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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.92%
5.16%
$8.08M
17,825 shares@ $453.28 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.2%
4.76%
$7.449M
39,115 shares@ $190.44 avg price
AAPLApple Inc
Recent Activity
Increased 0.15%
4.27%
$6.694M
26,731 shares@ $250.43 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.78%
3.92%
$6.132M
20,662 shares@ $296.8 avg price
PGRProgressive Corp
Recent Activity
Decreased -0.53%
3.9%
$6.107M
25,487 shares@ $239.61 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -0.51%
3.52%
$5.509M
74,433 shares@ $74.01 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -27.98%
3.02%
$4.73M
952 shares@ $4968.43 avg price
TPXTempur Sealy Intl Inc
Recent Activity
Decreased -0.34%
2.79%
$4.369M
77,060 shares@ $56.69 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -0.27%
2.64%
$4.136M
19,468 shares@ $212.46 avg price
THOThor Inds Inc
Recent Activity
Increased 19.36%
2.58%
$4.036M
42,168 shares@ $95.71 avg price