Salvus Wealth Management, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $143 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $7.37M, Berkshire Hathaway Inc Class B with a value of $7.26M, Progressive Corp with a value of $6.21M, Schwab Charles Corp with a value of $5.48M, and Booking Holdings Inc. with a value of $5.24M.

Examining the 13F form we can see an decrease of $697K in the current position value, from $144M to 143M.

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

Portfolio value $143 Million
Financial Services: $37.7 Million
Consumer Cyclical: $28.7 Million
Technology: $27.2 Million
Communication Services: $15 Million
Industrials: $7.71 Million
Healthcare: $7.15 Million
Consumer Defensive: $6.69 Million
Basic Materials: $4.05 Million
Other: $9.13 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $143 Million
  • Prior Value $144 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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