test

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
TXNTexas Instrs Inc
Recent Activity
Decreased -7.56%
0.6%
$927,612
4,947 shares@ $187.52 avg price
ULUnilever Plc
Recent Activity
Decreased -0.37%
0.59%
$912,303
16,090 shares@ $56.7 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.09%
0.59%
$910,817
6,298 shares@ $144.63 avg price
RHRh
Recent Activity
Decreased -1.02%
0.54%
$832,049
2,114 shares@ $393.59 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -8.09%
0.53%
$822,770
21,923 shares@ $37.53 avg price
FISFidelity Natl Information Sv
Recent Activity
Decreased -11.8%
0.47%
$727,980
9,013 shares@ $80.77 avg price
ECPGEncore Cap Group Inc
Recent Activity
Decreased -20.66%
0.46%
$711,486
14,894 shares@ $47.77 avg price
CDWCdw Corp
Recent Activity
Decreased -1.03%
0.45%
$695,638
3,997 shares@ $174.05 avg price
FASTFastenal Co
Recent Activity
Decreased -0.27%
0.41%
$637,051
8,859 shares@ $71.92 avg price
MDTMedtronic Plc
Recent Activity
Decreased -0.22%
0.41%
$631,531
7,906 shares@ $79.88 avg price