SW
| |
Salvus Wealth Management, LLC13F | |
| Salvus Wealth Management, LLC | |
| Last update 2025-07-14 | 126 Stocks (10 new) |
| Value $171.00 Mil | Turnover 5 % |
Salvus Wealth Management, LLC Top Holdings of 2025-06-30
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| 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 | 16,776 | 8,149.3 | -6.14% | 4.760 | -0.37% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
SCHW | Charles Schwab Corp | 73,307 | 6,688.5 | -1.99% | 3.900 | -0.07% | 0.000 | +26.21% | +30.29% | 174,065.8 | Capital Markets | |
PGR | Progressive Corp | 24,491 | 6,535.7 | -2.27% | 3.820 | -0.10% | 0.000 | -7.14% | +4.90% | 144,445.5 | Insurance | |
BKNG | Booking Holdings Inc | 944 | 5,465.0 | -1.77% | 3.190 | -0.05% | 0.000 | +24.91% | +15.22% | 185,574.3 | Travel & Leisure | |
AXP | American Express Co | 16,370 | 5,221.7 | -1.25% | 3.050 | -0.04% | 0.000 | +22.85% | +4.61% | 215,746.3 | Credit Services | |
SGI | Somnigroup International Inc | 74,351 | 5,059.6 | -3.50% | 2.950 | -0.10% | 0.040 | +22.77% | +29.95% | 15,293.4 | Furnishings, Fixtures & Appliances | |
ASTS | AST SpaceMobile Inc | 106,776 | 4,989.6 | -1.82% | 2.910 | -0.03% | 0.040 | +147.88% | +174.79% | 14,437.0 | Hardware | |
THO | Thor Industries Inc | 53,681 | 4,767.4 | +9.54% | 2.780 | +0.24% | 0.100 | +30.61% | -4.56% | 4,742.9 | Vehicles & Parts | |
AAPL | Apple Inc | 23,172 | 4,754.3 | -5.87% | 2.780 | -0.20% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
ADI | Analog Devices Inc | 19,525 | 4,647.3 | -1.45% | 2.710 | -0.04% | 0.000 | +37.83% | +14.85% | 120,017.6 | Semiconductors |
Salvus Wealth Management, LLC's Historical Top Holdings Breakdowns
Salvus Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOOG | Alphabet Inc | 2025-06-30 | Reduce Reduce | -1.51% | 146.58 ($165.11) 180.01 | $185.94 | 12.62% | Reduce -40.61% | 22,490 | -15,380 | |
IBP | Installed Building Products Inc | 2025-06-30 | Add Add | +0.68% | 153.99 ($166.49) 182 | $184.09 | 10.57% | Add 57.51% | 17,545 | 6,406 | |
FI | Fiserv Inc | 2025-06-30 | Add Add | +0.58% | 159.13 ($181.98) 226.15 | $165.74 | -8.92% | Add 31.37% | 24,282 | 5,798 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.37% | 483.48 ($508.26) 539.8 | $473.80 | -6.78% | Reduce -6.14% | 16,776 | -1,098 | |
UPS | United Parcel Service Inc | 2025-06-30 | Sold Out Sold Out | -0.30% | 91.92 ($98.57) 110.2 | $99.22 | 0.66% | Sold Out | 0 | -4,363 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -0.28% | 274.35 ($384.44) 599.47 | $282.65 | -26.48% | Sold Out | 0 | -848 | |
CB | Chubb Ltd | 2025-06-30 | New Buy New Buy | +0.27% | 274.32 ($288) 302.46 | $274.13 | -4.82% | New holding | 1,608 | 1,608 | |
FND | Floor & Decor Holdings Inc | 2025-06-30 | Add Add | +0.27% | 67.02 ($74.37) 83.8 | $78.63 | 5.73% | Add 12.94% | 54,109 | 6,199 | |
CMCSA | Comcast Corp | 2025-06-30 | Reduce Reduce | -0.25% | 32.84 ($34.63) 36.9 | $34.54 | -0.26% | Reduce -43.75% | 13,510 | -10,508 | |
EMR | Emerson Electric Co | 2025-06-30 | New Buy New Buy | +0.25% | 94.15 ($114.64) 133.33 | $144.23 | 25.81% | New holding | 3,175 | 3,175 |
Salvus Wealth Management, LLC Total Holding History ($B)
Salvus Wealth Management, LLC's Asset Allocation
Salvus Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Salvus Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Salvus Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Salvus Wealth Management, LLC's Holdings Heat Map
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Salvus Wealth Management, LLC's Holdings Bubble Chart
Salvus Wealth Management, LLC News
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