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Home > Institutional Investor > Salvus Wealth Management, Llc > Profile

Instuitional Investor - Salvus Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Salvus Wealth Management, Llc
Portfolio Value $140,643,392
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOG 54,478 $7,677,541 5.45%
2.
Berkshire Hathaway Inc
 BRK.A 18,183 $6,485,148 4.61%
3.
Estee Lauder Companies Inc
 EL 36,419 $5,326,242 3.78%
4.
Schwab Charles Corp
 SCHW 75,873 $5,220,063 3.71%
5.
Progressive Corp
 PGR 30,971 $4,933,060 3.5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)