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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
VVisa Inc
Recent Activity
Increased 2.05%
0.66%
$1.024M
3,241 shares@ $316.05 avg price
PAYXPaychex Inc
Recent Activity
Increased 0.64%
0.65%
$1.007M
7,181 shares@ $140.23 avg price
LLoews Corp
Recent Activity
Increased 0.39%
0.64%
$989,462
11,683 shares@ $84.7 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.26%
0.61%
$955,610
3,872 shares@ $246.81 avg price
DEODiageo Plc
Recent Activity
Increased 86.17%
0.58%
$899,572
7,076 shares@ $127.14 avg price
CINFCincinnati Finl Corp
Recent Activity
Increased 0.33%
0.56%
$874,127
6,083 shares@ $143.7 avg price
CVXChevron Corp New
Recent Activity
Increased 0.67%
0.56%
$871,792
6,019 shares@ $144.85 avg price
MAMastercard Incorporated
Recent Activity
Increased 2.2%
0.54%
$831,981
1,580 shares@ $526.58 avg price
ORCLOracle Corp
Recent Activity
Increased 42.02%
0.52%
$807,704
4,847 shares@ $166.64 avg price
ENBEnbridge Inc
Recent Activity
Increased 0.61%
0.52%
$807,471
19,031 shares@ $42.43 avg price