Robert W. Joel

@Salvus Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$156.791M

Total holdings118

Assets growth rate-3.73%

Assets growth rate (2-Q avg)4.03%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Salvus Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Salvus Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 156.791M in assets, with a quarterly growth rate of -3.73% and a 2-quarter average growth rate of 4.03%. The portfolio is managed by Robert W. Joel, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TELTe Connectivity Plc Recent Activity New Position	0.37%	$579,600 4,054 shares@ $142.97 avg price	New Position
GEHCGe Healthcare Technologies I Recent Activity New Position	0.28%	$428,817 5,485 shares@ $78.18 avg price	New Position
LHXL3harris Technologies Inc Recent Activity New Position	0.21%	$316,703 1,506 shares@ $210.3 avg price	New Position
HSYHershey Co Recent Activity New Position	0.18%	$280,444 1,656 shares@ $169.36 avg price	New Position
PAYCPaycom Software Inc Recent Activity New Position	0.16%	$241,865 1,180 shares@ $204.98 avg price	New Position
APPApplovin Corp Recent Activity New Position	0.14%	$213,080 658 shares@ $323.83 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.13%	$200,708 497 shares@ $403.84 avg price	New Position
BORRBorr Drilling Ltd Recent Activity New Position	0.04%	$58,578 15,020 shares@ $3.9 avg price	New Position