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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
CSCOCisco Sys Inc
Recent Activity
Decreased -0.56%
0.84%
$1.302M
21,989 shares@ $59.2 avg price
LLYEli Lilly & Co
Recent Activity
Increased 20.24%
0.83%
$1.289M
1,670 shares@ $772.16 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -18.72%
0.8%
$1.247M
12,537 shares@ $99.49 avg price
BILSpdr Ser Tr
Recent Activity
Increased 35.86%
0.74%
$1.149M
12,572 shares@ $91.44 avg price
KMXCarmax Inc
Recent Activity
Decreased -14.41%
0.74%
$1.148M
14,041 shares@ $81.76 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 1.17%
0.71%
$1.11M
3,826 shares@ $290.04 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.84%
0.7%
$1.089M
9,777 shares@ $111.36 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.54%
0.68%
$1.056M
8,773 shares@ $120.36 avg price
NOWServicenow Inc
Recent Activity
Decreased -13.44%
0.67%
$1.044M
985 shares@ $1060.12 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
Increased 0.34%
0.67%
$1.042M
13,322 shares@ $78.22 avg price