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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
MOAltria Group Inc
Recent Activity
Increased 0.37%
0.5%
$770,805
14,741 shares@ $52.29 avg price
NFLXNetflix Inc
Recent Activity
Increased 2.21%
0.48%
$744,252
835 shares@ $891.32 avg price
SHOPShopify Inc
Recent Activity
Increased 2.9%
0.45%
$700,183
6,585 shares@ $106.33 avg price
SBUXStarbucks Corp
Recent Activity
Increased 0.32%
0.42%
$647,328
7,094 shares@ $91.26 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 0.61%
0.4%
$623,686
1,329 shares@ $469.29 avg price
ABTAbbott Labs
Recent Activity
Increased 2.73%
0.37%
$570,866
5,047 shares@ $113.11 avg price
DDominion Energy Inc
Recent Activity
Increased 10.46%
0.36%
$554,219
10,290 shares@ $53.86 avg price
ADBEAdobe Inc
Recent Activity
Increased 2.71%
0.35%
$539,369
1,213 shares@ $444.66 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 0.02%
0.35%
$534,807
17,054 shares@ $31.36 avg price
ZTSZoetis Inc
Recent Activity
Increased 41.9%
0.34%
$517,629
3,177 shares@ $162.94 avg price