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
METAMeta Platforms Inc
Recent Activity
Decreased -12.25%
0.38%
$582,582
995 shares@ $585.51 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -2.82%
0.37%
$572,253
1,100 shares@ $520.23 avg price
BAMBrookfield Asset Managmt Ltd
Recent Activity
Decreased -1.06%
0.37%
$571,542
10,547 shares@ $54.2 avg price
TRVTravelers Companies Inc
Recent Activity
Decreased -0.63%
0.37%
$565,851
2,349 shares@ $240.9 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -7.3%
0.33%
$502,382
3,984 shares@ $126.1 avg price
CTVACorteva Inc
Recent Activity
Decreased -0.06%
0.3%
$463,711
8,141 shares@ $56.96 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -21.88%
0.27%
$422,442
835 shares@ $505.92 avg price
CCICrown Castle Inc
Recent Activity
Decreased -33.6%
0.26%
$400,161
4,409 shares@ $90.77 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -35.4%
0.23%
$349,938
8,751 shares@ $39.99 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.02%
0.18%
$274,674
1,451 shares@ $189.3 avg price