SW

Salvus Wealth Management, LLC

13F
Salvus Wealth Management, LLC
Last update 2024-10-08 115 Stocks (9 new)
Value $163.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(5.08%)GOOG(4.02%)PGR(3.99%)AAPL(3.82%)AXP(3.47%)
Portfolio Report
Summary Stock Picks Current Portfolio
Salvus Wealth Management, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
17,992
8281.000
+0.78%
5.080
+0.04%
0.000
+7.39%
+29.93%
999724.216
Insurance
GOOG 		Alphabet Inc
39,195
6552.970
-2.49%
4.020
-0.13%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
PGR 		Progressive Corp
25,625
6502.600
-14.27%
3.990
-0.61%
0.000
+19.81%
+65.24%
153201.424
Insurance
AAPL 		Apple Inc
26,693
6219.400
+11.51%
3.820
+0.39%
0.000
+6.64%
+18.46%
3430687.188
Hardware
AXP 		American Express Co
20,825
5647.740
-4.86%
3.470
-0.17%
0.000
+23.47%
+55.36%
202598.350
Credit Services
BKNG 		Booking Holdings Inc
1,322
5568.420
0%
3.420
0%
0.000
+45.95%
+40.36%
163605.988
Travel & Leisure
SCHW 		Charles Schwab Corp
74,818
4848.960
+0.70%
2.980
+0.02%
0.000
+18.59%
+9.00%
135188.126
Capital Markets
ADI 		Analog Devices Inc
19,521
4493.150
+0.29%
2.760
+0.01%
0.000
+6.11%
+15.16%
112108.222
Semiconductors
FND 		Floor & Decor Holdings Inc
34,263
4254.440
+1.31%
2.610
+0.03%
0.030
+1.66%
-9.92%
10775.677
Retail - Cyclical
TPX 		Tempur Sealy International Inc
77,325
4221.950
+0.83%
2.590
+0.02%
0.040
+10.00%
+7.58%
9450.189
Furnishings, Fixtures & Appliances

Salvus Wealth Management, LLC's Historical Top Holdings Breakdowns

Salvus Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FI 		Fiserv Inc2024-09-30New Buy
+1.72%
●
147.14 ($164.95) 179.65
$210.70
27.74%
New holding
15,591
15,591
PGR 		Progressive Corp2024-09-30Reduce
-0.61%
●
209.46 ($232.5) 259.24
$261.52
12.48%
Reduce -14.27%
25,625
-4,265
MC 		Moelis & Co2024-09-30Reduce
-0.50%
●
57.14 ($64.56) 70.62
$77.01
19.28%
Reduce -21.21%
47,627
-12,823
ABG 		Asbury Automotive Group Inc2024-09-30Add
+0.45%
●
212.93 ($235.65) 269.22
$260.45
10.52%
Add 29.51%
13,539
3,085
CRM 		Salesforce Inc2024-09-30Sold Out
-0.43%
●
238.42 ($256.15) 276.64
$321.95
25.69%
Sold Out
0
-2,427
AAPL 		Apple Inc2024-09-30Add
+0.39%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Add 11.51%
26,693
2,755
ORCL 		Oracle Corp2024-09-30New Buy
+0.36%
●
125.9 ($144.85) 170.4
$189.25
30.65%
New holding
3,413
3,413
VZ 		Verizon Communications Inc2024-09-30Reduce
-0.36%
●
38.89 ($41.74) 45
$40.48
-3.02%
Reduce -48.21%
13,548
-12,611
NVR 		NVR Inc2024-09-30Reduce
-0.34%
●
7421.51 ($8729.84) 9811.8
$9,306.94
6.61%
Reduce -16.13%
338
-65
AEM 		Agnico Eagle Mines Ltd2024-09-30Reduce
-0.22%
●
65.04 ($77.44) 84.24
$83.84
8.26%
Reduce -26.84%
13,277
-4,870

Salvus Wealth Management, LLC Total Holding History ($B)

To

Salvus Wealth Management, LLC's Asset Allocation

To

Salvus Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Salvus Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Salvus Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Salvus Wealth Management, LLC's Holdings Heat Map

Size field:

Salvus Wealth Management, LLC's Holdings Bubble Chart

Salvus Wealth Management, LLC News

  • 1

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