Salvus Wealth Management, LLC
CIK:0001809236
Investment Adviser
$298M AUM
133 holdings
Red Bank, NJ, USA
Salvus Wealth Management provides investment advisory services to help clients meet their wealth goals beyond traditional financial advising.
Investment Strategy
Not specified
Top Buys
N
NVDANVIDIA CORPORATION+$1.3M
G
GOOGALPHABET INC+$1.2M
I
IBPINSTALLED BLDG PRODS INC+$1.1M
A
AVGOBROADCOM INC+$995.7K
A
AAPLAPPLE INC+$791.3K
Top Sells
B
BILSPDR SERIES TRUST-$1.5M
A
AXPAMERICAN EXPRESS CO-$1.2M
A
AWIARMSTRONG WORLD INDS INC NEW-$570.3K
E
ECPGENCORE CAP GROUP INC-$569.0K
P
PGRPROGRESSIVE CORP-$559.5K
Top Holdings
B
BRK-BBERKSHIRE HATHAWAY INC DEL+4.7%$8.4M
S
SCHWSCHWAB CHARLES CORP+3.9%$6.9M
P
PGRPROGRESSIVE CORP+3.3%$6.0M
A
AAPLAPPLE INC+3.1%$5.5M
T
THOTHOR INDS INC+3.1%$5.5M
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.67% | $8.4M | 16,635 | $235.54 | $502.74 | +$213.8K |
S SCHW | SCHWAB CHARLES CORP | 3.86% | $6.9M | 72,349 | $57.09 | $95.47 | +$218.6K |
P PGR | PROGRESSIVE CORP | 3.34% | $6.0M | 24,200 | $109.51 | $246.95 | -$559.5K |
A AAPL | APPLE INC | 3.10% | $5.5M | 21,779 | $155.33 | $254.63 | +$791.3K |
T THO | THOR INDS INC | 3.08% | $5.5M | 53,241 | $94.35 | $103.69 | +$753.1K |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+11.0%
SEMICONDUCTORS & RELATED DEVICES
+7.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.8%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+6.0%
SERVICES-PREPACKAGED SOFTWARE
+5.4%