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Robert W. Joel

@Salvus Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$156.791MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FIFiserv Inc
Recent Activity
Decreased -0.32%
2.04%
$3.192M
15,541 shares@ $205.42 avg price
NVRNvr Inc
Recent Activity
Decreased -0.59%
1.76%
$2.748M
336 shares@ $8178.9 avg price
MCMoelis & Co
Recent Activity
Decreased -23.23%
1.73%
$2.701M
36,559 shares@ $73.89 avg price
AWIArmstrong World Inds Inc New
Recent Activity
Decreased -0.77%
1.64%
$2.559M
18,110 shares@ $141.33 avg price
BNBrookfield Corp
Recent Activity
Decreased -1.03%
1.55%
$2.417M
42,071 shares@ $57.46 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -14.54%
1.54%
$2.405M
10,961 shares@ $219.4 avg price
ASTSAst Spacemobile Inc
Recent Activity
Decreased -1.42%
1.47%
$2.291M
108,577 shares@ $21.11 avg price
CCOICogent Communications Hldgs
Recent Activity
Decreased -1%
1.41%
$2.209M
28,665 shares@ $77.08 avg price
AONAon Plc
Recent Activity
Decreased -1.02%
1.31%
$2.054M
5,718 shares@ $359.17 avg price
MKLMarkel Group Inc
Recent Activity
Decreased -1.04%
1.25%
$1.954M
1,132 shares@ $1726.23 avg price