Compliance Support

0001766156-23-000003.txt : 20230428 0001766156-23-000003.hdr.sgml : 20230428 20230428153912 ACCESSION NUMBER: 0001766156-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 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: 23865397 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 03-31-2023 03-31-2023 Salomon & Ludwin, LLC

1401 GASKINS ROAD RICHMOND VA 23238

13F HOLDINGS REPORT 028-19163 N Dean Pelos Compliance Support 8049655400 CA Pelos Richmond VA 04-28-2023 0 165 838778998 false INFORMATION TABLE 2 13f_sandl_33123.xml AMAZON COM INC COM Stock 023135106 1584469 15340 SH SOLE 0 15340 0 0 INVESCO QQQ TRUST ETF 46090E103 960864 2994 SH SOLE 0 2994 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 51792307 342973 SH SOLE 0 342972 0 0 ELEVANCE HEALTH INC COM Stock 036752103 905826 1970 SH SOLE 0 1970 0 0 JOHNSON & JOHNSON COM Stock 478160104 1886040 12168 SH SOLE 0 12168 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 517598 2536 SH SOLE 0 2536 0 0 INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF ETF 46137V563 12076730 606262 SH SOLE 0 606261 0 0 VANGUARD ENERGY ETF ETF 92204A306 2065050 18078 SH SOLE 0 18078 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 452649 911 SH SOLE 0 911 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 8824085 223621 SH SOLE 0 223620 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 2122365 14274 SH SOLE 0 14273 0 0 COCA COLA CO COM Stock 191216100 1362737 21969 SH SOLE 0 21969 0 0 FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND ETF 336917109 6932795 195290 SH SOLE 0 195290 0 0 TRUIST FINL CORP COM Stock 89832Q109 1540058 45163 SH SOLE 0 45163 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 332305 1713 SH SOLE 0 1713 0 0 INTEL CORP COM Stock 458140100 462532 14158 SH SOLE 0 14157 0 0 RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 238255 928 SH SOLE 0 928 0 0 MERCK & CO INC COM Stock 58933Y105 656001 6166 SH SOLE 0 6166 0 0 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 23913485 228444 SH SOLE 0 228443 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 21074440 51478 SH SOLE 0 51477 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 164 400 SH Call SOLE 0 400 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 603987 1662 SH SOLE 0 1662 0 0 STEEL DYNAMICS INC COM Stock 858119100 474852 4200 SH SOLE 0 4200 0 0 ISHARES S&P 100 ETF ETF 464287101 422336 2258 SH SOLE 0 2258 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 223401 5744 SH SOLE 0 5744 0 0 SONOCO PRODS CO COM Stock 835495102 484950 7950 SH SOLE 0 7950 0 0 FEDEX CORP COM Stock 31428X106 210668 922 SH SOLE 0 922 0 0 PEPSICO INC COM Stock 713448108 1459858 8008 SH SOLE 0 8008 0 0 HONEYWELL INTL INC COM Stock 438516106 311143 1628 SH SOLE 0 1628 0 0 HOME DEPOT INC COM Stock 437076102 880900 2985 SH SOLE 0 2984 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 581287 2611 SH SOLE 0 2611 0 0 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 17561677 135653 SH SOLE 0 135653 0 0 SPDR GOLD SHARES ETF 78463V107 624597 3409 SH SOLE 0 3409 0 0 SOUTHERN CO COM Stock 842587107 398415 5726 SH SOLE 0 5726 0 0 BECTON DICKINSON & CO COM Stock 075887109 674299 2724 SH SOLE 0 2724 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1518511 6215 SH SOLE 0 6215 0 0 CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308 12217650 163534 SH SOLE 0 163534 0 0 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 15210496 157296 SH SOLE 0 157295 0 0 PRA GROUP INC COM Stock 69354N106 1819393 46699 SH SOLE 0 46699 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 665399 2155 SH SOLE 0 2155 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 940312 9065 SH SOLE 0 9065 0 0 MICROSOFT CORP COM Stock 594918104 20239525 70203 SH SOLE 0 70203 0 0 COMMUNICATION SERVICES SELECT SECTOR SPDR FUND ETF 81369Y852 828913 14299 SH SOLE 0 14299 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 465600 1 SH SOLE 0 1 0 0 BOEING CO COM Stock 097023105 275734 1298 SH SOLE 0 1298 0 0 VANGUARD SMALL-CAP ETF ETF 922908751 3745329 19758 SH SOLE 0 19758 0 0 VANGUARD MID-CAP ETF ETF 922908629 3464994 16428 SH SOLE 0 16428 0 0 VANGUARD LARGE-CAP ETF ETF 922908637 744625 3986 SH SOLE 0 3986 0 0 NEXTERA ENERGY INC COM Stock 65339F101 514740 6678 SH SOLE 0 6678 0 0 NIKE INC CL B Stock 654106103 751014 6124 SH SOLE 0 6123 0 0 VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 15130782 258469 SH SOLE 0 258469 0 0 ATLANTIC UN BANKSHARES CORP COM Stock 04911A107 624591 17820 SH SOLE 0 17820 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 1814204 7608 SH SOLE 0 7608 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 12277581 381884 SH SOLE 0 381884 0 0 NORFOLK SOUTHN CORP COM Stock 655844108 1679252 7921 SH SOLE 0 7921 0 0 NEWMARKET CORP COM Stock 651587107 1169761 3205 SH SOLE 0 3205 0 0 VANGUARD CONSUMER STAPLES ETF ETF 92204A207 832330 4301 SH SOLE 0 4301 0 0 VANGUARD INDUSTRIALS ETF ETF 92204A603 4227607 22191 SH SOLE 0 22191 0 0 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 3752165 9734 SH SOLE 0 9734 0 0 VANGUARD S&P 500 ETF ETF 922908363 47872036 127296 SH SOLE 0 127295 0 0 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 3924448 8561 SH SOLE 0 8561 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1086385 7512 SH SOLE 0 7512 0 0 SPDR S&P 600 SMALL CAP ETF ETF 78464A813 422587 5029 SH SOLE 0 5029 0 0 SPDR S&P 600 SMALL CAP VALUE ETF ETF 78464A300 5838585 76642 SH SOLE 0 76641 0 0 SPDR S&P 400 MID CAP GROWTH ETF ETF 78464A821 688506 10060 SH SOLE 0 10060 0 0 SPDR S&P 600 SMALL CAP GROWTH ETF ETF 78464A201 348248 4722 SH SOLE 0 4722 0 0 SPDR S&P 400 MID CAP VALUE ETF ETF 78464A839 630073 9535 SH SOLE 0 9535 0 0 LILLY ELI & CO COM Stock 532457108 9950251 28974 SH SOLE 0 28974 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 17602165 98667 SH SOLE 0 98666 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 699215 7248 SH SOLE 0 7248 0 0 AFLAC INC COM Stock 001055102 270210 4188 SH SOLE 0 4188 0 0 SYSCO CORP COM Stock 871829107 234779 3040 SH SOLE 0 3040 0 0 ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 464288760 813616 7070 SH SOLE 0 7070 0 0 INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 434703 6966 SH SOLE 0 6966 0 0 ISHARES 0-3 MONTH TREASURY BOND ETF ETF 46436E718 2123043 21108 SH SOLE 0 21108 0 0 ISHARES SELECT DIVIDEND ETF ETF 464287168 388335 3314 SH SOLE 0 3314 0 0 AMERICAN ELEC PWR CO INC COM Stock 025537101 322560 3545 SH SOLE 0 3545 0 0 MARATHON PETE CORP COM Stock 56585A102 743587 5515 SH SOLE 0 5515 0 0 TOWNEBANK PORTSMOUTH VA COM Stock 89214P109 328994 12345 SH SOLE 0 12345 0 0 VANGUARD SMALL CAP VALUE ETF ETF 922908611 374197 2357 SH SOLE 0 2357 0 0 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 502902 6874 SH SOLE 0 6874 0 0 VISA INC COM CL A Stock 92826C839 1082884 4803 SH SOLE 0 4803 0 0 VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 423514 1957 SH SOLE 0 1957 0 0 VANGUARD VALUE ETF ETF 922908744 4715075 34140 SH SOLE 0 34140 0 0 VANGUARD GROWTH ETF ETF 922908736 14982045 60063 SH SOLE 0 60062 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 562768 6215 SH SOLE 0 6215 0 0 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 4261923 149227 SH SOLE 0 149227 0 0 META PLATFORMS INC CL A Stock 30303M102 314095 1482 SH SOLE 0 1482 0 0 UNITED BANKSHARES INC WEST VA COM Stock 909907107 245766 6982 SH SOLE 0 6982 0 0 MONDELEZ INTL INC CL A Stock 609207105 366797 5261 SH SOLE 0 5261 0 0 CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108 203275 2642 SH SOLE 0 2642 0 0 ISHARES SHORT TREASURY BOND ETF ETF 464288679 1002898 9076 SH SOLE 0 9076 0 0 ABBVIE INC COM Stock 00287Y109 1174557 7370 SH SOLE 0 7370 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 9703802 198889 SH SOLE 0 198889 0 0 INVESCO S&P 500 QUALITY ETF ETF 46137V241 289207 6112 SH SOLE 0 6111 0 0 QUALCOMM INC COM Stock 747525103 283483 2222 SH SOLE 0 2222 0 0 ISHARES GLOBAL FINANCIALS ETF ETF 464287333 5805929 84135 SH SOLE 0 84135 0 0 MCDONALDS CORP COM Stock 580135101 3193146 11420 SH SOLE 0 11420 0 0 CISCO SYS INC COM Stock 17275R102 602731 11530 SH SOLE 0 11530 0 0 CAPITAL ONE FINL CORP COM Stock 14040H105 224822 2338 SH SOLE 0 2338 0 0 ISHARES RUSSELL MIDCAP ETF ETF 464287499 406515 5814 SH SOLE 0 5814 0 0 WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 97717W307 301258 4870 SH SOLE 0 4870 0 0 AT&T INC COM Stock 00206R102 254986 13246 SH SOLE 0 13246 0 0 WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 97717W505 5450832 133012 SH SOLE 0 133012 0 0 GLOBAL X S&P 500 COVERED CALL ETF ETF 37954Y475 375759 9278 SH SOLE 0 9278 0 0 VANGUARD FINANCIALS ETF ETF 92204A405 207343 2662 SH SOLE 0 2662 0 0 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 3863977 46649 SH SOLE 0 46649 0 0 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 12124595 110284 SH SOLE 0 110283 0 0 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 81369Y407 16803861 112370 SH SOLE 0 112370 0 0 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704 8396000 82981 SH SOLE 0 82980 0 0 ISHARES U.S. TECHNOLOGY ETF ETF 464287721 287711 3100 SH SOLE 0 3100 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 47162808 310772 SH SOLE 0 310772 0 0 WISDOMTREE U.S. AI ENHANCED VALUE FUND ETF 97717W406 6062759 66144 SH SOLE 0 66144 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 76080046 1190797 SH SOLE 0 1190797 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 7762013 18882 SH SOLE 0 18882 0 0 WELLS FARGO CO NEW COM Stock 949746101 214972 5751 SH SOLE 0 5751 0 0 INVESCO DWA MOMENTUM ETF ETF 46137V837 314076 4134 SH SOLE 0 4134 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 846111 1468 SH SOLE 0 1468 0 0 VANGUARD MID-CAP VALUE ETF ETF 922908512 291468 2174 SH SOLE 0 2174 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 767656 5891 SH SOLE 0 5891 0 0 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 238466 6987 SH SOLE 0 6987 0 0 CHEVRON CORP NEW COM Stock 166764100 725736 4448 SH SOLE 0 4448 0 0 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 395083 3667 SH SOLE 0 3667 0 0 ALBEMARLE CORP COM Stock 012653101 353664 1600 SH SOLE 0 1600 0 0 MARKEL CORP COM Stock 570535104 341068 267 SH SOLE 0 267 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 34788682 770172 SH SOLE 0 770172 0 0 BANK AMERICA CORP COM Stock 060505104 402574 14076 SH SOLE 0 14076 0 0 VANGUARD CONSUMER DISCRETIONARY ETF ETF 92204A108 6061200 24000 SH SOLE 0 24000 0 0 INVESCO S&P 500 PURE GROWTH ETF ETF 46137V266 259093 1714 SH SOLE 0 1714 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 11009200 88992 SH SOLE 0 88992 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 276600 2110 SH SOLE 0 2110 0 0 ORACLE CORP COM Stock 68389X105 2857290 30750 SH SOLE 0 30750 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 437551 4468 SH SOLE 0 4468 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 3377818 83609 SH SOLE 0 83609 0 0 TEXAS INSTRS INC COM Stock 882508104 214470 1153 SH SOLE 0 1153 0 0 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 25933915 245819 SH SOLE 0 245819 0 0 PFIZER INC COM Stock 717081103 418567 10259 SH SOLE 0 10259 0 0 CATERPILLAR INC COM Stock 149123101 232330 1015 SH SOLE 0 1015 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 528944 5086 SH SOLE 0 5086 0 0 INVESCO S&P 500 PURE VALUE ETF ETF 46137V258 294593 3881 SH SOLE 0 3881 0 0 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 530102 3442 SH SOLE 0 3442 0 0 INVESCO BUYBACK ACHIEVERS ETF ETF 46137V308 285944 3361 SH SOLE 0 3361 0 0 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 7227158 77221 SH SOLE 0 77221 0 0 ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 22462794 314121 SH SOLE 0 314121 0 0 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 18835979 183283 SH SOLE 0 183282 0 0 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 1736588 31369 SH SOLE 0 31369 0 0 LAM RESEARCH CORP COM Stock 512807108 841300 1587 SH SOLE 0 1587 0 0 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 1568494 38519 SH SOLE 0 38519 0 0 PHILIP MORRIS INTL INC COM Stock 718172109 3451200 35488 SH SOLE 0 35487 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 213683 3083 SH SOLE 0 3083 0 0 ALTRIA GROUP INC COM Stock 02209S103 4852609 108754 SH SOLE 0 108754 0 0 DOMINION ENERGY INC COM Stock 25746U109 4653892 83239 SH SOLE 0 83238 0 0 EXXON MOBIL CORP COM Stock 30231G102 1488580 13575 SH SOLE 0 13574 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 550095 1164 SH SOLE 0 1164 0 0 LOWES COS INC COM Stock 548661107 2849373 14249 SH SOLE 0 14249 0 0 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 204695 3024 SH SOLE 0 3024 0 0 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 775056 24130 SH SOLE 0 24130 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 28719021 114803 SH SOLE 0 114802 0 0 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 202640 4000 SH SOLE 0 4000 0 0 ISHARES MSCI EAFE ETF ETF 464287465 25248996 353034 SH SOLE 0 353034 0 0 APPLE INC COM Stock 037833100 14885975 90273 SH SOLE 0 90272 0 0 ABBOTT LABS COM Stock 002824100 718440 7095 SH SOLE 0 7095 0 0 DISNEY WALT CO COM Stock 254687106 490236 4896 SH SOLE 0 4896 0 0 VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 3117479 33853 SH SOLE 0 33852 0 0 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 1185304 12909 SH SOLE 0 12909 0 0