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
ANETArista Networks Inc Recent Activity Exited	0%	$2.391M 6,229 shares@ $383.83 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$1.523M 1,604 shares@ $949.51 avg price	Exited
EQCEquity Comwlth Recent Activity Exited	0%	$458,496 23,040 shares@ $19.9 avg price	Exited
IGMIshares Tr Recent Activity Exited	0%	$287,820 3,000 shares@ $95.94 avg price	Exited
XLESelect Sector Spdr Tr Recent Activity Exited	0%	$244,718 2,787 shares@ $87.81 avg price	Exited