Salvus Wealth Management, LLC Portfolio Holdings

Salvus Wealth Management, LLC

  • $151 Million
  • Q4 2024

Salvus Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $8.08M, Alphabet Inc. with a value of $7.45M, Apple Inc. with a value of $6.69M, American Express CO with a value of $6.13M, and Progressive Corp with a value of $6.11M.

Examining the 13F form we can see an decrease of $7.57M in the current position value, from $159M to 151M.

Below you can find more details about Salvus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Million
Financial Services: $39 Million
Consumer Cyclical: $30.9 Million
Technology: $29.3 Million
Communication Services: $16.3 Million
Industrials: $8.6 Million
Consumer Defensive: $6.71 Million
Healthcare: $6.51 Million
ETFs: $4.5 Million
Other: $9.67 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.58B
$4.04 Million 2.66% of portfolio
42,168
Q4 2024 Added 19.35%
$5.43B
$3.28 Million 2.17% of portfolio
13,495
Q4 2024 Reduced 0.32%
$4.67B
$2.7 Million 1.78% of portfolio
36,559
Q4 2024 Reduced 23.24%
$6.76B
$2.56 Million 1.69% of portfolio
18,110
Q4 2024 Reduced 0.77%
$3.47B
$2.21 Million 1.46% of portfolio
28,665
Q4 2024 Reduced 1.0%
$7.82B
$1.6 Million 1.05% of portfolio
47,745
Q4 2024 Reduced 0.18%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $151 Million
  • Prior Value $159 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
Track This Portfolio

Track Salvus Wealth Management, LLC Portfolio

Follow Salvus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Salvus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Salvus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email