Salus Financial Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.3B, Ishares Core S&P U.S. Value Et with a value of $16.9B, Fidelity Covington Trust with a value of $16.1B, Fidelity Merrimack Str Tr Tota with a value of $12.5B, and Fidelity Covington Tr Blue Chi with a value of $7B.

Examining the 13F form we can see an increase of $4.5B in the current position value, from $128B to 132B.

Salus Financial Advisors, LLC is based out at Colorado Springs, CO

Below you can find more details about Salus Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $100 Billion
Technology: $291 Million
Real Estate: $87 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $132 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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