 1970 SH SOLE 0 1970 0 0 JOHNSON & JOHNSON COM Stock 478160104 2149477 12168 SH SOLE 0 12168 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 813896 4257 SH SOLE 0 4257 0 0 INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF ETF 46137V563 12577981 607926 SH SOLE 0 607925 0 0 VANGUARD ENERGY ETF ETF 92204A306 2209479 18218 SH SOLE 0 18218 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 415872 911 SH SOLE 0 911 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 8117649 214186 SH SOLE 0 214186 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 2169920 14317 SH SOLE 0 14317 0 0 COCA COLA CO COM Stock 191216100 1397448 21969 SH SOLE 0 21969 0 0 FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND ETF 336917109 7169708 196108 SH SOLE 0 196108 0 0 TRUIST FINL CORP COM Stock 89832Q109 1949216 45299 SH SOLE 0 45299 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 304046 1749 SH SOLE 0 1749 0 0 INTEL CORP COM Stock 458140100 381904 14450 SH SOLE 0 14449 0 0 RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 233008 1151 SH SOLE 0 1151 0 0 MERCK & CO INC COM Stock 58933Y105 688556 6206 SH SOLE 0 6206 0 0 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 22548027 216247 SH SOLE 0 216246 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 19555374 51135 SH SOLE 0 51134 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 153 400 SH Call SOLE 0 400 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 38 100 SH Call SOLE 0 100 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 76 200 SH Call SOLE 0 200 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 38 100 SH Call SOLE 0 100 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 577927 1662 SH SOLE 0 1662 0 0 STEEL DYNAMICS INC COM Stock 858119100 410340 4200 SH SOLE 0 4200 0 0 ISHARES S&P 100 ETF ETF 464287101 385147 2258 SH SOLE 0 2258 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 239515 6079 SH SOLE 0 6079 0 0 SONOCO PRODS CO COM Stock 835495102 482645 7950 SH SOLE 0 7950 0 0 PEPSICO INC COM Stock 713448108 1446725 8008 SH SOLE 0 8008 0 0 HONEYWELL INTL INC COM Stock 438516106 348880 1628 SH SOLE 0 1628 0 0 HOME DEPOT INC COM Stock 437076102 957587 3032 SH SOLE 0 3031 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 700576 2933 SH SOLE 0 2933 0 0 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 17781203 130888 SH SOLE 0 130888 0 0 SPDR GOLD SHARES ETF 78463V107 613758 3618 SH SOLE 0 3618 0 0 SOUTHERN CO COM Stock 842587107 408894 5726 SH SOLE 0 5726 0 0 BECTON DICKINSON & CO COM Stock 075887109 692713 2724 SH SOLE 0 2724 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1331502 6215 SH SOLE 0 6215 0 0 CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308 11832368 158717 SH SOLE 0 158717 0 0 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 14819664 156590 SH SOLE 0 156589 0 0 PRA GROUP INC COM Stock 69354N106 1577492 46699 SH SOLE 0 46699 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 676800 2191 SH SOLE 0 2191 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 804834 9122 SH SOLE 0 9122 0 0 MICROSOFT CORP COM Stock 594918104 16994245 70863 SH SOLE 0 70862 0 0 CVS HEALTH CORP COM Stock 126650100 219649 2357 SH SOLE 0 2357 0 0 COMMUNICATION SERVICES SELECT SECTOR SPDR FUND ETF 81369Y852 660006 13753 SH SOLE 0 13753 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 468711 1 SH SOLE 0 1 0 0 BOEING CO COM Stock 097023105 247256 1298 SH SOLE 0 1298 0 0 VANGUARD SMALL-CAP ETF ETF 922908751 3658690 19934 SH SOLE 0 19934 0 0 VANGUARD MID-CAP ETF ETF 922908629 3380189 16585 SH SOLE 0 16585 0 0 VANGUARD LARGE-CAP ETF ETF 922908637 694361 3986 SH SOLE 0 3986 0 0 NEXTERA ENERGY INC COM Stock 65339F101 563297 6738 SH SOLE 0 6738 0 0 NIKE INC CL B Stock 654106103 716538 6124 SH SOLE 0 6123 0 0 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 14809894 256138 SH SOLE 0 256137 0 0 ATLANTIC UN BANKSHARES CORP COM Stock 04911A107 599524 17061 SH SOLE 0 17061 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 1888653 7614 SH SOLE 0 7614 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 12485265 365066 SH SOLE 0 365066 0 0 NORFOLK SOUTHN CORP COM Stock 655844108 1951893 7921 SH SOLE 0 7921 0 0 NEWMARKET CORP COM Stock 651587107 1119374 3598 SH SOLE 0 3598 0 0 VANGUARD CONSUMER STAPLES ETF ETF 92204A207 824326 4303 SH SOLE 0 4303 0 0 VANGUARD INDUSTRIALS ETF ETF 92204A603 4067210 22269 SH SOLE 0 22269 0 0 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 3109137 9734 SH SOLE 0 9734 0 0 VANGUARD S&P 500 ETF ETF 922908363 44238336 125913 SH SOLE 0 125913 0 0 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 3776556 8529 SH SOLE 0 8529 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1066296 7549 SH SOLE 0 7549 0 0 SPDR S&P 600 SMALL CAP ETF ETF 78464A813 413434 5029 SH SOLE 0 5029 0 0 SPDR S&P 600 SMALL CAP VALUE ETF ETF 78464A300 5711027 76947 SH SOLE 0 76947 0 0 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 647781 9914 SH SOLE 0 9914 0 0 SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201 336494 4658 SH SOLE 0 4658 0 0 SPDR S&P 400 MID CAP VALUE ETF ETF 78464A839 607591 9388 SH SOLE 0 9388 0 0 LILLY ELI & CO COM Stock 532457108 10996053 30057 SH SOLE 0 30057 0 0 HASBRO INC COM Stock 418056107 209203 3429 SH SOLE 0 3429 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 16688206 95711 SH SOLE 0 95711 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 808266 7848 SH SOLE 0 7848 0 0 AFLAC INC COM Stock 001055102 306752 4264 SH SOLE 0 4264 0 0 SYSCO CORP COM Stock 871829107 242347 3170 SH SOLE 0 3170 0 0 ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 464288760 790850 7070 SH SOLE 0 7070 0 0 INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 445133 6966 SH SOLE 0 6966 0 0 ISHARES 0-3 MONTH TREASURY BOND ETF ETF 46436E718 2145399 21424 SH SOLE 0 21424 0 0 ISHARES SELECT DIVIDEND ETF ETF 464287168 399668 3314 SH SOLE 0 3314 0 0 AMERICAN ELEC PWR CO INC COM Stock 025537101 336598 3545 SH SOLE 0 3545 0 0 MARATHON PETE CORP COM Stock 56585A102 641891 5515 SH SOLE 0 5515 0 0 TOWNEBANK PORTSMOUTH VA COM Stock 89214P109 380720 12345 SH SOLE 0 12345 0 0 VANGUARD SMALL CAP VALUE ETF ETF 922908611 408434 2572 SH SOLE 0 2572 0 0 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 519262 6874 SH SOLE 0 6874 0 0 VISA INC COM CL A Stock 92826C839 1011791 4870 SH SOLE 0 4870 0 0 VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 392457 1957 SH SOLE 0 1957 0 0 VANGUARD VALUE ETF ETF 922908744 4833641 34435 SH SOLE 0 34435 0 0 VANGUARD GROWTH ETF ETF 922908736 12817173 60143 SH SOLE 0 60143 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 525336 6195 SH SOLE 0 6195 0 0 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 4260340 149801 SH SOLE 0 149801 0 0 UNITED BANKSHARES INC WEST VA COM Stock 909907107 287641 7104 SH SOLE 0 7104 0 0 MONDELEZ INTL INC CL A Stock 609207105 350646 5261 SH SOLE 0 5261 0 0 ISHARES SHORT TREASURY BOND ETF ETF 464288679 1026433 9338 SH SOLE 0 9338 0 0 ABBVIE INC COM Stock 00287Y109 1191066 7370 SH SOLE 0 7370 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 9267015 198437 SH SOLE 0 198437 0 0 INVESCO S&P 500 QUALITY ETF ETF 46137V241 268910 6112 SH SOLE 0 6111 0 0 QUALCOMM INC COM Stock 747525103 244287 2222 SH SOLE 0 2222 0 0 ISHARES GLOBAL FINANCIALS ETF ETF 464287333 5930929 84390 SH SOLE 0 84390 0 0 MCDONALDS CORP COM Stock 580135101 3009513 11420 SH SOLE 0 11420 0 0 CISCO SYS INC COM Stock 17275R102 549289 11530 SH SOLE 0 11530 0 0 ISHARES RUSSELL MIDCAP ETF ETF 464287499 392154 5814 SH SOLE 0 5814 0 0 WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 301697 4870 SH SOLE 0 4870 0 0 AT&T INC COM Stock 00206R102 247081 13421 SH SOLE 0 13421 0 0 WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 97717W505 5501323 133722 SH SOLE 0 133722 0 0 GLOBAL X S&P 500 COVERED CALL ETF ETF 37954Y475 365275 9278 SH SOLE 0 9278 0 0 VANGUARD FINANCIALS ETF ETF 92204A405 220227 2662 SH SOLE 0 2662 0 0 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 3975896 45454 SH SOLE 0 45454 0 0 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 11908014 110188 SH SOLE 0 110187 0 0 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 81369Y407 14061711 108870 SH SOLE 0 108870 0 0 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704 7772761 79144 SH SOLE 0 79144 0 0 ISHARES U.S. TECHNOLOGY ETF ETF 464287721 230919 3100 SH SOLE 0 3100 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 44628011 307631 SH SOLE 0 307630 0 0 WISDOMTREE U.S. AI ENHANCED VALUE FUND ETF 97717W406 6103367 66482 SH SOLE 0 66482 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 69477769 1187654 SH SOLE 0 1187654 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 7255037 18883 SH SOLE 0 18883 0 0 WELLS FARGO CO NEW COM Stock 949746101 243363 5894 SH SOLE 0 5894 0 0 INVESCO DWA MOMENTUM ETF ETF 46137V837 293734 4134 SH SOLE 0 4134 0 0 NORTHROP GRUMMAN CORP COM Stock 666807102 213879 392 SH SOLE 0 392 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 808413 1468 SH SOLE 0 1468 0 0 VANGUARD MID-CAP VALUE ETF ETF 922908512 294012 2174 SH SOLE 0 2174 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 792799 5912 SH SOLE 0 5912 0 0 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 225710 6848 SH SOLE 0 6848 0 0 CHEVRON CORP NEW COM Stock 166764100 821077 4575 SH SOLE 0 4574 0 0 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 270870 2567 SH SOLE 0 2567 0 0 ALBEMARLE CORP COM Stock 012653101 364325 1680 SH SOLE 0 1680 0 0 MARKEL CORP COM Stock 570535104 515139 391 SH SOLE 0 391 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 32276597 769040 SH SOLE 0 769039 0 0 BANK AMERICA CORP COM Stock 060505104 469377 14172 SH SOLE 0 14172 0 0 VANGUARD CONSUMER DISCRETIONARY ETF ETF 92204A108 5183765 23668 SH SOLE 0 23668 0 0 INVESCO S&P 500 PURE GROWTH ETF ETF 46137V266 259893 1714 SH SOLE 0 1714 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 11213484 89629 SH SOLE 0 89629 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 297278 2110 SH SOLE 0 2110 0 0 ORACLE CORP COM Stock 68389X105 2353458 28792 SH SOLE 0 28792 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 450911 4468 SH SOLE 0 4468 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3258545 83595 SH SOLE 0 83595 0 0 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 26746832 247175 SH SOLE 0 247175 0 0 PFIZER INC COM Stock 717081103 544579 10628 SH SOLE 0 10628 0 0 CATERPILLAR INC COM Stock 149123101 242784 1013 SH SOLE 0 1013 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 456338 5143 SH SOLE 0 5143 0 0 INVESCO S&P 500 PURE VALUE ETF ETF 46137V258 302653 3881 SH SOLE 0 3881 0 0 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 522668 3442 SH SOLE 0 3442 0 0 INVESCO BUYBACK ACHIEVERS ETF ETF 46137V308 287584 3361 SH SOLE 0 3361 0 0 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 7017889 76858 SH SOLE 0 76857 0 0 ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 21420203 313619 SH SOLE 0 313619 0 0 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 18432723 182864 SH SOLE 0 182864 0 0 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 1566919 30924 SH SOLE 0 30924 0 0 LAM RESEARCH CORP COM Stock 512807108 667016 1587 SH SOLE 0 1587 0 0 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 1474631 37918 SH SOLE 0 37918 0 0 PHILIP MORRIS INTL INC COM Stock 718172109 3597349 35543 SH SOLE 0 35543 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 221822 3083 SH SOLE 0 3083 0 0 ALTRIA GROUP INC COM Stock 02209S103 4970330 108736 SH SOLE 0 108736 0 0 DOMINION ENERGY INC COM Stock 25746U109 5112179 83369 SH SOLE 0 83368 0 0 EXXON MOBIL CORP COM Stock 30231G102 1657368 15026 SH SOLE 0 15026 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 617130 1164 SH SOLE 0 1164 0 0 LOWES COS INC COM Stock 548661107 2903525 14573 SH SOLE 0 14573 0 0 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 213192 3024 SH SOLE 0 3024 0 0 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 703208 23685 SH SOLE 0 23685 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 27697662 114505 SH SOLE 0 114505 0 0 ISHARES MSCI EAFE ETF ETF 464287465 21979558 334850 SH SOLE 0 334850 0 0 APPLE INC COM Stock 037833100 11808751 90885 SH SOLE 0 90885 0 0 ABBOTT LABS COM Stock 002824100 778960 7095 SH SOLE 0 7095 0 0 DISNEY WALT CO COM Stock 254687106 433097 4985 SH SOLE 0 4985 0 0 VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 2981756 34595 SH SOLE 0 34595 0 0 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 469058 5128 SH SOLE 0 5128 0 0