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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
GDGeneral Dynamics Corp
Recent Activity
Increased 1.3%
0.2%
$308,810
1,172 shares@ $263.49 avg price
MTBM & T Bk Corp
Recent Activity
Increased 15.59%
0.19%
$287,279
1,528 shares@ $188.01 avg price
KOCoca Cola Co
Recent Activity
Increased 1.79%
0.19%
$283,354
4,551 shares@ $62.27 avg price
NVONovo-nordisk A S
Recent Activity
Increased 2.26%
0.18%
$269,501
3,133 shares@ $86.03 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 1.49%
0.15%
$220,676
2,048 shares@ $107.76 avg price
HSHPHimalaya Shipping Ltd
Recent Activity
Increased 27.65%
0.05%
$63,399
13,045 shares@ $4.87 avg price