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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.74%
0.33%
$516,050
881 shares@ $585.76 avg price
FNVFranco Nev Corp
Recent Activity
Increased 49.31%
0.33%
$505,637
4,300 shares@ $117.59 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 2.36%
0.33%
$504,467
1,434 shares@ $351.8 avg price
EOGEog Res Inc
Recent Activity
Increased 0.77%
0.31%
$484,926
3,956 shares@ $122.58 avg price
MSCIMsci Inc
Recent Activity
Increased 2.82%
0.31%
$481,808
803 shares@ $600.01 avg price
ABNBAirbnb Inc
Recent Activity
Increased 2.49%
0.3%
$454,810
3,461 shares@ $131.41 avg price
WDAYWorkday Inc
Recent Activity
Increased 2.55%
0.27%
$416,202
1,613 shares@ $258.03 avg price
ETEnergy Transfer L P
Recent Activity
Increased 0.05%
0.24%
$364,865
18,625 shares@ $19.6 avg price
IFFInternational Flavors&fragra
Recent Activity
Increased 1.2%
0.21%
$322,389
3,813 shares@ $84.55 avg price
ITGartner Inc
Recent Activity
Increased 0.61%
0.21%
$321,688
664 shares@ $484.47 avg price